Sida laga soo xigtay tirakoobkii ugu dambeeyay ee kaGartner, Samsung Electronics ayaa la filayaa in ay dib u soo ceshano booskeeda sidaalaab-qeybiyaha ugu weyn ee semiconductorxagga dakhliga oo dhaafiyay Intel. Si kastaba ha ahaatee, xogtan kuma jiraan TSMC, aasaaska ugu weyn adduunka.
Dakhliga Samsung Electronics wuxuu u muuqdaa inuu dib u soo kabtay inkasta oo waxqabadkiisu xumaaday sababtoo ah faa'iidada sii xumaanaysa ee DRAM iyo NAND flash memory. SK Hynix, oo faa'iido xoog leh ku leh suuqa xusuusta-bandwidth-sare (HBM), ayaa la filayaa inay kor u kacdo kaalinta afraad ee adduunka sanadkan.
Shirkadda cilmi-baarista suuqa ee Gartner ayaa saadaalisay in dakhliga semiconductor-ka caalamiga ah uu kordhin doono 18.1% sannadkii hore (US $ 530 bilyan) ilaa US $ 626 ee 2024. Waxaa ka mid ah, wadarta dakhliga 25-ka ugu sarreeya alaab-qeybiyeyaasha semiconductor ayaa la filayaa inuu kordho 21.1% sannadkiiba, iyo saamiga suuqa ayaa la filayaa inuu ka kordho 7.2% ilaa 7.2%. 2024, koror boqolkiiba 1.9 ah.
Marka laga soo tago dib-u-dhaca dhaqaale ee caalamiga ah, kala-soocidda baahida loo qabo alaabada semiconductor AI sida HBM iyo alaabada dhaqameed ayaa kordhay, taasoo keentay waxqabadyo isku dhafan oo loogu talagalay shirkadaha semiconductor. Samsung Electronics ayaa la filayaa inay dib u soo ceshato kaalinta ugu sareysa ee ay lumisay Intel sanadka 2023 sanad gudihii. Dakhliga semiconductor ee Samsung sannadkii hore ayaa la filayaa inuu noqdo US$66.5 bilyan, oo ka badan 62.5% sannadkii hore.
Gartner wuxuu xusay in "laba sano oo xiriir ah oo hoos u dhac ah kadib, dakhliga alaabta xusuusta uu si aad ah u kordhay sanadkii hore," wuxuuna saadaaliyay in celceliska heerka kobaca sanadlaha ee Samsung shantii sano ee la soo dhaafay uu gaari doono 4.9%.
Gartner wuxuu saadaaliyay in dakhliga semiconductor-ka caalamiga ahi uu kori doono 17% sanadka 2024. Sida laga soo xigtay saadaasha ugu dambeysay ee Gartner, dakhliga semiconductor-ka caalamiga ah ayaa la filayaa inuu koro 16.8% ilaa $624 bilyan sanadka 2024. Suuqa ayaa la filayaa inuu hoos u dhaco 10.9% 2023 ilaa $534 bilyan.
"Sida 2023 soo dhowaanayo, baahida xooggan ee chips sida unug farsamaynta garaafyada (GPUs) ee taageera culeyska shaqada AI kuma filna inay ka hortagto hoos u dhaca laba-god ee warshadaha semiconductor sanadkan," ayuu yiri Alan Priestley, madaxweyne ku xigeenka iyo falanqeeye Gartner. " Hoos u dhaca baahida macaamiisha casriga ah iyo kombuyuutarrada, oo ay weheliso kharashaadka daciifka ah ee xarumaha xogta iyo xarumaha xogta, waxay saameynaysaa hoos u dhaca dakhliga sanadkan."
Si kastaba ha noqotee, 2024 waxaa la filayaa inuu noqdo sanad dib u soo kabasho ah, iyadoo dakhliyada dhammaan noocyada chip-ku ay koraan, oo ay horseedaan kobaca laba-god ee suuqa xusuusta.
Suuqa xusuusta adduunka ayaa la filayaa inuu hoos u dhaco 38.8% sanadka 2023, laakiin dib u soo kabashada sanadka 2024 iyadoo 66.3% kordhay. Dakhliga xusuusta ee NAND ayaa la filayaa inuu hoos u dhaco 38.8% sanadka 2023 ilaa $35.4 bilyan, sababtuna tahay baahida daciifka ah iyo wax-soo-saarka xad dhaafka ah ee keenaya qiimaha hoos u dhaca. 3-6 bilood ee soo socota, qiimaha NAND ayaa la filayaa inuu hoos u dhaco oo xaaladda alaab-qeybiyeyaashu way fiicnaan doontaa. Falanqeeyayaasha Gartner ayaa saadaaliyay soo kabsasho xooggan sanadka 2024, iyadoo dakhligu kor ugu kacayo $53 bilyan, koror sanad-sannad ah 49.6%.
Sababo la xiriira saadka ba'an iyo baahida aan ku filneyn, alaab-qeybiyeyaasha DRAM waxay eryanayaan qiimaha suuqa si ay u yareeyaan agabka. Suuqgeynta DRAM ee xad-dhaafka ah ayaa la filayaa inuu sii socdo illaa rubuci afaraad ee 2023, taasoo horseedaysa dib u soo kabashada qiimaha. Si kastaba ha ahaatee, saamaynta buuxda ee korodhka qiimaha lama dareemi doono ilaa 2024, markaas oo dakhliga DRAM la filayo inuu kordho 88% ilaa $87.4 bilyan.
Horumarinta sirdoonka macmalka ah ee curinta (GenAI) iyo moodooyinka luqadaha waaweyn ayaa keenaya baahida loo qabo adeegayaasha GPU ee waxqabadka sare leh iyo kaararka dardargelinta ee xarumaha xogta. Tani waxay u baahan tahay in la geeyo dardargeliyayaasha culeyska shaqada ee adeegayaasha xarumaha xogta si ay u taageeraan tababarka iyo ka-fiirsashada culeyska shaqada ee AI. Falanqeeyayaasha Gartner waxay qiyaasayaan in marka la gaaro 2027, isku dhafka tignoolajiyada AI ee codsiyada xarunta xogta ay keeni doonto in ka badan 20% server-yada cusub oo ay ku jiraan dardargeliyayaasha culeyska shaqada.
Waqtiga boostada: Jan-20-2025