I-Industry Chain
Imboni ye-semiconductor, njengengxenye ebaluleke kakhulu embonini yezingxenye ze-elekthronikhi, uma ihlukaniswa ngokwezakhiwo ezihlukene zomkhiqizo, ihlukaniswa ikakhulukazi ngokuthi: amadivaysi ahlukene, amasekhethi ahlanganisiwe, amanye amadivaysi nokunye.Phakathi kwazo, amadivaysi ahlukene angaphinde ahlukaniswe abe ama-diode, ama-transistors, ama-thyristors, ama-transistors, njll., kanye nama-circuits ahlanganisiwe angahlukaniswa abe yi-analogue circuits, microprocessors, i-logic edidiyelwe izifunda, izinkumbulo nokunye.
Izingxenye eziyinhloko zemboni ye-semiconductor
Ama-semiconductors asenhliziyweni yemishini eminingi ephelele yezimboni, esetshenziswa kakhulu ezintweni zikagesi ezithengwayo, ezokuxhumana, ezezimoto, ezezimboni/ezokwelapha, zamakhompyutha, ezempi/uhulumeni, nezinye izindawo ezibalulekile.Ngokusho kokudalulwa kwedatha ye-Semi, ama-semiconductors akhiwa ikakhulukazi izingxenye ezine: amasekhethi ahlanganisiwe (cishe ama-81%), amadivaysi e-optoelectronic (cishe u-10%), amadivaysi ahlukene (cishe u-6%), nezinzwa (cishe u-3%).Njengoba ama-circuits ahlanganisiwe enza ingxenye enkulu yesamba, imboni ngokuvamile ilinganisa ama-semiconductors namasekethe ahlanganisiwe.Ngokwezinhlobo ezahlukene zemikhiqizo, amasekhethi ahlanganisiwe aphinde ahlukaniswe abe izigaba ezine eziyinhloko: amadivaysi anengqondo (cishe ama-27%), inkumbulo (cishe ama-23%), ama-microprocessors (cishe u-18%), kanye nemishini ye-analogue (cishe i-13%).
Ngokuya ngezigaba zochungechunge lwemboni, uchungechunge lwemboni ye-semiconductor luhlukaniswe uchungechunge lwemboni yosekelo olukhuphukayo, uchungechunge lwemboni ephakathi nendawo, kanye neketanga lemboni yesidingo esingezansi.Izimboni ezihlinzeka ngezinto zokwakha, okokusebenza, nobunjiniyela obuhlanzekile zihlukaniswa njengochungechunge lwemboni yokwesekwa kwe-semiconductor;ukuklama, ukukhiqiza, ukupakishwa nokuhlolwa kwemikhiqizo ye-semiconductor kuhlukaniswa njengochungechunge lwezimboni oluwumongo;kanye namatheminali afana nama-electronics omthengi, ezezimoto, izimboni/ezokwelapha, ezokuxhumana, ikhompuyutha, nezempi/uhulumeni zihlukaniswa njengochungechunge lwezidingo zemboni.
Izinga Lokukhula Kwemakethe
Imboni ye-semiconductor yomhlaba wonke iye yathuthuka yaba isikali esikhulu semboni, ngokusho kwedatha enokwethenjelwa, ubukhulu bemboni ye-semiconductor yomhlaba wonke ngo-1994 budlula amadola ayizigidi eziyizinkulungwane ezingu-100, badlula amaRandi ayizigidi eziyizinkulungwane ezingu-200 ngo-2000, cishe amaRandi ayizigidi eziyizinkulungwane ezingu-300 ngo-2010, ngo-2015. ifike ku-336.3 billion wamadola aseMelika.Phakathi kwazo, izinga lokukhula elihlanganisiwe lika-1976-2000 lafinyelela ku-17%, ngemva kuka-2000, izinga lokukhula kancane kancane laqala ukwehla, izinga lokukhula elihlanganisiwe lika-2001-2008 lika-9%.Eminyakeni yakamuva, imboni ye-semiconductor iye yangena kancane kancane esikhathini sokuthuthuka esizinzile nesivuthiwe, futhi kulindeleke ukuthi ikhule ngezinga elihlanganisiwe lika-2.37% ngo-2010-2017.
