Punavai: Tencent Technology
I le tausaga talu ai pe lua, ua faʻalauiloa e le Samsung Electronics a Korea i Saute se suiga faʻavae.I le pisinisi semiconductor, Samsung Electronics ua amata ona faʻalauteleina lana pisinisi faʻavae fafo ma o loʻo sauni e luʻitauina le pisinisi tele TSMC.
E tusa ai ma tala fou mai le aufaasālalau mai fafo, Samsung Electronics ua matua alualu i luma i le tulaga o le semiconductor foundry talu ai nei, ma maua mai OEM poloaiga mo 5G modem chips mai Qualcomm.Samsung Electronics o le a faʻaogaina le faʻagasologa o gaosiga 5nm.
E tusa ai ma lipoti a le aufaasālalau mai fafo, o Samsung Electronics o le a gaosia a itiiti mai o se vaega o le Qualcomm X60 modem chip, lea e mafai ona faʻafesoʻotaʻi masini e pei o telefoni feaveaʻi i fesoʻotaʻiga faʻamatalaga uaea 5G.Punaoa na fai mai o le X60 o le a gaosia e faʻaaoga ai le Samsung Electronics '5 nanometer process, lea e faʻaititia ai le pu ma sili atu le malosi nai lo augatupulaga muamua.
Fai mai se tala o le TSMC o loʻo faʻamoemoe foi e faia se modem 5 nanometer mo Qualcomm.Ae ui i lea, e le o manino pe o le a le pasene o le OEM poloaiga na maua e Samsung Electronics ma TSMC.
Mo lenei lipoti, Samsung Electronics ma Qualcomm na musu e faʻaalia, ma e leʻi vave tali mai TSMC i se talosaga mo se faʻamatalaga.
Samsung Electronics e sili ona lauiloa i tagata faʻatau mo ana telefoni feʻaveaʻi ma isi masini eletise.Samsung Electronics e iai se pisinisi semiconductor tele, ae o Samsung Electronics o loʻo tele lava ina gaosia meataalo mo le faʻatau atu i fafo poʻo le faʻaaogaina, e pei o le manatua, flash memory ma telefoni feaveaʻi faʻaogaina.
I tausaga talu ai nei, ua amata ai ona faʻalauteleina e Samsung Electronics lana pisinisi faʻapipiʻi vaʻa fafo ma ua uma ona gaosia meataalo mo kamupani e pei o IBM, Nvidia ma Apple.
Ae o le tala faasolopito, o le tele o tupe maua a Samsung Electronics 'semiconductor e sau mai le pisinisi pusi manatua.A'o fesuisuiai le sapalai ma le mana'oga, o le tau o meataalo manatua e masani ona fesuisuiai tele, e afaina ai le faʻaogaina o Samsung.Ina ia faʻaitiitia le faʻalagolago i lenei maketi faʻatauvaʻa, na faʻasalalau e Samsung Electronics se fuafuaga i le tausaga talu ai o loʻo fuafua e teu faʻafaigaluega le $ 116 piliona i le 2030 e atiaʻe ai tupe meataalo e le teuina e pei o chips processor, ae i nei vaega, Samsung Electronics I tulaga leaga... .
O le fefaʻatauaiga ma Qualcomm e faʻaalia ai le alualu i luma na faia e Samsung Electronics i le mauaina o tagata faʻatau.E ui lava na manumalo Samsung Electronics i nisi o poloaiga mai Qualcomm, o Qualcomm foi o se tasi o tagata sili ona taua a Samsung mo tekinolosi gaosiga 5nm.Ua fuafua le Samsung Electronics e faʻaleleia lenei tekonolosi i lenei tausaga e toe maua ai sea maketi i le tauvaga ma le TSMC, lea na amata foʻi ona gaosia tele meataalo 5nm i lenei tausaga.
