Uqikelelo ngo-2024: IiNgcaciso zeCandelo loQhagamshelwano

Ukungalingani kwemfuno kunye neengxaki zekhonkco lokubonelela kulo bhubhani kunyaka ophelileyo zisabeka uxinzelelo kwishishini lonxibelelwano. Njengoko i-2024 isondela, ezi ziguquguqukayo ziye zaba ngcono, kodwa ukungaqiniseki okongeziweyo kunye nophuhliso lwetekhnoloji oluvelayo luyila kwakhona okusingqongileyo. Okuza kuza kwiinyanga ezimbalwa ezizayo ngolu hlobo lulandelayo.

 

Icandelo loqhagamshelwano linamathuba amaninzi kunye nobunzima njengoko siqala unyaka omtsha. Ikhonkco lokubonelela liphantsi koxinzelelo oluvela kwiimfazwe zehlabathi malunga nokufumaneka kwezinto eziphathekayo kunye neendlela ezikhoyo zokuthumela. Nangona kunjalo, ukwenziwa kwemveliso kuchatshazelwa kukunqongophala kwabasebenzi, ngakumbi eMntla Melika naseYurophu.

 

Kodwa kukho imfuno eninzi kwiimarike ezininzi. Amathuba amatsha enziwa ngokusasazwa kweziseko zombane ezizinzileyo kunye ne-5G. Amaziko amatsha anxulumene nokuveliswa kweetshiphu kungekudala aza kusebenza. Ukwenziwa kwezinto ezintsha kwishishini lonxibelelwano kuqhutywa luphuhliso oluqhubekayo lwetekhnoloji entsha, kwaye ngenxa yoko, izisombululo zekhonkco ezitsha zivula iindlela ezintsha zokufezekiswa koyilo lwe-elektroniki.

 

IiNxulumano eziNto eziHlanu ezichaphazelayo ngo-2024

 

SwaP

Ingqwalasela ephambili yoyilo lwesiqhagamshelo kunye neenkcukacha kuwo onke amashishini. Abaqulunqi bamacandelo baye baba negalelo ekwenzeni uyilo lwemveliso ukuphumeza ukuphuculwa okuphawulekayo kokusebenza kunye nokunciphisa ubungakanani kwi-high-speed interconnects. Lonke udidi lwemveliso luyatshintsha ngenxa yokwanda kokusetyenziswa kwezixhobo eziphathwayo, ezinxibeleleneyo, ezithi ziguqule ngokuthe ngcembe indlela yethu yobomi. Lo mkhwa wokucutheka awupheleli kwii-elektroniki ezincinci; izinto ezinkulu ezifana neemoto, iziphekepheke, kunye neenqwelomoya nazo ziyaxhamla kuyo. Ayisiyiyo kuphela into encinci, iinxalenye ezikhaphukhaphu zinciphisa imithwalo, kodwa zikwavula ukhetho lokuhamba umgama omde kwaye ngokukhawuleza.

 

Ukwenza ngokwezifiso

Ngelixa amawaka ezinto ezisemgangathweni, eziguquguqukayo ezimangalisayo ze-COTS ziye zavela ngenxa yamaxesha amade ophuhliso kunye neendleko eziphezulu ezinxulumene namacandelo esiqhelo, itekhnoloji entsha efana nemodeli yedijithali, ushicilelo lwe-3D, kunye neprototyping ekhawulezayo yenze ukuba abaqulunqi bavelise ngokungenasiphako abayilwe, iinxalenye zodidi olunye ngokukhawuleza nangokufikelelekayo.

Ngokutshintshela uyilo oluqhelekileyo lwe-IC ngobuchule obutsha obudibanisa iitshiphusi, umbane, kunye nezixhobo zoomatshini kwisixhobo esipakishwe ngumntu omnye, ukupakishwa okuphezulu kwenza abaqulunqi batyhale imida yoMthetho kaMoore. Izibonelelo zokusebenza ezibalulekileyo zibonakaliswa nge-3D ICs, iimodyuli ze-chip ezininzi, ii-system-in-packages (i-SIPs), kunye nolunye uyilo lokupakisha olutsha.

