Guhera muri Q3 yo muri 2021, ikibazo cyibura rya semiconductor ku isi cyahindutse buhoro buhoro kuva kumurongo wuzuye wikibazo kugeza murwego rwo gutabara.Itangwa rya bimwe mubikorwa rusange bya chip nkibikoresho bito bito bya NOR, CIS, DDI nibindi bikoresho bya elegitoroniki byabaguzi byiyongereye, kandi urwego rwibarura rwiyongereye.Ibiciro byibicuruzwa bimwe byafunguye umuyoboro wamanutse, kandi abakozi bahindutse mububiko bajya kugurisha.Urebye ubushobozi bwo kubyaza umusaruro, ikoranabuhanga ryateye imbere hamwe nubushobozi bwo kubyaza umusaruro igice gishingiye ku buhanga bwihariye bwa santimetero 8 biracyatonda umurongo, cyane cyane ku mishinga mito n'iciriritse ikiri iteganijwe kubyara umusaruro wose no kuzamuka kw'ibiciro.
Nyamara, duhereye kubitekerezo byubu, haribishoboka cyane ko ingufu za semiconductor ku isi hose mu 2022 zizoroherezwa byimazeyo, ndetse na bimwe mubicuruzwa byinshi bizagira ingaruka zisagutse, kandi ibicuruzwa bimwe na bimwe bya chip bizakomeza kwegeranya. kubara kubera ikibazo cy "ibikoresho birebire kandi bigufi"., Mu gice cya kabiri cya 2022, izinjira mu muyoboro wo kugabanya ibiciro mbere yigihe giteganijwe, kandi igiciro kizasubira inyuma hejuru ya 10% -15%.Ariko, ibura n'ibisigaye ni inzira yo guhindura ibintu.Imiterere yubushobozi muri 2022 izakomeza guhura nimpinduka zikurikira: Icya mbere, icyerekezo cyubwihindurize cyicyorezo gishya cyikamba, cyane cyane niba imiterere ya mutant “Omi Keron” izatuma gahunda yo gutanga amasoko ku isi yongera kugwa mu gihagararo no gutanga bidahagije.
Icya kabiri, imvururu zimwe na zimwe zishobora kugira ingaruka kuri gahunda yo kwagura inganda zimwe na zimwe, nk'ibiza bikomeye, igabanuka ry'amashanyarazi, cyangwa bitewe n’uruhushya rwoherezwa muri Amerika rwohereza mu mahanga ibikoresho by'ingenzi, ibyo bikaba bigira ingaruka no gukwirakwiza itangwa ry’ibikoresho ku isi n'ibisabwa.
Icya gatatu, nubwo igabanuka ry’ibikenewe ku isi, bitewe na politiki nshya y’ubukungu nka Metaverse na Dual Carbon, hazabaho isoko rirambye, ridasanzwe, kandi rinini nka terefone zigendanwa, bigatuma inganda zikoresha amashanyarazi ku isi zongera kuzenguruka cyane?.Iya kane ni ingaruka za geopolitike no gukunda igihugu by'ikoranabuhanga, kandi uburyo bwo gutanga amasoko ku isi bwongeye kwinjira mu bihe bidashidikanywaho, ibyo bikaba byakajije umurego mu kongera ibicuruzwa bikenerwa n'abashoramari bakomeye ku isi.
Nubwo inganda za semiconductor mu 2022 zishobora gukomeza kugwa mu mutego w’ibibazo by’ubushobozi, zirahagaze neza kuruta isoko rya roller coaster mu 2021. Byongeye kandi, hamwe n’inganda zose zigenda ziyongera, umubare n’ubwiza bw’abakinnyi wariyongereye, biganisha kuri iterambere ryinganda zose mugihe kitoroshye namazi maremare.Nigute ushobora kuva mugukurikirana ibipimo byiza no kugereranya ukurikirana ubushobozi bwiza kandi butandukanye bwo guhanga udushya birashobora kuba ibibazo byinshi murugo ibibazo bya semiconductor bigomba gutekereza muri 2022.
Igihe cyo kohereza: Ukuboza-10-2021
