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Izitishi zeSemiconductor, inzuzo ye-Nokia Electronics yehle
Ukulandela umbiko we-blak wokuqala oshisayo, ukusebenza okusha kwe-Samsung Electronics 'kuphinde kungenathemba. Noma ingcono kunalokho obekulindelwe ngaphambili, akusho ukuthi i-Samsung Electronics ibuyele egazini, uma uyiqhathanisa nenzuzo yasesinqeni esiseduze ngasikhathi sinye ngonyaka owedlule, okukhombisa ukuthi isikhathi sebhodlela kunzima ukuwela. Umlilo esangweni lomuzi, izinhlanzi nezinhlanzi, ngaphansi kwengxabano yezomnotho ebukhali phakathi kweJapan neSouth Korea, kunzima ukugwema ukuhlupheka kweSamsung Electronics, kepha i-smartphone ayizihuduli izinyawo zayo. Kodwa-ke, ukuze wakhe isikhala somsebenzi esibangelwe yinzuzo yebhizinisi le-semiconductor lenzuzo, ama-Samsung Electronics angancika ngaphezu kwezingcingo nje kuphela.
Inzuzo yokusebenza isebenza ngaphansi kwe-56%
Yize kungewona umbiko wezezimali onemininingwane, izibalo zokusebenza kweSamsung Electronics ezisanda kukhishwa empeleni ziyajuluka. Ngo-Okthoba 8, abakwa-Samsung Electronics bamemezele umbiko wabo wemali etholwayo yekota yesithathu ka-2019. Ngokwezibalo eziboniswe embikweni wezezimali, abakwaSamsung Electronics balindele ukuthi imali ehlanganisiwe yekota yesithathu yenkampani kulindeleke ukuba ibe phakathi kuka-trillion angama-61 no-73 trillion, ibalwe njengoba umlamuli wama-trillion angama-62 uwine (cishe ama-dollar ayizigidi eziyizinkulungwane ezingama-51,806). Lesi sibalo sixubile, siqhathaniswa nesaphulelo esingu-56.13 trillion esiwinwe kwikota edlule, ukukhuphuka ngo-10.46%, kepha kungaphansi ngo-5.29% uma kuqhathaniswa no-65.46 trillion onqunyelwe ngesikhathi esifanayo ngonyaka owedlule.
Imali akuyona indawo yokubamba iso, futhi ukushintshwa kwenzuzo yikhona okukhathalela kakhulu. Ngokombiko wezezimali, inzuzo esetshenziswayo ye-Samsung Electronics 'yekota yayiphakathi kwezigidi ezingama-7.6 trillion ne-7.8 trillion, ibalwa kuma-Median of 7.7 trillion won ($ 6.434 billion). Ngokufana nemali, leli nani lingama-16,67% ngaphezulu kwenani lika-6.6 trillion eliwinwe kwikota yesibili kulo nyaka, kodwa lehle ngo-56.18% lisuka ku-17.57 trillion elinqobile ngesikhathi esifanayo ngonyaka owedlule.
Ukukhula kwamaketanga kwehle kakhulu unyaka nonyaka. Ngenhlanhla, ikhule kancane uma iqhathaniswa nesilinganiso sangaphambilini se-7.1 trillion won. Phambilini, ukubikezela kukaBloomberg kwenzuzo yokusebenza kwe-Samsung Electronics bekungathembisi ngokwengeziwe, ngesilinganiso esihlangene somhlaziyi we-6.97 trillion won ($ 5.8 billion). Ukuze uthole inzuzo edlula ukulindela kwabahlaziyi, abakwaSamsung Electronics bahlathulule ukuthi isizakala ngesidingo esinamandla sama-Smartsets sokuphelisa umthelela wokuwa kwentengo ye-chip memory memory.
Kodwa-ke, abakwa-Samsung Electronics bachaze ukuthi bakwenza kanjani ukwehla okukhulu ngo-56.18%, okuyinto namanje engenathemba kakhulu. Esitatimendeni, abakwa-Samsung Electronics basola ubuthakathaka bebhizinisi le-semiconductor, ikakhulukazi ngenxa yokwehla kwamanani entengo we-chip memory global.
