Umthombo: Tencent Technology
Kulo nyaka uphelileyo okanye emibini, i-Samsung Electronics yaseMzantsi Korea isungule inguqu yobuchule.Kwishishini le-semiconductor, i-Samsung Electronics sele iqalile ukwandisa ngokusebenzayo ishishini layo lesiseko sangaphandle kwaye ilungiselela ukucela umngeni kwi-TSMC enkulu yeshishini.
Ngokweendaba zamva nje ezivela kumajelo angaphandle, i-Samsung Electronics yenze inkqubela phambili enkulu kwintsimi ye-semiconductor Foundry kutshanje, kwaye ifumene ii-odolo ze-OEM ze-modem chips ze-5G ezivela kwi-Qualcomm.I-Samsung Electronics iza kusebenzisa iinkqubo zokwenziwa kwe-5nm eziphambili.
Ngokweengxelo zeendaba zangaphandle, i-Samsung Electronics iya kuvelisa ubuncinci inxalenye ye-modem chip ye-Qualcomm X60, enokudibanisa izixhobo ezifana nee-smartphones kwi-5G inethiwekhi yedatha engenazingcingo.Imithombo ithe i-X60 izakwenziwa kusetyenziswa inkqubo ye-5 ye-nanometer ye-Samsung Electronics, eyenza i-chip ibencinci kwaye isebenzise amandla ngakumbi kunezizukulwana ezidlulileyo.
Umthombo uthe i-TSMC kulindeleke ukuba yenze imodem ye-5 ye-nanometer ye-Qualcomm.Nangona kunjalo, akukacaci ukuba yeyiphi ipesenti yeeodolo ze-OEM ze-Samsung Electronics kunye ne-TSMC efunyenweyo.
Kule ngxelo, i-Samsung Electronics kunye ne-Qualcomm inqabile ukuphawula, kwaye i-TSMC ayizange iphendule ngokukhawuleza kwisicelo sokuphawula.
I-Samsung Electronics yaziwa kakhulu phakathi kwabathengi ngeefowuni eziphathwayo kunye nezinye izixhobo zombane.I-Samsung Electronics ineshishini elikhulu le-semiconductor, kodwa i-Samsung Electronics iye yavelisa iitshiphusi ezithengiswa ngaphandle okanye ukusetyenziswa, njengememori, imemori ye-flash kunye ne-smart phone processors application.
Kwiminyaka yakutshanje, i-Samsung Electronics iqalile ukwandisa ishishini layo langaphandle le-chip kwaye sele livelise iitshiphusi kwiinkampani ezifana ne-IBM, i-Nvidia kunye ne-Apple.
Kodwa ngokwembali, uninzi lwengeniso ye-Samsung Electronics 'semiconductor ivela kwishishini le-memory chip.Njengoko unikezelo kunye nemfuno ziguquguquka, ixabiso leememori chips lihlala liguquguquka kakhulu, lichaphazela ukusebenza kweSamsung.Ukuze kuncitshiswe ukuxhomekeka kule marike iguquguqukayo, i-Samsung Electronics ibhengeze isicwangciso kunyaka ophelileyo ukuba iceba ukutyala i-116 yeebhiliyoni zeedola ngo-2030 ukuphuhlisa iitshiphusi ezingezizo zokugcina ezifana neetshiphusi zeprosesa, kodwa kwezi ndawo, i-Samsung Electronics Kwimeko embi ... .
Intengiselwano kunye neQualcomm ibonisa inkqubela phambili eyenziwe yiSamsung Electronics ekufumaneni abathengi.Nangona i-Samsung Electronics iphumelele kuphela ii-odolo ezithile ezivela kwi-Qualcomm, i-Qualcomm ikwangomnye wabathengi ababalulekileyo be-Samsung kwi-5nm yokuvelisa iteknoloji.I-Samsung Electronics iceba ukuphucula obu buchwepheshe kulo nyaka ukuze iphinde ifumane isabelo semakethi kukhuphiswano ne-TSMC, nayo eyaqala ukuvelisa iitshiphusi ezi-5nm ezininzi kulo nyaka.
Ikhontrakthi ye-Qualcomm iya kukhulisa ishishini le-semiconductor ye-Samsung, njengoko imodem ye-X60 iya kusetyenziswa kwizixhobo ezininzi eziphathwayo kwaye imarike ifunwa kakhulu.
