Denda uye kusagadzikana kwehupfumi kwakabatana kwakadzora mari mumaindasitiri mazhinji, kusanganisira semiconductor kugadzira. Izvi zvinoita kuti 2020 rive gore rechipiri mumutsara wekuti mari yekudyara yadzikira zvichienderana negore rapfuura. Asi chitubu chehupfumi chinomanikidzwa chete kune mamwe miganhu, mushure mezvo kusingadzivisiki kururamisa kunotevera. Uye kusunungurwa kwesimba rezvemari hakuzove kwenguva refu mukuuya.
Vaongorori vesangano reindasitiri SEMI 2021 iri kuumba kuve gore remabhanari epasi rose semiconductor kugadzira michina yekushandisa. Mari inotarisirwa kuwedzera ne24% pagore kusvika kune rekodhi $ 67,7 bhiriyoni.Mafekitari anogadzira ndangariro yeDRAM achatungamira nzira (inova nhau dzakanaka). Makambani achashandisa mari inosvika mabhiriyoni makumi matatu emadhora kuti awedzere kugadzirwa kwendangariro. Nzvimbo yechipiri maererano nekudyara mumafekitari ichatorwa nekugadzira zvine musoro uye kugadzirwa kwekondirakiti yemachipisi nekudyara kwakarongwa kunosvika mabhiriyoni makumi maviri nemapfumbamwe emadhora.
Iyo 3D NAND flash bhizinesi ichawedzera mari yekushandisa kunyange kutanga kwegore rino, inotarisirwa kuve 30% YoY. Naizvozvo, gore rinouya kukura kwekudyara mukuvandudza kwe3D NAND kugadzirwa kuchave kwakanyanyisa - pamwero we17% pagore. Nekurangarira kweDRAM zvakatonyanya nani. Kana gore rino mari yekushandisa mukugadzirwa kweRAM yakaderera ne11% pagore, saka gore rinouya vanovimbisa kuwedzera ne50% pagore. Mugore razvino, makambani akadzorawo mari mukugadzira logic ne11% pagore, asi muna 2021 kukura kwekudyara hakuzove kwakasimba sezvakaita DRAM uye kunosvika gumi nematanhatu muzana pagore.
Hapana shanduko inonakidza inotarisirwa mune dzimwe nzvimbo dzekugadzirwa kwesemiconductor. Nekudaro, mari mukugadzira ma sensors emifananidzo muna 2020 ichakura ne60% uye ichawedzera imwe 36% muna 2021. Gore rino vachadyara 40% mari yakawanda mukugadzirwa kweanalogi uye yakasanganiswa AD logic kupfuura gore rapfuura, uye muna 2021 ivo vachawedzera mari yekushandisa neimwe 13%. Simba semiconductors ichaona kukura kwekudyara kwe2020% muna 16 uye inoshamisa 2021% muna 67.
Izvo zvinofanirwa kutaurwa kuti iyo SARS-CoV-2 coronavirus denda yakamanikidza vanoongorora kuti vafunge zvakare kufanotaura kwavo kwekutanga kwekudyara mumafekitori (iyo fungidziro nyowani inoratidzwa mumutsara mutsvuku mugirafu riri pamusoro). Kunyanya, mitengo yezvigadzirwa zvekugadzira yakachinjika kubva pakota yekutanga kuenda kuchikamu chechipiri che2020. Kudyara kwepasi rose mukugadzira semiconductor kwakadonha 15% zvakateerana mukota yekutanga. Muchikamu chechipiri, nyika yakatanga kupora mushure mekuvhunduka kwekutanga kwedenda uye kuvharirwa. Pamusoro pezvo, kudiwa kwemidziyo muchikamu chechipiri kunogona kukonzerwa nekunetsekana nezvirango zvakatemerwa makambani ekuChina.
Pakazere, mutengo wemidziyo wegore rakazara uchange wakadzika 4% gore rino. Muna 2019, kudzikira kwekushandiswa kwemari yepasirese kwaive kwakanyanya - 8% pagore. Kuderera, sekureva kwevanoongorora, kuchakundwa muhafu yechipiri yegore rino, kunyangwe denda nekushaikwa kwemabasa kwazvakakonzera zvichaedza kudonhedza hupfumi pasi. Nenzira yakanaka, kusimbiswa kwe "shanduko yedhijitari" munzvimbo dzose dzehupenyu hwevanhu uye basa richapikisa maitiro aya asina kunaka.
Source: 3dnews.ru