Eqinisweni, kusukela kwikota yesine yonyaka ophelile, isikhathi sokukhula kweSamsung Electronics sesiphele ngokushesha. Inzuzo yokusebenza kwekota yehle ngo-28,7% unyaka nonyaka kanti imali yehle nge-10.6%. Lokhu kwehla ngenzuzo kwekota yokuqala yakwa-Samsung eminyakeni emibili. Ngengxenye yesibili yonyaka we-2019, abakwaSamsung Electronics babika ukuthi inzuzo yayo yokusebenza kwekota yesibili yayinqobile ngo-6.6 trillion won (cishe ama-dollar ayizigidi eziyizinkulungwane ezingama-5.59), phansi ngama-55.6% ngonyaka. Engxenyeni yokuqala yonyaka ka-2019, ukuthengiswa kweSamsung Electronics kwafinyelela ku-800,52 trillion won, down 8.8% ngonyaka-on-ngonyaka; inzuzo yokusebenza yayinqobile ngo-12.83 trillion won, down 57.9% ngonyaka-on-ngonyaka.
Ephendula ukwehla kokusebenza nokugxila kwebhizinisi lakhathesi, intatheli yeBeijing Business Daily ixhumane neSikhungo Sokuxhumana Kwakwa-Samsung Electronic Media, kodwa asitholanga impendulo ethize njengokukhishwa kwabezindaba.
IJapan neSouth Korea bashintshana ngomlilo kanye ne-Samsung
Njengoba kushiwo i-Samsung Electronics, ibhizinisi le-semiconductor muva nje belilengisa umsila. Umbiko othize wezezimali wekota lesibili lonyaka ukhombisile ukuthi ibhizinisi le-semiconductor laba negalelo elingaphansi kwama-50% wenzuzo yakwaSamsung Electronics, uma iqhathaniswa nama-75% ngonyaka owedlule.
Umqapheli wezimboni uLiang Zhenpeng uthe noma ngabe iyip-mobile phone noma i-computer hard disk, intengo ibilokhu yehla kusukela ngesiwombe sesibili sonyaka odlule, futhi leli bhizinisi selithathe ingxenye engaphezu kwengxenye yeSMronics Electronics. Eminyakeni embalwa edlule, inzuzo ye-Samsung Electronics isishaye i-reks ephezulu ngenxa yesitoreji. Izintengo zeChip ziyaqhubeka nokukhuphuka.
Namuhla, intengo yememori iyancipha, futhi idatha ye-DRAMeXchang ikhombisa ukuthi amanani we-DRAM (amemori wokufinyelela ngokuguquguqukayo) amanani aphansi ngo-10% kanti amanani we-NAND (memory flash computer) aphansi ngo-15%.
Le nto yomkhakha ayithinti ama-Nokia Electronics kuphela. Umbiko ka-2019 McClean okhishwe yi-ICInsights, inhlangano yokucwaninga ezimakethe ye-semiconductor, ukhombisile ukuthi abakwaSamsung Electronics, iHynix neMicron Technology bobabili bathola ukwehla okukhulu ekuthengisweni engxenyeni yokuqala yonyaka. Phakathi kwazo, ukuthengiswa kwe-Samsung Electronics 'chip kwehle ngo-33% kwathi iHynix yawa ngo-35%. IMicron Technology yehle ngama-34%.
Umqapheli okhiqiza nezomnotho uDing Shao waveza ukuthi ngenkathi imboni yama-semiconductor ibuthakathaka, imboni yezokuxhumana okwenziwa ngamaselula ayikenziwa kahle, okubuye kuthinte inzuzo iyonke yakwa-Samsung Electronics. Ngokwemininingwane ekhishwe yinkampani ecwaninga imakethe uGartner, ukuthunyelwa komhlaba wonke kwamadivayisi ahlakaniphile (ama-PC, amaphilisi nezingcingo) kuzokwehla ngo-3.7% ngonyaka nonyaka ngonyaka ka-2019; ngenkathi ukuthengiswa kwemakethe ye-smartphone kuzoncipha ngo-3.2%, irekhodi elikhulu kakhulu kuze kube manje. Ukwehla konyaka.
