Source: Fasahar Tencent
A cikin shekara ko biyu da ta gabata, Samsung Electronics na Koriya ta Kudu ya ƙaddamar da wani babban sauyi.A cikin kasuwancin semiconductor, Samsung Electronics ya fara haɓaka kasuwancin kasuwancin sa na waje kuma yana shirin ƙalubalantar giant ɗin masana'antar TSMC.
A cewar sabon labarai daga kafofin watsa labaru na kasashen waje, Samsung Electronics ya sami ci gaba sosai a fannin samar da semiconductor kwanan nan, kuma ya sami odar OEM don kwakwalwan modem na 5G daga Qualcomm.Samsung Electronics zai yi amfani da ci-gaba na 5nm masana'antu matakai.
A cewar rahotannin kafofin watsa labaru na kasashen waje, Samsung Electronics zai samar da akalla wani bangare na Qualcomm X60 modem guntu, wanda zai iya haɗa na'urori irin su wayoyin hannu zuwa cibiyoyin sadarwar bayanan mara waya ta 5G.Majiyoyi sun ce za a kera na'urar X60 ta hanyar amfani da tsarin nanometer 5 na Samsung Electronics, wanda ke sanya guntu karami da inganci fiye da al'ummomin baya.
Wata majiya ta ce TSMC kuma ana sa ran yin modem na nanometer 5 don Qualcomm.Koyaya, ba a sani ba nawa ne kashi na OEM umarni Samsung Electronics da TSMC suka karɓa.
Don wannan rahoton, Samsung Electronics da Qualcomm sun ƙi yin tsokaci, kuma TSMC ba ta ba da amsa nan take ba ga buƙatar yin sharhi.
Samsung Electronics ya shahara a tsakanin masu amfani da wayar salula da sauran na'urorin lantarki.Samsung Electronics yana da babbar kasuwancin semiconductor, amma Samsung Electronics ya kasance yana samar da kwakwalwan kwamfuta don siyarwa ko amfani da waje, kamar ƙwaƙwalwar ajiya, ƙwaƙwalwar filashi da na'urori masu sarrafa wayar hannu.
A cikin 'yan shekarun nan, Samsung Electronics ya fara fadada kasuwancinsa na guntu na waje kuma ya riga ya samar da kwakwalwan kwamfuta don kamfanoni irin su IBM, Nvidia da Apple.
Amma a tarihi, yawancin kudaden shiga na Samsung Electronics 'semiconductor na zuwa ne daga kasuwancin guntu ƙwaƙwalwar ajiya.Kamar yadda wadata da buƙatu ke canzawa, farashin ƙwaƙwalwar ajiyar ƙwaƙwalwar ajiya galibi yana jujjuyawa sosai, yana shafar aikin Samsung.Domin rage dogaro da wannan kasuwa mai cike da rudani, kamfanin Samsung Electronics ya sanar da wani shiri a shekarar da ta gabata, wanda ke shirin zuba jarin dalar Amurka biliyan 116 nan da shekarar 2030, don kera kwakwalwan da ba na ajiya ba kamar su processor chips, amma a wadannan wuraren, Samsung Electronics A cikin mummunan yanayi... .
Ma'amala tare da Qualcomm yana nuna ci gaban da Samsung Electronics ya samu wajen samun abokan ciniki.Duk da cewa Samsung Electronics ya sami wasu umarni ne kawai daga Qualcomm, Qualcomm kuma yana ɗaya daga cikin manyan abokan cinikin Samsung don fasahar kera 5nm.Kamfanin Samsung Electronics yana shirin inganta wannan fasaha a wannan shekara don dawo da kason kasuwa a gasar da kamfanin TSMC, wanda kuma ya fara samar da guntun guntun 5nm a bana.
Kwangilar Qualcomm za ta haɓaka kasuwancin samar da semiconductor na Samsung, saboda za a yi amfani da modem na X60 a yawancin na'urorin hannu kuma kasuwa tana cikin buƙatu sosai.
A cikin kasuwar kafuwar semiconductor na duniya, TSMC shine hegemonist mara tambaya.Kamfanin ya jagoranci tsarin kasuwancin guntu a duniya kuma ya yi amfani da damar.Dangane da rahoton kasuwa daga Trend Micro Consulting, a cikin kwata na huɗu na 2019, kaso 17.8% na Samsung Electronics's semiconductor foundry kasuwar ya kasance 17.8%, yayin da TSMC na 52.7% ya kusan sau uku na Samsung Electronics.
A cikin kasuwar guntu na semiconductor, Samsung Electronics ya taɓa zarce Intel a jimlar kudaden shiga kuma ya zama na farko a cikin masana'antar, amma Intel ya sami babban matsayi a bara.
Qualcomm ya fada a cikin wata sanarwa ta daban a ranar Talata cewa zai fara aika samfuran na'urorin modem na X60 ga abokan ciniki a cikin kwata na farko na wannan shekara.Qualcomm bai sanar da kamfanin da zai samar da guntu ba, kuma kafofin watsa labarai na kasashen waje ba su iya sanin na ɗan lokaci ba ko Samsung Electronics ko TSMC za su samar da guntu na farko.
TSMC tana haɓaka ƙarfin aikinta na 7-nanometer akan babban sikeli kuma a baya ya ci oda na guntuwar guntuwar Apple.
A watan da ya gabata, shuwagabannin TSMC sun bayyana cewa suna sa ran za su kara samar da nanometer 5 a farkon rabin shekarar nan kuma suna sa ran hakan zai kai kashi 10% na kudaden shiga na kamfanin a shekarar 2020.
Yayin kiran taron masu saka hannun jari a watan Janairu, lokacin da aka tambaye shi ta yaya Samsung Electronics zai yi gogayya da TSMC, Shawn Han, babban mataimakin shugaban kamfanin samar da kayan masarufi na Samsung Electronics, ya ce kamfanin yana shirin yin rarrabuwa ta hanyar “banbancin aikace-aikacen abokin ciniki” a wannan shekara.Fadada taro samar da 5nm masana'antu tafiyar matakai.
Qualcomm ita ce mafi girma a duniya da ke samar da kwakwalwan kwamfuta na wayoyin hannu da kuma babban kamfanin ba da lasisin lasisin sadarwa.Qualcomm yana tsara waɗannan kwakwalwan kwamfuta, amma kamfanin ba shi da layin samar da semiconductor.Suna fitar da ayyukan masana'antu ga kamfanonin samar da semiconductor.A baya, Qualcomm ya yi amfani da ayyukan kafa na Samsung Electronics, TSMC, SMIC da sauran kamfanoni.Bayani, hanyoyin fasaha, da kwakwalwan kwamfuta da ake buƙata don zaɓar tushen tushe.
Sanannen abu ne cewa layukan samar da na'urori na zamani suna buƙatar zuba jari na biliyoyin daloli, kuma yana da wahala ga manyan kamfanoni su shiga cikin wannan fanni.Duk da haka, dogara ga semiconductor foundry model, wasu sababbin fasaha kamfanonin kuma iya shiga guntu masana'antu, kawai bukatar su zayyana guntu, sa'an nan kuma kaddamar da foundry foundry, alhakin tallace-tallace da kansu.A halin yanzu, adadin kamfanonin gano na'urori na semiconductor a duniya ba su da yawa, amma an sami masana'antar ƙirar guntu da ta haɗa da kamfanoni marasa adadi, wanda kuma ya haɓaka nau'ikan nau'ikan kwakwalwan kwamfuta zuwa ƙarin kayan lantarki.
Lokacin aikawa: Fabrairu-21-2020