文｜半导体产业纵横

2024nianchulerengongzhinengxinpianheneicunxinpianzhiwai，qitasaidaobiaoxiandoubujia。

wstsyu 2024 nian 12 yueyuce， 2024 nianbandaotishichangjiangqiangjingzengzhang 19%。buguo，zengzhangshitoujinxianyushaoshuchanpinxian。yuji 2024 nianneicunjiangzengzhang 81%。luojiyujijiangzengzhang 16.9%。

bandaotiqingbaocheng，weixingchanpinxianjinhuizengzhang 3.9%，erfenliqijian、guangdianziqijian、chuanganqihemoniqijianyujidouhuixiajiang。

ruopaichuneicunchanpinxian，wsts dui 2024 nianqiyubandaotishichangdeyucejinwei 5.8%。

2024 nianneicundeqiangjingbiaoxianyefanyingzaibandaotigongsideshourushang。2024 nianqiansangejidudeshouruyuquniantongqixiangbi，sanxingneicunhe sk hailishideshourujunzengzhangle 109%。meiguangkejishangzhangle 78%，kaixiashangzhangle 54%。

zaigedabandaotigongsizhong，zengzhangzuiweiqiangjingdeshiyingweida，zengzhangle 135%。yingweidadeyoushizaiyuqi ai chuliqi。yingweidadeshouruhaibaokuoneicuncaigou，zheiweiqishouruzengjialeyibufen。

neicundeqiangshizhuyaoyourengongzhinengyingyongdeneicuntuidong。2024 nianneicunjiageshangzhang，youqishi dram。trend force guji 2024 nian dram pingjunjiagejiangshangzhang 53%。aiyixiangyingyongjiuzhanle 2024 nianbandaotishichangzengzhangdedabufen。yu 2023 niantongqixiangbi，2024 nianqiansangejidudeshouruxianshi，neicungongsideshouruzengzhangle 97%，nvidia deshouruzengzhangle 135%。

zaiciqijian，zhenggebandaotishichangshangzhangle 19.9%。chuquneicungongsi，qiyubandaotishichangjinshangzhangle 6.8%。ruguochuquneicungongsihe nvidia，qiyubandaotishichangzexiadiele 10.5%。

2024niandiyijiduzhidisanjidu，jijiadaxingbandaotigongsideshouruyuquniantongqixiangbiyousuoxiajiang。yifabandaotiheadifenbiexiadiele24%。dezhouyiqi、yingfeilingkeji、enzhipubandaotiheruisadianzideyingshouyechuxianxiahua。zheixiegongsihendachengdushangyilaiyuqichehegongyelingyu，erzheilianggelingyuzai2024nianyizhibiaoxianpiruan。

yanzhongyilaizhinengshoujishichangdegongsishouruyousuozengzhang，gaotongde ic yewuzengzhangle 10%，lianfakezengzhangle 25%。zaiyilaijisuanjidegongsizhong，yingteerchiping，amd zengzhangle 10%。botongdeshouruhendayibufenlaizirengongzhineng。qigongliniandisanjiduyejishangweigongbu，danyinggaihuizengzhangyue 47%。

yinci，chulerengongzhinengheneicunzhiwai，2024 niandebandaotishichangyizhihenpiruan。semiconductor intelligence yuce 2025 nianbandaotishichangjiangzengzhang 6%，zheishijiashegerendiannao、zhinengshouji、qichehegongyedenghexinshichangyousuojiaqiang。neicunherengongzhinengzai 2024 niandekuaisuzengzhanglvzai 2025 nianyinggaihuixianzhujiangdi。

zhangqiyilai，neicunyizhijiajuzhebandaotixingyedezhouqi。xiatuxianshilegenju wsts shujudao 2023 niandebandaotishichangniandubianhuayiji wsts dui 2024 niandeyuce。jiangzongtibandaotiyuneicunhebuhanneicundebandaotijinxinglebijiao。

suiranneicunshichangchuxianle 102% dezengzhanghe 49% dexiajiang，danbubaokuoneicundeshichangzexiangduiwending，zhangfuzai 42% dao 26% zhijian。zaiguoqushinianzhong，neicunshichangdebianhuafanweicong 2024 niande 81% zengzhangdao 2023 niande 33%，erbubaokuoneicundeshichangzecong 25% zengzhangdao 2%。

zaiguoqudesishinianzhong，meidangneicunshichangzengzhangchaoguo50%shi，diernianjiuhuichuxianxianzhudejiansuhuoxiajiang。

zai 2024 nianzhiqianfashengdeliucizheizhongqingkuangzhong，neicunshichangyousicizaicinianchuxianxiahua。youliangcishichangzaidiernianchuxianlezhengzengzhangdanzengzhangsudumingxianfanghuan，bingzaidadaofengzhiliangnianhouchuxianxiahua。

zheixiequshishiyoushangpindejibengongqiuguanxisuoqudongde。danggongyingdiyuxuqiushi，neicunjiagehechanliangjiuhuishangsheng。danggongyinggaoyuxuqiushi，chanlianghejiagejiuhuixiajiang。

yinci，gaijigouyujineicunshichangjiangzaijinnianhuo 2025 nianchuxiandafuxiahua。

riqian，xinrongzhengquanfenxishi park sang-wookbiaoshi，youyukehukucunguosheng，sanxingdianzizai2025nianshangbanniankenenghuishoudaoneicunxinpianjiagexiadiedeyingxiang。parkzhichu，xiabannianxinpianjiagedehuishengkenenghuishoudaoqitadiquxinpianzhizaoshanggongyingdeyingxiang。tajiangsanxingdeshijinglvyuqixiadiaole18%，liyoushigaigujinqiquefashangzhangdongli。sanxinggujiayijingfanyinglefengxianyinsu，baokuoqidimidegaodaikuanneicunyewu。xinrongzhengquanjianggaigumubiaojiaxiadiao19%zhi7.3wanhanyuan，danweichimairupingji。

buguo，zaigaoxingnengneicunlingyu，qijiageyujichengxianshangshengqushi。suizheaihebianyuanjisuanxuqiudezengjia，hbm、ddr5hedarongliangssddejiagejiangjixupansheng。

youyuchengbenxiaoyijiaogao，qlc nandkenenghuichengweiqiyeheshujuzhongxindeshouxuan，congershinandjiagebaochixiangduiwending。

neicunshichangjiagedebodongjiangshoudaogongyinglianjinzhanghejishugexindeshuangzhongyingxiang。zhizaoshangbujinyaotishengjishushuiping，haiyaoquebaochannengdewenbuzengzhang，yimanzushichangxuqiu。