Pomwe makampani a DRAM akulowa mu nthawi ya EUV, ukadaulo wa NAND Flash stacking ukupita patsogolo 150L.
Otsatsa atatu akuluakulu a DRAM Samsung, SK Hynix, ndi Micron sangopitiliza kusintha kwawo kupita kuukadaulo wa 1Znm ndi 1alpha nm, komanso kuyambitsa nthawi ya EUV, Samsung ikutsogola, mu 2021. Otsatsa a DRAM adzalowa m'malo awo pang'onopang'ono ukadaulo wapawiri womwe ulipo kuti ukwaniritse bwino mtengo wawo komanso kupanga bwino.
Otsatsa a NAND Flash atakwanitsa kukankhira ukadaulo wosungira zinthu zakale 100 mu 2020, akhala akuyang'ana magawo 150 ndi kupitilira apo mu 2021 ndikukweza mphamvu ya single-die kuchokera 256/512Gb mpaka 512Gb/1Tb. Makasitomala azitha kugwiritsa ntchito zochulukirachulukira kwambiri za NAND Flash kudzera muzoyesayesa za ogulitsa kuti akwaniritse mtengo wa chip. Pomwe PCIe Gen 3 ndiyomwe imayang'anira mabasi a SSD, PCIe Gen 4 iyamba kupeza msika wochulukirapo mu 2021 chifukwa chophatikizana mu PS5, Xbox Series X/S, ndi ma boardboard omwe ali ndi kamangidwe katsopano ka Intel. Mawonekedwe atsopanowa ndi ofunikira kwambiri kuti akwaniritse zosowa zazikulu zotumizira deta kuchokera ku ma PC apamwamba, ma seva, ndi malo opangira data a HPC.
Ogwiritsa ntchito ma netiweki am'manja adzakulitsa masiteshoni awo a 5G pomwe Japan / Korea imayang'ana kutsogolo kwa 6G
The 5G Implementation Guidelines: SA Option 2, yotulutsidwa ndi GSMA mu June 2020, ikufotokoza zambiri zaukadaulo zokhudzana ndi kutumiza kwa 5G, kwa ogwiritsa ntchito ma netiweki am'manja komanso padziko lonse lapansi. Ogwira ntchito akuyembekezeredwa kuti agwiritse ntchito 5G standalone architectures (SA) pamlingo waukulu mu 2021. Kuwonjezera pa kupereka maulumikizidwe ndi liwiro lapamwamba ndi bandwidth yapamwamba, zomangamanga za 5G SA zidzalola ogwira ntchito kusintha maukonde awo malinga ndi ntchito za ogwiritsira ntchito ndikugwirizanitsa ntchito zomwe zimafunikira. ultra-low latency. Komabe, ngakhale kutulutsidwa kwa 5G kukuchitika, NTT DoCoMo yochokera ku Japan yochokera ku Japan ndi SK Telecom yochokera ku Korea ikuyang'ana kale kutumizidwa kwa 6G, popeza 6G imalola mapulogalamu osiyanasiyana omwe akubwera mu XR (kuphatikiza VR, AR, MR, ndi 8K ndi malingaliro apamwamba) , mauthenga amoyo monga holographic, WFH, kupeza kutali, telemedicine, ndi maphunziro akutali.
IoT imasintha kukhala Luntha la Zinthu pomwe zida zothandizidwa ndi AI zimayandikira kudziyimira pawokha.
Mu 2021, kuphatikiza kwakuya kwa AI kudzakhala kofunika kwambiri ku IoT, komwe matanthauzidwe ake amachokera pa intaneti ya Zinthu kupita ku Luntha la Zinthu. Zatsopano pazida monga kuphunzira mozama ndi masomphenya apakompyuta zidzabweretsa kukweza kwathunthu kwa mapulogalamu a IoT ndi mapulogalamu a hardware. Poganizira zakusintha kwamakampani, kulimbikitsa zachuma, komanso kufunikira kwakutali, IoT ikuyembekezeka kuwona kukhazikitsidwa kwakukulu pamagawo akulu akulu, monga, kupanga mwanzeru komanso chisamaliro chanzeru. Pankhani yopanga mwanzeru, kukhazikitsidwa kwaukadaulo wopanda kulumikizana kukuyembekezeka kufulumizitsa kubwera kwamakampani 4.0. Mafakitale anzeru akamatsatira kulimba mtima, kusinthasintha, komanso kuchita bwino, kuphatikiza kwa AI kudzakonzekeretsa zida zam'mphepete, monga ma cobots ndi ma drones, zokhala ndi luso loyang'anira bwino kwambiri, potero zimasintha zosintha kukhala zodzilamulira. Patsogolo pazaumoyo wanzeru, kutengera AI kumatha kusintha zidziwitso zachipatala zomwe zilipo kale kuti zithandizire kukhathamiritsa kwadongosolo komanso kukulitsa malo a ntchito. Mwachitsanzo, kuphatikiza kwa AI kumapereka chidziwitso chachangu chotentha chomwe chitha kuthandizira kupanga zisankho zachipatala, telemedicine, ndi ntchito zothandizira opaleshoni. Ntchito zomwe tatchulazi zikuyembekezeka kugwira ntchito ngati zofunika kwambiri zomwe zimakwaniritsidwa ndi IoT yachipatala yothandizidwa ndi AI m'malo osiyanasiyana kuyambira ku zipatala zanzeru kupita ku malo opangira ma telemedicine.
