Li-stall tsa Semiconductor, phaello ea Samsung Electronics e ile ea putlama

Kamora tlaleho e nyarosang ea lekhetho la pele, tšebetso e ncha ea Samsung Electronics 'ha e na tšepo. Leha e le betere ho feta litebello tse fetileng, ha ho bolele hore Samsung Electronics e khutletse maling, ha e bapisoa le phaello ea letheka le haufi ka nako e tšoanang selemong se fetileng, ho bonts'a hore nako ea botlolo e thata ho feta. Mollo o hekeng ea toropo, litlhapi le tlhapi, tlasa khohlano e ntseng e phahama ea khoebo pakeng tsa Japane le Korea Boroa, ho thata ho e qoba ka mahlomola a Samsung Electronics, empa smartphone ha e hule maoto. Leha ho le joalo, bakeng sa ho etsa sebaka sa phomolo se bakoang ke khoebo e ruisang semiconductor chip, Samsung Electronics e ka itšetleha ho feta feela mehala ea selefouno.

Ts'ebetso e sebetsang e theohile ka 56%

Le ha e se tlaleho e qaqileng ea lichelete, lipalo tsa tšebetso tse ncha tsa Nokia Electronics tse sa tsoa lokolloa ke mofufutso. Ka la 8 Mphalane, Samsung Electronics e phatlalalitse tlaleho ea eona ea moputso oa kotara ea boraro bakeng sa 2019. Ho latela lipalo tse bontsitsoeng tlalehong ea lichelete, Samsung Electronics e lebelletse hore lekhetho le kopaneng la kotara ea boraro e lebelletsoe ho ba pakeng tsa trillion le 61 le trillion tse 63, tse lekantsoeng joalo ka mokena-lipakeng oa limilione tse likete tse 62 o hapile (hoo e ka bang lidolara tse libilione tse 51,806 tsa Amerika). Palo ena e tsoakoa, ha e bapisoa le trillion ea 56.13 e hapiloeng kotareng e fetileng, keketseho ea 10,46%, empa e tlase 5.29% ha e bapisoa le 65,46 trillion e hapiloeng ka nako e tšoanang selemong se fetileng.

Revenue ha se ntho e khahlang mahlo, 'me phetoho ea phaello ke eona e amehang ka ho fetisisa. Ho latela tlaleho ea lichelete, phaello e sebetsang ea Nokia Electronics bakeng sa kotara e ne e le lipakeng tsa trillion tse 7.6 le trillion tse 7,8, tse baloang ho "Median" trillion tse likete tse 7.7 ($ 6.434 billion). Ka mokhoa o ts'oanang le lekhetho, palo ena e phahame ka 1667% ho feta tekanyetso ea 6.6 trillion e hapiloeng kotareng ea bobeli ea selemo sena, empa e theohile ka 56.18% ho tloha ho 17,57 trillion e hapileng ka nako e tšoanang selemong se fetileng.

Kholo ea ketane e oele haholo selemo le selemo. Ka lehlohonolo, e eketsehile hanyane ha e bapisoa le khakanyo e fetileng ea 7.1 trillion e hapiloeng. Pejana, ponelopele ea Bloomberg bakeng sa phaello ea ts'ebetso ea Samsung Electronics e ne e le ho hloka tšepo ho fetelletseng, ka tekanyo e kopaneng ea setsebi se kopaneng sa li-trillion tse 6.97 ($ 5.8 billion). Bakeng sa phaello e fetang litebello tsa litsebi tsa tlhahlobo, Samsung Electronics e hlalositse hore e ruile molemo ka tlhoko e matla ea li-smartphones ho hlakola phello ea litheko tsa chip tsa memori tse oelang.

Leha ho le joalo, Samsung Electronics e hlalositse mokhoa oa ho etsa lerotholi le leholo la 56.18%, le leng le ntse le sena ts'epo e kholo. Ka polelo, Samsung Electronics e ile ea tšoaea bofokoli ba khoebo ea semiconductor, haholo-holo ka lebaka la ho theoha ha litheko tsa chip ea memori ea lefatše.

