Dị ka ọhụrụ ọnụ ọgụgụ siGartner, Samsung Electronics na-atụ anya na-enwetaghachi ya ọnọdụ dị ka ndịnnukwu ndị na-eweta semiconductorn'ihe gbasara ego ha nwetara, karịrị Intel. Agbanyeghị, data a anaghị agụnye TSMC, ụlọ ọrụ kachasị ukwuu n'ụwa.
Ego enwetara Samsung Electronics dị ka agbagoro agbagoro n'agbanyeghị arụmọrụ adịghị mma n'ihi uru na-emebi emebi nke DRAM na ebe nchekwa Flash NAND. SK Hynix, nke nwere uru siri ike na ahịa ebe nchekwa bandwidth dị elu (HBM), na-atụ anya na ọ ga-arịgo n'ọnọdụ anọ n'ụwa n'afọ a.
Ụlọ ọrụ nyocha ahịa ahịa Gartner na-ebu amụma na ego ga-enweta semiconductor zuru ụwa ọnụ ga-abawanye site na 18.1% site na afọ gara aga (US $ 530 ijeri) na ijeri US $ 626 na 2024. N'ime ha, a na-atụ anya na mkpokọta ego nke ndị na-eweta semiconductor 25 kacha elu ga-abawanye site na 21.1% afọ na afọ, na ahịa ahịa na-atụ anya ịbawanye na 7.2% site na 7.2%. 2024, mmụba nke pasent 1.9.
N'ihe banyere ndaghachi azụ nke ndakpọ akụ na ụba zuru ụwa ọnụ, mbelata nke ọchịchọ maka ngwaahịa semiconductor AI dị ka HBM na ngwaahịa ọdịnala abawanyela, na-ebute arụmọrụ agwakọta maka ụlọ ọrụ semiconductor. A na-atụ anya na Samsung Electronics ga-enwetaghachi ọkwa kachasị elu nke Intel furu efu na 2023 n'ime otu afọ. Ego enwetara Samsung semiconductor nke afọ gara aga ga-abụ ijeri US $ 66.5, gbagoro 62.5% site na afọ gara aga.
Gartner kwuru na "mgbe afọ abụọ gafechara n'usoro, ego ngwaahịa ebe nchekwa abawanyela nke ukwuu n'afọ gara aga," ma buru amụma na nkezi uto Samsung kwa afọ n'ime afọ ise gara aga ga-eru 4.9%.
Gartner na-ebu amụma na ego ga-enweta semiconductor zuru ụwa ọnụ ga-eto 17% na 2024. Dị ka amụma ọhụrụ Gartner si kwuo, a na-atụ anya na ego ga-enweta semiconductor zuru ụwa ọnụ ga-eto 16.8% ruo $ 624 ijeri na 2024. A na-atụ anya na ahịa ahụ ga-agbada 10.9% na 2023 ruo $ 534 ijeri.
Alan Priestley, onye osote onye isi oche na onye nyocha na Gartner kwuru, "Ka 2023 na-abịaru nso, ọchịchọ siri ike maka ibe dị ka nkeji nhazi eserese (GPUs) nke na-akwado ọrụ AI agaghị ezuru iji belata mbelata ọnụọgụ abụọ na ụlọ ọrụ semiconductor n'afọ a." "Ibelata ọchịchọ nke ndị ahịa smartphone na PC, yana mmefu na-adịghị ike na ebe data na ebe data hyperscale, na-emetụta mbelata ego ha nwetara n'afọ a."
Agbanyeghị, 2024 na-atụ anya na ọ ga-abụ afọ nlọghachite, yana ego maka ụdị mgbawa niile na-eto eto, nke uto ọnụọgụ abụọ na ahịa ebe nchekwa na-akwalite.
A na-atụ anya na ahịa ebe nchekwa ụwa ga-agbada site na 38.8% na 2023, mana nlọghachi na 2024 yana mmụba 66.3%. A na-atụ anya inweta ego nchekwa nchekwa NAND ga-ada site na 38.8% na 2023 ruo $ 35.4 ijeri, n'ihi enweghị ike na-achọsi ike na oke ibu na-eduga na ọnụ ahịa na-ada. N'ime ọnwa 3-6 sochirinụ, a na-atụ anya na ọnụ ahịa NAND ga-agbadata na ọnọdụ maka ndị na-ebubata ga-akawanye mma. Ndị nyocha Gartner na-ebu amụma mgbake siri ike na 2024, yana ego ha nwetara na-arị elu ijeri $ 53, mmụba kwa afọ nke 49.6%.
N'ihi oke oke na enweghị oke, ndị na-ebubata DRAM na-achụ ego ahịa iji belata ngwa ahịa. A na-atụ anya na oke ahịa DRAM ga-aga n'ihu na nkeji nke anọ nke 2023, na-eduga na nkwụghachi ọnụahịa. Agbanyeghị, mmetụta zuru oke nke mmụba ọnụahịa agaghị enwe mmetụta ruo mgbe 2024, mgbe a na-atụ anya inweta DRAM ga-eto 88% ruo ijeri $ 87.4.
Mmepe nke ọgụgụ isi na-emepụta ihe (GenAI) na ụdị asụsụ buru ibu na-akpali agụụ maka sava GPU dị elu yana kaadị ngwa ngwa na ebe data. Nke a na-achọ ntinye nke ndị na-eme ngwa ngwa na-arụ ọrụ na sava data center iji kwado ọzụzụ na ntinye aka nke ọrụ AI. Ndị nyocha Gartner na-eme atụmatụ na ka ọ na-erule 2027, ntinye nke teknụzụ AI n'ime ngwa etiti data ga-eme ka ihe karịrị 20% nke sava ọhụrụ nwere ngwa ngwa ibu ọrụ.
Oge nzipu: Jan-20-2025