Kuphatikizana pakati pa magalasi a AR ndi mafoni a m'manja kudzayambitsa ntchito zosiyanasiyana
Magalasi a AR adzalowera ku mapangidwe olumikizidwa ndi foni yamakono mu 2021 momwe foni yamakono imakhala ngati nsanja yamakompyuta yamagalasi. Kapangidwe kameneka kamathandizira kuchepetsa mtengo komanso kulemera kwa magalasi a AR. Makamaka, pomwe malo a netiweki a 5G akukula kwambiri mu 2021, kuphatikiza kwa mafoni a m'manja a 5G ndi magalasi a AR kumathandizira omalizawo kuti azitha kuyendetsa bwino mapulogalamu a AR, komanso kukwaniritsa zosangalatsa zapamwamba zomvera ndi zowonera pogwiritsa ntchito makompyuta owonjezera. mphamvu ya mafoni. Zotsatira zake, mitundu ya mafoni a m'manja ndi ogwiritsa ntchito ma network am'manja akuyembekezeka kulowa msika wamagalasi a AR pamlingo waukulu mu 2021.
Gawo lofunikira pakuyendetsa modziyimira pawokha, makina owunikira madalaivala (DMS) ayamba kutchuka
Ukadaulo wachitetezo chamagalimoto wasintha kuchokera pakugwiritsa ntchito kunja kwagalimoto kupita ku imodzi yamkati mwagalimoto, pomwe ukadaulo wozindikira ukupita kumtsogolo komwe umaphatikiza kuwunika kwa oyendetsa ndi kuwerengera kwakunja kwa chilengedwe. Mofananamo, kuphatikizika kwa AI yamagalimoto kukupitilira zosangalatsa zomwe zilipo kale komanso ntchito zothandizira ogwiritsa ntchito, kukhala chothandizira kwambiri chitetezo chamagalimoto. Poganizira kuchuluka kwa ngozi zapamsewu zomwe madalaivala sananyalanyaze mikhalidwe yamsewu chifukwa chodalira kwambiri ADAS (makina othandizira oyendetsa madalaivala), omwe posachedwapa akwera kwambiri pakulandila, msika ukuyang'aniranso kwambiri ntchito zowunikira madalaivala. M'tsogolomu, cholinga chachikulu cha ntchito zowunikira madalaivala chidzayang'ana kwambiri pakupanga makamera achangu, odalirika, komanso olondola. Pozindikira kugona kwa dalaivala ndi chidwi chake kudzera pakutsata iris ndi kuyang'anira machitidwe, makinawa amatha kuzindikira munthawi yeniyeni ngati dalaivala watopa, wasokonezedwa, kapena akuyendetsa molakwika. Momwemonso, DMS (machitidwe owunikira oyendetsa) yakhala chofunikira kwambiri pakupanga ma ADS (machitidwe oyendetsa okha), popeza DMS iyenera kugwira ntchito zingapo nthawi imodzi, kuphatikiza kuzindikira / kuzindikira nthawi yeniyeni, kuwunika kuthekera kwa dalaivala, ndi kulanda zowongolera zoyendetsa. pakafunika kutero. Magalimoto okhala ndi kuphatikizika kwa DMS akuyembekezeka kulowa muzopanga zambiri posachedwa.