Ebile, ho tloha kotareng ea bone ea selemo se fetileng, nako ea kholo ea Nokia Electronics e felile ka tšohanyetso. Moputso o sebetsang bakeng sa kotara o theohile ka 28.7% selemo le selemo mme lekhetho le theohile ka 10,6%. Ena ke phokotseho ea pele ea kotara ea Samsung ka kotloloho ka lilemo tse peli. Karolong ea bobeli ea selemo sa 2019, Samsung Electronics e tlaleha hore phaello ea eona ea ts'ebetso bakeng sa kotara ea bobeli e hapiloe ke li-trillion tse 6,6 (lidolara tse ka bang limilione tse likete tse 5,59), tlase ho 55,6% selemo le selemo. Halofo ea pele ea selemo sa 2019, thekiso ea Samsung Electronics e ile ea hlola li-trillion tse 108,52, tlase ho 8,8% ka selemo; phaello e sebetsang e ne e hapiloe ke li-trillion tse 12,83, tlase ho 57,9% selemo ho selemo.

Ha a araba phokotso ea ts'ebetso le sepheo sa khoebo sa hona joale, moqolotsi oa litaba oa Beijing Business Daily o ile a ikopanya le setsi sa elektroniki sa Samsung Media Media, empa ha a ka a fumana karabelo e ikhethang joalo ka phatlalatso.

Japane le Korea Boroa li fapanyetsana mollo le Samsung

Joalokaha Samsung Electronics e boletse, khoebo ea semiconducte haufinyane e ntse e leketlisitse mohatla. Tlaleho e ikhethileng ea lichelete bakeng sa kotara ea bobeli ea selemo sena e bontšitse hore khoebo ea semiconductor e kentse letsoho ka tlase ho 50% ho phaello ea Samsung Electronics, ha e bapisoa le 75% selemong se fetileng.

Mohlokomeli oa indasteri Liang Zhenpeng o re le ha e le chip ea selefounu kapa disk hard disk, theko e ntse e fokotseha ho tloha halofo ea bobeli ea selemo se fetileng, mme khoebo ena e nkile halofo ea Samsung Electronics. Lilemong tse 'maloa tse fetileng, phaello ea Samsung Electronics e theohile haholo ka lebaka la polokelo. Litheko tsa Chip li ntse li tsoela pele ho nyoloha.

Kajeno, theko ea mohopolo e ea fokotseha, 'me data ea DRAMeXchang e bonts'a hore litheko tsa DRAM (matla a ho fumana monyetla) tsa litheko li theohile 10% mme LITLHAKALA tsa "memory memory" tsa K'homphieutha li tlase 15%.

Ntho ena ea indasteri ha e ame feela Samsung Electronics. Tlaleho ea McClean ea 2019 e hlahisitsoeng ke ICInsights, mokhatlo oa lipatlisiso tsa 'maraka oa semiconductor, e bonts'itse hore Samsung Electronics, Hynix le Micron Technology ka bobeli ba ile ba fokotseha ho hoholo ha thekiso halofong ea pele ea selemo. Har'a bona, thekiso ea Samsung Electronics 'chip e oele ka 33% mme Hynix e oele ka 35%. Theknoloji ea Micron e oele 34%.

Mohlokomeli oa tlhahiso le moruo Ding Shao o supile hore le ha indasteri ea semiconductor e fokola, indasteri ea puisano ea mehala e emeloang ke mehala ea mehala ha e so sebetse hantle, e ammeng le phaello e akaretsang ea Samsung Electronics. Ho ea ka data e fanoeng ke feme ea lipatlisiso tsa 'maraka Gartner, ho romelloa ha lisebelisoa tsa lefatše ka bophara (li-PC, matlapa le mehala ea selefouno) ho tla oa ka 3,7% selemo le selemo ka 2019; ha thekiso ea mmaraka oa li-smartphone e tla theoha ka 3,2%, rekoto e kholo ho fihlela joale. Ho theoha ha selemo le selemo.

Ntle le ho tsitsipana ha indasteri, likhohlano tsa khoebo pakeng tsa Japane le Korea Boroa li boetse li tšolotse letsoai le lengata maqeba a Samsung Electronics. Ka la 4 Phupu, mmuso oa Japane o phatlalalitse taolo ea kantle ea fluoropolyimide, ea lifotokopi le phepelo e phahameng ea hydrogen fluoride e romelletsoeng Korea Boroa. Mokantle o tlameha ho fumana tumello bakeng sa thomello e ngoe le e ngoe, mme ho nka matsatsi a 90 ho fumana laesense. Lihlahisoa tsena tse tharo ke lisebelisoa tsa bohlokoa tsa lihlahisoa tsa indasteri ea lihlahisoa tse kang lichifi le lifono tse bohlale. Ntle ho pelaelo sena se tla sokela indasteri ea litšiea ea Korea ka ho tebileng, le Samsung Electronics, e tsebahalang ka li-chips tsa eona tsa semiconductor le li-skrini tsa OLED, ke ea pele ea ho jara brunt.

