Izijeziso zaseMelika ezibhekiswe kuHuawei eziqale ukusebenza maphakathi noMeyi zincisha inkampani engaphansi kwayo i-HiSilicon ithuba lokukhiqiza amaphrosesa wedizayini yawo emugqeni womhlangano we-TSMC. Yize abaphathi balaba bakamuva benethemba lomphumela oyimpumelelo oyisipoki, abahlaziyi benza izibikezelo ukuthi yimaphi kumakhasimende e-TSMC azothatha izabelo zombangi waseShayina osewathatha umhlalaphansi.
Emakhasini wezisetshenziswa Ochwepheshe be-Credit Suisse babelana ngemicabango yabo ngalolu daba, futhi babonise kuthebula isilinganiso sokusatshalaliswa kwemali engenayo ye-TSMC evela kuma-oda avela kumakhasimende ayo amakhulu kakhulu kusukela ngo-2015. Idatha yonyaka wamanje iyabikezelwa, kanye nolandelayo. Umbono oyinhloko ukuthi ekupheleni kwalo nyaka, isabelo semali engenayo ye-TSMC evela kuma-oda we-HiSilicon ngeke sidlule u-8,9%, futhi ekupheleni konyaka olandelayo izofinyelela ku-zero ngokwemvelo.
Unyaka ophakeme we-HiSilicon bekungunyaka odlule, lapho inkampani engumzali i-Huawei, ngokumelene nesizinda segagasi lokuqala lezijeziso, iqala ukwakha ngokujulile uhlu lwemikhiqizo. Imali engenayo ye-TSMC ngaleso sikhathi yenyuke unyaka nonyaka isuka ku-$2,78 yaya ku-$4,95. Bese isabelo se-HiSilicon emalini engenayo ephelele ye-TSMC sedlula u-14%, unjiniyela waseShayina waba iklayenti lesibili likasonkontileka waseTaiwan ngemva kwe-Apple ngokwemali engenayo etholiwe. Kulo nyaka ngeke kwenzeke ukugcina ibha, futhi i-HiSilicon izobuyela endaweni yesine ngo-8,9% wemali engenayo ye-TSMC.
Eyokugcina yezinkampani ayililahli ithemba lokukhulisa imali engenayo ngonyaka wamanje nozayo. Ngemuva kokuthi u-HiSilicon ethathe umhlalaphansi kumakhasimende e-TSMC, ezinye izinkampani zizokwazi ukusabalalisa ama-quota okukhiqiza akhishiwe phakathi kwazo. Ochwepheshe beCredit Suisse baqinisekile ukuthi i-Apple, MediaTek ne-AMD bazolisebenzisa ngokunenzuzo leli thuba ngonyaka ozayo. Eyokuqala izokwazi ukukhulisa isabelo sayo emalini engenayo ye-TSMC isuka ku-22,7 iye ku-26,4%, eyesibili - isuka ku-4,9 iye ku-8,2%, eyesithathu - isuka ku-7,8 iye ku-9,3%. I-Broadcom izophinde iqinise isikhundla sayo sisuka ku-8,0 siye ku-8,6%, kodwa i-Qualcomm isengozini yokulahlekelwa isimo sekhasimende lesibili ngobukhulu le-TSMC liye ku-AMD ngonyaka ozayo. I-NVIDIA ihlanganisa abaholi abayisikhombisa, futhi isabelo sayo ngonyaka ozayo sizokwehla sisuka ku-6,1 siye ku-4,9%, ngokusho kwesibikezelo se-Credit Suisse. Omunye umphakeli wezithombe namaphrosesa amaphakathi yinkampani yaseKorea i-Samsung.
Source: 3dnews.ru