Ngokwezibalo, imali engenayo ye-semiconductor yomhlaba yehle ngo-11.7% ngonyaka ka-2019, uma kuqhathaniswa namarandi ayizigidi eziyizinkulungwane ezingama-50,6 aseMelika. Lokhu kungukusebenza okuhle kakhulu konyaka wezimboni ze-chip selokhu u-Omdia aqala ukuqoqa idatha ngo-2001, futhi kwehla okubaluleke kakhulu kusukela ngo-2009. Ngokombiko ka-Omdia ngaleso sikhathi, imali yonyaka yehle ngo-10.9%.
Izici ezithinta imakethe ye-semiconductor ngonyaka ka-2019 zifaka:
Yize amanani entengo eqinile kwikota yesine, imali evela kuma-memory chips yehle ngama-31,6%, i-DRAM yehle ngo-37.2%, kanti inkumbulo ye-NAND flash yehle ngo-24,5%. Ngokwezibalo, phakathi kwalaba abakhiqizi, abaphakeli abaphakeme be-semiconductor abathembela kakhulu emakethe yememori bangabokuqala ukuhlupheka. Imali engenayo evela eLux neMicron Technology zombili yehle cishe ngama-30%.
Imakethe yezokuxhumana ngaphandle kwentambo yehle ngo-13.3% unyaka wonke, ukwehla okukhulu kakhulu eminyakeni engaphezu kweshumi. Ukuthengiswa kweselula kwehle kulo nyaka njengoba abathengi belinde imishini yangempela ye-5G ukubambezela ukuthenga. Ukusuka etafuleni elingehla, singabona futhi ukuthi ukusebenza kwezinkampani ezinjengoBroadcom neQualcomm akukuhle.
Ngokuqondene nemali engenayo eyenziwe ngumenzi we-chip ye-artificial intelligence yonyaka yehle ngo-7%, iphinde yawa ukwehla kwayo okukhulu kakhulu eminyakeni engaphezu kweshumi. Eminyakeni embalwa edlule, iNvidia, eyayithandwa kakhulu, yathinteka ngezinto ezahlukahlukene, futhi ukusebenza kwayo kwehla ngo-7% eYurophu.
Ngokuphambene nalokho, i-Intel iphumelele ngempumelelo ukukhula kwe-1,3%, okwenza inkampani yakhuphuka endaweni eyodwa ohlwini futhi idlula i-Samsung ngonyaka we-2019 njengomhlinzeki omkhulu we-semiconductor emhlabeni. Ku-Intel, lokhu kukhula kumelela ukubuya kwenguquko yesu layo leminyaka emihlanu.
Umhlaziyi ophakeme we-Omdia Semiconductor Production uRonEllwanger uthe: "Ukusebenza kwe-Intel ngonyaka ka-2019 kumelele ukunqoba kwemodeli yebhizinisi ehlukahlukene." "Eminyakeni emihlanu eyedlule, i-Intel yaqala kabusha uhlelo lwayo lwebhizinisi emikhiqizweni ehlukahlukene eyimfihlo nokuphela kwezimakethe. Leli su selikhokhe ngonyaka we-2019, okwenza i-Intel yagwema ukuthembela kumkhiqizo owodwa noma emakethe yezicelo futhi ivumela inkampani ukuthi inciphise umthelela walokho ukwehla kwamakethe elikhulu ngo-2019. "
Kuyaqapheleka ukuthi ibhizinisi le-Intel's microprocessor elisisekelo lazuza ukukhula ngo-2019, okukhombisa impumelelo yenkampani kwezinye izindawo. Isibonelo, ukuthengiswa kwama-logic chips kukhuphuke ngo-7.1%.
Funda kabanzi mayelana nesakhiwo sebhizinisi se-Intel
I-Intel njengamanje inamaqembu amahlanu ahlanganisa izindawo ezinhlanu kubandakanya izikhungo zedatha, i-Intanethi yezinto (i-IoT) kufaka phakathi ukuzishayela ngokuzimela, inkumbulo ye-3DNAND flash memory for drive solid-state, semiconductors programmable kanye PC. Amashumi amane anesihlanu ala maqembu athole ukukhula futhi aqopha imali engenayo ngo-2019, impumelelo enkulu ekwehlekeni kwamadijithi amabili emakethe.
