Industry Chain
Indasitiri ye semiconductor, sechikamu chinonyanya kukosha cheindasitiri yezvigadzirwa zvemagetsi, kana yakarongedzerwa zvinoenderana neyakasiyana zvigadzirwa zvivakwa, ivo vanonyanya kuiswa se: discrete zvishandiso, akasanganiswa maseketi, zvimwe zvishandiso uye zvichingodaro. Pakati pavo, madivayiri akasarudzika anogona kukamurwazve kuita diode, transistors, thyristors, transistors, nezvimwewo, uye maseketi akasanganiswa anogona kukamurwa kuita analogue matunhu, microprocessors, logic integrated circuits, ndangariro uye zvichingodaro.
Zvikamu zvikuru zveiyo semiconductor indasitiri
Semiconductors ari pamwoyo wezvishandiso zvakawanda zveindasitiri, zvinonyanya kushandiswa mumagetsi evatengi, kutaurirana, mota, maindasitiri/ ekurapa, komputa, mauto/hurumende, nedzimwe nzvimbo dzakakosha. Zvinoenderana neSemi data kuburitswa, semiconductors inonyanya kuumbwa nezvikamu zvina: maseketi akabatanidzwa (anenge 81%), optoelectronic zvishandiso (anenge 10%), discrete zvishandiso (anenge 6%), uye sensors (anenge 3%). Sezvo masekete akabatanidzwa anoverengera chikamu chikuru chese, iyo indasitiri inowanzo enzanisa semiconductors nemasekete akabatanidzwa. Zvinoenderana nemhando dzakasiyana dzezvigadzirwa, maseketi akasanganiswa anopatsanurwa muzvikamu zvina zvikuru: logic zvishandiso (anenge 27%), ndangariro (anenge 23%), microprocessors (anenge 18%), uye analogue zvishandiso (anenge 13%).
Zvinoenderana nechikamu cheindastiri cheni, semiconductor indasitiri cheni yakakamurwa kuva kumusoro kwerutsigiro indasitiri cheni, yepakati yepakati indasitiri cheni, uye yakadzika inodiwa indasitiri cheni. Maindasitiri anopa zvinhu, zvishandiso, uye yakachena engineering inoiswa semiconductor yekutsigira indasitiri cheni; dhizaini, kugadzira, uye kurongedza uye kuyedzwa kwezvigadzirwa zve semiconductor zvinorondedzerwa seyepakati indasitiri cheni; uye zviteshi zvakaita semagetsi evatengi, mota, maindasitiri/ zvekurapa, kufambiswa kwemashoko, komputa, uye mauto/hurumende zvinoiswa muchikamu cheindasitiri inodiwa.
Chiyero cheKukura Kwemusika
Indasitiri yepasi rose semiconductor yakagadzira indasitiri yakakura, maererano nedata rakavimbika, saizi yeindasitiri yepasirese semiconductor muna 1994 yakapfuura mabhiriyoni zana emadhora ekuUS, yakapfuura 200 bhiriyoni US madhora muna 2000, ingangoita mabhiriyoni mazana matatu emadhora ekuUS muna 2010, muna 2015. yakakwira se336.3 bhiriyoni US madhora. Pakati pavo, 1976-2000 yekukura kwehuwandu yakasvika 17%, mushure megore ra2000, kuwedzera kwekukura zvishoma nezvishoma kwakatanga kuderera, 2001-2008 kuwedzera kwekuwedzera kwe9%. Mumakore achangopfuura, iyo semiconductor indasitiri yakapinda zvishoma nezvishoma mune yakagadzikana uye yakakura budiriro nguva, uye inotarisirwa kukura pamwero wepakati we2.37% muna 2010-2017.
Tarisiro dzebudiriro
Zvinoenderana neshumo ichangoburwa yekutumira yakaburitswa neSEMI, huwandu hwekutakura hwevagadziri vemidziyo yeNorth America semiconductor muna Chivabvu 2017 yaive US $ 2.27 bhiriyoni. Izvi zvinomiririra kuwedzera kunosvika 6.4% YoY kubva muna Kubvumbi $2.14 bhiriyoni, uye kuwedzera kwemadhora bhiriyoni imwe nemazana matanhatu, kana kuti 41.9% YoY, kubva panguva imwe cheteyo gore rapfuura. Kubva pane data, huwandu hwekutumira kwaMay hausi chete mwedzi wechina wakateedzana wekugara wakakwira, asi zvakare wakarova kubva munaKurume 2001, rekodhi.
Record yakakwirira kubva March 2001. Semiconductor midziyo ndiko kuvakwa semiconductor kugadzirwa mitsetse uye indasitiri boom dhigirii piyona, kazhinji, midziyo vagadziri shipments kukura kazhinji anofanotaura indasitiri uye boom kumusoro, tinotenda kuti muna China semiconductor kugadzirwa mitsetse kuti kukurumidza uyewo kukurumidza. musika wekuda dhiraivha, iyo yepasi rose semiconductor indasitiri inotarisirwa kupinda mune itsva boom kumusoro nguva.
Indasitiri Scale
Panguva ino, indasitiri yepasirese semiconductor yakagadzira indasitiri hombe, indasitiri iri kukura zvishoma nezvishoma, kutsvaga nzvimbo nyowani dzekusimudzira hupfumi muindasitiri yepasi rose semiconductor yave nyaya yakakosha. Isu tinotenda kuti kukurumidza kusimudzira kweChina semiconductor indasitiri inotarisirwa kuve nyowani nyowani yekutyaira kune iyo semiconductor indasitiri kuti iwane kuyambuka-kutenderera kukura.
2010-2017 yepasi rose semiconductor indasitiri musika saizi ($ bhiriyoni)
Musika weChina semiconductor unochengetedza budiriro yakakwira, uye musika wepasi rose semiconductor unotarisirwa kusvika 1,686 bhiriyoni yuan muna 2017, nekukura kwechikamu che10.32% kubva 2010-2017, yakanyanya kukwirira kupfuura yepasi rose semiconductor indasitiri yeavhareji yekukura kwe2.37. %, iyo yave yakakosha kutyaira injini yepasi rose semiconductor musika.Mukati 2001-2016, yepamba IC musika saizi yakawedzera kubva 126 bhiriyoni yuan kusvika 1,200 bhiriyoni yuan, accounting ingangoita 60% yemusika wepasi rose share. Kutengeswa kwemaindasitiri kwakawedzera kanopfuura ka23, kubva pa18.8 bhiriyoni kusvika ku433.6 bhiriyoni yuan.Mukati 2001-2016, IC indasitiri yeChina nemusika CAGR yaive 38.4% uye 15.1% zvichiteerana.Mukati 2001-2016 China's IC kurongedza, dhizaini yekugadzira nekugadzira nemaoko, iri muruoko neCAGR ye36.9%, 28.2%, uye 16.4% zvakateerana. Pakati pavo, chikamu cheindasitiri yekugadzira uye indasitiri yekugadzira yave kuwedzera, ichisimudzira optimization yeIC indasitiri chimiro.
Nguva yekutumira: Sep-01-2023
