SEMI: Global 8-inchi Fab yopanga mphamvu, ndipo China Mainland idzatsogolera dziko lapansi pakupanga

Posachedwa, SEMI idatulutsa lipoti la "200mm fab outlook report" (lomwe pambuyo pake limatchedwa lipotilo). Ripotilo likuwonetsa kuti kuthekera kwa nsalu za 8-inchi kudzawonjezeka ndi 17% kuyambira 2020 mpaka 2024, ndikufika pamipukutu yokwana 6.6 miliyoni pamwezi. Munthawi ya 2012-2019, zida zogwiritsira ntchito nsalu zokwana mainchesi 8 zinayambira pa 2 biliyoni mpaka 3 biliyoni yaku US, ndipo zikuyembekezeka kufikira pafupifupi madola 4 biliyoni aku US mu 2021.
200mm Fab Outlook Chart

Zimanenedwa kuti kuchuluka kwa zida zogwiritsira ntchito zida zopangira masentimita 8 kukuwonetsa kuti mafakitale apadziko lonse lapansi akugwira ntchito molimbika kuthana ndi kusowa kwa chip komwe kulipo. Katswiri wofufuza za CCID Lv Penghao adati ndi mtolankhani wa "China Electronics News": "Kuyambira chaka chatha, zofufumitsa za 8-inchi zidapezanso kutchuka kwake chifukwa mphamvu yake yopanga OEM idakulirakulira ndipo mtengo udakwera. Izi ndichifukwa choti zofufumitsa za 8-inch silicon zimagwiritsidwa ntchito ukadaulo wapaderadera monga ma circuits a analog monga pamsika wapano, kuphatikiza tchipisi tama wayilesi, tchipisi chodziwika ndi zala, tchipisi tazithunzi, ndi tchipisi toyang'anira magetsi, ndi zina zambiri, zomwe zimagwiritsa ntchito zofufumitsa za 8-inchi, ndikupatsa mitundu ingapo yamafunso zogwiritsa ntchito zamagetsi zamagetsi, kulumikizana, kugwiritsa ntchito kompyuta, mafakitale, ndi magalimoto.

M'zaka zaposachedwa, intaneti ya Zinthu italowa msinkhu wokhwima, kuchuluka kwa zida zamagetsi zakula, zomwe zapangitsa kuti pakhale zofunikira zodziwitsa zala, zida zamagetsi, ndi ma MCN anzeru, ndikuwonjezera kufunika kwa 8 -inch zofufuzira za silicon. Titha kunena kuti tchipisi tomwe timapangidwa ndi mainchesi 8 timaphimba pafupifupi misika yonse ndipo akhala okondedwa kwambiri pamsika.

Mtsogoleri wamkulu wa SEMI Ajit Manocha amakhulupirira kuti: "Lipoti la 8-inch wafer fab lakuwonetsa kuti pofika 2024, mafakitale opanga nsalu za 8-inchi zatsopano za 22 akuyembekezeka kukwaniritsa zofuna za 5G, magalimoto ndi zida za IoT zomwe zimadalira masekeli a analog, kasamalidwe ka magetsi ndikuwonetsa madera ophatikizika oyendetsa. "

Nthawi yomweyo, lipotilo likuwonetsa kuti pofika kumapeto kwa 2021, mphamvu zakapangidwe ka 8-inchi zaku China zizitsogolera padziko lapansi, ndipo gawo lake pamsika lifika ku 18%, lotsatiridwa ndi Japan ndi Taiwan, motsatana, pa 16%.

Lv Penghao amakhulupirira kuti pamakampani opanga zida zamagetsi ku China, kupanga mwamphamvu mphamvu zopanga mainchesi 8 tsopano ndi njira yayikulu yachitukuko yolandirira kubwera kwa nthawi ya Moore. "Komabe, ngakhale China tsopano ndi mtsogoleri wadziko lonse lapansi pakupanga mainchesi 8, gawo lake pamsika ndilochepa. Ngati mukufuna kupanga mpikisano winawake, pomwe mukuwonjezera mphamvu zopanga, gawo lotsatira liyenera kukhala kukhazikitsa msika. " Lv Penghao Anati.

Kuchokera ku SEMI.


Post nthawi: Jun-03-2021