Umthombo: Tencent Technology
Onyakeni owodwa noma emibili edlule, i-Samsung Electronics yaseNingizimu Korea yethule uguquko oluyisu.Ebhizinisini le-semiconductor, i-Samsung Electronics isiqalile ukukhulisa ibhizinisi layo lokusungula langaphandle futhi ilungiselela ukuphonsela inselelo inkampani enkulu yemboni i-TSMC.
Ngokwezindaba zakamuva ezivela kwabezindaba zangaphandle, i-Samsung Electronics yenze inqubekelaphambili ebalulekile emkhakheni we-semiconductor foundry muva nje, futhi ithole ama-oda e-OEM ama-chips emodemu engu-5G kwaQualcomm.I-Samsung Electronics izosebenzisa izinqubo zokukhiqiza ezithuthukisiwe ze-5nm.
Ngokwemibiko yabezindaba yakwamanye amazwe, abakwaSamsung Electronics bazokhiqiza okungenani ingxenye yemodemu chip ye-Qualcomm X60, engaxhuma amadivaysi anjengama-smartphones kumanethiwekhi edatha angenantambo angu-5G.Imithombo ithe i-X60 izokhiqizwa kusetshenziswa inqubo ye-Samsung Electronics' 5 nanometer, okwenza i-chip ibe mancane futhi isebenzise amandla amaningi kunezizukulwane ezedlule.
Umthombo uthe i-TSMC kulindeleke ukuthi yenze imodemu engu-5 nanometer yeQualcomm.Kodwa-ke, akucaci ukuthi yimaphi amaphesenti ama-OEM ama-oda i-Samsung Electronics ne-TSMC etholiwe.
Kulo mbiko, abakwaSamsung Electronics kanye noQualcomm benqabile ukuphawula, futhi i-TSMC ayizange iphendule ngokushesha esicelweni sokuphawula.
I-Samsung Electronics yaziwa kakhulu phakathi kwabathengi ngomakhalekhukhwini bayo nezinye izinto zikagesi.I-Samsung Electronics inebhizinisi elikhulu le-semiconductor, kodwa i-Samsung Electronics ibikhiqiza ikakhulukazi ama-chips ukuze athengiswe ngaphandle noma asetshenziswe, njengememori, imemori ye-flash kanye nama-smart phone application processors.
Eminyakeni yamuva, i-Samsung Electronics isiqalile ukwandisa ibhizinisi layo langaphandle le-chip Foundry futhi isivele ikhiqize ama-chips ezinkampanini ezifana ne-IBM, i-Nvidia ne-Apple.
Kodwa ngokomlando, iningi lemali engenayo ye-Samsung Electronics 'semiconductor ivela ebhizinisini le-memory chip.Njengoba ukunikezwa kanye nesidingo sishintshashintsha, intengo yama-memory chips ivamise ukuguquguquka kakhulu, okuthinta ukusebenza kokusebenza kwe-Samsung.Ukuze kuncishiswe ukuncika kule makethe eguquguqukayo, i-Samsung Electronics yamemezela uhlelo ngonyaka odlule oluhlela ukutshala imali eyizigidi eziyizinkulungwane ezingu-116 ngo-2030 ukuthuthukisa ama-chips angagcini njengama-processor chips, kodwa kulezi zindawo, i-Samsung Electronics Esimeni esibi... .
Umsebenzi neQualcomm ukhombisa inqubekelaphambili eyenziwe ngabakwaSamsung Electronics ekutholeni amakhasimende.Noma i-Samsung Electronics iwine kuphela ama-oda athile avela kwa-Qualcomm, i-Qualcomm futhi ingelinye lamakhasimende abaluleke kakhulu akwa-Samsung obuchwepheshe bokukhiqiza be-5nm.AbakwaSamsung Electronics bahlela ukuthuthukisa lobu buchwepheshe kulo nyaka ukuze baphinde bathole isabelo semakethe emqhudelwaneni ne-TSMC, nayo eqale ukukhiqiza ama-chips angu-5nm ngobuningi kulo nyaka.
Inkontileka ye-Qualcomm izothuthukisa ibhizinisi le-Samsung le-semiconductor Foundry, njengoba imodemu ye-X60 izosetshenziswa kumadivayisi eselula amaningi futhi imakethe idingeka kakhulu.