 

Izinto Ezintsha

Inzululwazi yezemathiriyeli ibandakanya ukujongana neengxaki zeshishini ngokubanzi kunye neemfuno ezingqamene neemarike, ezifana nesidingo sempahla ekhuselekileyo kokusingqongileyo kunye nempilo yabantu, kunye neemfuno zokuhambelana kwezinto eziphilayo kunye nokuvalwa, ukuqina, kunye nokunciphisa ubunzima.

 

Kukubhadla okungeyonyani

Ukuqaliswa kweemodeli ze-AI ezivelisayo ngo-2023 kubangele isiphithiphithi kwi-teknoloji ye-AI. Ngo-2024, itekhnoloji iya kusetyenziswa kuyilo lwecandelo ukuvavanya iinkqubo kunye noyilo, ukuphanda iifomathi zenoveli, kunye nokwandisa ukusebenza kunye nokusebenza kakuhle. Icandelo loqhagamshelo liya kuba phantsi koxinzelelo olwandisiweyo lokuphuhlisa izisombululo ezitsha, ezihlala ixesha elide ngenxa yemfuno emandla yokusebenza ngesantya esiphezulu esifunekayo ukuxhasa ezi nkonzo.

 

Iimvakalelo ezixubileyo malunga noqikelelo luka-2024

Ukwenza uqikelelo akunakuze kube lula, ngakumbi xa kukho ukungaqiniseki okuninzi kwezemali kunye nezopolitiko. Kulo mxholo, ukuqikelela iimeko zeshishini elizayo phantse akunakwenzeka. Ukulandela ubhubhane, ukunqongophala kwabasebenzi kuyaqhubeka, ukukhula kwe-GDP kuyehla kulo lonke uqoqosho lwehlabathi, kwaye iimarike zoqoqosho azikazinzanga.Nokuba iingxaki zekhonkco lonikezelo lwehlabathi ziye zaphucuka kakhulu ngenxa yokwanda komthamo wokuthuthwa kweenqanawa kunye neelori, kusekho imingeni ethile eziswa ziingxaki eziyimingeni kubandakanywa ukunqongophala kwabasebenzi kunye neengxabano zamazwe ngamazwe.

Nangona kunjalo, kubonakala ngathi uqoqosho lwehlabathi luqhubele phambili kakhulu kubabikezeli ngo-2023, luvula indlela ye-2024 eyomeleleyo. Ngo-2024,UBhishophu & Nezinxulumaniilindele ukuba uMqhagamshelo uya kukhula ngokuncomekayo. Ishishini loqhagamshelo lifumene ukukhula kuluhlu oluphakathi ukuya kwidijithi enye esezantsi, kunye nemfuno ehlala inyuka kulandela unyaka wokucutheka.

 

Ingxelo yoPhando

Amashishini aseAsia avakalisa ikamva elimfiliba. Nangona bekukho ukunyuka komsebenzi ekuyeni ekupheleni konyaka, okunokubonisa ukuphucuka ngo-2024, intengiso yoqhagamshelwano lwehlabathi ibithe tyaba ngo-2023. UNovemba ka-2023 ubone ukonyuka kwe-8.5% ekubhukishweni, ukusilela kwishishini kwiiveki eziyi-13.4, kunye ne i-odolo yokuthumela umlinganiselo we-1.00 ngoNovemba ngokuchasene ne-0.98 yonyaka. Ezothutho licandelo lemarike elinokukhula okuphezulu, kwi-17.2 yeepesenti unyaka nonyaka; iimoto zilandela kwi-14,6 ekhulwini, kwaye imizi-mveliso iku-8,5 ekhulwini. I-China ifumene olona hlumo lukhawulezayo unyaka nonyaka kwii-odolo phakathi kwemimandla emithandathu. Nangona kunjalo, iziphumo zonyaka ukuya kumhla zisembi kuzo zonke iingingqi.

