Kūlana Kūʻai Kūʻai Semiconductor o ka ʻenehana ʻike uila

Hui Hana

ʻO ka ʻoihana semiconductor, ʻo ia ka mea nui loa o ka ʻoihana ʻenehana uila, inā hoʻokaʻawale ʻia e like me nā ʻano huahana like ʻole, ua hoʻokaʻawale nui ʻia lākou e like me: nā mea ʻokoʻa, nā ʻāpana hoʻohui, nā mea ʻē aʻe a pēlā aku. I waena o lākou, hiki ke hoʻokaʻawale ʻia nā mea ʻokoʻa i nā diodes, transistors, thyristors, transistors, etc., a hiki ke hoʻokaʻawale ʻia nā ʻāpana hoʻohui i nā kaʻa analogue, microprocessors, logic integrated circuits, memories a pēlā aku.

Kūlana Kūʻai Kūʻai Semiconductor o ka ʻenehana ʻike uila

ʻO nā mea nui o ka ʻoihana semiconductor

Aia nā Semiconductors i ka puʻuwai o nā ʻenehana piha ʻenehana, ka mea i hoʻohana nui ʻia i nā mea uila uila, kamaʻilio, automotive, ʻenehana / lāʻau lapaʻau, kamepiula, pūʻali koa / aupuni, a me nā wahi ʻē aʻe. Wahi a ka hōʻike hōʻike ʻike Semi, ʻo ka hapa nui o nā semiconductor i ʻehā mau ʻāpana: nā kaapuni i hoʻohui ʻia (ma kahi o 81%), nā mea optoelectronic (e pili ana i 10%), nā mea ʻokoʻa (e pili ana i 6%), a me nā mea ʻike (ma kahi o 3%). Ma muli o ka helu ʻana o nā kaapuni i hoʻohui ʻia no ka hapa nui o ka huina, ua hoʻohālikelike ka ʻoihana i nā semiconductors me nā ʻāpana hoʻohui. Wahi a nā ʻano huahana like ʻole, ua hoʻokaʻawale ʻia nā ʻāpana hoʻohui i ʻehā mau ʻāpana nui: nā manaʻo logic (ma kahi o 27%), hoʻomanaʻo (ma kahi o 23%), microprocessors (ma kahi o 18%), a me nā mea analogue (e pili ana i 13%).

Wahi a ka hoʻokaʻawale ʻana o ke kaulahao ʻoihana, ua māhele ʻia ke kaulahao ʻoihana semiconductor i ke kaulahao ʻoihana kākoʻo upstream, ke kaulahao ʻoihana waena waena, a me ke kaulahao ʻoihana noi lalo. Hoʻokaʻawale ʻia nā ʻoihana e hāʻawi ana i nā lako, nā lako, a me nā ʻenekinia maʻemaʻe e like me ke kaulahao ʻoihana kākoʻo semiconductor; ʻO ka hoʻolālā, ka hana ʻana, a me ka hoʻopili ʻana a me ka hoʻāʻo ʻana o nā huahana semiconductor i hoʻokaʻawale ʻia e like me ke kaulahao ʻoihana kumu; a me nā pahu e like me nā mea uila uila, automotive, ʻenehana/lāʻau lapaʻau, kamaʻilio, kamepiula, a me ka pūʻali koa / aupuni ua helu ʻia ma ke kaulahao ʻoihana koi.

Makeke ulu

Ua ulu ka ʻoihana semiconductor honua i kahi ʻoihana nui, e like me ka ʻikepili hilinaʻi, ʻo ka nui o ka ʻoihana semiconductor honua i ka makahiki 1994 ma mua o 100 biliona kālā ʻAmelika, ʻoi aku ma mua o 200 biliona kālā ʻAmelika i ka makahiki 2000, kokoke i 300 biliona kālā ʻAmelika ma 2010, ma 2015. e like me 336.3 biliona kālā ʻAmelika. Ma waena o lākou, ua hiki i ka 1976-2000 ka nui o ka ulu ʻana o ka hui ʻana i ka 17%, ma hope o ka makahiki 2000, ua hoʻomaka mālie ka ulu ʻana, 2001-2008 ka nui o ka ulu ʻana o 9%. I nā makahiki i hala iho nei, ua hele mālie ka ʻoihana semiconductor i kahi wā hoʻomohala paʻa a me ka ulu ʻana, a ke manaʻo ʻia nei e ulu ma ka helu hui o 2.37% ma 2010-2017.