Kameho ea taelo e ne e le hang-hang. Ho latela data e lokollotsoeng ke Foromo ea Korea, thepa ea Korea Boroa e ile ea theoha 22% selemo le selemo matsatsing a pele a 20 a Loetse, e leng ho theoha ho hoholo ka ho fetisisa lilemong tse leshome. Har'a bona, lihlahisoa tsa semiconductor tse romellang kantle ho naha li theohetse 40% selemo le selemo.

Bakeng sa Lisebelisoa tsa elektroniki tsa Samsung, ha se kaofela ha tsona e leng litaba tse mpe ka nako eo. Lekhetho le ikhethileng la khoebo kotareng ea boraro ha le e-so etse letho, empa ho tsoa tlalehong ea lichelete ea kotara e fetileng, khoebo ena e se e ntse e fola. Kotara, chelete ea khoebo ea memori ea Samsung Electronics e rekotileng li-trillion tse 12,3 e hapile, 34% ea theoha selemo le selemo, empa ea hlakola 7% kotara, e bonts'ang hore tlhoko ea indasteri e ntlafalitsoe.

"Ha boemo ba phepelo ba mofani bo ntse bo fokotseha, 'maraka oa chip oa nyoloha," ho boletse Avril Wu, mohlahlobisisi ho TrendForce, feme ea lipatlisiso tsa theknoloji. TrendForce e bontšitse hore theko ea DRAM e theohile ka 20% -25% kotareng ea pele ea selemo sena, 'me ho fokotseha ha kotara ea pele ea 2020 ho lebelletsoe ho theohela ho peresente e le' ngoe.

Leha ho le joalo, ho boetse ho na le litsebi indastering tse tšoereng maikutlo a ho leta le ho bona. "Le ha tlhoko ea DRAM le NAND e ntse e eketseha, 'me thepa e rometsoe kota ea boraro e matla haholo, batho ba na le khoao ka ts'ebetso ea ho hlaphoheloa ha tlhoko," ho boletse Sanjeev Rana, mohlahlobi oa theknoloji ho CITIC Lyon.

Ho becha khoebo ea mohala oa selefouno

Khoebo ea semiconductor e ntse e eketseha, 'me likhoebo tse ling tsa Samsung Electronics li se li qalile ho bontša bohlokoa ba tsona. Khoebo ea mehala ea mohala ke e 'ngoe ea likheo tsa eona tsa bohlokoa. Le ha 'maraka oa mohala oa thelefono o sa atlehe haholo, Samsung e behile lipono tsa eona tseleng tse peli tse kholo tseo hajoale li amehileng ka ho fetisisa' marakeng ona - li-folding tsa skrin le 5G.

Ka Pherekhong selemong sena, Samsung e ile ea tsebisa mohala oa pele oa fono e bitsoang GalaxyFold. Leha ho le joalo, kamora ho qala ha mohala ona oa selefouno, e ile ea pepesetsoa mathata a kang ho phutha skrin ea sekhukhu, ho khopamisa, skrash screen le skrine se robehileng. Samsung e ile ea tlameha ho chechisa tokollo ea Mmesa ho fihlela la 27 Loetse, empa mofuta o ntlafalitsoeng o ntse o sa khotsofatse. Bothata ka ho ba teng ha skrini bo senotsoe.

Screen-folding ha e na thuso, Samsung e boetse e na le lifono tse 5G. Ka Phato selemong sena, Samsung e ile ea tšoara ketsahalo ea ho qala lefats'e ka bophara ho Barclays Center ho la United States, ho tsebisa letoto la li-loveter tsa GalaxyNote10, ho kenyeletsoa le Note10 le Note10 +, ka mefuta ea 4G le 5G ka ho latellana. Pejana, Samsung e phatlalalitse Galaxy S105G Korea.