Phezu kokungafani kwezimboni, imboni yezokuhwebelana phakathi kweJapan neSouth Korea nayo ithele usawoti omningi emanxebeni akwaSamsung Electronics. NgoJulayi 4, uhulumeni waseJapan wamemezela ukulawulwa okuthekelisa kwe-fluoropolyimide, i-Photoresist kanye ne-high-purity hydrogen fluoride ethunyelwa eSouth Korea. Owathumela ngaphandle kumele athole imvume yokuthumela ngakunye, futhi kuthatha izinsuku ezingama-90 ukuthola ilayisense. Le mikhiqizo emithathu ingumbala obalulekile wokukhiqiza embonini yokwenziwa njengama-chip nezingcingo ezihlakaniphile. Akungabazeki ukuthi lokhu kuzothusa kakhulu imboni yezinsika zaseKorea, kanye ne-Samsung Electronics, edume ngama-semiconductor chips nangezikrini ze-OLED, ingeyokuqala ukuthwala i-brunt.
Umphumela womthethonqubo washesha. Ngokwemininingwane ekhishwe ngamaCustoms aseKorea, ukuthunyelwa kweSouth Korea kwehla ngo-22% ngonyaka ezinsukwini ezingama-20 zokuqala zikaSepthemba, ukwehla okukhulu kakhulu eminyakeni eyishumi. Phakathi kwazo, ukuthengiswa kwamanye amazwe okuphathelene noqobo lwama-semiconductor kwehle ngama-40% ngonyaka.
Okwe-Samsung Electronics, akuzona zonke izindaba ezimbi okwamanje. Imali ethize ebekiwe kwikota yesithathu ayikakashintshi, kepha kumbiko wezezimali wekota eledlule, leli bhizinisi selivele libuyile. Kwikota, imali engenayo yebhizinisi elenziwa ngama-Nokia Electronics elethwe ngo-12,3 trillion iwine, ukwehla okungu-34% unyaka nonyaka, kodwa yaphindisela ikota engu-7%, okukhombisa ukuthi imfuno yezimboni ithuthukile.
"Njengoba izinga lokuphakelwa komhlinzeki lincipha, imakethe ye-chip iyalanda," kusho u-Avril Wu, umhlaziyi eTrendForce, inkampani yokucwaninga ubuchwepheshe. AbakwaTrendForce baveze ukuthi intengo ye-DRAM yehle ngo-20% -25% kwikota yokuqala yalo nyaka, kanti ukwehla kwekota yokuqala ka-2020 kulindeleke ukuthi kwehle kumaphesenti amancane enombolo.
Kodwa-ke, kukhona futhi ochwepheshe embonini abanesimo sokulinda babone. "Yize amandla e-DRAM ne-NAND ebuya, futhi kuthunyelwe kwikota yesithathu kuqinile, abantu abakungabazi ngokuqhubeka kwezidingo," kusho uSanjeev Rana, umhlaziyi wezobuchwepheshe eCITIC Lyon.
Ukubheja ibhizinisi leselula
Ibhizinisi le-semiconductor liyanda, futhi neminye imigqa yebhizinisi yakwa-Samsung Electronics sebeqala ukukhombisa ukubaluleka kwabo. Ibhizinisi lefoni kungenye yezindlela zalo ezibalulekile. Yize imakethe yezingcingo ephathekayo ingaphumeleli kakhulu, abakwaSamsung babeke okubonakalayo ezinkombeni ezimbili ezinkulu okwamanje ezikhathazeke kakhulu kule makethe - izikrini zokugoqa kanye ne-5G.
NgoFebhuwari walo nyaka, i-Samsung yethule okokuqala ifoni elucingweni i-GalaxyFold. Kodwa-ke, ngemuva kokuqala kwale foni ephathekayo, ivezwe yizinkinga ezifana nokugoqwa kwesikrini, ukuhlanekezela, isikrini esidonsa kanye nesikrini esaphukile. AbakwaSamsung bekumele bahlehlise ukukhishwa kuka-Ephreli kuze kube uSepthemba 27, kepha inguqulo ethuthukisiwe namanje ayigculisi. Inkinga ngokubakhona kwesikrini iveziwe.
Isikrini sokugoqa asilungile, i-Samsung nayo inamaselula we-5G. Ngo-Agasti walo nyaka, abakwaSamsung baba nomcimbi wokuvula umhlaba wonke eBarclays Center e-United States, bethula uchungechunge lwe-Flagship GalaxyNote10, kufaka phakathi i-Note10 ne-Note10 +, ngezinguqulo ze-4G ne-5G ngokulandelana. Phambilini i-Samsung yethule iGlobal S105G eKorea.
