Ho ea ka lipalo-palo tsa morao-rao tse tsoang hoGartner, Samsung Electronics e lebelletsoe ho khutlisa boemo ba eona joalo kamorekisi ea kholo ka ho fetisisa oa semiconductormabapi le lekeno, ho feta Intel. Leha ho le joalo, lintlha tsena ha li kenyeletse TSMC, e leng setsi se seholo ka ho fetisisa lefatšeng.
Chelete ea Samsung Electronics e bonahala e eketsehile leha e sa sebetse hantle ka lebaka la phaello e ntseng e mpefala ea memori ea DRAM le NAND flash. SK Hynix, e nang le molemo o matla 'marakeng oa high-bandwidth memory (HBM), e lebelletsoe ho nyolohela sebakeng sa bone lefatšeng selemong sena.
Feme ea lipatlisiso tsa 'maraka Gartner e bolela esale pele hore chelete ea lefats'e ea semiconductor e tla eketseha ka 18.1% ho tloha selemong se fetileng (US $ 530 limilione tse likete) ho ea ho US $ 626 limilione tse likete ka 2024. Har'a bona, chelete eohle ea chelete ea bafani ba 25 ba ka sehloohong ba semiconductor e lebelletsoe ho eketseha ka 21.1% selemo le selemo, mme karolo ea mmaraka ho 2020 e lebelletsoe ho eketseha ho tloha ho 20. 77.2% ka 2024, keketseho ea liperesente tse 1.9.
Khahlanong le ho putlama ha moruo oa lefats'e, polarization ea tlhoko ea lihlahisoa tsa semiconductor ea AI joalo ka HBM le lihlahisoa tsa setso e eketsehile, e leng se bakileng ts'ebetso e tsoakaneng ea lik'hamphani tsa semiconductor. Samsung Electronics e lebelletsoe ho fumana sebaka se holimo se lahlehetsoeng ke Intel ka 2023 nakong ea selemo. Chelete ea Samsung ea semiconductor selemong se fetileng e ne e lebelletsoe ho ba lidolara tse limilione tse likete tse 66.5, ho nyoloha ka 62.5% ho tloha selemong se fetileng.
Gartner o hlokometse hore "kamora lilemo tse peli tse latellanang tsa ho theoha, lekeno la sehlahisoa sa memori le ile la eketseha haholo selemong se fetileng," mme a bolela esale pele hore sekhahla sa kholo ea selemo le selemo sa Samsung lilemong tse hlano tse fetileng se tla fihla ho 4.9%.
Gartner o bolela esale pele hore lekeno la lefats'e la semiconductor le tla hola 17% ka 2024. Ho latela ponelopele ea morao-rao ea Gartner, lekeno la lefats'e la semiconductor le lebelletsoe ho hola ka 16.8% ho isa ho $624 bilione ka 2024. Mmaraka o lebelletsoe ho theoha 10.9% ka 2023 ho isa ho $534 bilione.
"Ha 2023 e atamela bofelong, tlhokahalo e matla ea li-chips tse kang li-graphics processing units (GPUs) tse tšehetsang mosebetsi oa AI li ke ke tsa lekana ho fokotsa ho theoha ha likarolo tse peli indastering ea semiconductor selemong sena," ho boletse Alan Priestley, motlatsi oa mopresidente le mohlahlobi oa Gartner. "Ho fokotseha ha tlhokahalo ho tsoa ho bareki ba li-smartphone le ba PC, hammoho le tšebeliso e fokolang ea lichelete litsing tsa data le litsi tsa data tsa hyperscale, ho ama ho fokotseha ha chelete selemong sena."
Leha ho le joalo, 2024 e lebelletsoe ho ba selemo se khutlang, ka meputso ea mefuta eohle ea li-chip e ntseng e hola, e tsamaisoang ke kholo ea linomoro tse peli 'marakeng oa memori.
Mmaraka oa lefats'e oa memori o lebelletsoe ho theoha ka 38.8% ka 2023, empa hape ka 2024 ka keketseho ea 66.3%. Chelete ea memori ea Flash ea NAND e lebelletsoe ho theoha ka 38.8% ka 2023 ho isa ho $35.4 bilione, ka lebaka la tlhokahalo e fokolang le tlatsetso e feteletseng e lebisang ho theoheng ha litheko. Likhoeling tse 3-6 tse tlang, litheko tsa NAND li lebelletsoe ho theoha 'me boemo ba barekisi ba thepa bo tla ntlafala. Bahlahlobisisi ba Gartner ba bolela esale pele pholiso e matla ka 2024, 'me lekhetho le nyolohela ho $53 bilione, keketseho ea selemo le selemo ea 49.6%.
Ka lebaka la tlatsetso e matla le tlhokahalo e sa lekaneng, barekisi ba DRAM ba lelekisa litheko tsa mmaraka ho fokotsa thepa. Katoloso ea 'maraka oa DRAM e lebelletsoe ho tsoelapele ho fihlela kotara ea bone ea 2023, e lebisang ho phatloheng ha theko. Leha ho le joalo, phello e felletseng ea keketseho ea theko e ke ke ea utloahala ho fihlela 2024, ha lekhetho la DRAM le lebelletsoe ho hola ka 88% ho isa ho $87.4 billion.
Nts'etsopele ea bohlale ba maiketsetso (GenAI) le mefuta e meholo ea lipuo e tsamaisa tlhokahalo ea li-server tsa GPU tse sebetsang hantle le likarete tsa accelerator litsing tsa data. Sena se hloka hore ho kenngoe li-accelerator tsa mosebetsi ka har'a li-server tsa data center ho tšehetsa koetliso le ts'ebetso ea mesebetsi ea AI. Bahlahlobisisi ba Gartner ba hakanya hore ka 2027, ho kopanngoa ha theknoloji ea AI lits'ebetsong tsa setsi sa data ho tla fella ka ho feta 20% ea lisebelisoa tse ncha tse nang le li-accelerator tsa mosebetsi.
Nako ea poso: Jan-20-2025