Mawonekedwe opindika awona kutengera kutengera zida zambiri ngati njira yowonjezerera zowonera nyumba
Pamene mafoni opindika amapita patsogolo kuchokera pamalingaliro kupita kuzinthu mu 2019, ma foni amtundu wina motsatizana adatulutsa mafoni awo opindika kuti ayese madzi. Ngakhale kugulitsidwa kwa mafoniwa mpaka pano kwakhala kocheperako chifukwa cha kukwera mtengo kwake - ndipo, kuwonjezera, mitengo yamalonda - akadali okhoza kubweretsa phokoso pamsika wokhwima komanso wodzaza ndi ma smartphone. M'zaka zingapo zikubwerazi, pomwe opanga mapanelo akukulitsa pang'onopang'ono maluso awo osinthika a AMOLED, ma brand a smartphone apitiliza kuyang'ana kwambiri pakupanga mafoni opindika. Kuphatikiza apo, magwiridwe antchito opindika akhala akuwona kulowa muzipangizo zinanso, makamaka makompyuta apakompyuta. Ndi Intel ndi Microsoft akutsogola, opanga osiyanasiyana aliyense atulutsa zolemba zawo zapawiri zowonetsera. Momwemonso, zinthu zopindika zokhala ndi zowonetsera zosinthika za AMOLED zimayikidwa kuti ikhale mutu wotsatira. Ma notebook okhala ndi zowonera zopindika alowa mumsika mu 2021. Monga pulogalamu yosinthika yosinthika komanso ngati gulu lazinthu zomwe zimakhala ndi zowoneka bwino zazikulu kuposa zomwe zidachitika m'mbuyomu, kuphatikiza zowonetsa zopindika m'manotibook zikuyembekezeka kugwiritsa ntchito mphamvu zosinthika za opanga AMOLED. kumlingo wina.
Mini LED ndi QD-OLED zidzakhala njira zina zogwiritsira ntchito OLED yoyera
Mpikisano pakati pa matekinoloje owonetserako ukuyembekezeka kutentha pamsika wapa TV wapamwamba kwambiri mu 2021. Makamaka, kuwala kwa Mini LED kumathandizira ma TV a LCD kukhala ndi mphamvu zowonongeka pazigawo zawo zowunikira kumbuyo kotero kuti amawonetsera mozama kusiyana ndi ma TV omwe alipo panopa. Motsogozedwa ndi mtsogoleri wamsika Samsung, ma LCD TV okhala ndi Mini LED backlighting amapikisana ndi anzawo oyera a OLED pomwe akupereka mawonekedwe ndi machitidwe ofanana. Kuphatikiza apo, chifukwa cha kukwera mtengo kwawo, Mini LED ikuyembekezeka kuwonekera ngati njira yolimba ya OLED yoyera ngati ukadaulo wowonetsera. Kumbali inayi, Samsung Display (SDC) ikubetcha paukadaulo wake watsopano wa QD OLED ngati mfundo yosiyanitsira ukadaulo kuchokera kwa omwe akupikisana nawo, pomwe SDC ikuthetsa ntchito zake zopanga LCD. SDC idzayang'ana kuti ikhazikitse muyeso watsopano wa golide pama TV ndi ukadaulo wake wa QD OLED, womwe ndi wapamwamba kuposa OLED yoyera potengera kukhathamiritsa kwamitundu. TrendForce ikuyembekeza kuti msika wapa TV wapamwamba kwambiri uwonetse mawonekedwe atsopano opikisana mu 2H21.