O le konekarate a Qualcomm o le a faʻamalosia ai pisinisi faʻavae semiconductor a Samsung, ona o le X60 modem o le a faʻaaogaina i le tele o masini feaveaʻi ma o loʻo manaʻomia tele le maketi.
I le maketi o le semiconductor foundry maketi, TSMC o le hegemonist e le fesiligia.Na taulamua le kamupani i le fa'ata'ita'iga pisinisi o le fa'aputuga o chip i le lalolagi ma fa'aaogaina le avanoa.E tusa ai ma se lipoti maketi mai Trend Micro Consulting, i le kuata lona fa o le 2019, Samsung Electronics 'semiconductor foundry market share e 17.8%, ae o le TSMC's 52.7% e tusa ma le faatoluina o Samsung Electronics.
I le maketi vaʻavaʻa semiconductor, Samsung Electronics muamua na sili atu Intel i le aofaʻi o tupe maua ma tulaga muamua i le alamanuia, ae na maua e Intel le pito i luga i le tausaga talu ai.
Na taʻua e Qualcomm i se isi faʻamatalaga i le Aso Lua o le a amata ona tuʻuina atu faʻataʻitaʻiga o chips modem X60 i tagata faʻatau i le kuata muamua o lenei tausaga.Qualcomm e leʻi faʻalauiloaina poʻo fea kamupani o le a gaosia le pu, ma e le mafai e le aufaasālalau mai fafo ona iloa mo sina taimi pe o le a gaosia muamua e le Samsung Electronics poʻo le TSMC.
TSMC o loʻo faʻateleina lona 7-nanometer gaioiga gaioiga i luga o se fua tele ma ua manumalo muamua i le faʻatonuga a Apple.
I le masina na teʻa nei, na taʻua ai e le au faʻatonu TSMC latou te faʻamoemoe e faʻateleina le gaosiga o le 5 nanometer process i le afa muamua o lenei tausaga ma faʻamoemoe o le a maua ai le 10% o le 2020 tupe maua a le kamupani.
I le taimi o le fonotaga a le aufaipisinisi ia Ianuari, ina ua fesiligia pe faapefea ona tauva Samsung Electronics ma TSMC, Shawn Han, sui peresitene sinia o Samsung Electronics 'semiconductor foundry pisinisi, fai mai ua fuafua le kamupani e faʻalauteleina e ala i le" faʻavasegaina o talosaga a tagata faʻatau "i lenei tausaga.Faʻateleina le gaosiga o le gaosiga o gaosiga 5nm.
O Qualcomm o le kamupani sili ona tele i le lalolagi o lo'o tu'uina atu tupe meataalo ma o le kamupani laisene pateni tele feso'otaiga.Qualcomm mamanu nei meataalo, ae o le kamupani e leai se laina gaosiga semiconductor.Latou te fa'atau atu galuega gaosi i kamupani fa'avae semiconductor.I le taimi ua tuanaʻi, na faʻaaogaina e Qualcomm le faʻavae auaunaga a Samsung Electronics, TSMC, SMIC ma isi kamupani.O upusii, faiga fa'atekinisi, ma tupe meataalo e mana'omia e filifili ai fale fau.
Ua lauiloa o laina gaosiga semiconductor e manaʻomia ai tupe faʻaalu tele o le sefulu piliona tala, ma e faigata mo kamupani lautele ona auai i lenei matata.Ae ui i lea, faʻalagolago i le semiconductor foundry model, o nisi kamupani tekonolosi fou e mafai foi ona ulufale i le alamanuia chip, latou te manaʻomia naʻo le mamanu o le chip, ona faʻatonuina lea o le faʻavae faʻavae, e nafa ma le faʻatau atu.I le taimi nei, o le numera o kamupani faʻavae semiconductor i le lalolagi e laʻititi lava, ae o loʻo i ai se pisinisi mamanu masini e aofia ai le anoanoai o kamupani, lea na faʻalauiloaina ai le tele o ituaiga chips i le tele o oloa eletise.
Taimi meli: Feb-21-2020