{"id":437734,"date":"2023-11-23T16:48:15","date_gmt":"2023-11-23T15:48:15","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=437734"},"modified":"2023-11-23T16:49:37","modified_gmt":"2023-11-23T15:49:37","slug":"rebond-du-marche-des-puces-de-16-en-2024","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/rebond-du-marche-des-puces-de-16-en-2024\/","title":{"rendered":"Rebond du march\u00e9 des puces de 16 % en 2024"},"content":{"rendered":"

Selon Semiconductor Intelligence, le march\u00e9 mondial des puces \u00e9lectroniques est en train de se redresser, ce qui se traduira par une croissance annuelle de 16 % en 2024.<\/h2>\n

Le chercheur se situe ainsi au milieu d’une fourchette de chiffres de croissance des pr\u00e9visionnistes qui varient entre 9 et 20 % (voir Le march\u00e9 mondial des puces fera un bond de 20 % en 2024, selon IDC<\/a>).<\/p>\n

Mais les pr\u00e9visions de croissance sont tr\u00e8s polaris\u00e9es. Les perspectives sont relativement faibles pour les entreprises de puces ax\u00e9es principalement sur l’automobile, l’industrie et l’IdO – Texas Instruments, Infineon, ST, NXP, Analog Devices, Renesas. La plus forte croissance du chiffre d’affaires en 2024 devrait provenir des fabricants de m\u00e9moires (Samsung, SK Hynix et Micron) et des entreprises sp\u00e9cialis\u00e9es dans les smartphones et l’informatique (Nvidia, Intel, AMD, MediaTek et Qualcomm).<\/p>\n

R\u00e9vision \u00e0 la hausse<\/h4>\n

Semiconductor Intelligence a d\u00e9clar\u00e9 que les World Semiconductor Trade Statistics ont r\u00e9cemment r\u00e9vis\u00e9 \u00e0 la hausse leurs donn\u00e9es pour le deuxi\u00e8me trimestre 23 et que la croissance s\u00e9quentielle pour ce trimestre est maintenant de 6,0 %, contre 4,2 % pr\u00e9c\u00e9demment. La croissance trimestrielle au 3e trimestre 23 est de 6,3 %, ce qui indique qu’un redressement solide est en cours (voir Le march\u00e9 des semi-conducteurs a pris son envol, selon un analyste<\/a>).<\/p>\n

\"\"

Retournement du march\u00e9 des semi-conducteurs jusqu’au 4e trimestre 23. Source : Semiconductor Intelligence et WSTS : Semiconductor Intelligence et WSTS.<\/strong><\/em><\/p><\/div>\n

Pour le quatri\u00e8me trimestre 23, Semiconductor Intelligence pr\u00e9voit une croissance s\u00e9quentielle de 3 % et une croissance annuelle de 6 %. Apr\u00e8s trois trimestres faibles, 2023 sera une ann\u00e9e de contraction de 9,5 %. Toutefois, la vigueur du quatri\u00e8me trimestre ouvrira la voie \u00e0 une croissance \u00e0 deux chiffres d’une ann\u00e9e sur l’autre pour chaque trimestre de 2024, selon le cabinet d’\u00e9tudes de march\u00e9.<\/p>\n

Les 15 principaux fabricants de puces ont tous enregistr\u00e9 une croissance s\u00e9quentielle de leur chiffre d’affaires au troisi\u00e8me trimestre de 23, m\u00eame si celle-ci varie de moins de 1 % chez Texas Instruments et Analog Devices \u00e0 un pourcentage de croissance \u00e0 deux chiffres chez Nvidia, Samsung, SK Hynix et MediaTek.<\/p>\n

\"\"

Les 15 premiers fabricants de puces class\u00e9s selon le chiffre d’affaires du 3T23 et la variation en pourcentage par rapport au trimestre pr\u00e9c\u00e9dent en monnaie locale. Source : Semiconductor Intelligence : Semiconductor Intelligence.<\/strong><\/em><\/p><\/div>\n

Les perspectives pour le 4e trimestre 23 et jusqu’en 2024 sont mitig\u00e9es. En g\u00e9n\u00e9ral, les entreprises qui d\u00e9pendent des secteurs de l’automobile, de l’industrie et des communications voient leur chiffre d’affaires diminuer, tandis que celles qui sont plus proches de l’\u00e9lectronique grand public et des composants de m\u00e9moire voient leurs ventes rebondir et leurs prix de vente moyens augmenter.<\/p>\n

Les livraisons de smartphones devraient augmenter de 4 % en 2024 apr\u00e8s une baisse de 5 % en 2023. Les livraisons d’unit\u00e9s de PC devraient \u00e9galement augmenter de 4 % apr\u00e8s une baisse de 14 % en 2023.<\/p>\n

Liens et articles connexes :<\/h4>\n

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

Articles de presse :<\/h4>\n

Selon IDC, le march\u00e9 mondial des puces devrait augmenter de 20 % en 2024<\/a><\/p>\n

Selon un analyste, le march\u00e9 des semi-conducteurs a franchi un cap<\/a><\/p>\n

Selon SEMI, l’utilisation mondiale des fabriques devrait passer sous la barre des 70 % au quatri\u00e8me trimestre de l’ann\u00e9e 23.<\/a><\/p>\n

Future Horizons revoit \u00e0 la hausse ses pr\u00e9visions pour le march\u00e9 des puces <\/a><\/p>\n

Le WSTS revoit \u00e0 la baisse les pr\u00e9visions du march\u00e9 mondial des puces pour 2023<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Selon Semiconductor Intelligence, le march\u00e9 mondial des puces \u00e9lectroniques est en train de se redresser, ce qui se traduira par une croissance annuelle de 16 % en 2024. Le chercheur se situe ainsi au milieu d’une fourchette de chiffres de croissance des pr\u00e9visionnistes qui varient entre 9 et 20 % (voir Le march\u00e9 mondial des […]<\/p>\n","protected":false},"author":34,"featured_media":437504,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[888],"tags":[2327,1558],"domains":[47],"ppma_author":[1153,3631],"class_list":["post-437734","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marche","tag-marche","tag-semiconducteurs","domains-electronique-eci"],"acf":[],"yoast_head":"Rebond du march\u00e9 des puces de 16 % en 2024 ...<\/title>\n<meta name=\"description\" content=\"Selon Semiconductor Intelligence, le march\u00e9 mondial des puces a rebondit, ce qui se traduira par une croissance annuelle de 16 % en 2024.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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