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Ikhaya > Izindaba > I-IC Insights: I-Samsung idlula i-Intel ukuze ibe ngumhlinzeki we-chip omkhulu emhlabeni

I-IC Insights: I-Samsung idlula i-Intel ukuze ibe ngumhlinzeki we-chip omkhulu emhlabeni

Ezinsukwini ezimbalwa ezedlule, ama-IC Ukuqonda okufingqiwe amazinga we-3 semiconductor aphezulu we-100 semiconductor ekota yokuqala yalo nyaka, futhi avuselele ukubikezela kokuthengisa kwezinkampani ezinkulu ze-semiconductor kwikota yesibili ngoMeyi.

Njengoba kukhonjisiwe kwisibalo esingenhla, kusukela ngo-1993 kuya ku-2016, ngokungangabazeki kwakungangabazeki umphakeli womhlaba omkhulu we-semiconductor emhlabeni. Kepha lapho isimo saqala ukuguquka. Ngemuva kuka-2017, ngokuthuthuka okukhulayo kwemakethe ye-SecondEnductor yesitoreji, i-Samsung yaqala ukuheha kancane kancane ne-Intel. Nge-Samsung, ifaka esikhundleni se-Intel njengoba umphakeli we-semiconductor omkhulu emhlabeni yimpumelelo eyingqophamlando.

Imakethe ye-memory chip yathola ukuncipha okukhulu ekugcineni konyaka we-2018. Ngaphambi kwalokho, i-Samsung ibambe isikhundla sesibalo esisodwa sezindawo eziyisithupha ezilandelanayo. Kukota yesine ka-2018, i-Intel yaphinde yagcwala i-Samsung. Imakethe yememori iyehlile kakhulu kakhulu ngasekupheleni kuka-2018 nasekuqaleni kuka-2019, ngakho-ke ukuthi imali engenayo ye-Samsung kwikota yesithathu yango-2018 yayingama-17% ngaphezulu kwe-Intel's. Ngemuva kwama-quarter amabili, kwakungu-18% ngaphansi kwemali ye-Intel. I-Intel futhi yathola ukwehla kokuthengisa kwikota yokuqala yango-2019, kepha lokhu kwehla kwakuncane kakhulu kunokwehla kwemakethe yokugcina ngaleso sikhathi.

Kamuva, imali engenayo ye-Intel yabiwe kakhulu engxenyeni yesibili yango-2019, kepha yahlala iqinile kwabaningi be-2020. Ezingxenyeni eziyishumi ezidlule (ikota yesine yango-2021 - ikota yokuqala ka-2021), i-Intel isengumhlinzeki wokuqala. Ngasikhathi sinye, ukuthengiswa kwe-semiconductor samsung kukhuphuke kancane emkhombeni ngekota yokuqala ka-2019, njengoba kukhonjisiwe kwisibalo esingezansi:

I-IC Inemibono ikholelwa ukuthi, iqhutshwa yi-Memory Market Recondful kanye nokukhula okubuthakathaka kwe-Intel, i-Samsung izoqhubeka nokuqinisa i-intel kusuka kwikota yesibili ka-2021 futhi ibe ngumkhiqizi wokuqala we-semiconductor wezwe. Umbiko we-Intel wezezimali osemthethweni ukhombisa ukuthi ukuthengiswa okugcwele konyaka ka-2021 kuzokwehla ngo-1% uma kuqhathaniswa no-2020. Ngokukhula kwemakethe ye-DRAM kanye nokukhula kwemakethe ye-NAnd Flash Memory engxenyeni yesibili yonyaka, kubonakala Cishe ukuthi i-Samsung izohlanganisa isikhundla sayo sokuqala emhlabeni.