Uhlalutyo olubanzi lwentsebenzo yeshishini loqhagamshelo ngexesha lokuchacha kobhubhane lunikiweUqhagamshelo lukaBhishophu kuMzimveliso wengqikelelo ka-2023–2028,equka ingxelo epheleleyo ka-2022, uvavanyo lokuqala luka-2023, kunye noqikelelo oluneenkcukacha lwe-2024 ukuya ku-2028. Ukuqonda ngokucokisekileyo icandelo le-electronics kunokuzuzwa ngokuhlola ukuthengiswa kwekhonkco ngemarike, ijografi, kunye nodidi lwemveliso.

 

Uqwalaselo lubonisa ukuba

1. Ngomlinganiselo oqikelelweyo wokukhula osisi-2.5 ekhulwini, iYurophu kulindeleke ukuba inyuke iye kwindawo yokuqala ngowama-2023 kodwa njengepesenti yesine yohlumo olukhulu ngo-2022 kwimimandla emithandathu.

 

2. Iintengiso ze-electronic connector ziyahluka ngokwecandelo lemarike. Icandelo le-telecom / datacom kulindeleke ukuba likhule ngokukhawuleza kwi-2022-9.4%-ngenxa yokunyuka kokusetyenziswa kwe-intanethi kunye nemigudu eqhubekayo yokuphumeza i-5G. Icandelo le-telecom/datacom liya kwanda ngesantya esikhawulezayo se-0.8% ngo-2023, nangona kunjalo, alizukukhula kakhulu njengoko lenzile ngo-2022.

 

3. Ishishini le-aerospace yomkhosi kulindeleke ukuba linyuke nge-0.6% ngo-2023, lilandele ngokusondeleyo icandelo le-telecom datacom. Ukusukela ngo-2019, icandelo lomkhosi kunye ne-aerospace lihlala lilawula kwiimarike ezibalulekileyo kubandakanya icandelo leemoto nelemizi-mveliso. Noko ke, ngelishwa, udushe olukhoyo lwehlabathi luye lwazisa ingqalelo kwinkcitho yasemkhosini nakwi-aerospace.

 

4. Kwi-2013, iimarike zase-Asia-eJapan, i-China, kunye ne-Asia-Pacific-zibalelwa kwi-51.7% yokuthengiswa koqhagamshelwano lwehlabathi lonke, kunye neNyakatho Melika kunye neYurophu ibalwa kwi-42.7% yokuthengisa ngokubanzi. Ukuthengiswa koqhagamshelwano lwehlabathi jikelele kunyaka-mali ka-2023 kulindeleke ukuba kuchazwe nguMntla Melika kunye neYurophu kwi-45%, i-2.3 yepesenti yeepesenti ukusuka ku-2013, kunye ne-Asian market kwi-50.1%, phantsi kwe-1.6 yeepesenti ukusuka ku-2013. imakethi yoqhagamshelo e-Asiya iya kumela ipesenti ye-1.6 yamanqaku emarike yehlabathi.

 

Isidibanisi Outlook ukuya ku-2024

Kukho inkitha yamathuba azayo kulo nyaka mtsha, kwaye umhlaba wekamva awukaziwa. Kodwa inye into eqinisekileyo: i-elektroniki iya kuhlala iyiyona nto iphambili ekuqhubeleni phambili uluntu. Akunakwenzeka ukugqithisa ukubaluleka koqhagamshelwano njengamandla amatsha.

 

I-Interconnectivity iya kuba yinto ebalulekileyo yexesha ledijithali kwaye inike inkxaso ebalulekileyo kuluhlu olubanzi lwezicelo zokudala njengoko iteknoloji ikhula. Unxibelelwano luya kubaluleka kuphuhliso lobukrelekrele bokwenziwa, i-Intanethi yeZinto, kunye nokwanda kweegajethi ezihlakaniphile. Sinesizathu esihle sokucinga ukuba itekhnoloji edibeneyo kunye nezixhobo zombane ziya kuhlala zibhala isahluko esitsha esimangalisayo kunye kunyaka ozayo.


Ixesha lokuposa: Feb-19-2024