Okwamanje, i-Samsung ibonakala ilungile. Ngokwemboni yezokucwaninga i-StrategyAnalytics, imishini ye-5G isiqala kancane ngo-2019 futhi izoqala ukusebenza ngo-2020. I-StrategyAnalytics ilindele ukuthi ukuthengiswa kwamadivayisi we-5G kubike ngaphansi kwe-1% yokuthengisa okuphelele ngo-2019, futhi ngo-2020 lesi sabelo sizosondela I-10%, nezingcingo ezi-5G zizobiza cishe isigamu sakho konke ukuthengiswa kweselula ngeminyaka emihlanu. AbakwaSamsung baholile emakethe, kusho uVille-Petteri Ukonaho, ongumhlaziyi kwiTechnAnalytics. "USams uphumelele ukuhola emakethe ye-5G ye-smartphone, ikakhulukazi ngenxa yokuthengisa okunamandla eKorea nokwandisa isabelo sayo semakethe ye-5G e-US."
Vele, ngenkathi ubheja kumaselula, kungenzeka ukuthi i-Samsung ilahlekelwe ama-semiconductors. Ngemuva kwakho konke, lokhu okugcina kuyingxenye enenzuzo kakhulu. Ngo-Ephreli walo nyaka, abakwaSamsung Electronics bamemezele ukuthi bazotshala ama-trillion ayi-133 awine kuma-semiconductors angewona awememori ngo-2030, kanti kulindeleke ukuthi abe ngumholi emakethe yezimakethe zesistimu yomhlaba. Ngokwezibalo, imakethe yohlelo lwe-semiconductor yomhlaba ngo-2019 yayingamadola ayizigidi eziyizinkulungwane ezingama-321,2 aseMelika, okuphindwe kabili ubukhulu bemakethe yememori engu-162.25 billion dollars US. AbakwaSamsung badinga ukukhulisa isabelo semakethe yakhe emakethe ye-semiconductor yemakethe, njengoba ibhizinisi lezinkumbulo libala ama-70% wokuthengisa kwalo okuphelele kwe-semiconductor.
Ngokusho kukaMa Jihua, isazi esiphezulu sezokuxhumana, ukusebenza kwamanje kwe-Samsung Electronics kunengqondo. "Iningi lebhizinisi lakwaSamsung linokuxhumana okuthe xaxa, okubandakanya ukufaka isitoreji namaphaneli. Ngonyaka ophelile bekuyingqophamlando. Lo nyaka umkhombe, futhi mhlawumbe usazophakama futhi ngonyaka olandelayo."
U-Liang Zhenpeng uphinde waveza nokuthi ukuncintisana kwebhizinisi le-semiconductor yakwa-Samsung kusenamandla kakhulu. Ngokuhamba kwesikhathi, noma ngabe wucwaningo oluzimele nokuklanywa kwentuthuko noma ukukhiqiza, abakwaSamsung bangakwazi ukuzimela ngokwanele, izinkampani ezimbalwa ezingenza ibhizinisi elinjalo lama-semiconductor, i-Samsung nayo Ngeke inciphise ukutshala imali ebhizinisini le-semiconductor ngoba yokweqisa ku imakethe ye-chip ngesikhathi esifushane.
Ngaphezu kwalokho, uMa Jihua ugcizelele ukuthi izinkampani zase China ziya ngokutshala imali kakhulu ekucwaningeni nasekuthuthukiseni ama-chip, ama processor isitoreji, izikrini, njll, okuzoba nomthelela omkhulu kwikusasa le-Samsung. Izinkampani eziphethwe i-chip yasendlini kanye ne-Samsung Electronics zombili izimbangi eziqondile ngokuzayo, ezizosusa isabelo semakethe yakwa-Samsung ngezinga elithile.
