Noho mau nā hui US i nā alakaʻi ma waena o nā mea hoʻomohala o nā semiconductors kumu

ʻOiai ka ulu nui ʻana o ka ʻoihana semiconductor ma ka ʻāina ʻo Asia-Pacific a, ʻo ia hoʻi, ma Kina, ke hoʻomau nei nā ʻoihana ʻAmelika i ka hapalua o ka mākeke honua ma waena o nā mea hoʻomohala semiconductor. A ʻaʻole ʻike ka poʻe ʻAmelika i kahi imbalance. Loaʻa iā lākou nā mea āpau e pili ana: nā ʻoihana hale ʻole a me nā mea hoʻomohala me kā lākou mau hale hana ponoʻī.

Nā mea kālailai ma IC Insights kaʻana like ʻO kahi nānā ʻē aʻe o ka mākeke semiconductor honua. Wahi a ka ʻikepili i hōʻiliʻili ʻia, ma 2019, nā hui mai ʻAmelika Hui Pū ʻIa - nā mea hoʻomohala a me nā mea hoʻomohala me nā hale hana (IDM) - i hui pū ʻia 55% o ka mākeke chip honua. ʻO ka ʻāpana o nā ʻoihana ʻoihana ʻole i hoʻokumu ʻia ma USA he 65% o ka mākeke honua (ʻo ia nā hui e like me AMD, NVIDIA, Qualcomm), a ʻo ka hapa o nā hui IDM he 51% (he laʻana ʻo Intel, akā ʻaʻole TSMC - ka ʻAʻole loaʻa i ka hope kāna mau hoʻomohala ponoʻī, ʻo ia wale nō ka mea hana ʻaelike).

Ua ukali ʻia nā hui ʻAmelika e nā South Korea, i ka hopena o 2019 nona ka 21% o ka mākeke hoʻohui honua. ʻAʻole liʻiliʻi nā mea hoʻomohala hale hana ʻole ma ka Repubalika o Korea. ʻO Samsung a me SK Hunix nā hui IDM me kā lākou mau lako hana ikaika. Nānā: ma muli o nā kumukūʻai hoʻomanaʻo haʻahaʻa ma 2019, ua hāʻule ka māhele o nā mea hana o South Korea i ka mākeke honua e 2019% i 6.

Aia ka ʻoi loa o ka manaʻo i nā mea hoʻomohala hoʻopunipuni ma Taiwan, e like me ka hihia ma Kina. He liʻiliʻi nā "hale hoʻolālā" ma ka mokupuni a ma ka ʻāina nui. Ma ʻEulopa a me Iapana, ʻo ia ka ʻaoʻao ʻē aʻe: he nui nā mea hoʻomohala me kā lākou mau mea hana ponoʻī, akā aneane ʻaʻohe mea hoʻolālā hale hana ʻole. Ke hoʻohālikelike ʻia me nā wahi ʻē aʻe, ʻo ke ʻano o ka ʻāpana semiconductor US e like me kahi bastion o ke kūpaʻa.

E like me ka dinamika o ke kūʻai ʻana ma ka mākeke semiconductor honua, ma luna o ka makahiki i hōʻemi ʻia ka loaʻa kālā o nā ʻoihana i kekahi ala a i ʻole e pili ana i ka hoʻolālā ʻana o nā hoʻonā e 15%. ʻO Kina wale nō i hōʻike i ka ulu makahiki (+ 10%), ʻoiai ʻo South Korea i hōʻike i ka emi nui loa - e 32%. Akā ʻo kēia ka hoʻomanaʻo āpau, i hāʻule koke i ke kumukūʻai ma 2019.

E hoʻohui mākou i nā wānana no ka mākeke semiconductor no kēia makahiki e mau ana ka maikaʻi. ʻAʻole i manaʻo ʻia ka hopena o ka maʻi maʻi he kumu koʻikoʻi e hoʻomaka ai e hōʻemi i nā wānana.

Source: 3dnews.ru