{"id":441568,"date":"2024-01-18T10:41:02","date_gmt":"2024-01-18T09:41:02","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=441568"},"modified":"2024-01-18T10:42:27","modified_gmt":"2024-01-18T09:42:27","slug":"pour-gartner-nvidia-na-pas-depasse-intel","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/pour-gartner-nvidia-na-pas-depasse-intel\/","title":{"rendered":"Pour Gartner, Nvidia n’a pas d\u00e9pass\u00e9 Intel en 2023"},"content":{"rendered":"

Gartner estime que Nvidia sera le cinqui\u00e8me fournisseur de puces au monde en 2023, contrairement \u00e0 d’autres analystes qui estiment que le sp\u00e9cialiste du graphisme et de l’intelligence artificielle r\u00e9alise des ventes plus importantes et occupe la premi\u00e8re place du classement.<\/h2>\n

Selon Gartner, le chiffre d’affaires mondial des semiconducteurs en 2023 devrait passer \u00e0 533 milliards de dollars, soit une baisse de 11,1 % par rapport \u00e0 2022. Gartner affirme qu’Intel a regagn\u00e9 la premi\u00e8re place parce que la faiblesse des composants de m\u00e9moire a touch\u00e9 fortement les ventes des fabricants de puces m\u00e9moire sud-cor\u00e9ens Samsung et SK Hynix.<\/p>\n

Gartner voit Nvidia monter en fl\u00e8che dans le classement avec une croissance annuelle de 56,4 % du chiffre d’affaires. Toutefois, cela repr\u00e9sente un chiffre d’affaires total de \u00ab\u00a0seulement\u00a0\u00bb 24 milliards de dollars, ce qui place Nvidia en cinqui\u00e8me position.<\/p>\n

Cette hausse n’est pas aussi importante que celle estim\u00e9e par d’autres analystes. Semiconductor Intelligence pr\u00e9voit que Nvidia doublera presque son chiffre d’affaires en 2023 pour atteindre 52,9 milliards de dollars US et d\u00e9passera Intel (voir Nvidia en passe de devenir le premier fabricant de puces cette ann\u00e9e<\/a>).<\/p>\n

Nvidia elle-m\u00eame a d\u00e9clar\u00e9 des ventes nettes de 18 milliards de dollars au cours du troisi\u00e8me trimestre de son exercice financier et pr\u00e9voit des ventes de 20 milliards de dollars au cours du quatri\u00e8me trimestre, ce qui correspondrait \u00e0 38 millions de dollars au cours du second semestre.<\/p>\n

Un autre analyste de march\u00e9, TrendForce, estime que Nvidia a \u00e9t\u00e9 la plus grande entreprise de puces fabless au milieu de l’ann\u00e9e 2023, avec des ventes de 11,3 milliards de dollars au deuxi\u00e8me trimestre de 23 et de 16,5 milliards de dollars au troisi\u00e8me trimestre de 23. TrendForce place Nvidia loin devant Qualcomm et Broadcom, contrairement \u00e0 Gartner.<\/p>\n

Gartner consid\u00e8re que STMicroelectronics sera tr\u00e8s performant en 2023, gagnant trois places pour atteindre la huiti\u00e8me place, avec un chiffre d’affaires de 17 milliards de dollars, gr\u00e2ce \u00e0 une position forte dans le segment de l’automobile.<\/p>\n

\"\"

Les 10 premiers fournisseurs de semi-conducteurs class\u00e9s en fonction de leur chiffre d’affaires mondial en 2023 (milliards de dollars US). Source : Gartner : Gartner.<\/strong><\/em><\/p><\/div>\n

Le chiffre d’affaires des produits de m\u00e9moire – essentiellement DRAM et flash NAND – a baiss\u00e9 de 37 % en 2023 en raison de la faiblesse des march\u00e9s des smartphones et des PC. Les revenus des DRAM ont baiss\u00e9 de 38,5 % pour atteindre 48,4 milliards de dollars et ceux des flashes NAND ont diminu\u00e9 de 37,5 % pour atteindre 36,2 milliards de dollars.<\/p>\n

Le chiffre d’affaires des produits non-m\u00e9moire a diminu\u00e9 de 3 % en 2023.<\/p>\n

\u00ab\u00a0Contrairement aux fournisseurs de m\u00e9moire, la plupart des fournisseurs de non-m\u00e9moire ont connu un environnement de prix relativement stable en 2023\u00a0\u00bb, a d\u00e9clar\u00e9 Joe Unsworth, analyste chez Gartner, dans un communiqu\u00e9. \u00ab\u00a0La demande de semiconducteurs non-m\u00e9moire pour les applications d’IA a \u00e9t\u00e9 le moteur de croissance le plus fort, le secteur automobile – en particulier les v\u00e9hicules \u00e9lectriques – les industries de la d\u00e9fense et de l’a\u00e9rospatiale, ayant \u00e9galement surpass\u00e9 la plupart des autres segments d’application.\u00a0\u00bb<\/p>\n

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

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

Articles de presse :<\/h4>\n

Nvidia triple son chiffre d’affaires au troisi\u00e8me trimestre et confirme sa position de leader dans le domaine des puces \u00e9lectroniques<\/a><\/p>\n

Nvidia devrait devenir le premier fabricant de puces cette ann\u00e9e<\/a><\/p>\n

Intel entre dans le top 10 des fonderies au 3e trimestre 23<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Gartner estime que Nvidia sera le cinqui\u00e8me fournisseur de puces au monde en 2023, contrairement \u00e0 d’autres analystes qui estiment que le sp\u00e9cialiste du graphisme et de l’intelligence artificielle r\u00e9alise des ventes plus importantes et occupe la premi\u00e8re place du classement. Selon Gartner, le chiffre d’affaires mondial des semiconducteurs en 2023 devrait passer \u00e0 533 […]<\/p>\n","protected":false},"author":34,"featured_media":441398,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[888],"tags":[2198,3951,1558],"domains":[47],"ppma_author":[1153,3631],"class_list":["post-441568","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marche","tag-ia","tag-nvidia-fr","tag-semiconducteurs","domains-electronique-eci"],"acf":[],"yoast_head":"Pour Gartner, Nvidia n'a pas d\u00e9pass\u00e9 Intel en 2023 ...<\/title>\n<meta name=\"description\" content=\"Gartner estime que Nvidia sera le cinqui\u00e8me fournisseur de puces en 2023, contrairement \u00e0 d'autres analystes qui estiment que l'entreprise sp\u00e9cialis\u00e9e...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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