"Okwakwa-Nokia Electronics, kusadingeka ukunamathela ekuthuthukisweni kokuhlanganiswa okuqoqiwe kwensimbi yomkhakha, kepha kubalulekile ukunaka ukuthuthukiswa okulinganayo kwamabhizinisi ahlukahlukene afana nama-semiconductors, ezokuxhumana ngeselula, ne-elekthronikhi yabathengi, nangaphezulu- egcizelela ingcindezi yemali yenzuzo ebhizinisini le-semiconductor. Ngaphezu kwalokho, i-Samsung Electronics ingasebenzisa futhi izinzuzo zehadiwe ukuqhubekisela phambili ekuhlelweni kwesoftware, ukufezekisa isoftware kanye nokwenza ngcono i-hardware, ngaleyo ndlela ithuthukise ukusebenza kwezezimali nokucabanga kwemakethe. " Kusho uDing Shaojiang.
Inzuzo yokusebenza isebenza ngaphansi kwe-56%
Yize kungewona umbiko wezezimali onemininingwane, izibalo zokusebenza kweSamsung Electronics ezisanda kukhishwa empeleni ziyajuluka. Ngo-Okthoba 8, abakwa-Samsung Electronics bamemezele umbiko wabo wemali etholwayo yekota yesithathu ka-2019. Ngokwezibalo eziboniswe embikweni wezezimali, abakwaSamsung Electronics balindele ukuthi imali ehlanganisiwe yekota yesithathu yenkampani kulindeleke ukuba ibe phakathi kuka-trillion angama-61 no-73 trillion, ibalwe njengoba umlamuli wama-trillion angama-62 uwine (cishe ama-dollar ayizigidi eziyizinkulungwane ezingama-51,806). Lesi sibalo sixubile, siqhathaniswa nesaphulelo esingu-56.13 trillion esiwinwe kwikota edlule, ukukhuphuka ngo-10.46%, kepha kungaphansi ngo-5.29% uma kuqhathaniswa no-65.46 trillion onqunyelwe ngesikhathi esifanayo ngonyaka owedlule.
Imali akuyona indawo yokubamba iso, futhi ukushintshwa kwenzuzo yikhona okukhathalela kakhulu. Ngokombiko wezezimali, inzuzo esetshenziswayo ye-Samsung Electronics 'yekota yayiphakathi kwezigidi ezingama-7.6 trillion ne-7.8 trillion, ibalwa kuma-Median of 7.7 trillion won ($ 6.434 billion). Ngokufana nemali, leli nani lingama-16,67% ngaphezulu kwenani lika-6.6 trillion eliwinwe kwikota yesibili kulo nyaka, kodwa lehle ngo-56.18% lisuka ku-17.57 trillion elinqobile ngesikhathi esifanayo ngonyaka owedlule.
Ukukhula kwamaketanga kwehle kakhulu unyaka nonyaka. Ngenhlanhla, ikhule kancane uma iqhathaniswa nesilinganiso sangaphambilini se-7.1 trillion won. Phambilini, ukubikezela kukaBloomberg kwenzuzo yokusebenza kwe-Samsung Electronics bekungathembisi ngokwengeziwe, ngesilinganiso esihlangene somhlaziyi we-6.97 trillion won ($ 5.8 billion). Ukuze uthole inzuzo edlula ukulindela kwabahlaziyi, abakwaSamsung Electronics bahlathulule ukuthi isizakala ngesidingo esinamandla sama-Smartsets sokuphelisa umthelela wokuwa kwentengo ye-chip memory memory.
Kodwa-ke, abakwa-Samsung Electronics bachaze ukuthi bakwenza kanjani ukwehla okukhulu ngo-56.18%, okuyinto namanje engenathemba kakhulu. Esitatimendeni, abakwa-Samsung Electronics basola ubuthakathaka bebhizinisi le-semiconductor, ikakhulukazi ngenxa yokwehla kwamanani entengo we-chip memory global.
Eqinisweni, kusukela kwikota yesine yonyaka ophelile, isikhathi sokukhula kweSamsung Electronics sesiphele ngokushesha. Inzuzo yokusebenza kwekota yehle ngo-28,7% unyaka nonyaka kanti imali yehle nge-10.6%. Lokhu kwehla ngenzuzo kwekota yokuqala yakwa-Samsung eminyakeni emibili. Ngengxenye yesibili yonyaka we-2019, abakwaSamsung Electronics babika ukuthi inzuzo yayo yokusebenza kwekota yesibili yayinqobile ngo-6.6 trillion won (cishe ama-dollar ayizigidi eziyizinkulungwane ezingama-5.59), phansi ngama-55.6% ngonyaka. Engxenyeni yokuqala yonyaka ka-2019, ukuthengiswa kweSamsung Electronics kwafinyelela ku-800,52 trillion won, down 8.8% ngonyaka-on-ngonyaka; inzuzo yokusebenza yayinqobile ngo-12.83 trillion won, down 57.9% ngonyaka-on-ngonyaka.
