Inkomoko: Ikoranabuhanga rya Tencent
Mu mwaka umwe cyangwa ibiri ishize, Samsung Electronics ya Koreya yepfo yatangije impinduka zifatika.Mu bucuruzi bwa semiconductor, Samsung Electronics yatangiye kwagura byimazeyo ubucuruzi bwayo bwo hanze kandi irimo kwitegura guhangana ninganda TSMC.
Nk’uko amakuru aheruka guturuka mu bitangazamakuru byo mu mahanga abitangaza ngo Samsung Electronics imaze gutera intambwe igaragara mu bijyanye no gushinga imashanyarazi, kandi yabonye amabwiriza ya OEM kuri chip ya modem ya 5G ivuye muri Qualcomm.Samsung Electronics izakoresha uburyo bwa 5nm bwo gukora.
Nk’uko ibitangazamakuru byo mu mahanga bibitangaza, Samsung Electronics izakora byibuze igice cya chip ya modem ya Qualcomm X60, ishobora guhuza ibikoresho nka terefone igendanwa na 5G imiyoboro idafite amakuru.Amakuru atugeraho avuga ko X60 izakorwa hifashishijwe inzira ya nanometero 5 ya Samsung Electronics, bigatuma chip iba nto kandi ikoresha ingufu kurusha ibisekuruza byabanje.
Inkomoko yavuze ko TSMC nayo iteganijwe gukora moderi ya nanometero 5 kuri Qualcomm.Ariko, ntibisobanutse neza ijanisha rya OEM ryategetse Samsung Electronics na TSMC yakiriye.
Kuri iyi raporo, Samsung Electronics na Qualcomm banze kugira icyo batangaza, kandi TSMC ntabwo yahise isubiza icyifuzo cyo gutanga ibisobanuro.
Samsung Electronics izwi cyane mubaguzi kuri terefone igendanwa nibindi bikoresho bya elegitoroniki.Samsung Electronics ifite ubucuruzi bukomeye bwa semiconductor, ariko Samsung Electronics yagiye ikora cyane chip yo kugurisha hanze cyangwa kuyikoresha, nka memoire, flash memory hamwe na progaramu ya terefone ikoresha ubwenge.
Mu myaka yashize, Samsung Electronics yatangiye kwagura ubucuruzi bwayo bwo hanze kandi imaze gukora chip kumasosiyete nka IBM, Nvidia na Apple.
Ariko mumateka, ibyinshi muri Samsung Electronics yinjiza igice cya kabiri biva mubucuruzi bwa chip yibuka.Mugihe itangwa nibisabwa bigenda bihindagurika, igiciro cyibikoresho byibikoresho bikunze guhinduka cyane, bikagira ingaruka kumikorere ya Samsung.Mu rwego rwo kugabanya kwishingikiriza kuri iri soko rihindagurika, Samsung Electronics yatangaje gahunda umwaka ushize iteganya gushora miliyari 116 z'amadolari muri 2030 kugirango iteze imbere imashini zitabikwa nka chipi zitunganya, ariko muri utwo turere, Samsung Electronics Mu bihe bibi ... .
Gucuruza na Qualcomm byerekana iterambere ryakozwe na Samsung Electronics mugushaka abakiriya.Nubwo Samsung Electronics yatsindiye gusa amabwiriza ya Qualcomm, Qualcomm nayo numwe mubakiriya bakomeye ba Samsung kubijyanye na tekinoroji ya 5nm.Samsung Electronics irateganya kuzamura iri koranabuhanga muri uyu mwaka kugirango igarure isoko ku marushanwa na TSMC, nayo yatangiye gukora cyane chip 5nm uyu mwaka.
Amasezerano ya Qualcomm azamura ubucuruzi bwa semiconductor ya Samsung, kuko modem ya X60 izakoreshwa mubikoresho byinshi bigendanwa kandi isoko rirakenewe cyane.
Mwisoko ryisoko rya semiconductor kwisi yose, TSMC niyo hegemoniste idashidikanywaho.Isosiyete yakoze ubucuruzi bwubucuruzi bwa chip ku isi kandi yaboneyeho umwanya.Raporo y’isoko ryakozwe na Trend Micro Consulting ivuga ko mu gihembwe cya kane cya 2019, imigabane ya semiconductor yamashanyarazi ya Samsung Electronics yari 17.8%, mu gihe TSMC ya 52.7% yikubye inshuro eshatu iy'ikoranabuhanga rya Samsung.
Mu isoko rya chip semiconductor, Samsung Electronics yigeze kurenza Intel yinjiza yose kandi iza ku mwanya wa mbere mu nganda, ariko Intel yafashe umwanya wa mbere umwaka ushize.
Ku wa kabiri, Qualcomm yavuze mu magambo atandukanye ko izatangira kohereza icyitegererezo cya X60 modem chip kubakiriya mu gihembwe cya mbere cyuyu mwaka.Qualcomm ntabwo yatangaje isosiyete izakora chip, kandi itangazamakuru ryo mumahanga ntirishobora kumenya niba chip ya mbere izakorwa na Samsung Electronics cyangwa TSMC.
TSMC iriyongera ubushobozi bwa 7-nanometero yububiko kandi nini yatsindiye ibicuruzwa bya chip.
Mu kwezi gushize, abayobozi ba TSMC bavuze ko biteze ko bazongera umusaruro wa nanometero 5 mu gice cya mbere cy’uyu mwaka kandi bateganya ko ibyo bizagera ku 10% by’amafaranga yinjira mu isosiyete 2020.
Mu nama yahamagariye abashoramari muri Mutarama, ubwo yabazwaga uburyo Samsung Electronics izahatana na TSMC, Shawn Han, visi perezida mukuru w’ubucuruzi bw’inganda za semiconductor ya Samsung Electronics, yavuze ko iyi sosiyete iteganya gutandukana binyuze mu “buryo butandukanye bw’abakiriya”.Kwagura umusaruro mwinshi wa 5nm yo gukora.
Qualcomm niyo itanga amasoko manini ku isi hamwe n’isosiyete nini itanga uruhushya rw’itumanaho.Qualcomm ishushanya izo chip, ariko isosiyete ntigira umurongo utanga umusaruro.Baha ibikorwa byo gukora amasosiyete akora inganda za semiconductor.Mubihe byashize, Qualcomm yakoresheje serivisi zo gushinga Samsung Electronics, TSMC, SMIC nandi masosiyete.Amagambo, inzira ya tekiniki, hamwe na chip bikenewe kugirango uhitemo ibishingwe.
Birazwi neza ko imirongo itanga umusaruro wa semiconductor isaba ishoramari rinini rya miliyari icumi z'amadolari, kandi biragoye ko ibigo rusange byinjira muriki gice.Ariko, twishingikirije kumasoko ya semiconductor, amasosiyete mashya yikoranabuhanga arashobora no kwinjira mubikorwa bya chip, bakeneye gusa gukora chip, hanyuma bagashiraho uruganda rukora, bashinzwe kugurisha ubwabo.Kugeza ubu, umubare w’amasosiyete akora inganda za semiconductor ku isi ni muto cyane, ariko habaye inganda zikora chip zirimo amasosiyete atabarika, nayo yazamuye imashini zitandukanye mubicuruzwa bya elegitoroniki.
Igihe cyo kohereza: Gashyantare-21-2020