Nā manaʻo hoʻomohala

Wahi a ka hōʻike hoʻouna hope loa i paʻi ʻia e SEMI, ʻo ka nui o ka hoʻouna ʻana o nā mea hana semiconductor ʻAmelika ʻAmelika i Mei 2017 he US $ 2.27 biliona. Hōʻike kēia i ka piʻi ʻana a hiki i 6.4% YoY mai ka $2.14 biliona o ʻApelila, a me ka piʻi ʻana o $1.6 biliona, a i ʻole 41.9% YoY, mai ka manawa like o ka makahiki i hala. Mai ka ʻikepili, ʻo ka nui o ka hoʻouna ʻana o Mei ʻaʻole wale ʻo ka ʻehā o ka mahina o ka hoʻomau kiʻekiʻe, akā ua paʻi pū ʻia mai Malaki 2001, kahi moʻolelo.
Hoʻopaʻa kiʻekiʻe mai Malaki 2001. ʻO nā lako Semiconductor ke kūkulu ʻana i nā laina hana semiconductor a me ka ʻoihana boom degere paionia, ma ke ʻano nui, nā mea hana mea hoʻouna i ka ulu ʻana e wānana pinepine i ka ʻoihana a me ka boom i luna, ke manaʻoʻiʻo nei mākou i nā laina hana semiconductor o Kina e wikiwiki a me ka wikiwiki. Ke koi nei ka mākeke, manaʻo ʻia ka ʻoihana semiconductor honua e komo i kahi manawa piʻi hou.

ʻOihana ʻOihana

I kēia manawa, ua ulu ka ʻoihana semiconductor honua i kahi ʻoihana nui, e ulu mālie ana ka ʻoihana, e ʻimi ana i nā wahi ulu waiwai hou i ka ʻoihana semiconductor honua i lilo i mea koʻikoʻi. Manaʻo mākou ʻo ka hoʻomohala wikiwiki ʻana o ka ʻoihana semiconductor Kina e manaʻo ʻia e lilo i mea hoʻokele hou no ka ʻoihana semiconductor e hoʻokō i ka ulu cross-cycle.

2010-2017 ka nui o ka mākeke ʻoihana semiconductor honua ($ biliona)
Ke mālama nei ka mākeke semiconductor o Kina i kahi kiʻekiʻe o ka pōmaikaʻi, a ua manaʻo ʻia ka mākeke semiconductor kūloko e hiki i 1,686 biliona yuan ma 2017, me ka ulu ʻana o ka hui ʻana o 10.32% mai 2010-2017, ʻoi aku ka kiʻekiʻe ma mua o ka ulu ʻana o ka honua semiconductor ʻoihana o 2.37. %, ua lilo i mea hoʻokele waiwai nui no ka mākeke semiconductor honua 2001-2016, ua hoʻonui ʻia ka nui o ka mākeke IC kūloko mai 126 biliona yuan a i kahi 1,200 biliona yuan, ʻoi aku ka nui o 60% o ka māhele mākeke honua. Hoʻonui ʻia nā kūʻai ʻoihana ma mua o 23 mau manawa, mai 18.8 biliona yuan a i 433.6 biliona yuan. I ka makahiki 2001-2016, ua 38.4% a me 15.1% ka mākeke IC o Kina. i ka lima me kahi CAGR o 36.9%, 28.2%, a me 16.4% pakahi. I waena o lākou, ua hoʻonui ka hapa o ka ʻoihana hoʻolālā a me ka ʻoihana hana, e hoʻolaha ana i ka hoʻonui ʻana i ka hoʻolālā ʻoihana IC.