Ephendula ukwehla kokusebenza nokugxila kwebhizinisi lakhathesi, intatheli yeBeijing Business Daily ixhumane neSikhungo Sokuxhumana Kwakwa-Samsung Electronic Media, kodwa asitholanga impendulo ethize njengokukhishwa kwabezindaba.
IJapan neSouth Korea bashintshana ngomlilo kanye ne-Samsung
Njengoba kushiwo i-Samsung Electronics, ibhizinisi le-semiconductor muva nje belilengisa umsila. Umbiko othize wezezimali wekota lesibili lonyaka ukhombisile ukuthi ibhizinisi le-semiconductor laba negalelo elingaphansi kwama-50% wenzuzo yakwaSamsung Electronics, uma iqhathaniswa nama-75% ngonyaka owedlule.
Umqapheli wezimboni uLiang Zhenpeng uthe noma ngabe iyip-mobile phone noma i-computer hard disk, intengo ibilokhu yehla kusukela ngesiwombe sesibili sonyaka odlule, futhi leli bhizinisi selithathe ingxenye engaphezu kwengxenye yeSMronics Electronics. Eminyakeni embalwa edlule, inzuzo ye-Samsung Electronics isishaye i-reks ephezulu ngenxa yesitoreji. Izintengo zeChip ziyaqhubeka nokukhuphuka.
Namuhla, intengo yememori iyancipha, futhi idatha ye-DRAMeXchang ikhombisa ukuthi amanani we-DRAM (amemori wokufinyelela ngokuguquguqukayo) amanani aphansi ngo-10% kanti amanani we-NAND (memory flash computer) aphansi ngo-15%.
Le nto yomkhakha ayithinti ama-Nokia Electronics kuphela. Umbiko ka-2019 McClean okhishwe yi-ICInsights, inhlangano yokucwaninga ezimakethe ye-semiconductor, ukhombisile ukuthi abakwaSamsung Electronics, iHynix neMicron Technology bobabili bathola ukwehla okukhulu ekuthengisweni engxenyeni yokuqala yonyaka. Phakathi kwazo, ukuthengiswa kwe-Samsung Electronics 'chip kwehle ngo-33% kwathi iHynix yawa ngo-35%. IMicron Technology yehle ngama-34%.
Umqapheli okhiqiza nezomnotho uDing Shao waveza ukuthi ngenkathi imboni yama-semiconductor ibuthakathaka, imboni yezokuxhumana okwenziwa ngamaselula ayikenziwa kahle, okubuye kuthinte inzuzo iyonke yakwa-Samsung Electronics. Ngokwemininingwane ekhishwe yinkampani ecwaninga imakethe uGartner, ukuthunyelwa komhlaba wonke kwamadivayisi ahlakaniphile (ama-PC, amaphilisi nezingcingo) kuzokwehla ngo-3.7% ngonyaka nonyaka ngonyaka ka-2019; ngenkathi ukuthengiswa kwemakethe ye-smartphone kuzoncipha ngo-3.2%, irekhodi elikhulu kakhulu kuze kube manje. Ukwehla konyaka.
Phezu kokungafani kwezimboni, imboni yezokuhwebelana phakathi kweJapan neSouth Korea nayo ithele usawoti omningi emanxebeni akwaSamsung Electronics. NgoJulayi 4, uhulumeni waseJapan wamemezela ukulawulwa okuthekelisa kwe-fluoropolyimide, i-Photoresist kanye ne-high-purity hydrogen fluoride ethunyelwa eSouth Korea. Owathumela ngaphandle kumele athole imvume yokuthumela ngakunye, futhi kuthatha izinsuku ezingama-90 ukuthola ilayisense. Le mikhiqizo emithathu ingumbala obalulekile wokukhiqiza embonini yokwenziwa njengama-chip nezingcingo ezihlakaniphile. Akungabazeki ukuthi lokhu kuzothusa kakhulu imboni yezinsika zaseKorea, kanye ne-Samsung Electronics, edume ngama-semiconductor chips nangezikrini ze-OLED, ingeyokuqala ukuthwala i-brunt.
