Sida laga soo xigtay tirakoobyadii ugu dambeeyay ee laga soo xigtayGartner, Samsung Electronics ayaa la filayaa inay dib u hesho booskeedii horealaab-qeybiyaha ugu weyn ee semiconductormarka laga eego dakhliga, waxay ka sarreysaa Intel. Si kastaba ha ahaatee, xogtan kuma jiraan TSMC, oo ah warshadda ugu weyn adduunka ee wax soo saarka.
Dakhliga Samsung Electronics ayaa u muuqda inuu soo kabtay inkastoo waxqabadkiisu liitay sababtoo ah faa'iidada sii xumaanaysa ee DRAM iyo xusuusta NAND flash. SK Hynix, oo leh faa'iido xooggan suuqa xusuusta sare (HBM), ayaa la filayaa inay sanadkan gaarto kaalinta afraad ee adduunka.
Shirkadda cilmi-baarista suuqa ee Gartner ayaa saadaalisay in dakhliga semiconductor-ka adduunka uu kordhi doono 18.1% marka loo eego sannadkii hore (US$530 bilyan) ilaa US$626 bilyan sanadka 2024. Kuwaas waxaa ka mid ah, wadarta dakhliga 25-ka alaab-qeybiyeyaasha semiconductor-ka ugu sarreeya ayaa la filayaa inay korodho 21.1% sanadba sanadka ka dambeeya, saamiga suuqana waxaa la filayaa inuu ka kordho 75.3% sanadka 2023 ilaa 77.2% sanadka 2024, taasoo ah koror dhan 1.9 boqolkiiba dhibcood.
Iyada oo ay jirto hoos u dhac dhaqaale oo caalami ah, kala qaybsanaanta baahida loo qabo alaabada semiconductor-ka AI sida HBM iyo alaabada dhaqameed ayaa sii xoogeysatay, taasoo keentay waxqabad isku dhafan oo shirkadaha semiconductor-ka ah. Samsung Electronics ayaa la filayaa inay dib u hesho kaalinta ugu sarreysa ee ay ka lumisay Intel sannadkii 2023 sannad gudaheed. Dakhliga semiconductor-ka ee Samsung sannadkii hore waxaa la filayay inuu noqdo US$66.5 bilyan, taasoo kor u kacday 62.5% sannadkii ka horreeyay.
Gartner wuxuu xusay in "ka dib laba sano oo xiriir ah oo hoos u dhac ah, dakhliga wax soo saarka xusuusta ayaa si weyn kor ugu kacay sannadkii hore," wuxuuna saadaaliyay in celceliska kobaca sanadlaha ah ee Samsung shantii sano ee la soo dhaafay uu gaari doono 4.9%.
Gartner wuxuu saadaalinayaa in dakhliga semiconductor-ka adduunka uu kori doono 17% sanadka 2024. Sida laga soo xigtay saadaasha ugu dambeysay ee Gartner, dakhliga semiconductor-ka adduunka ayaa la filayaa inuu kordho 16.8% ilaa $624 bilyan sanadka 2024. Suuqa ayaa la filayaa inuu hoos u dhaco 10.9% sanadka 2023 ilaa $534 bilyan.
"Iyada oo 2023 ay soo dhowdahay, baahida xooggan ee loo qabo jajabyada sida cutubyada farsamaynta sawirada (GPUs) ee taageera culayska shaqada ee AI kuma filnaan doonto inay ka hortagto hoos u dhaca laba-god ah ee warshadaha semiconductor-ka sanadkan," ayuu yiri Alan Priestley, madaxweyne ku xigeenka iyo falanqeeye ka tirsan Gartner. "Dalab hoos u dhaca macaamiisha taleefannada casriga ah iyo kuwa PC-ga, oo ay weheliso kharash yar oo ku baxa xarumaha xogta iyo xarumaha xogta ee aadka u sarreeya, ayaa saameynaya hoos u dhaca dakhliga sanadkan."
Si kastaba ha ahaatee, 2024 waxaa la filayaa inuu noqdo sanad soo kabasho ah, iyadoo dakhliga dhammaan noocyada jajabku uu sii kordhayo, oo ay horseeddo kobaca laba-god ee suuqa xusuusta.
Suuqa xusuusta adduunka ayaa la filayaa inuu hoos u dhaco 38.8% sanadka 2023, laakiin dib ayuu u soo kabtay sanadka 2024 iyadoo koror dhan 66.3%. Dakhliga xusuusta NAND flash-ka ayaa la filayaa inuu hoos u dhaco 38.8% sanadka 2023 ilaa $35.4 bilyan, sababtoo ah baahida oo liidata iyo sahayda xad dhaafka ah taasoo horseedaysa hoos u dhaca qiimaha. 3-6 bilood ee soo socota, qiimaha NAND ayaa la filayaa inuu hoos u dhaco xaaladda alaab-qeybiyeyaashana way fiicnaan doontaa. Falanqeeyayaasha Gartner waxay saadaalinayaan soo kabasho xooggan sanadka 2024, iyadoo dakhligu uu kor u kici doono $53 bilyan, taasoo ah koror sanadba sanadka ka dambeeya ah oo ah 49.6%.
Sababo la xiriira sahay xad dhaaf ah iyo baahida aan ku filnayn, alaab-qeybiyeyaasha DRAM waxay ku raad joogaan qiimaha suuqa si ay u yareeyaan kaydka. Suuqa DRAM ee xad dhaafka ah ayaa la filayaa inuu sii socdo ilaa rubuci afraad ee 2023, taasoo horseedaysa dib u soo kabasho qiimaha. Si kastaba ha ahaatee, saameynta buuxda ee kororka qiimaha lama dareemi doono ilaa 2024, marka dakhliga DRAM la filayo inuu kordho 88% ilaa $87.4 bilyan.
Horumarinta sirdoonka macmalka ah ee soo saara (GenAI) iyo moodooyinka luqadaha waaweyn ayaa kicinaya baahida loo qabo adeegayaasha GPU-ga ee waxqabadka sare leh iyo kaararka dardargelinta ee xarumaha xogta. Tani waxay u baahan tahay in la geeyo dardar-geliyayaasha culeyska shaqada ee adeegayaasha xarunta xogta si loo taageero tababarka iyo soo koobidda culaysyada shaqada ee AI. Falanqeeyayaasha Gartner waxay qiyaasaan in marka la gaaro 2027, isku-darka tignoolajiyada AI ee codsiyada xarunta xogta ay keeni doonto in ka badan 20% adeegayaasha cusub oo ay ku jiraan dardar-geliyayaasha culeyska shaqada.
Waqtiga boostada: Jan-20-2025