Lekhetlong lena, Samsung e bonahala e nepile. Ho latela lefapha la lipatlisiso la StrategyAnalytics, lisebelisoa tsa 5G li na le qalo e potlakileng ka 2019 mme li tla qala ka 2020. StrategyAnalytics e lebelletse hore thekiso ea lisebelisoa tsa 5G e tla ikarabella ka tlase ho 1% ea thekiso e felletseng ka 2019, mme ka 2020 kabelo ena e tla ba haufi le 10%, le mehala ea mobile ea 5G e tla ikarabella hoo e ka bang halofo ea thekiso ea mehala ea selefouno ka lilemo tse hlano. Samsung e etelletse pele 'marakeng, ho boletse Ville-Petteri Ukonaho, mohlahlobisisi ho StrategyAnalytics. "Simis e atlehile ho etella pele 'marakeng oa li-smartphone tsa 5G, haholo-holo ka lebaka la thekiso e matla Korea le ka ho holisa karolo ea eona ea' maraka oa 5G US."

Ho joalo, ha u ntse u becha ka mehala ea mehala, Samsung ha e khone ho lahleheloa ke li-semiconductors. Ha e le hantle, ke eona ntho e ruisang molemo ka ho fetisisa. Ka Mmesa selemong sena, Samsung Electronics e phatlalalitse hore e tla tsetela li-trillion tse 133 tse hapiloeng semiconductors tsa lintho tse seng tsa memori ka 2030, mme e lebelletsoe ho ba moetapele 'marakeng oa semiconductor oa lefatše. Ho latela lipalo-palo, 'maraka oa semiconductor oa lefatše ka selemo sa 2019 e ne e le lidolara tse 321,2 tsa Amerika, habeli boholo ba mmaraka oa memori oa lidolara tse libilione tsa 162,2 US. Samsung e hloka ho eketsa karolo ea eona ea mmaraka 'marakeng oa semiconductor ea tsamaiso, ha khoebo ea memori e bala 70% ea theko ea eona ea semiconductor kaofela.

Ho latela Ma Jihua, setsebi se phahameng sa puisano, ts'ebetso ea hona joale ea Samsung Electronics e ea utloahala. "Khoebo e ngata ea Samsung e hlile e na le cyclicality, ho kenyelletsa le lisele tsa polokelo." Selemong se fetileng e ne e le tlhoro. Selemong sena ho na le mokotla, mme mohlomong se tla nyoloha hape selemong se tlang. "

Liang Zhenpeng o boetse a supa hore tlholisano ea khoebo ea semiconductor ea Samsung e ntse e le matla haholo. Kamora nako, hore na ke lipatlisiso tse ikemetseng le moralo oa nts'etsopele kapa tlhahiso, Samsung e ka itjella, likhamphani tse 'maloa li ka etsa khoebo e felletseng ea semiconductor, Samsung hape e Ke ke ea fokotsa letsete khoebong ea semiconductor ka lebaka la ho fetella ka bongata ho mmaraka oa chip ka nako e khuts'oane.

Ntle le moo, Ma Jihua o hatelletse hore lik'hamphani tsa China li ntse li tsetela ho feta ho etsa lipatlisiso le nts'etsopele ea li-chip, processor processors, skrini, joalo-joalo, e tla ba le tšusumetso e kholo bokamosong ba Samsung. Likhamphani tsa chip tsa lapeng le li-Electronics tsa Samsung ka bobeli ke tlholisano e tobileng nakong e tlang, e leng se tla fokotseha karolo ea mmaraka oa Samsung ho isa tekanyong e itseng.

"Bakeng sa Lik'homphieutha tsa Samsung, ho ntse ho hlokahala hore ho lateloe nts'etsopele ea kopanyo e kopanetsoeng ea thekiso ea indasteri, empa ho a hlokahala ho ela hloko nts'etsopele ea tekano ea likhoebo tse fapaneng tse kang semiconductors, puisano ea mehala, le lisebelisoa tsa elektroniki. e hatella khatello ea monehelo oa phaello khoebong ea semiconductor. Ntle le moo, Samsung Electronics e ka sebelisa melemo ea lisebelisoa tsa theknoloji ho ntlafatsa moralo oa software, ho fihlela software le ntlafatso ea lisebelisoa, ka ho etsa joalo e ntlafatsa ts'ebetso ea lichelete le monahano oa mmaraka. " Ding Shaojiang o boletse.