{"id":448281,"date":"2024-04-10T08:05:31","date_gmt":"2024-04-10T06:05:31","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=448281"},"modified":"2024-04-09T20:36:34","modified_gmt":"2024-04-09T18:36:34","slug":"leurope-senfonce-alors-que-la-chine-passe-en-tete-en-nombre-de-fabs","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/leurope-senfonce-alors-que-la-chine-passe-en-tete-en-nombre-de-fabs\/","title":{"rendered":"L’Europe s’enfonce alors que la Chine passe en t\u00eate en nombre de fabs"},"content":{"rendered":"

La Chine d\u00e9passera la Cor\u00e9e et Ta\u00efwan et deviendra la premi\u00e8re r\u00e9gion pour la capacit\u00e9 de production de wafers de circuits int\u00e9gr\u00e9s d’ici \u00e0 2026. Dans le m\u00eame temps, la part de l’Europe continuera \u00e0 diminuer, selon les chiffres de Knometa Research.<\/h3>\n

La capacit\u00e9 mondiale de production de wafers pour les circuits int\u00e9gr\u00e9s devrait augmenter de 4,5 % par an en 2024, puis de 8,2 % et 8,9 % en 2025 et 2026, respectivement.<\/p>\n

La Chine a investi massivement dans la capacit\u00e9 de fabrication de puces, derri\u00e8re la pointe de la technologie, et prendra des parts de march\u00e9 \u00e0 toutes les autres r\u00e9gions, \u00e0 l’exception des Am\u00e9riques. En cons\u00e9quence, la Chine d\u00e9passera la Cor\u00e9e du Sud et Ta\u00efwan en 2026.<\/p>\n

\"\"

Pr\u00e9visions des parts de la capacit\u00e9 mensuelle install\u00e9e de production de plaquettes par zone g\u00e9ographique. Source : Knometa.<\/strong><\/em><\/p><\/div>\n

\u00c0 la fin de 2023, la part de la Chine dans la capacit\u00e9 mensuelle mondiale de production de wafers \u00e9tait de 19,1 %, \u00e0 quelques points de pourcentage derri\u00e8re la Cor\u00e9e et Ta\u00efwan. D’ici \u00e0 2025, la part de capacit\u00e9 de la Chine devrait \u00eatre \u00e0 peu pr\u00e8s \u00e9quivalente \u00e0 celle des leaders. En 2026, la Chine devrait prendre la premi\u00e8re place.<\/p>\n

L’Europe, qui repr\u00e9sentait 5 % de la capacit\u00e9 mondiale de production de wafers de circuits int\u00e9gr\u00e9s en d\u00e9cembre 2021, verra sa part continuer \u00e0 s’\u00e9roder, passant de 4,8 % en d\u00e9cembre 2023 \u00e0 4,5 % en d\u00e9cembre 2026. Et ce, malgr\u00e9 les projets d’usines europ\u00e9ennes de fabrication de wafers annonc\u00e9s par Intel, TSMC et leurs partenaires, ainsi qu’une entreprise commune de ST et Globalfoundries. La plupart d’entre elles ne seront pas mises en service en volume avant la fin de la p\u00e9riode couverte par les pr\u00e9sentes pr\u00e9visions.<\/p>\n

Tout le monde d\u00e9pense<\/h4>\n

Le fait est que d’importantes capacit\u00e9s de fabrication de circuits int\u00e9gr\u00e9s sont install\u00e9es dans la plupart des r\u00e9gions g\u00e9ographiques du monde, souvent avec des subventions substantielles des gouvernements.<\/p>\n

Les sanctions impos\u00e9es par les \u00c9tats-Unis \u00e0 l’industrie chinoise des semiconducteurs entravent les efforts d\u00e9ploy\u00e9s par les entreprises chinoises pour d\u00e9velopper et installer des capacit\u00e9s pour les technologies de process de pointe, mais le pays devrait tout de m\u00eame afficher la plus forte croissance en termes de capacit\u00e9 de production de wafers au cours des prochaines ann\u00e9es. Les responsables politiques am\u00e9ricains et europ\u00e9ens ont commenc\u00e9 \u00e0 s’inqui\u00e9ter du fait que la fabrication chinoise de puces anciennes pourrait submerger et perturber les march\u00e9s dans le monde entier.<\/p>\n

La capacit\u00e9 de la Chine \u00e0 revendiquer la position de leader mondial d\u00e9pend des entreprises \u00e9trang\u00e8res poss\u00e9dant des fabs en Chine – telles que Samsung, SK Hynix, TSMC et UMC – qui continuent \u00e0 b\u00e9n\u00e9ficier d’un certain sursis par rapport aux sanctions.<\/p>\n

Une part importante de la capacit\u00e9 de production de wafers de circuits int\u00e9gr\u00e9s en Chine est d\u00e9tenue par des soci\u00e9t\u00e9s \u00e9trang\u00e8res, notamment celles \u00e9num\u00e9r\u00e9es ci-dessus ainsi que Powerchip, par l’interm\u00e9diaire de sa filiale Nexchip, Texas Instruments, Alpha & Omega Semiconductor et Diodes. Alors que la Chine abritait environ 19 % de la capacit\u00e9 mondiale de production de wafers \u00e0 la fin de 2023, la part d\u00e9tenue par les entreprises chinoises n’\u00e9tait que de 11 %.<\/p>\n

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

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

Articles de presse :<\/h4>\n

Malgr\u00e9 le march\u00e9, de nombreuses unit\u00e9s de production de plaquettes de 300 mm seront mises en service en 2023<\/a><\/p>\n

Les d\u00e9penses agressives des fabricants ne conduiront pas \u00e0 une surabondance de puces, selon Knometa<\/a><\/p>\n

L’Europe ne produit que 5 % des plaquettes de circuits int\u00e9gr\u00e9s, selon Knometa<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

La Chine d\u00e9passera la Cor\u00e9e et Ta\u00efwan et deviendra la premi\u00e8re r\u00e9gion pour la capacit\u00e9 de production de wafers de circuits int\u00e9gr\u00e9s d’ici \u00e0 2026. Dans le m\u00eame temps, la part de l’Europe continuera \u00e0 diminuer, selon les chiffres de Knometa Research. La capacit\u00e9 mondiale de production de wafers pour les circuits int\u00e9gr\u00e9s devrait augmenter […]<\/p>\n","protected":false},"author":34,"featured_media":270045,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[888],"tags":[889,2264,913,3738,1558,2157],"domains":[47],"ppma_author":[1153,3631],"class_list":["post-448281","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marche","tag-analog-fr","tag-fabs","tag-materials-processes-fr","tag-plaquette","tag-semiconducteurs","tag-wafers-2","domains-electronique-eci"],"acf":[],"yoast_head":"L'Europe s'enfonce et la Chine passe en t\u00eate en nombre de fabs ...<\/title>\n<meta name=\"description\" content=\"La Chine deviendra la premi\u00e8re r\u00e9gion en termes de capacit\u00e9 de production de wafers de CI d'ici 2026, tandis que l'Europe diminuera.\" \/>\n<meta name=\"robots\" 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