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Semiconductor faleoloa, Samsung Electronics 'tupe maua pa'ū
I le maeʻa ai o le afa muamua-tupe maua lipoti, o le Samsung Electronics 'fou gaioiga ua toe itiiti mautinoa lelei. E ui e sili atu nai lo mea na iai muamua, e le o lona uiga ua toe foi le Samsung Electronics i le toto, pe a faʻatusatusa i le polofiti o le latalata mai le puimanava i le vaitaimi lava lea e tasi i le tausaga talu ai, e faʻailoa mai ai e faigata ona sopoia le vaitaimi o fagu. O le afi i le faitotoʻa o le taulaga, le iʻa ma iʻa, i lalo o le faʻateleina o feeseeseaiga feeseeseaiga i le va o Iapani ma Korea i Saute, o mafatiaga o le Samsung Electronics e faigata ona aloese ai, ae o le telefoni e le o toso ona vae. Ae ui i lea, ina ia mafai ona totogi le avanoa na mafua mai i le faʻamanuiaina semiconductor chip pisinisi, Samsung Electronics mafai ona faalagolago sili atu nai lo na o telefoni feaveaʻi.
Faagaoioia tupe mama i lalo 56%
E ui lava e le o se faʻamatalaga auiliili faʻamatalaga tupe, Samsung Electronics 'faʻamatalaga lata mai faʻataʻitaʻiga o se mea moni lava o le afu. O Oketopa 8, Samsung Electronics faasilasilaina lona tolu kuata kuata tupe maua mo le 2019. E tusa ai ma fuainumera o loʻo faʻaalia i le lipoti o tupe, Samsung Electronics faʻamoemoe o le tolu-kuata kuata tuufaatasia tupe maua a le kamupani o loʻo faamoemoeina i le va o 61 trillion ma 63 trillion won, ua fuafuaina o o le median o le 62 trillion manumalo (tusa ma le 51.806 piliona US tala). O lenei fuainumera e tuʻufaʻatasia, pe a faʻatusatusa i le 56.13 trillion manumalo i le kuata talu ai, o le siʻitia o le 10.46%, ae ua i lalo 5.29% pe a faʻatusatusa i le 65.46 triliona manumalo i le vaitaimi lava e tasi i le tausaga talu ai.
Tupe maua e le o le mata aveina, ma le suiga o polofiti e sili ona popole i ai. E tusa ai ma le lipoti o mea tau tupe, o Samsung Electronics 'faagaioia tupe mama mo le kuata i le va o 7.6 trillion ma 7.8 trillion won, fuafuaina i le ogatotonu o 7.7 trillion piliona ($ 6.434 piliona). I se tulaga tutusa ma tupe maua, o lenei fuainumera e 16.67% maualuga atu nai lo le 6.6 miliona piliona na manumalo i le kuata lona lua o lenei tausaga, ae i lalo 56.18% mai le 17.57 miliona piliona na manumalo i le vaitaimi tutusa i le tausaga talu ai.
O le tuputupu aʻe o filifili na pa'ū pa'ū mai lea tausaga i lea tausaga. O le mea e lelei ai, ua faʻateleina teisi pe a faʻatusatusa i le 7.1 trillion manumalo. I le taimi muamua, o le fuafuaga a Bloomberg mo le Samsung Electronics na maua ai se tupe sili atu ona le mautonu, faatasi ai ma le auiliiliga o le auiliiliga o le 6,97 triliona manumalo ($ 5,8 piliona). Mo le polofiti na sili atu i le au faʻataʻitaʻia faʻamoemoe, Samsung Electronics faʻamatala na aoga mai le manaʻoga malosi mo telefonipoto e faʻafefeteina le aʻafiaga o le pa'ū manatua manatua paʻu.
Ae ui i lea, Samsung Electronics faʻamatala auala e faia ai se paʻu tele o le 56.18%, lea e leʻi oʻo lava i le lelei tele. I le faamatalaga, Samsung Electronics tuuaia le vaivai o le semiconductor pisinisi, aemaise lava ona o le pa'ū i le lalolagi manatua manatua tau.
O le mea moni, talu mai le kuata lona fa o le tausaga talu ai, Samsung Electronics tuputupu ae vaitaimi na oʻo mai i se faʻafuaseʻi faʻaiuga. Na pa'ū i le 28.7% tupe maua i lenei tausaga ma tupe maua na pa'ū i le 10.6%. Ole tupe mama muamua lea a Samsung ile kuata muamua ile lua tausaga. I le kuata lona lua o le 2019, na lipotia mai e le Samsung Electronics o lona faagaoioia tupe mama mo le kuata lona lua o 6.6 triliona won (tusa ma le 5.59 piliona US tala), i lalo ole 55.6% tausaga i lea tausaga. I le afa muamua o le 2019, Samsung Electronics 'oloa faʻatau atu 108.52 miliona piliona manumalo, lalo 8.8% tausaga-i-le tausaga; tupe maua faʻamau o 12.83 trillion manumalo, lalo 57.9% tausaga-i-tausaga.
