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Lehae > Litaba > Ho tsoa litabeng tsa stock li tla fokotsa mokhoa oa ho hola oa lefatše oa Semiconductor ho 2021

Ho tsoa litabeng tsa stock li tla fokotsa mokhoa oa ho hola oa lefatše oa Semiconductor ho 2021

Ho latela 'maraka oa papatso ea' maraka oa semicondctor, ho latela data e tsoang sebakeng sa lipalo tsa naha ea 203.1 ho fihla kotara ea 3,6% ho tloha kotara e fetileng le keketseho ea 17.8% ho tloha nakong e tšoanang selemong se fetileng. , Empa ho haella ha setoko ho ka fokotsa kholo ea semiconductor ka 2021.

Lethathamo le latelang le bonts'a liphetoho tsa lekhetho la li-semiconductor tsa 121, li bapisoang le kotara ea kholo ea 2021 ha li bapisoa le kotara ea bobeli (haeba li bapisoa le kotara ea pele (haeba e le efe). Har'a lik'hamphani tse 12 tse ileng tsa fana ka litlaleho tsa lichelete kotara ea pele ea 2021, Intel, Intoerronics e na le mekhahlelo e meraro ea selemo sena ho ea fihla hoo e ka bang 4% ha e bapisoa le kotara ea pele. Intel le Barlicm ba re ba lumellana le mathata. Stumfumectronics e re ho fokotseha ha mekhoa ea nako ea selemo.

Chelete ea lik'hamphani tse setseng e eketsehile, lekeno la li-nxp semiconductor le eketsehile ka 2,4%, le lekhetho la mediate le eketsehile ka 12.1%. Likhamphani tsena kaofela li bolela esale pele ho bolela bocha hoo kotara ea bobeli ea 2021 e tla tsoela pele ho hola. Lintlha tsa ho phekola tsa Nxp tse siiloeng e le lebaka la ho hlaka ha eona. Ka hona, ho lik'hamphani tse 9 tse fane ka tataiso bakeng sa kotara ea bobeli, 4 li bonts'a hore phepelo ea bona e thibetsoe.

Lijo tse lekanyelitsoeng tse lekantsoeng li tla lula halelele hakae?

Tlaleho ea morao-rao e ileng ea tiisa hore e kanna ea nka lilemo tse peli ho rarolla khaello ea sekhachane. CNBC ea qotsitsoeng setsebi sena mabapi le hore tlhaloso ena e se ke ea rarolloa ho fihlela 2023. Ha a le tlaleho ea sehlooho se reng sekhukhu se tla tsoela pele ka likhoeli tse tšeletseng. TSMC Moduarman Liu Deyin o ile a re: "Lenaneo la" li-cbs "tse 60" ho ka baka tlhahiso ea koloi. E liehile ka likhoeli tse 'maloa.

Bonyane ho tloha 2021 ho isa ho 2022, mebaraka ea lefapha la lefatše e tla leleka kholo ea seiconductor. IDC e Fetileng hore thekiso ea clephone e tla rekela -6.7% ka 2020 ho isa ho 2020, e le mosebetsi o tsoang ho 13%, e le mosebetsi o tsoang hae le thuto drive tlhokeho. IDC e fetisang haholo hore kholo eo ka 2021 e tla ba matla le ho feta, ka thekiso ea likhomphutha e ntseng e eketseha ka 18%. Ho lebelletsoe hore ka 2022, 'maraka oa PC o tla khalemeloa, tlase 5%. Bohlale ba Ward le hoseng ho tla hola ka makhetlo a 11% ka 20% ka mor'a 20%, e le holimo ho nako ea nako e telele. Leha ho le joalo, khaello ea li-semicive li ka fokotsa kholo ka 2021.

Ha lefatše le hlaphoheloang le seoa sa seoa, ho thata ho bolela esale pele 'maraka oa semiconductor ka 2021. Ba ho ngola libuka tsa elektroniki bo ne bo felile ka lihlahisoa tsa semiconductors. Likhaello li tla sutumetsa litheko tsa li-semicoctors, empa tse ling li rengoa ke likonteraka tsa nako e telele. Ho nka lilemo tse ka bang peli ho haha fektheri e ncha ea semiconductor e teng e ka eketsa tlhahiso nakong e khutšoane ea nako.

'Marakeng oa morao-rao oa' maraka oa sekhachandtor ka 2021 o arotsoe likampong tse peli. Ka December 2020, letheka la WASSCAL ADCOL ea 2021. IDC e kanna ea supa hore ho ka etsahala hore ebe keketseho e matla ea semicondtor e tla felloa ke matla ke litšitiso. Tsebiso ea IG e lumela hore kholo e matla ea kotara ea pele ea 2021 le kholo e itekanetseng ho tla khanna indasteri ea semiconductor e tla hola ka 19% selemong sena.

Bohloeki ba semicondctor bo joalo le ka pono ea IC, e lebelletsoeng ho hola ka 20% ho 2021. Mokhabiso o tla fokotsa mokhoa o potlakileng, leha likhaello li ka fokotsa mokhoa oohle. Haeba ho se na lithibelo tsa phepelo, sekhahla se ka bang teng se ka bang 25%. Bohlale ba semicondctor bo bolela esale pele hore ka 2022, kholo ea indasteri ea semiconductor e tla lieha ho 12%, e ntseng e phahame ho feta kholo ea 6% ho isa ho 7%.