Umphumela womthethonqubo washesha. Ngokwemininingwane ekhishwe ngamaCustoms aseKorea, ukuthunyelwa kweSouth Korea kwehla ngo-22% ngonyaka ezinsukwini ezingama-20 zokuqala zikaSepthemba, ukwehla okukhulu kakhulu eminyakeni eyishumi. Phakathi kwazo, ukuthengiswa kwamanye amazwe okuphathelene noqobo lwama-semiconductor kwehle ngama-40% ngonyaka.
Okwe-Samsung Electronics, akuzona zonke izindaba ezimbi okwamanje. Imali ethize ebekiwe kwikota yesithathu ayikakashintshi, kepha kumbiko wezezimali wekota eledlule, leli bhizinisi selivele libuyile. Kwikota, imali engenayo yebhizinisi elenziwa ngama-Nokia Electronics elethwe ngo-12,3 trillion iwine, ukwehla okungu-34% unyaka nonyaka, kodwa yaphindisela ikota engu-7%, okukhombisa ukuthi imfuno yezimboni ithuthukile.
"Njengoba izinga lokuphakelwa komhlinzeki lincipha, imakethe ye-chip iyalanda," kusho u-Avril Wu, umhlaziyi eTrendForce, inkampani yokucwaninga ubuchwepheshe. AbakwaTrendForce baveze ukuthi intengo ye-DRAM yehle ngo-20% -25% kwikota yokuqala yalo nyaka, kanti ukwehla kwekota yokuqala ka-2020 kulindeleke ukuthi kwehle kumaphesenti amancane enombolo.
Kodwa-ke, kukhona futhi ochwepheshe embonini abanesimo sokulinda babone. "Yize amandla e-DRAM ne-NAND ebuya, futhi kuthunyelwe kwikota yesithathu kuqinile, abantu abakungabazi ngokuqhubeka kwezidingo," kusho uSanjeev Rana, umhlaziyi wezobuchwepheshe eCITIC Lyon.
Ukubheja ibhizinisi leselula
Ibhizinisi le-semiconductor liyanda, futhi neminye imigqa yebhizinisi yakwa-Samsung Electronics sebeqala ukukhombisa ukubaluleka kwabo. Ibhizinisi lefoni kungenye yezindlela zalo ezibalulekile. Yize imakethe yezingcingo ephathekayo ingaphumeleli kakhulu, abakwaSamsung babeke okubonakalayo ezinkombeni ezimbili ezinkulu okwamanje ezikhathazeke kakhulu kule makethe - izikrini zokugoqa kanye ne-5G.
NgoFebhuwari walo nyaka, i-Samsung yethule okokuqala ifoni elucingweni i-GalaxyFold. Kodwa-ke, ngemuva kokuqala kwale foni ephathekayo, ivezwe yizinkinga ezifana nokugoqwa kwesikrini, ukuhlanekezela, isikrini esidonsa kanye nesikrini esaphukile. AbakwaSamsung bekumele bahlehlise ukukhishwa kuka-Ephreli kuze kube uSepthemba 27, kepha inguqulo ethuthukisiwe namanje ayigculisi. Inkinga ngokubakhona kwesikrini iveziwe.
Isikrini sokugoqa asilungile, i-Samsung nayo inamaselula we-5G. Ngo-Agasti walo nyaka, abakwaSamsung baba nomcimbi wokuvula umhlaba wonke eBarclays Center e-United States, bethula uchungechunge lwe-Flagship GalaxyNote10, kufaka phakathi i-Note10 ne-Note10 +, ngezinguqulo ze-4G ne-5G ngokulandelana. Phambilini i-Samsung yethule iGlobal S105G eKorea.
