Malingaliro a kampani Industry Chain
Makampani opanga ma semiconductor, monga gawo lofunikira kwambiri pamakampani opanga zinthu zamagetsi, ngati amagawidwa molingana ndi zinthu zosiyanasiyana, amagawidwa ngati: zida za discrete, mabwalo ophatikizika, zida zina ndi zina. Pakati pawo, zida zapadera zimatha kugawidwa m'ma diode, transistors, thyristors, transistors, etc., ndi mabwalo ophatikizika amatha kugawidwa m'mabwalo aanalogue, ma microprocessors, mabwalo ophatikizika amalingaliro, kukumbukira ndi zina zotero.
Zigawo zazikulu zamakampani a semiconductor
Ma semiconductors ali pamtima pazida zambiri zamafakitale, zomwe zimagwiritsidwa ntchito kwambiri pamagetsi ogula, kulumikizana, magalimoto, mafakitale/zachipatala, makompyuta, asitikali/boma, ndi madera ena oyambira. Malinga ndi Semi data kuwululidwa, ma semiconductors makamaka amapangidwa ndi magawo anayi: mabwalo ophatikizika (pafupifupi 81%), zida za optoelectronic (pafupifupi 10%), zida za discrete (pafupifupi 6%), ndi masensa (pafupifupi 3%). Popeza mabwalo ophatikizika amakhala ndi gawo lalikulu lazonse, makampani nthawi zambiri amafanana ndi ma semiconductors okhala ndi mabwalo ophatikizika. Malinga ndi mitundu yosiyanasiyana yazinthu, mabwalo ophatikizika amagawidwanso m'magulu anayi: zida zomveka (pafupifupi 27%), kukumbukira (pafupifupi 23%), ma microprocessors (pafupifupi 18%), ndi zida za analogue (pafupifupi 13%).
Malinga ndi gulu la unyolo wamakampani, unyolo wamakampani a semiconductor wagawidwa m'magulu othandizira othandizira kumtunda, unyolo wapakatikati pamakampani, komanso unyolo wamakampani otsika. Mafakitale omwe amapereka zida, zida, ndi uinjiniya waukhondo amagawidwa ngati gulu lothandizira la semiconductor; kupanga, kupanga, kuyika ndi kuyesa zinthu za semiconductor zimayikidwa ngati tcheni chachikulu chamakampani; ndi ma terminals monga ogula zamagetsi, magalimoto, mafakitale/zachipatala, zolumikizirana, makompyuta, ndi asitikali/boma amagawidwa ngati ndandanda yofunikira yamakampani.
Kukula Kwa Msika
The makampani semiconductor padziko lonse lapanga kukhala lalikulu makampani sikelo, malinga ndi deta odalirika, kukula kwa makampani semiconductor lonse mu 1994 kuposa 100 biliyoni US madola, kuposa 200 biliyoni US madola mu 2000, pafupifupi 300 biliyoni US madola mu 2010, mu 2015. ndalama zokwana madola 336.3 biliyoni aku US. Pakati pawo, 1976-2000 pawiri kukula mlingo anafika 17%, pambuyo 2000, mlingo wa kukula pang'onopang'ono anayamba pang'onopang'ono, 2001-2008 pawiri kukula mlingo wa 9%. M'zaka zaposachedwa, makampani opanga ma semiconductor adalowa pang'onopang'ono m'nthawi yokhazikika komanso yokhwima, ndipo akuyembekezeka kukula pamlingo wa 2.37% mu 2010-2017.
Chiyembekezo cha chitukuko
Malinga ndi lipoti laposachedwa lotumizidwa ndi SEMI, kuchuluka kwa omwe amapanga zida za semiconductor aku North America mu Meyi 2017 kunali US $ 2.27 biliyoni. Izi zikuyimira chiwonjezeko cha 6.4% YoY kuchokera pa $ 2.14 biliyoni ya Epulo, ndi kuwonjezeka kwa $ 1.6 biliyoni, kapena 41.9% YoY, kuyambira nthawi yomweyi chaka chatha. Kuchokera pazidziwitso, kuchuluka kwa kutumiza kwa Meyi sikungokhala mwezi wachinayi wotsatizana wokhazikika, komanso kugunda kuyambira Marichi 2001, mbiri.
Record mkulu kuyambira March 2001. Semiconductor zida ndi yomanga mizere semiconductor kupanga ndi mafakitale boom digiri mpainiya, ambiri, zida opanga katundu katundu kukula nthawi zambiri amaneneratu makampani ndi boom m'mwamba, timakhulupirira kuti mu mizere China semiconductor kupanga imathandizira komanso inapita patsogolo. Kuyendetsa kwa msika, msika wapadziko lonse wa semiconductor ukuyembekezeka kulowa munyengo yatsopano yokwera.
Makampani Scale
Pakadali pano, msika wapadziko lonse lapansi wa semiconductor wakula kukhala gawo lalikulu lazamalonda, bizinesiyo ikukula pang'onopang'ono, kuyang'ana malo atsopano akukula kwachuma pamsika wapadziko lonse lapansi yakhala nkhani yofunika. Tikukhulupirira kuti kutukuka kwachangu kwamakampani a semiconductor aku China akuyembekezeka kukhala njira yatsopano yoyendetsera makampani opanga ma semiconductor kuti akwaniritse kukula kozungulira.
2010-2017 kukula kwa msika wapadziko lonse lapansi wa semiconductor ($ biliyoni)
Msika wa semiconductor waku China umakhala wotukuka kwambiri, ndipo msika wapakhomo wa semiconductor ukuyembekezeka kufika 1,686 biliyoni mu 2017, ndi kukula kwapawiri kwa 10.32% kuyambira 2010-2017, apamwamba kwambiri kuposa kukula kwa msika wapadziko lonse lapansi wa 2.37 %, yomwe yakhala injini yofunika kwambiri yoyendetsera msika wapadziko lonse lapansi wa semiconductor market.During 2001-2016, kukula kwa msika wa IC kunakwera kuchoka pa 126 biliyoni kufika pa yuan biliyoni 1,200, zomwe zikuwerengera pafupifupi 60% ya msika wapadziko lonse. Zogulitsa zamakampani zidakula nthawi zopitilira 23, kuchokera pa yuan biliyoni 18.8 kufika pa yuan biliyoni 433.6. Munthawi ya 2001-2016, makampani aku China a IC ndi msika CAGR anali 38.4% ndi 15.1% motsatana.M'chaka cha 2001-2016 China chapanga ma IC IC chinapita patsogolo. m'manja ndi CAGR ya 36.9%, 28.2%, ndi 16.4% motsatana. Pakati pawo, kuchuluka kwamakampani opanga mapangidwe ndi mafakitale akuchulukirachulukira, kulimbikitsa kukhathamiritsa kwamakampani a IC.
Nthawi yotumiza: Sep-01-2023
