Makampani aku US amakhalabe atsogoleri pakati pa opanga ma semiconductors oyambira

Ngakhale kuchulukirachulukira kwamakampani opanga ma semiconductor m'chigawo cha Asia-Pacific ndipo, makamaka ku China, makampani aku America akupitilizabe kupitilira theka la msika wapadziko lonse lapansi pakati pa opanga ma semiconductor. Ndipo aku America samakumana ndi vuto lililonse. Ali ndi chilichonse chofanana: makampani opanda fakitale komanso opanga omwe ali ndi mafakitale awo.

Ofufuza ku IC Insights adagawana kuwunika kwina kwa msika wapadziko lonse wa semiconductor. Malinga ndi zomwe zasonkhanitsidwa, mu 2019, makampani ochokera ku United States - opanga ma fabless ndi opanga mafakitole (IDM) - pamodzi adagwira 55% ya msika wapadziko lonse wa chip. Gawo lamakampani opanda fakitale omwe ali ku USA ndi 65% ya msika wapadziko lonse lapansi (awa ndi makampani ngati AMD, NVIDIA, Qualcomm), ndipo gawo lamakampani a IDM linali 51% (chitsanzo chingakhale Intel, koma osati TSMC - the womaliza alibe zotukuka zake, amangopanga kontrakitala).

Makampani aku America amatsatiridwa ndi aku South Korea, omwe kumapeto kwa chaka cha 2019 anali ndi 21% ya msika wapadziko lonse lapansi. Opanga opanda mafakitole akusowa ku Republic of Korea. Samsung ndi SK Hunix ndi makampani a IDM omwe ali ndi zida zawo zopangira zamphamvu. Chidziwitso: chifukwa chakutsika kwamitengo yokumbukira mu 2019, gawo la opanga aku South Korea pamsika wapadziko lonse lapansi adatsika ndi 2019% mu 6.

Pali kusokonekera kwakukulu kwa opanga ma fabless ku Taiwan, monga momwe zilili ku China. Pali “nyumba zokonza” zochepa pachilumbachi ndi kumtunda. Ku Ulaya ndi ku Japan, ndi njira ina: pali omanga ambiri omwe ali ndi zipangizo zawo zopangira, koma palibe omanga opanda fakitale. Poyerekeza ndi zigawo zina zonse, mawonekedwe a gawo la US semiconductor amawoneka ngati malo okhazikika.

Ponena za kusinthika kwa malonda pamsika wapadziko lonse lapansi wa semiconductor, chaka chilichonse ndalama zamakampani m'njira ina zokhudzana ndi kupanga mayankho zidatsika ndi 15%. China chokhacho chinasonyeza kukula kwapachaka (+ 10%), pamene South Korea inasonyeza kuchepa kwakukulu - ndi 32%. Koma izi ndizokumbukira zonse, zomwe zidatsika mwachangu mu 2019.

Tiyeni tiwonjeze kuti zoneneratu za msika wa semiconductor wa chaka chino zimakhalabe zabwino. Zotsatira za mliriwu sizikuganiziridwa kuti ndizofunikira kwambiri kuti ziyambe kuchepetsa zolosera.

Source: 3dnews.ru