I le tali atu i le faʻaititia o le faʻatinoga ma le pisinisi o loʻo faʻatautaia nei, na faʻafesoʻotaʻi ai le tusitala o le Beijing Business Daily i le Samsung Electronic Media Contact Center, peitaʻi e le i mauaina se tali faʻapitoa e uiga i le faʻasalalauga faʻasalalau.
Iapani ma Korea i Saute na fesuiai afi ma Samsung
E pei ona fai mai le Samsung Electronics, o le pisinisi semikonductor ua leva ona tautau le iʻu. Na faʻaalia e le lipoti faʻapitoa tupe mo le kuata lua o lenei tausaga ua faʻaalia ai le sao o pisinisi semikonductor lalo ifo o le 50% i le tupe maua a Samsung Electronics, faʻatusatusa i le 75% i le tausaga talu ai.
Fai mai alamanuia Observer Liang Zhenpeng, pe o se feaveaʻi telefoni feaveaʻi poʻo se komipiuta malo tisiki, ua pa'ū le tau talu mai le afa lona lua o le tausaga talu ai, ma o lenei pisinisi ua nofoia sili atu ma le afa o Samsung Electronics. I nai tausaga ua tuanaʻi, o le tupe mama a le Samsung Electronics na pa'ū i luga faamaumauga maualuga ona o le teuina. O loʻo faʻaauau pea ona siisii tau tau.
Le taimi nei, o le tau o manatuaga e faʻaititia, ma DRAMeXchange faʻamaumauga faʻaalia ai o DRAM (malosi tifaga avanoa faʻamanatuina) tau i lalo 10% ma NAND (komepiuta flash manatu) tau i lalo 15%.
Lenei alamanuia mea afaina e le gata i Samsung Electronics. O le 2019 McClean Lipoti na faʻasalalau e le ICInsights, o se faʻalapotopotoga o suʻesuʻega maketi o loʻo faʻaali mai, na faʻaalia e Samsung Electronics, Hynix ma Micron Technology na laʻua uma na faʻaititia le tele o le faʻatau i le afa muamua o le tausaga. I totonu o latou, Samsung Electronics 'chip faʻatau pa'ū e 33% ma Hynix pa'ū i le 35%. Micron Technology pa'ū 34%.
O le gaosiga ma le tamaoaiga matauʻa Ding Shao faʻamanino mai e ui ina vaivai le alamanuia semikonductor, le feaveaʻi fefaʻatauaʻiga pisinisi o loʻo faʻatautaia e le telefoni feaveaʻi e le i maeʻa faʻamalieina, ma ua aʻafia ai foʻi le aotelega o polofiti a le Samsung Electronics. E tusa ma faʻamatalaga faʻalauiloa e le kamupani suʻesuʻe maketi Gartner, uta faʻavaomalo o masini atamai (PC, tablet ma feaveaʻi telefoni) o le a pa'ū i le 3.7% tausaga i lea tausaga i le 2019; ae o faʻatauga o maketi o telefoni o le a faʻaitiitia i le 3.2%, o le sili ona tele faʻamaumauga na oʻo mai. Tausaga pa'ū.
I le faaopoopo atu i le cyclicality o le alamanuia, fefaʻatauaʻiga feeseeseaiga i le va o Iapani ma Korea i Saute ua na lafoina foi le lima lima o masima i luga o manua o le Samsung Electronics. O le aso 4 o Iulai, na faʻalauiloa ai e le malo o Iapani le faʻatonutonuina i fafo o le fluoropolyimide, photoresist ma le maualuga mama o le hydrogen fluoride na auina atu i fafo i Korea i Saute. E tatau ona maua se faʻatagaga mo le faʻatau atu i uta taʻitasi, ma e tusa ma le 90 aso e maua ai le laisene. O nei oloa e tolu o ni laʻasaga taua mo le gaosiga alamanuia pei o chips ma telefoni poto. Lenei le mautinoa o le a lamatia ai le Korea pou pou, ma Samsung Electronics, lea e lauiloa ona o le semiconductor chips ma OLED mata, o le muamua lava na tauaveina le mamafa.
Na vave ona maua le mea na tupu ile tulafono faatonutonu. E tusa ma faʻamaumauga na tuʻuina mai e le Ofisa o Tiute a Korea, o oloa auina atu i Korea i Saute na pa'ū 22% i lea tausaga ma lea tausaga i le muamua 20 aso o Setema, o le pito sili lea ona pa'ū i le sefulu tausaga. I latou, semiconductor auina atu fafo na pa'ū 40% tausaga i lea tausaga.