Emakethe ye-semiconductor foundry yomhlaba wonke, i-TSMC iyi-hegemonist engangabazeki.Le nkampani yaphayona imodeli yebhizinisi ye-chip Foundry emhlabeni futhi yabamba leli thuba.Ngokombiko wemakethe ovela ku-Trend Micro Consulting, engxenyeni yesine ka-2019, isabelo semakethe ye-semiconductor semiconductor ye-Samsung Electronics sasingu-17.8%, kuyilapho i-TSMC engu-52.7% iphindwe kathathu kune-Samsung Electronics.
Emakethe ye-semiconductor chip, i-Samsung Electronics yake yadlula i-Intel ngenani eliphelele lemali engenayo futhi yakleliswa kuqala embonini, kodwa i-Intel yabamba indawo ephezulu ngonyaka odlule.
I-Qualcomm ithe esitatimendeni esihlukile ngoLwesibili ukuthi izoqala ukuthumela amasampula e-modem chips ye-X60 kumakhasimende ngekota yokuqala yalo nyaka.I-Qualcomm ayizange imemezele ukuthi iyiphi inkampani ezokhiqiza i-chip, futhi abezindaba bakwamanye amazwe abakwazi okwesikhashana ukwazi ukuthi ama-chips okuqala azokhiqizwa yi-Samsung Electronics noma i-TSMC.
I-TSMC ikhulisa umthamo wayo wenqubo ye-7-nanometer ngezinga elikhulu futhi ike yawina ama-oda e-chip foundry e-Apple.
Ngenyanga edlule, abaphathi be-TSMC baveze ukuthi balindele ukwenyusa ukukhiqizwa kwezinqubo ze-nanometer ezi-5 engxenyeni yokuqala yalo nyaka futhi balindele ukuthi lokhu kuzoba ngu-10% wemali engenayo yenkampani ka-2020.
Ngesikhathi kuqhubeka ucingo lwengqungquthela yabatshalizimali ngoJanuwari, lapho ebuzwa ukuthi i-Samsung Electronics izoqhudelana kanjani ne-TSMC, uShawn Han, iphini likamongameli omkhulu we-Samsung Electronics 'semiconductor foundry business, wathi inkampani ihlela ukuhlukahluka ngokusebenzisa" ukuhlukahluka kwezicelo zamakhasimende "kulo nyaka.Nweba ukukhiqizwa okukhulu kwezinqubo zokukhiqiza ze-5nm.
I-Qualcomm ingumnikezeli omkhulu emhlabeni wonke wama-smartphone chips kanye nenkampani enkulu kunazo zonke enamalayisense welungelo lobunikazi bezokuxhumana.I-Qualcomm iklama lawa ma-chips, kodwa inkampani ayinawo umugqa wokukhiqiza we-semiconductor.Bakhipha imisebenzi yokukhiqiza ezinkampanini ze-semiconductor Foundry.Esikhathini esedlule, i-Qualcomm isebenzise izinsiza zokusungula ze-Samsung Electronics, i-TSMC, i-SMIC nezinye izinkampani.Izingcaphuno, izinqubo zobuchwepheshe, nama-chips adingekayo ukuze ukhethe ama-Foundries.
Kuyaziwa ukuthi imigqa yokukhiqiza i-semiconductor idinga ukutshalwa kwezimali okukhulu kwamashumi ezinkulungwane zezigidi zamaRandi, futhi kunzima ezinkampanini ezijwayelekile ukuba zihileleke kulo mkhakha.Kodwa-ke, ngokuthembela kumodeli we-semiconductor foundry, ezinye izinkampani ezintsha zobuchwepheshe nazo zingangena embonini ye-chip, zidinga kuphela ukuklama i-chip, bese zithumela i-Foundry Foundry, enesibopho sokuthengisa ngokwabo.Njengamanje, inani lezinkampani ze-semiconductor foundry emhlabeni lincane kakhulu, kodwa kube khona imboni ye-chip design ehlanganisa izinkampani ezingenakubalwa, ebuye yakhuthaza izinhlobonhlobo zama-chips emikhiqizweni eminingi ye-elekthronikhi.
Isikhathi sokuthumela: Feb-21-2020