{"id":464037,"date":"2024-10-29T09:17:28","date_gmt":"2024-10-29T08:17:28","guid":{"rendered":"https:\/\/www.ecinews.fr\/?p=464037"},"modified":"2024-10-29T09:17:28","modified_gmt":"2024-10-29T08:17:28","slug":"le-marche-des-puces-booste-par-lia-augmentera-de-19-en-2024","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/le-marche-des-puces-booste-par-lia-augmentera-de-19-en-2024\/","title":{"rendered":"Le march\u00e9 des puces boost\u00e9 par l’IA augmentera de 19% en 2024"},"content":{"rendered":"

Selon le cabinet d’\u00e9tudes de march\u00e9 Gartner, le march\u00e9 mondial des puces augmentera de 18,8 % en 2024 pour atteindre 629,8 milliards de dollars US, sous l’effet de la demande en mati\u00e8re d’IA.<\/h2>\n

Ce taux est sup\u00e9rieur \u00e0 la croissance de 16,8 % pr\u00e9vue par Gartner il y a un an, qui \u00e9tait elle-m\u00eame en baisse par rapport \u00e0 la pr\u00e9vision pr\u00e9c\u00e9dente de 18,5 %. Gartner a r\u00e9duit sa derni\u00e8re pr\u00e9vision de croissance pour 2025 \u00e0 13,8 % (au lieu de 15,5 %), de sorte que le march\u00e9 devrait totaliser 716,7 milliards de dollars l’ann\u00e9e prochaine.<\/p>\n

\u00ab\u00a0La croissance est due \u00e0 une augmentation continue de la demande de semi-conducteurs li\u00e9s \u00e0 l’IA et \u00e0 la reprise de la production \u00e9lectronique, tandis que la demande des secteurs automobile et industriel reste faible\u00a0\u00bb, a d\u00e9clar\u00e9 Rajeev Rajput, analyste principal chez Gartner, dans un communiqu\u00e9.<\/p>\n

\u00c0 court terme, le march\u00e9 des m\u00e9moires et des processeurs graphiques (GPU) soutiendra le chiffre d’affaires des semi-conducteurs au niveau mondial.<\/p>\n

Le march\u00e9 mondial des revenus de la m\u00e9moire devrait enregistrer une croissance de 20,5 % en 2025, pour atteindre un total de 196,3 milliards de dollars. Une offre durablement insuffisante en 2024 fera grimper les prix des m\u00e9moires flash NAND de 60 % en 2024, mais ils devraient baisser de 3 % en 2025. Avec une offre plus faible et un paysage de prix plus doux en 2025, les revenus de la flash NAND devraient totaliser 75,5 milliards de dollars en 2025, soit une augmentation de 12 pour cent par rapport \u00e0 2024.<\/p>\n

GPU, HBM<\/h4>\n

L’offre et la demande de DRAM vont rebondir en raison de l’am\u00e9lioration de l’offre insuffisante, de la production sans pr\u00e9c\u00e9dent de m\u00e9moire \u00e0 grande largeur de bande (HBM) et de la hausse de la demande, ainsi que de l’augmentation des prix des DRAM au format DDR5. Dans l’ensemble, le chiffre d’affaires des DRAM devrait atteindre 115,6 milliards de dollars en 2025, contre 90,1 milliards de dollars en 2024.<\/p>\n

Le chiffre d’affaires g\u00e9n\u00e9r\u00e9 par les GPU devrait atteindre 51 milliards de dollars, soit une augmentation de 27 % en 2025. \u00ab\u00a0Cependant, le march\u00e9 passe maintenant \u00e0 une phase de retour sur investissement (ROI) o\u00f9 les revenus de l’inf\u00e9rence doivent atteindre des multiples des investissements dans la formation\u00a0\u00bb, a d\u00e9clar\u00e9 George Brocklehurst, analyste chez Gartner.<\/p>\n

Toutefois, le produit le plus en vogue sera probablement la DRAM HBM,\u00a0 m\u00e9moire \u00e0 grande largeur de bande, dont les recettes devraient augmenter de plus de 284 % en 2024 et de 70 % en 2025, pour atteindre respectivement 12,3 milliards de dollars et 21 milliards de dollars.<\/p>\n

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

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

Articles de presse :<\/h4>\n

L’app\u00e9tit des Am\u00e9ricains maintient la croissance annuelle du march\u00e9 mondial des puces \u00e0 20%.<\/a><\/p>\n

Selon Gartner, le chiffre d’affaires des puces d’IA augmentera fortement en 2024 <\/a><\/p>\n

Le march\u00e9 indien des puces devrait d\u00e9passer ceux de l’Europe et du Japon <\/a><\/p>\n

L’analyste Penn revoit \u00e0 la hausse ses pr\u00e9visions concernant le march\u00e9 des puces, tout en restant prudent<\/a><\/p>\n

 <\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Selon le cabinet d’\u00e9tudes de march\u00e9 Gartner, le march\u00e9 mondial des puces augmentera de 18,8 % en 2024 pour atteindre 629,8 milliards de dollars US, sous l’effet de la demande en mati\u00e8re d’IA. Ce taux est sup\u00e9rieur \u00e0 la croissance de 16,8 % pr\u00e9vue par Gartner il y a un an, qui \u00e9tait elle-m\u00eame en […]<\/p>\n","protected":false},"author":34,"featured_media":463981,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[3669],"tags":[4833,6384],"domains":[47],"ppma_author":[3631,1153],"class_list":["post-464037","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-nouvelles","tag-marche-des-puces","tag-semi-conducteurs","domains-electronique-eci"],"acf":[],"yoast_head":"Le march\u00e9 des puces boost\u00e9 par l'IA augmentera de 19% en 2024 ...<\/title>\n<meta name=\"description\" content=\"Selon Gartner, le march\u00e9 mondial des puces augmentera de 18,8 % en 2024 pour atteindre $629,8 milliards, boost\u00e9 par l'IA.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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