Mo Samsung Electronics, e le oi latou uma o tala leaga i le taimi nei. O le tupe maua faʻapitoa a le pisinisi i le kuata lona tolu e leʻi aliali mai, peitaʻi mai le lipoti faʻaletupe o le kuata muamua, o lenei pisinisi ua toe i ai i le tulaga manuia. I le kuata, Samsung Electronics 'manatua pisinisi tupe maua na faamauina 12.3 trillion manumalo, o le 34% pa'ū i lea tausaga ma lea tausaga, ae toe fuatai 7% kuata-i-kuata, faailoa mai ai ua alualu i luma manaoga o alamanuia.
"A o faʻaitiitia le tulaga o sapalai o le tagata faʻatau atu, ua piki i luga le maketi feoaʻi," o le tala lea a Avril Wu, o se tagata suʻesuʻe i TrendForce, o se tekonolosi suʻesuʻe tekinolosi. TrendForce faʻailoa mai o le tau o DRAM pa'ū i le 20% -25% i le kuata muamua o lenei tausaga, ma le faʻaititia i le kuata muamua o 2020 o loʻo faʻamoemoe e faʻaititia i se numera numera tasi.
Peitaʻi, ua i ai foʻi ni tagata atamamai i le pisinisi o loʻo taofia ma le faʻatali-ma-vaʻai. "E ui lava ina toe olaola le manaʻoga DRAM ma NAND, ma uta i le kuata lona tolu o lo o malosi tele, o tagata e masalosalo e uiga i le tulaga gafataulimaina o manaoga toe faaleleia," o le tala Sanjeev Rana, o se tekinolosi auiliili i CITIC Lyon.
Faalupega pisinisi telefoni feaveaʻi
Ua amata faʻateleina pisinisi le Semiconductor, ma ua amata ona faʻailoaina mai e isi pisinisi laina o le Samsung Electronics lo latou taua. O le pisinisi telefoni feaveaʻi o se tasi o ona faʻataʻatiaga autu. E ui e leʻo manuia tele le maketi feaveaʻi, ae ua vaʻaia e Samsung lana vaʻaiga ile lua itu tetele o loʻo sili ona popole iai ile taimi nei ile maketi - o faʻaputuga o mata ma le 5G.
Ia Fepuari o lenei tausaga, na faʻalauiloa ai e le Samsung le telefoni feaveaʻi telefoni feaveaʻi o le GalaxyFold. Peitai, i le maeʻa ai o le taunuʻu mai o lenei telefoni feaveaʻi, sa faʻaalia i faʻafitauli e pei o faʻaputuga o mata faʻasili, faʻalavelave, faʻailo o latou ma faʻaseʻe mata. Sa tatau ona tolopo e Samsung le faasalalauga ia Aperila ia Setema 27, ae o le faʻaleleia atili o loʻo tumau pea. O le faʻafitauli ma le i ai o le ata na faʻaalia.
Gaugauina lau e le lelei, Samsung foʻi ei ai 5G telefoni feaveaʻi. I le masina o Aukuso o lenei tausaga, na faia ai e Samsung le taʻamilosaga faʻavaomalo i le Barclays Center i Amerika, ma faʻalauiloa ai le taʻutaʻua GalaxyNote10 faasologa, e aofia ai le Note10 ma le Note10 +, faʻatasi ai ma lomiga 4G ma 5G. Muamua atu, na faalauiloa ai e Samsung le Galaxy S105G i Korea.
Le taimi lenei, ua foliga mai e sao Samsung. E tusa ai ma le kamupani suʻesuʻega StrategyAnalytics, o le 5G meafaigaluega e telegese lona amataga i le 2019 ma o le a aluese i le 2020. StrategyAnalytics o loʻo faamoemoeina le faʻatau atu o masini 5G e laititi ifo i le 1% o le aofaʻi o faʻatau atu i le 2019, ma i le 2020 o lenei vaega o le a latalata mai. 10%, ma 5G telefoni feaveaʻi o le a faʻavasegaina toetoe o le afa o feaveai telefoni feaveaʻi i le lima tausaga. Ua avea le Samsung ma taʻimua i le maketi, o le tala lea a Ville-Petteri Ukonaho, o se tagata suesue i le StrategyAnalytics. "Ua manumalo Sams i le taʻimua i le maketi 5G smartphone, e tele lava ona o le malosi o le faʻatau atu i Korea ma le faʻalauteleina o lana vaega o le 5G maketi i le US."