Amathemba entuthuko
Ngokombiko wakamuva wokuthunyelwa kwempahla oshicilelwe yi-SEMI, inani lokuthunyelwa kwabakhiqizi bemishini ye-semiconductor baseNyakatho Melika ngoMeyi 2017 lalingama-US $ 2.27 billion.Lokhu kumelela ukunyuka okufika ku-6.4% YoY kusuka ku-$2.14 billion ka-April, nokukhuphuka ngo-$1.6 billion, noma u-41.9% YoY, kusukela esikhathini esifanayo ngonyaka odlule.Kusukela kudatha, inani lokuthunyelwa ngoMeyi aliyona nje inyanga yesine ilandelana yokuphakama okuqhubekayo, kodwa futhi ihlaselwe kusukela ngoMashi 2001, irekhodi.
Record high kusukela March 2001. Imishini Semiconductor ukwakhiwa kwemigqa yokukhiqiza semiconductor kanye imboni boom degree iphayona, ngokuvamile, abakhiqizi imishini ukuthunyelwa ukukhula ngokuvamile ibikezela imboni futhi boom phezulu, sikholelwa ukuthi imigqa yokukhiqiza semiconductor China ukusheshisa kanye ngesivinini. Isidingo semakethe, imboni ye-semiconductor yomhlaba wonke kulindeleke ukuthi ingene esikhathini esisha sokukhuphuka.
Isikali Sezimboni
Kulesi sigaba, imboni ye-semiconductor yomhlaba wonke isithuthuke yaba isikali esikhulu semboni, imboni ikhula kancane kancane, ukufuna amaphuzu amasha okukhula komnotho embonini ye-semiconductor yomhlaba wonke sekuyinkinga ebalulekile.Sikholelwa ukuthi intuthuko esheshayo yemboni ye-semiconductor yaseChina kulindeleke ukuthi ibe amandla amasha sha embonini yama-semiconductor ukuze ifinyelele ukukhula komjikelezo.
2010-2017 usayizi wemakethe ye-semiconductor global ($ bhiliyoni)
Imakethe ye-semiconductor yaseChina igcina izinga eliphezulu lokuchuma, kanti imakethe ye-semiconductor yasekhaya kulindeleke ukuthi ifinyelele kuma-yuan ayizigidi eziyizinkulungwane eziyi-1,686 ngo-2017, ngesilinganiso sokukhula esiyinhlanganisela esingu-10.32% kusukela ngo-2010-2017, esiphezulu kakhulu kunesilinganiso sokukhula kwemboni ye-semiconductor yomhlaba wonke ngo-2.37 %, osekuyinjini yokushayela ebalulekile emakethe yomhlaba wonke ye-semiconductor.Ngonyaka ka-2001-2016, usayizi wemakethe ye-IC yasekhaya ukhuphuke usuka ku-126 billion wamayuan waya cishe kuma-yuan ayizigidi eziyizinkulungwane eziyi-1,200, okwenza cishe u-60% wesabelo semakethe yomhlaba wonke.Ukuthengiswa kwemboni kunwetshwe izikhathi ezingaphezu kwezingu-23, kusukela kuma-yuan ayizigidi eziyizinkulungwane ezingu-18.8 kuya kuma-yuan ayizigidi eziyizinkulungwane ezingu-433.6. Phakathi kuka-2001-2016, imboni ye-IC yaseChina kanye nemakethe ye-CAGR yayingama-38.4% kanye no-15.1% ngokulandelanayo.Phakathi kuka-2001-2016 ukukhiqizwa kwe-IC yaseChina kwahamba ngesandla, ihambisana ne-CAGR yama-36.9%, 28.2%, kanye ne-16.4% ngokulandelana.Phakathi kwazo, ingxenye yemboni yokuklama kanye nemboni yokukhiqiza ibilokhu ikhula, ikhuthaza ukwenziwa kahle kwesakhiwo semboni ye-IC.
Isikhathi sokuthumela: Sep-01-2023