Isigaba se-Intel's Mobileye, esigxile ekushayeleni ngokuzimela, sithole ukukhula okuhlaba umxhwele kakhulu, ngokukhula kwemali engenayo yonyaka ngama-25,9%.
Kodwa-ke, i-Data Center Group enkulu (DCG) ne-Internet of Things Group (IOTG) enkulu yiyona eshayela ngokweqiniso ukukhula kwemali yonyaka yenkampani. Ama-DCG enza ama-33% emali etholwe yinkampani futhi athola imali ekhuphuka ngo-2.1% ngonyaka ka-2019. Ama-akhawunti we-IOTG athengisa ngama-5% ukuthengiswa kwe-Intel futhi akhule ngo-10.6% kulo nyaka.
I-Intel iwina indondo yegolide endaweni yesikhungo sedatha enezinkinga
Ngokubheka ukuthi imali engenayo yezimakethe zesicelo semistonductor yemakethe yehle ngo-16.2% kulo nyaka, ukwehla okukhulu kakhulu eminyakeni engaphezu kweshumi, okwenza ukusebenza kweDCG kube ngcono kakhulu. Sekukonke, isidingo emkhakheni wesikhungo sedatha sehlile njengoba abathengi basebenzise i-yokusungula ezingxenyeni zokuqala ezimbili zonyaka kunokuthenga ama-chips amasha.
Ngaphandle kwesimo sezimboni ezinzima, i-Intel iyakwazi ukungena emakethe ngemikhiqizo egxile enkabeni yedatha edinga amanani aphakeme okuthengisa (ASP). Ukwanda kwe-ASP kuvumele i-Intel ukunqoba umthelela wokwehla kwezentengiso, okwenze ukuthi inkampani ikwazi ukufinyelela ukukhula okuningana kule ndawo.
"U-Intel, obhekwa njengophakela abasebenza nge-PC-centric microprocessor, manje usengumhlinzeki wezixazululo ohlukahlukene, osukela kuma-logic chips kuya kwisoftware kuya kuma-analytics," kusho u-Ellwanger. "U-Omdia ukholelwa ukuthi isu lokuhlukahluka kwe-Intel lizoqhubeka nokuhlinzeka ngezinsizakalo ezinhle enkampanini ngezikhathi ezimnandi nangezikhathi ezimbi. Noma imboni yezentengiso enjengememori izohlala iguquguquka ngesikhathi somjikelezo we-boom and bust, Intel inengxenye yemakethe ye-semiconductor kanye nenani- imikhiqizo engeziwe engafinyelela ukukhula okuqhubekayo isungule isisekelo. "
Ukuhlangulwa kwenzwa yakwaSony
Okunye ukusebenza okuvelele konyaka we-2019 yinkampani ye-13 yeSym Semiconductor Solutions, ekhule ngesilinganiso sokukhula okungama-30,9% ngalowo nyaka. Ukunyuka okukhulu kwemali engenayo kulethe inkampani phezulu ezindaweni ezine ukusuka endaweni ye-17th ngonyaka we-2018.
"Ukusebenza kweSony kwakha ebuholini bayo kuma-CMOS image sensor chips, asetshenziswa njengamakhamera kumadivayisi ahlukahlukene, kufaka phakathi ama-Smartphones," kusho u-Ellwanger. "Njengoba ama-Smartphones eqhubeka nokwenziwa kokucushwa kwamakhamera amaningi, ukufunwa kwenzwa yabathengi bekhwalithi yakwaSony kuyinto enkulu."
Ngokusho kuka-Omdia, le khamera enamakhamera amathathu yaba yimodeli edume kakhulu emakethe kwikota yesine, idlula idivaysi yekhamera eyakhiwe okokuqala ngqa. Ezinyangeni ezintathu zokugcina zango-2019, amamodeli anamakhamera amathathu abalwa ama-31% wokuthunyelwa kwe-smartphone yomhlaba wonke, okudlula iphesenti lamamodeli amakhamera eyodwa. Lokhu kuzosiza ukushayela imakethe yenzwa ye-CMOS yomhlaba wonke ukukhulisa ama-22.9% ngonyaka ka-2019.