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Ikhaya > Izindaba > I-chip ingaphandle kwesitoko, futhi izinkampani ezintathu eziphambili ze-IC eTaiwan zithatha ama-oda kuze kube unyaka owodwa kamuva

I-chip ingaphandle kwesitoko, futhi izinkampani ezintathu eziphambili ze-IC eTaiwan zithatha ama-oda kuze kube unyaka owodwa kamuva

Kunokushoda okukhulu kwama-global chips. Abaqambi abathathu bakaTaiwan abathathu beMediatek, Novatek, futhi uRealtek babike ukuthi baxoshwa amakhasimende. Ukuze ahlangabezane nezidingo zamakhasimende, amafektri amathathu amakhulu aphula ngasikhathi sinye umhlangano futhi manje asebenzisana ne-wadry. Imiyalo yokukhiqiza ikota yokuqala yangonyaka olandelayo ayigcini nje ngokugqamisa kuphela okufunwa yimakethe esiteji, kodwa futhi yaveza nokuthi ama-oda avela kumafektri amathathu amakhulu abonile ikota yokuqala.

Abathengisi be-IC abafanele ngeke baphendule enanini lokukhiqizwa kwe-wafer beafer ngekota yokuqala yonyaka olandelayo, ngonyaka owodwa ngemuva kokuphothula.

IMediaTek ngumholi e-IC Design eTaiwan, China. Kwikota yesithathu yangonyaka owedlule, kwathola i-Qualcom INovatek ngumqambi wesibili ngobukhulu be-IC eTaiwan, China, enomshayeli we-ICS njengebhizinisi lawo eliphambili. Ukuthinta kwayo kanye nomshayeli ukuhlanganiswa kwe-IC (TDDI) kuthunyelwe cishe cishe amayunithi angama-730 million ngonyaka owedlule. Iyaqhubeka ikhula kulo nyaka, futhi isabelo sayo semakethe kulindeleke ukuthi sandise. Amaphesenti amane. I-Realtek ithatha ama-chips wenethiwekhi njengebhizinisi layo elikhulu kunawo wonke futhi ungumqambi wesithathu ngobukhulu be-IC eTaiwan, China. Isabelo sayo semakethe sama-wifi chips emakethe yethebhulethi e-Mainland China idlula ama-60%.

Lo mkhakha waveza ukuthi iMediaTek, Novatek, futhi i-realteke ngokulandelana inendawo ezindaweni ezintathu ezinkulu zefoni ephathekayo, ehlobene nephaneli, kanye nezokuxhumana. Amafektri amathathu amakhulu abeke ama-oda kusenesikhathi futhi "aqokwe" ukuze akhiqize umthamo ngemuva konyaka owodwa, agqamisa umakhalekhukhwini, iphaneli, kanye nokuxhumana kwenethiwekhi. Izicelo ze-terminal kuzimboni ze-Major Electronics ezifana ne-netcom zinomfutho oqinile.

I-supply chain yaveze ukuthi kusukela ngonyaka owedlule, iMediaTek, eNovatek, futhi i-realtek ibe nomfutho oqinile wokuthumela. Izinkulumo zekota ezedlule ezinezindwangu ezihlangene mayelana nevolumu yama-wafers sezishintshile ngenxa yokufunwa kwamakhasimende okuqinile. Muva nje, baqala ukuxoxa nge-UMC ngekota yokuqala yonyaka olandelayo. Ama-oda atholakalayo ikakhulukazi ngenxa yokushoda okukhulu kwamandla angu-0,11 micron ukukhiqizwa kwamasentimitha, okubandakanya ama-driver ICS, ukuPhepha kwamandla ics, njll hhayi kuphela ukuxoxa nge-UMC yokuthi ungakhulisa kanjani ukukhiqiza amandla, kodwa futhi ukumboza amandla okukhiqiza kwikota yokuqala yonyaka olandelayo.

I-MediaTok, Novatek, ne-Realtek konke kunethemba elikhulu mayelana nokubuka kwemakethe. Usihlalo we-MediaTek uCai Lixing phambilini wathi noma ngabe idola laseTaiwan liyaqhubeka nokwazisa, kulo nyaka kuzoba unyaka wokukhula okuqinile eMediaTeatek's Revenue, futhi imikhiqizo emikhakheni ehlukahlukene izoba ngcono kuneMakethe. Impumelelo. Ngenkathi ukunwebeka ngentshiseko emakethe kanye nokwanda kwesabelo semakethe, i-margin yenzuzo enkulu yalo nyaka ingagcinwa ngo-43% kuya ku-44%, kanye nenani lenzuzo yenzuzo yokusebenza kanye nenzuzo yenzuzo yokusebenza kwenzuzo yokusebenza kanye nokusebenza kwenzuzo kulindeleke ukuba ikhule ngamandla.