{"id":422653,"date":"2023-05-24T12:16:52","date_gmt":"2023-05-24T10:16:52","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=422653"},"modified":"2023-05-24T12:26:40","modified_gmt":"2023-05-24T10:26:40","slug":"le-marche-mondial-des-puces-en-amelioration-au-2t23-selon-semi","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/le-marche-mondial-des-puces-en-amelioration-au-2t23-selon-semi\/","title":{"rendered":"Le march\u00e9 mondial des puces en am\u00e9lioration au 2T23 selon SEMI"},"content":{"rendered":"

La contraction du march\u00e9 mondial des puces va s’att\u00e9nuer au 2T23 avec une reprise progressive \u00e0 partir du 3T23, selon SEMI.<\/span><\/span><\/span><\/h2>\n

SEMI a d\u00e9clar\u00e9 qu’il s’attend \u00e0 ce que les ventes et les exp\u00e9ditions de circuits int\u00e9gr\u00e9s montrent des \u00ab\u00a0am\u00e9liorations\u00a0\u00bb d’un trimestre \u00e0 l’autre au 2T23, en partie en raison des tendances saisonni\u00e8res,<\/span><\/span>.<\/span><\/p>\n

Que ces am\u00e9liorations soient une augmentation des ventes ou un ralentissement de la contraction du march\u00e9 n’a pas \u00e9t\u00e9 pr\u00e9cis\u00e9.<\/span><\/span> Par ailleurs, SEMI avait d\u00e9j\u00e0 indiqu\u00e9 que le ralentissement actuel atteindrait le point bas au deuxi\u00e8me trimestre de 2023, ce qui implique que le 2T23 serait un trimestre de\u00a0 baisse s\u00e9quentielle du march\u00e9.<\/span><\/span><\/span><\/p>\n

Une am\u00e9lioration d’un trimestre sur l’autre est \u00e0 l’oppos\u00e9 de ce que pr\u00e9voit l’analyste de march\u00e9 Malcolm Penn qui voit une contraction continue au 2T23 et une croissance s\u00e9quentielle sous-saisonni\u00e8re au 3T23 (voir <\/span><\/span><\/span>March\u00e9 mondial des puces : vers une baisse de 20% en 2023 selon Malcolm Penn<\/a>)<\/span><\/span> .<\/span><\/span> Dans son rapport 1Q23 Semiconductor Manufacturing Monitor (SMM)<\/span><\/span> SEMI commente que malgr\u00e9 ses pr\u00e9visions pour le 2T23, les exp\u00e9ditions de silicium et les taux d’utilisation des usines restent bien inf\u00e9rieurs \u00e0 ce qu’ils \u00e9taient il y a un an.<\/span><\/span> Les pr\u00e9visions de SEMI sont d’autant plus surprenantes que l’utilisation mondiale des fabs devrait chuter \u00e0 seulement 70 % au 2T23, tandis que la d\u00e9croissance des stocks semble chuter beaucoup moins rapidement.<\/span><\/span><\/span><\/p>\n

 <\/p>\n

\"\"

Inventaire total de circuits int\u00e9gr\u00e9s par rapport \u00e0 l’utilisation des fabs. Source : SEMI.<\/p><\/div>\n

 <\/p>\n

Les wafers qui ne sont pas trait\u00e9s en 1H23 ne peuvent pas se transformer en ventes en 2H23 !<\/span><\/span> <\/span><\/h3>\n

N\u00e9anmoins, SEMI estime que les indicateurs montrent un creux dans le ralentissement actuel au deuxi\u00e8me trimestre de 2023 avec une lente reprise qui devrait commencer au second semestre de l’ann\u00e9e.<\/span><\/span> <\/span><\/p>\n

\u00ab\u00a0Le ralentissement actuel du march\u00e9 est aggrav\u00e9 par une faible demande des consommateurs et des niveaux de stocks \u00e9lev\u00e9s et cela a entra\u00een\u00e9 une forte baisse de l’utilisation des fabs de semiconducteurs\u00a0\u00bb, a d\u00e9clar\u00e9 Clark Tseng, directeur principal de l’intelligence de march\u00e9 chez SEMI, dans un communiqu\u00e9.<\/span><\/span> <\/span><\/p>\n

\u00ab\u00a0Cependant, alors que la correction des stocks prendra fin \u00e0 la mi-2023, une l\u00e9g\u00e8re reprise est attendue au second semestre de l’ann\u00e9e, tir\u00e9e par une reconstitution de de stocks et la p\u00e9riode des f\u00eates.\u00a0\u00bb<\/span><\/span> <\/span><\/p>\n

\u00ab\u00a0Malgr\u00e9 les incertitudes et les risques persistants, nous pr\u00e9voyons que la poursuite des r\u00e9ductions de production et des d\u00e9penses d’investissement, en particulier sur le march\u00e9 de la m\u00e9moire, commencera \u00e0 avoir un impact positif sur les fondamentaux du march\u00e9 au cours de la derni\u00e8re partie de l’ann\u00e9e, ce qui se traduira par un environnement de march\u00e9 plus \u00e9quilibr\u00e9\u00a0\u00bb, a d\u00e9clar\u00e9 Risto <\/span><\/span>Puhakka, vice-pr\u00e9sident de l’analyse de march\u00e9 chez TechInsights.<\/span><\/span> <\/span><\/p>\n

Le rapport SMM est pr\u00e9par\u00e9 par SEMI en partenariat avec TechInsights et est disponible pour une prix de $1 100\u00a0 pour les membres et $1 500 pour les non-membres.<\/span><\/span><\/span><\/p>\n

Related links and articles:<\/h4>\n

www.semi.org<\/a><\/p>\n

www.techinsights.com<\/a><\/p>\n

News articles:<\/h4>\n

Memory prices expected to fall further in 2Q23<\/a><\/p>\n

Global chip market still headed for 20% decline in 2023, says Penn<\/a><\/p>\n

Global chip market to decline 11% in 2023, says Gartner<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

La contraction du march\u00e9 mondial des puces va s’att\u00e9nuer au 2T23 avec une reprise progressive \u00e0 partir du 3T23, selon SEMI. SEMI a d\u00e9clar\u00e9 qu’il s’attend \u00e0 ce que les ventes et les exp\u00e9ditions de circuits int\u00e9gr\u00e9s montrent des \u00ab\u00a0am\u00e9liorations\u00a0\u00bb d’un trimestre \u00e0 l’autre au 2T23, en partie en raison des tendances saisonni\u00e8res,. Que ces […]<\/p>\n","protected":false},"author":4,"featured_media":422518,"comment_status":"closed","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[886],"tags":[],"domains":[47],"ppma_author":[1136,1153],"class_list":["post-422653","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-fr","domains-electronique-eci"],"acf":[],"yoast_head":"Le march\u00e9 mondial des puces en am\u00e9lioration au 2T23 selon SEMI ...<\/title>\n<meta name=\"description\" content=\"La contraction du march\u00e9 mondial des puces va s'att\u00e9nuer au 2T23 avec une reprise progressive \u00e0 partir du 3T23, selon SEMI.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ecinews.fr\/fr\/wp-json\/wp\/v2\/posts\/422653\/\" \/>\n<meta property=\"og:locale\" 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