Ngaphandle kokukhula okunamandla kwemboni ye-semiconductor esifundeni sase-Asia-Pacific futhi, ikakhulukazi, e-China, izinkampani zaseMelika ziyaqhubeka nokubamba ngaphezu kwengxenye yemakethe yomhlaba wonke phakathi kwabathuthukisi be-semiconductor. Futhi abantu baseMelika ababoni ukungalingani. Banakho konke ngokulinganayo: zombili izinkampani ezingenamboni kanye nonjiniyela abanamafekthri abo.
Abahlaziyi be-IC Insights okunye ukubonwa kwemakethe ye-semiconductor yomhlaba wonke. Ngokusho kwedatha eqoqiwe, ngo-2019, izinkampani ezivela e-United States - abathuthukisi be-fabless nabathuthukisi abanamafektri (IDM) - ndawonye babambe ama-55% emakethe ye-chip yomhlaba. Isabelo sezinkampani ezingenafektri ezikomkhulu e-USA zenza ama-65% ezimakethe zomhlaba (lezi yizinkampani ezifana ne-AMD, i-NVIDIA, i-Qualcomm), kanti isabelo sezinkampani ze-IDM sasingu-51% (isibonelo kungaba yi-Intel, kodwa hhayi i-TSMC - the Eyakamuva ayinakho ukuthuthuka, ungusonkontileka nje).
Izinkampani zaseMelika zilandelwa ezaseNingizimu Korea, okuthe ekupheleni konyaka ka-2019 zaziphethe ama-21% emakethe yamasekethe adidiyelwe emhlabeni jikelele. Onjiniyela abangenazimboni bayindlala eRiphabhulikhi yaseKorea. I-Samsung kanye ne-SK Hunix yizinkampani ze-IDM ezinezindawo zazo zokukhiqiza ezinamandla. Qaphela: ngenxa yokwehla kwezintengo zenkumbulo ngo-2019, isabelo sabakhiqizi baseNingizimu Korea emakethe yomhlaba yehle ngo-2019% ngo-6.
Kunokuhlehla okubukhali konjiniyela abangenalwazi e-Taiwan, njengoba kwenzeka e-China. Zimbalwa “izindlu zabaklami” esiqhingini nasezweni elikhulu. EYurophu naseJapane, kungenye indlela: kukhona abathuthukisi abaningi abanezindawo zabo zokukhiqiza, kodwa cishe abekho abaklami abangenayo imboni. Uma kuqhathaniswa nazo zonke ezinye izifunda, ukwakheka komkhakha we-semiconductor wase-US kubukeka njengesisekelo sokuzinza.
Ngokuqondene namandla okuthengisa emakethe ye-semiconductor yomhlaba wonke, phakathi nonyaka imali engenayo yezinkampani ngandlela thile ehlobene nokwakhiwa kwezixazululo yehle ngo-15%. I-China kuphela ebonise ukukhula konyaka (+10%), kuyilapho iNingizimu Korea ibonise ukwehla okukhulu kakhulu - ngama-32%. Kepha konke lokhu kuyinkumbulo, ehle ngokushesha ngentengo ngo-2019.
Ake sengeze ukuthi izibikezelo zemakethe ye-semiconductor yalo nyaka zihlala zizinhle. Umthelela walolu bhubhane awukathathwa njengento ebalulekile ukuze kuqalwe ukunciphisa kakhulu izibikezelo.
Source: 3dnews.ru