Okwamanje, i-Samsung ibonakala ilungile. Ngokwemboni yezokucwaninga i-StrategyAnalytics, imishini ye-5G isiqala kancane ngo-2019 futhi izoqala ukusebenza ngo-2020. I-StrategyAnalytics ilindele ukuthi ukuthengiswa kwamadivayisi we-5G kubike ngaphansi kwe-1% yokuthengisa okuphelele ngo-2019, futhi ngo-2020 lesi sabelo sizosondela I-10%, nezingcingo ezi-5G zizobiza cishe isigamu sakho konke ukuthengiswa kweselula ngeminyaka emihlanu. AbakwaSamsung baholile emakethe, kusho uVille-Petteri Ukonaho, ongumhlaziyi kwiTechnAnalytics. "USams uphumelele ukuhola emakethe ye-5G ye-smartphone, ikakhulukazi ngenxa yokuthengisa okunamandla eKorea nokwandisa isabelo sayo semakethe ye-5G e-US."
Vele, ngenkathi ubheja kumaselula, kungenzeka ukuthi i-Samsung ilahlekelwe ama-semiconductors. Ngemuva kwakho konke, lokhu okugcina kuyingxenye enenzuzo kakhulu. Ngo-Ephreli walo nyaka, abakwaSamsung Electronics bamemezele ukuthi bazotshala ama-trillion ayi-133 awine kuma-semiconductors angewona awememori ngo-2030, kanti kulindeleke ukuthi abe ngumholi emakethe yezimakethe zesistimu yomhlaba. Ngokwezibalo, imakethe yohlelo lwe-semiconductor yomhlaba ngo-2019 yayingamadola ayizigidi eziyizinkulungwane ezingama-321,2 aseMelika, okuphindwe kabili ubukhulu bemakethe yememori engu-162.25 billion dollars US. AbakwaSamsung badinga ukukhulisa isabelo semakethe yakhe emakethe ye-semiconductor yemakethe, njengoba ibhizinisi lezinkumbulo libala ama-70% wokuthengisa kwalo okuphelele kwe-semiconductor.
Ngokusho kukaMa Jihua, isazi esiphezulu sezokuxhumana, ukusebenza kwamanje kwe-Samsung Electronics kunengqondo. "Iningi lebhizinisi lakwaSamsung linokuxhumana okuthe xaxa, okubandakanya ukufaka isitoreji namaphaneli. Ngonyaka ophelile bekuyingqophamlando. Lo nyaka umkhombe, futhi mhlawumbe usazophakama futhi ngonyaka olandelayo."
U-Liang Zhenpeng uphinde waveza nokuthi ukuncintisana kwebhizinisi le-semiconductor yakwa-Samsung kusenamandla kakhulu. Ngokuhamba kwesikhathi, noma ngabe wucwaningo oluzimele nokuklanywa kwentuthuko noma ukukhiqiza, abakwaSamsung bangakwazi ukuzimela ngokwanele, izinkampani ezimbalwa ezingenza ibhizinisi elinjalo lama-semiconductor, i-Samsung nayo Ngeke inciphise ukutshala imali ebhizinisini le-semiconductor ngoba yokweqisa ku imakethe ye-chip ngesikhathi esifushane.
Ngaphezu kwalokho, uMa Jihua ugcizelele ukuthi izinkampani zase China ziya ngokutshala imali kakhulu ekucwaningeni nasekuthuthukiseni ama-chip, ama processor isitoreji, izikrini, njll, okuzoba nomthelela omkhulu kwikusasa le-Samsung. Izinkampani eziphethwe i-chip yasendlini kanye ne-Samsung Electronics zombili izimbangi eziqondile ngokuzayo, ezizosusa isabelo semakethe yakwa-Samsung ngezinga elithile.
"Okwakwa-Nokia Electronics, kusadingeka ukunamathela ekuthuthukisweni kokuhlanganiswa okuqoqiwe kwensimbi yomkhakha, kepha kubalulekile ukunaka ukuthuthukiswa okulinganayo kwamabhizinisi ahlukahlukene afana nama-semiconductors, ezokuxhumana ngeselula, ne-elekthronikhi yabathengi, nangaphezulu- egcizelela ingcindezi yemali yenzuzo ebhizinisini le-semiconductor. Ngaphezu kwalokho, i-Samsung Electronics ingasebenzisa futhi izinzuzo zehadiwe ukuqhubekisela phambili ekuhlelweni kwesoftware, ukufezekisa isoftware kanye nokwenza ngcono i-hardware, ngaleyo ndlela ithuthukise ukusebenza kwezezimali nokucabanga kwemakethe. " Kusho uDing Shaojiang.