Kuyika kwapamwamba kudzapita patsogolo mu HPC ndi AiP
Kukula kwaukadaulo wamapaketi apamwamba sikunachepe chaka chino ngakhale mliri wa COVID-19 wakhudza. Pamene opanga osiyanasiyana amamasula tchipisi ta HPC ndi ma module a AiP (mlongoti mu phukusi), makampani a semiconductor monga TSMC, Intel, ASE, ndi Amkor akufunitsitsa kutenga nawo gawo pamakampani opanga ma CD apamwamba kwambiri. Pankhani ya kulongedza kwa chip cha HPC, chifukwa cha kuchuluka kwa tchipisi komwe kukufunika pa I/O lead kachulukidwe, kufunikira kwa ma interposer, omwe amagwiritsidwa ntchito pakuyika chip, kwakulanso chimodzimodzi. TSMC ndi Intel aliyense atulutsa kamangidwe kake katsopano ka chip, kotchedwa 3D nsalu ndi Hybrid Bonding, motsatana, pomwe akusintha pang'onopang'ono matekinoloje awo a m'badwo wachitatu (CoWoS ya TSMC ndi EMIB ya Intel), kupita kuukadaulo wam'badwo wachinayi wa CoWoS ndi Co-EMIB. . Mu 2021, oyambitsa awiriwa adzakhala akuyang'ana kuti apindule ndi kufunikira kwapamwamba kwa 2.5D ndi 3D chip phukusi. Pankhani yoyika ma module a AiP, Qualcomm itatulutsa zida zake zoyambirira za QTM mu 2018, MediaTek ndi Apple pambuyo pake zidagwirizana ndi makampani okhudzana ndi OSAT, kuphatikiza ASE ndi Amkor. Kudzera m'magwiridwe awa, MediaTek ndi Apple adayembekeza kupanga zotsogola mu R&D ya mainstream flip chip phukusi, yomwe ndiukadaulo wotsika mtengo. AiP ikuyembekezeka kuwona kuphatikizidwa kwapang'onopang'ono mu zida za 5G mmWave kuyambira 2021. Motsogozedwa ndi kulumikizana kwa 5G ndi kufunikira kolumikizana ndi netiweki, ma module a AiP akuyembekezeka kufika koyamba pamsika wamafoni amafoni ndipo kenako misika yamagalimoto ndi mapiritsi.
Ma Chipmaker atsata magawo pamsika wa AIoT kudzera munjira yofulumizitsa
Ndi chitukuko chachangu cha IoT, 5G, AI, ndi makompyuta amtambo/m'mphepete, njira za opanga ma chipmaker zasintha kuchokera kuzinthu zomwe zidapangidwa, kupita pamapangidwe azinthu, ndipo pamapeto pake zidafika pamayankho azinthu, potero zimapanga chilengedwe chokwanira komanso cha granular chip. Kuyang'ana chitukuko cha opanga ma chipmaker m'zaka zaposachedwa kuchokera pakuwona kwakukulu, kuphatikiza kopitilira muyeso kwamakampaniwa kwadzetsa bizinesi ya oligopolistic, momwe mpikisano wakumaloko umakhala wokulirapo kuposa kale. Kuphatikiza apo, popeza kutsatsa kwa 5G kumapangitsa kuti magwiritsidwe osiyanasiyana agwiritsidwe ntchito mosiyanasiyana, opanga ma chipmaker tsopano akupereka mayankho okhazikika okhazikika, kuyambira kupanga chip mpaka kuphatikizika kwa mapulogalamu / zida zamapulatifomu, poyankha mwayi wawukulu wazamalonda womwe umabwera chifukwa chakukula kwachangu kwa AIoT. makampani. Kumbali ina, opanga ma chip omwe sanathe kudziyika okha munthawi yake malinga ndi zosowa za msika angadzipeze ali pachiwopsezo chodalira kwambiri msika umodzi.
Ma Active matrix Micro LED TV apanga mawonekedwe awo omwe akuyembekezeredwa kwambiri pamsika wamagetsi ogula
Kutulutsidwa kwa zowonetsera zazikulu zazikulu za Micro LED ndi Samsung, LG, Sony, ndi Lumens m'zaka zaposachedwa zidawonetsa kuyambika kwa kuphatikiza kwa Micro LED pakukula kwakukulu kowonetsera. Pamene kugwiritsa ntchito kwa Micro LED pamawonekedwe akulu pang'onopang'ono kumakula, Samsung ikuyembekezeka kukhala yoyamba pamsika kutulutsa ma TV ake a Micro LED, chifukwa chake ikulimbitsa chaka cha 2021 ngati chaka choyamba cha kuphatikiza kwa Micro LED mu ma TV. Matrix a Active adilesi ma pixel pogwiritsa ntchito chowonera cha TFT chagalasi chakumbuyo, ndipo popeza mapangidwe a IC a matrix omwe amagwira ntchito ndi osavuta, dongosolo loyankhirali limafunikira njira yocheperako. Makamaka, ma IC oyendetsa matrix oyendetsa amafunikira magwiridwe antchito a PWM ndi masinthidwe a MOSFET kuti akhazikitse magetsi oyendetsa magetsi a Micro LED, zomwe zimafunikira njira yatsopano komanso yokwera mtengo kwambiri ya R&D ya ma IC. Chifukwa chake, kwa opanga ma Micro LED, zovuta zawo zazikulu pakali pano pakukankhira Micro LED ku msika wa zida zomaliza zili muukadaulo komanso mtengo wake.
Nthawi yotumiza: Jan-05-2021