Xigasho: Tencent Technology
Sannad ama labadii sano ee la soo dhaafay, Kuuriyada Koonfureed ee Samsung Electronics waxay bilowday isbeddel istaraatiijiyadeed.Ganacsiga semiconductor, Samsung Electronics waxay bilowday inay si firfircoon u ballaariso ganacsigeeda aasaasiga ah ee dibadda waxayna isku diyaarineysaa inay ka hortagto shirkadda weyn ee TSMC.
Sida laga soo xigtay wararkii ugu dambeeyay ee warbaahinta ajnabiga ah, Samsung Electronics ayaa horumar la taaban karo ka samaysay dhinaca aasaaska semiconductor dhawaan, waxayna ka heshay dalabaadka OEM ee chips-ka modem 5G ee Qualcomm.Samsung Electronics waxay isticmaali doontaa hababka wax soo saarka sare ee 5nm.
Sida laga soo xigtay warbixinnada warbaahinta ajnabiga ah, Samsung Electronics waxay soo saari doontaa ugu yaraan qayb ka mid ah Qualcomm X60 modem chip, kaas oo ku xiri kara qalabka sida casriga ah shabakadaha xogta wireless 5G.Ilaha ayaa sheegay in X60 lagu samayn doono iyada oo la isticmaalayo habka Samsung Electronics '5 nanometer, taas oo ka dhigaysa chip ka yar oo ka waxtar badan jiilkii hore.
Ilaha ayaa sheegay in TSMC sidoo kale laga filayo inay u sameyso 5 nanometer modem Qualcomm.Si kastaba ha ahaatee, ma cadda boqolkiiba inta ay amarrada OEM Samsung Electronics iyo TSMC heleen.
Warbixintan, Samsung Electronics iyo Qualcomm waa ay diideen inay faallo ka bixiyaan, TSMCna isla markiiba kama aysan jawaabin codsi faallo ah.
Samsung Electronics ayaa caan ku ah macaamiisha dhexdooda mobilada iyo aaladaha kale ee elegtarooniga ah.Samsung Electronics waxa ay leedahay ganacsi semiconductor ah oo aad u weyn, laakiin Samsung Electronics waxa ay inta badan soo saari jirtay chips iibka dibadda ah ama isticmaalka, sida xusuusta, xusuusta flashka iyo soo-saareyaasha codsiyada taleefannada casriga ah.
Sannadihii u dambeeyay, Samsung Electronics waxay bilowday inay ballaariso ganacsigeeda kambuyuutarrada dibedda ah waxayna horey u soo saartay chips-yada shirkadaha sida IBM, Nvidia iyo Apple.
Laakiin taariikh ahaan, inta badan Samsung Electronics 'dakhliga semiconductor wuxuu ka yimaadaa ganacsiga chip memory.Markay sahayda iyo dalabaadka isbedbedelaan, qiimihii chips-yada xusuusta ayaa inta badan si weyn isu bedbeddela, taas oo saamaysa waxqabadka shaqo ee Samsung.Si loo dhimo ku tiirsanaanta suuqan aan xasiloonayn, Samsung Electronics ayaa ku dhawaaqday qorshe sanadkii hore ay ku maalgelinayso $116 bilyan sanadka 2030 si loo sameeyo chips-yada aan kaydinta ahayn sida chips-yada processor-ka, laakiin meelahan, Samsung Electronics waxay ku jirtaa xaalad xun... .
Wax kala beddelashada Qualcomm waxay muujinaysaa horumarka ay Samsung Electronics ka samaysay kasbashada macaamiisha.Inkasta oo Samsung Electronics ay kaliya ku guulaysatay qaar ka mid ah dalabaadka Qualcomm, Qualcomm sidoo kale waa mid ka mid ah macaamiisha ugu muhiimsan Samsung ee tiknoolajiyada wax soo saarka 5nm.Samsung Electronics ayaa qorshaynaysa in ay cusboonaysiiso tignoolajiyadan sanadkan si ay dib ugu soo ceshato saamigii suuqa ee ay kula jirtay TSMC, taas oo sidoo kale bilawday soo saarista 5nm chips sanadkan
Qandaraaska Qualcomm wuxuu kor u qaadi doonaa ganacsiga aasaaska semiconductor ee Samsung, maadaama modem-ka 'X60' loo isticmaali doono aalado badan oo mobilada ah suuquna aad buu ugu baahan yahay.
