E ai ki ngā tatauranga hou mai iGartner, e matapaetia ana ka hoki mai a Samsung Electronics ki tōna tūranga heite kaiwhakarato semiconductor nui rawa atumō ngā moni whiwhi, e hipa ana i a Intel. Heoi, kāore a TSMC, te whare whakarewa nui rawa atu o te ao, i roto i ēnei raraunga.
Ahakoa te ngoikore o te mahi, te āhua nei kua piki ake ngā moni whiwhi a Samsung Electronics nā te hekenga o te hua o te mahara DRAM me te NAND flash. E matapaetia ana ka eke a SK Hynix ki te tuawhā o ngā tūranga o te ao i tēnei tau, he painga nui tōna i roto i te mākete mahara whānui-rahi (HBM).
E matapaetia ana e te kamupene rangahau mākete a Gartner ka piki ake te moni whiwhi mai i ngā kamupene haurua-ā-rangi o te ao mā te 18.1% mai i te tau o mua (US$530 piriona) ki te US$626 piriona i te tau 2024. I roto i ēnei, e matapaetia ana ka piki ake te moni whiwhi katoa o ngā kaiwhakarato haurua-ā-rangi 25 matua mā te 21.1% ia tau, ā, e matapaetia ana ka piki ake te wāhi mākete mai i te 75.3% i te tau 2023 ki te 77.2% i te tau 2024, he pikinga mā te 1.9 ōrau.
I roto i te horopaki o te hekenga o te ōhanga o te ao, kua kaha ake te wehewehenga o te tono mō ngā hua haurua-ā-ringa AI pēnei i te HBM me ngā hua tuku iho, ā, kua rerekē te mahi a ngā kamupene haurua-ā-ringa. E matapaetia ana ka hoki mai a Samsung Electronics ki te tūranga tuatahi i ngaro i a Intel i te tau 2023 i roto i te tau kotahi. Ko te moni whiwhi haurua-ā-ringa a Samsung i te tau kua hipa i matapaetia kia US$66.5 piriona, he pikinga 62.5% mai i te tau o mua.
I kī a Gartner "whai muri i ngā tau e rua karapīpiti o te hekenga, kua tino piki ake te moni whiwhi hua mahara i te tau kua hipa," ā, i matapaetia e ia ka eke te tere tipu ā-tau toharite a Samsung i roto i ngā tau e rima kua hipa ki te 4.9%.
E matapaetia ana e Gartner ka piki ake te moni whiwhi mai i ngā kamupene hiko haurua o te ao mā te 17% i te tau 2024. E ai ki te matapae hou a Gartner, e matapaetia ana ka piki ake te moni whiwhi mai i ngā kamupene hiko haurua o te ao mā te 16.8% ki te $624 piriona i te tau 2024. E matapaetia ana ka heke te mākete mā te 10.9% i te tau 2023 ki te $534 piriona.
"I te tata mutunga o te tau 2023, ko te kaha o te tono mō ngā maramara pēnei i ngā waeine tukatuka whakairoiro (GPU) e tautoko ana i ngā mahi AI kāore e ranea hei whakakore i te hekenga rua-mati i roto i te umanga haurua-ira i tēnei tau," te kī a Alan Priestley, te tumuaki tuarua me te kaitātari i Gartner. "Ko te hekenga o te tono mai i ngā kiritaki waea atamai me te PC, me te ngoikore o te whakapaunga ki ngā pokapū raraunga me ngā pokapū raraunga tauine nui, kei te pā ki te hekenga o ngā moni whiwhi i tēnei tau."
Heoi, e matapaetia ana ko te tau 2024 he tau pikinga ake, me te tipu haere o ngā moni whiwhi mō ngā momo maramara katoa, nā te tipu rua-mati i roto i te mākete mahara.
E matapaetia ana ka heke te mākete mahara o te ao mā te 38.8% i te tau 2023, engari ka hoki anō i te tau 2024 me te pikinga 66.3%. E matapaetia ana ka heke te moni whiwhi mai i te mahara uira NAND mā te 38.8% i te tau 2023 ki te $35.4 piriona, nā te ngoikore o te tono me te nui rawa o te tuku e arahi ana ki te hekenga o ngā utu. I roto i ngā marama 3-6 e whai ake nei, e matapaetia ana ka heke ngā utu NAND ki raro rawa, ā, ka pai ake te āhua o ngā kaiwhakarato. E matapaetia ana e ngā kaitātari Gartner he whakaoranga kaha i te tau 2024, me te pikinga o te moni whiwhi ki te $53 piriona, he pikinga tau-ki-te-tau o te 49.6%.
Nā te nui rawa o te tuku me te kore e ranea o te tono, kei te whaia e ngā kaiwhakarato DRAM ngā utu mākete hei whakaiti i ngā taonga. E matapaetia ana ka haere tonu te nui rawa o te tuku o te mākete DRAM tae noa ki te hauwhā tuawhā o te tau 2023, ka piki ake te utu. Heoi, kāore e kitea te pānga katoa o te pikinga utu tae noa ki te tau 2024, ina matapaetia ka piki ake te moni whiwhi DRAM mā te 88% ki te $87.4 piriona.
Ko te whanaketanga o te mātauranga horihori whakaputa uri (GenAI) me ngā tauira reo nui kei te akiaki i te hiahia mō ngā tūmau GPU mahi-teitei me ngā kāri whakatere i roto i ngā pokapū raraunga. Me whakatinana tēnei i ngā whakatere mahi i roto i ngā tūmau pokapū raraunga hei tautoko i te whakangungu me te whakatau i ngā mahi AI. E ai ki ngā tātaritanga a Gartner, i te tau 2027, mā te whakaurunga o te hangarau AI ki roto i ngā tono pokapū raraunga ka hua ake he neke atu i te 20% o ngā tūmau hou kei roto ngā whakatere mahi.
Wā tuku: Hanuere-20-2025