Kwimarike yesiseko semiconductor yehlabathi, i-TSMC yeyona hegemonist engathandabuzekiyo.Inkampani yaba nguvulindlela imodeli yoshishino lwe-chip Foundry kwihlabathi kwaye yasebenzisa eli thuba.Ngokwengxelo yentengiso evela kwi-Trend Micro Consulting, kwikota yesine ka-2019, i-Samsung Electronics 'isabelo semiconductor semiconductor sasiyi-17.8%, ngelixa i-TSMC's 52.7% yayimalunga nokuphinda kathathu kwe-Samsung Electronics.
Kwimakethi ye-chip ye-semiconductor, i-Samsung Electronics yakha yagqitha kwi-Intel kwingeniso epheleleyo kwaye yabekwa kwindawo yokuqala kushishino, kodwa i-Intel yabamba indawo ephezulu kulo nyaka uphelileyo.
I-Qualcomm ithe kwingxelo eyahlukileyo ngoLwesibini ukuba izakuqala ukuthumela iisampulu ze-modem ze-X60 kubathengi kwikota yokuqala yalo nyaka.I-Qualcomm ayizange ibhengeze ukuba yeyiphi inkampani eya kuvelisa i-chip, kwaye imidiya yangaphandle ayikwazi okwethutyana ukwazi ukuba iitshiphusi zokuqala ziya kuveliswa yi-Samsung Electronics okanye i-TSMC.
I-TSMC inyusa umthamo wayo wenkqubo ye-nanometer ezisi-7 kwisikali esikhulu kwaye sele iphumelele iiodolo ze-chip ye-Apple.
Kwinyanga ephelileyo, abaphathi be-TSMC bathi balindele ukwandisa ukuveliswa kweenkqubo ze-nanometer ezi-5 kwisiqingatha sokuqala salo nyaka kwaye balindele ukuba oku kuya kuba ne-10% yengeniso ye-2020 yenkampani.
Ngexesha lomnxeba wenkomfa yabatyali-zimali ngoJanuwari, xa ebuzwa ukuba i-Samsung Electronics ingakhuphisana njani ne-TSMC, uShawn Han, usekela mongameli omkhulu we-Samsung Electronics 'semiconductor foundry business, wathi inkampani iceba ukuhlukana ngokusebenzisa" ulwahlulo lwezicelo zabathengi "kulo nyaka.Ukwandisa imveliso eninzi ye-5nm yokuvelisa iinkqubo.
I-Qualcomm ngoyena mthengisi mkhulu wehlabathi weetshiphusi ze-smartphone kunye neyona nkampani inkulu yonxibelelwano lwelayisenisi yelungelo elilodwa lomenzi wechiza.I-Qualcomm iyila ezi chips, kodwa inkampani ayinawo umgca wemveliso we-semiconductor.Bakhupha imisebenzi yokuvelisa kwiinkampani ze-semiconductor foundry.Kwixesha elidlulileyo, i-Qualcomm isebenzise iinkonzo ezisisiseko ze-Samsung Electronics, i-TSMC, i-SMIC kunye nezinye iinkampani.Iikowuti, iinkqubo zobugcisa, kunye neetshiphusi ezifunekayo ukukhetha ii-foundries.
Kuyaziwa ukuba imigca yokuvelisa i-semiconductor ifuna utyalo-mali olukhulu lwamashumi eebhiliyoni zeedola, kwaye kunzima kwiinkampani ngokubanzi ukuba zibandakanyeke kule ntsimi.Nangona kunjalo, ngokuthembela kwimodeli ye-semiconductor Foundry, ezinye iinkampani zeteknoloji entsha zinokungena kwishishini le-chip, zifuna kuphela ukuyila i-chip, kwaye emva koko zigunyazise i-Foundry Foundry, ixanduva lokuthengisa ngokwabo.Okwangoku, inani leenkampani ze-semiconductor Foundry kwihlabathi lincinci kakhulu, kodwa kukho ishishini loyilo lwe-chip olubandakanya iinkampani ezingenakubalwa, eziye zakhuthaza iindidi ezininzi zeetshiphusi kwiimveliso ze-elektroniki.
Ixesha lokuposa: Feb-21-2020