Suuqa aasaasiga ah ee semiconductor-ka caalamiga ah, TSMC waa hegemonist-ka aan su'aali karin.Shirkaddu waxay hormuud ka noqotay qaabka ganacsiga ee chip foundry ee adduunka oo ay ka faa'iidaysato fursadda.Marka loo eego warbixin suuqa oo ka soo baxday Trend Micro Consulting, rubuci afraad ee 2019, saamiga suuq-geynta semiconductor Samsung Electronics wuxuu ahaa 17.8%, halka TSMC's 52.7% uu ahaa qiyaastii seddex jeer ka Samsung Electronics.
Suuqyada chip-ka semiconductor-ka, Samsung Electronics ayaa mar dhaaftay guud ahaan dakhliga guud ee Intel waxayna ka gashay kaalinta kowaad ee warshadaha, laakiin Intel ayaa ku guulaysatay kaalinta ugu sareysa sanadkii hore.
Qualcomm ayaa bayaan gaar ah ku sheegay Talaadadii in ay bilaabi doonto u dirida muunadyada 'modem chips' ee X60 macaamiisha rubuci hore ee sanadkan.Qualcomm ma aysan shaacin shirkadda soo saari doonta chip-ka, warbaahinta ajnabiga ah ayaa si ku meel gaar ah u awoodin in ay ogaadaan in chips-yada ugu horreeya ay soo saari doonaan Samsung Electronics ama TSMC.
TSMC waxay kor u qaadaysaa awoodeeda geeddi-socod ee 7-nanometer si baaxad leh waxayna hore ugu guulaysatay amarrada aasaaska chip-ka ee Apple.
Bishii hore, madaxda TSMC waxay sheegeen inay filayaan inay kordhiyaan wax soo saarka hababka 5 nanometer qaybta hore ee sanadkan waxayna filayaan in tani ay ka dhigan tahay 10% dakhliga shirkadda 2020.
Intii lagu guda jiray wacitaanka shirka maalgashadayaasha bishii Janaayo, markii la weydiiyay sida Samsung Electronics ula tartami doonto TSMC, Shawn Han, madaxweyne ku xigeenka sare ee ganacsiga aasaaska semiconductor Samsung Electronics, ayaa sheegay in shirkadu ay qorsheyneyso inay ku kala duwanaato "kala duwanaanshaha codsiga macaamiisha" sanadkan.Kordhi wax soo saarka ballaaran ee hababka wax soo saarka 5nm.
Qualcomm waa bixiyaha ugu weyn adduunka ee chips-yada casriga ah iyo shirkadda ugu weyn ee shatiga shatiga isgaarsiinta.Qualcomm ayaa naqshadaysa jajabyadan, laakiin shirkadu ma laha khad wax soo saar semiconductor ah.Waxay ka bixiyaan hawlaha wax soo saarka shirkadaha aasaaska semiconductor.Waagii hore, Qualcomm waxay isticmaashay adeegyada aasaasiga ah ee Samsung Electronics, TSMC, SMIC iyo shirkado kale.Xigashooyinka, hababka farsamada, iyo chips loo baahan yahay si loo doorto aasaaska.
Waxaa la og yahay in khadadka wax soo saarka semiconductor ay u baahan yihiin maalgelin weyn oo tobanaan bilyan oo doolar ah, wayna adag tahay shirkadaha guud inay ku lug yeeshaan arrimahan.Si kastaba ha ahaatee, ku tiirsanaanta model aasaaska semiconductor, qaar ka mid ah shirkadaha tignoolajiyada cusub ayaa sidoo kale geli kara warshadaha chip, waxay u baahan yihiin oo kaliya in ay naqshadeeyaan chip, ka dibna u xilsaaray aasaaska aasaaska, mas'uul ka ah iibka naftooda.Waqtigan xaadirka ah, tirada shirkadaha aasaasiga ah ee semiconductor ee adduunka aad ayey u yar yihiin, laakiin waxaa jiray warshad naqshadeyn ah oo ay ku jiraan shirkado aan la tirin karin, kuwaas oo sidoo kale kor u qaaday noocyo kala duwan oo chips ah oo galay alaab elektaroonik ah.
Waqtiga boostada: Febraayo-21-2020