Ukurikije imibare iheruka kuvaGartner, Biteganijwe ko electronics ya Samsung izagarura umwanya wacyo nkaUtanga isoko rininiKubijyanye ninjiza, kurenga intel. Ariko, aya makuru ntabwo akubiyemo TSMC, gushinja cyane kwisi.
Samsung Electronics 'Amafaranga yinjira asa nkaho yasubijwe nubwo imikorere mibi kubera inyungu ziyongera ku nyungu zingana na Dram na Nand Hit Flash. SK Hynix, ifite inyungu zikomeye mumasoko yo hejuru (HBM) isoko, biteganijwe ko azahagurukira kumwanya wa kane kwisi.
Ubushakashatsi bwakozwe mu isoko buhamye ko amafaranga yinjira ku isi yose aziyongera mu mwaka wa 18.1% by'umwaka ushize (miliyari 530 z'amadolari yo muri Amerika muri Amerika. Biteganijwe ko abatanga miliyoni 25 -Ku mwaka, kandi umugabane w'isoko uteganijwe kwiyongera guhera 75.3% muri 2023 kugeza 77.2% muri 2024, kwiyongera kw'amanota 1.9.
Kurwanya inyuma yubukungu bwihungabana ku isi, umusoro wo gusaba ibikoresho bya AI Semiconductor nka HBM n'ibicuruzwa gakondo byakajije umurego, bikavamo imikorere ivanze mu masosiyete ya Semiconductor. Biteganijwe ko elegitoroniki ya Samsung iteganijwe kugarura ahantu hambere yatakaye kuri Intel muri 2023 mugihe cyumwaka. Amafaranga Semiconductor ya Samsung yumwaka mu mwaka ushize yari ateganijwe kuba miliyari 66.5, hejuru 62.5% kuva mu mwaka ushize.
Gartner yavuze ko "nyuma yimyaka ibiri ikurikiranye yo kugabanuka, kwinjiza ibikoresho byinjira mu mwaka ushize," kandi byahanuye ko impuzandengo yo gukura kwa Samsung mu myaka itanu ishize izagera kuri 4.9%.
Guhimbana gartner ko amafaranga yinjira ku isi yose azakura 17% muri 2024. Nk'uko byinjira mu bihe byashize bitera imirima 1624. Isoko rizagabanuka 10.9% muri miliyari 524.
Ati: "Nkuko 2023 biterwa no gukurikira imirongo ya hafi, ya gusesengura i Gartner. "Kugabanuka kw'ibisabwa muri Smartphone n'abakiriya ba PC, hamwe n'amafaranga adafite intege nke mu bigo by'ibinyamakuru hamwe n'ibigo by'imibare, bigira ingaruka ku bigo, bigira ingaruka ku misoro yagabanutse muri uyu mwaka."
Ariko, biteganijwe ko 2024 biteganijwe ko ari umwaka wongeye kugarura, hamwe n'amafaranga yinjira mubwoko bwose bukura, bitwarwa n'imibare ibiri ku isoko ryibuka.
Biteganijwe ko isoko ryibubiko ku isi riteganijwe kugabanuka ku ya 38.8% muri 2023, ariko yongera kwiyongera 2024 hamwe na 66.3%. Biteganijwe ko yinjiza amafaranga yinjira mu myaka 38.8% muri 2023 kugeza kuri miliyari 35,4, kubera ibibazo bidakomeye biganisha ku kugwa. Mu mezi 3-6 iri imbere, biteganijwe ko ibiciro bizasohoka kandi ibintu byo kubitanga bizatera imbere. Abasesenguzi b'ingabo bahanura gukira gukomeye mu 2024, amafaranga yinjira ku madolari 53 z'amadolari, ubwiyongere bw'umwaka mu mwaka wa 49,6%.
Bitewe no kurengagijwe gukabije no gusaba bidahagije, abatanga ibishushanyo mpuye ibiciro byisoko kugirango bagabanye ibarura. Biteganijwe ko Isoko ryimikorere riteganijwe gukomeza mugihembwe cya kane cya 2023, biganisha ku giciro cyo kongera gusubirwamo. Ariko, ingaruka zuzuye zo kwiyongera kw'ibiciro ntizishobora kuba abantu 2024, iyo amafaranga yinjiza ateganijwe guterana 88% kuri miliyari 87.4.
Iterambere ryitasi zitangwa nubushakashatsi (GenAi) hamwe nicyitegererezo kinini cyururimi rusaba seriveri yo hejuru ya GPU hamwe namakarita yihuta mubigo byamakuru. Ibi bisaba koherezwa kwimyanya yakazi mumakuru yamakuru kugirango ashyigikire amahugurwa nicyemezo cya AI gukora. Abasesenguzi bakomeye bagereranya ko na 2027, kwinjiza ikoranabuhanga muri Ai mu bijyanye na Porogaramu ya Data bizavamo ibice birenga 20% birimo ibikorwa byakazi.
Igihe cyagenwe: Jan-20-2025