Ae a, ao betting i luga o telefoni feaveaʻi, Samsung e ono leiloa semikonductors. A uma mea uma, o le mea mulimuli o le sili lea ona aoga vaega. Ia Aperila o lenei tausaga, Samsung Electronics faasilasilaina o le a teu faafaigaluega 133 trillion manumalo i non-memory system semiconductors i le 2030, ma ua faamoemoe e avea ma taʻimua i le lalolagi semikonductor system. E tusa ai ma fuainumera, o le lalolagi faiga semiconductor maketi i le 2019 o 321.2 piliona US tala, faaluaina o le tele o le manatuaina maketi o 162.25 piliona US tala. E manaʻomia e Samsung le faʻateleina o ana vaega ile maketi semikonductor, ona o le pisinisi pisinisi e aofia ai le 70% o le aofaʻiga atoa o faʻatauga oloa.
Na faʻaalia e Ma Jihua, o se tagata tomai faapitoa i fesoʻotaʻiga, o le Samsung Electronics 'o loʻo faʻatinoina nei le mea moni. "O le tele o pisinisi a Samsung e moni lava e faʻaopopo ai, e aofia ai ma le teuina o sipika ma laupepa. O le tausaga talu ai na o le pito i luga. O lenei tausaga o se palaka, ma atonu e toe sau i le isi tausaga."
Na taʻua foi e Liang Zhenpeng, o loʻo tumau pea le malosi o le tauvaga pisinisi a le Samsung i le semiconductor. I se taimi umi, pe o ia tutoʻatasi suʻesuʻega ma atinaʻe faʻatulagaina po o gaosia, mafai Samsung lava ia lava ona lava, toaitiiti kamupani mafai ona faia se atoatoa a pisinisi semiconductor, Samsung foi O le a le faʻaitiitia ai tupe faʻaalu i le pisinisi semiconductor ona o le ova tele i le maketi maketi i se taimi puʻupuʻu.
I se faʻaopopoga, na faʻamamafaina e Ma Jihua o kamupani Saina o loʻo faʻateleina a latou tupe faʻatino i suʻesuʻega ma atinaʻeina i le chips, fale teu oloa, laupepa, ma isi mea, o le a sili atu aʻafiaga i le lumanaʻi o Samsung. Atunuu kamupani chip ma Samsung Electronics o loʻo tauva faʻatasi saʻo i le lumanaʻi, lea o le a faʻataʻapeina le maketi a Samsung i seisi tulaga.
"Mo Samsung Electronics, e manaʻomia lava le usitaʻia o le atinaʻe o tūlaga tuʻufaʻatasia o le alamanuia pisinisi, ae e manaʻomia ona taulaʻi atu i le paleni o atinaʻe o pisinisi eseese e pei o semiconductors, feaveaʻi fefaʻatauaʻiga, ma tagata faʻatau eletise, ma isi faʻamamafa ai le mamafa o saofaga saofaga i le semiconductor pisinisi. E le gata i lea, Samsung Electronics mafai foʻi ona faʻaaogaina le aoga o meafaigaluega i luga o faʻataʻitaʻiga atili i le tulaga o loʻo i ai i le software ecology, ina ia ausia se polokalama ma le hardware toe faaleleia, ma faʻaleleia atili ai le faʻatupeina o tupe faʻapea ma maketi. " Fai mai Ding Shaojiang.
Faagaoioia tupe mama i lalo 56%
E ui lava e le o se faʻamatalaga auiliili faʻamatalaga tupe, Samsung Electronics 'faʻamatalaga lata mai faʻataʻitaʻiga o se mea moni lava o le afu. O Oketopa 8, Samsung Electronics faasilasilaina lona tolu kuata kuata tupe maua mo le 2019. E tusa ai ma fuainumera o loʻo faʻaalia i le lipoti o tupe, Samsung Electronics faʻamoemoe o le tolu-kuata kuata tuufaatasia tupe maua a le kamupani o loʻo faamoemoeina i le va o 61 trillion ma 63 trillion won, ua fuafuaina o o le median o le 62 trillion manumalo (tusa ma le 51.806 piliona US tala). O lenei fuainumera e tuʻufaʻatasia, pe a faʻatusatusa i le 56.13 trillion manumalo i le kuata talu ai, o le siʻitia o le 10.46%, ae ua i lalo 5.29% pe a faʻatusatusa i le 65.46 triliona manumalo i le vaitaimi lava e tasi i le tausaga talu ai.
Tupe maua e le o le mata aveina, ma le suiga o polofiti e sili ona popole i ai. E tusa ai ma le lipoti o mea tau tupe, o Samsung Electronics 'faagaioia tupe mama mo le kuata i le va o 7.6 trillion ma 7.8 trillion won, fuafuaina i le ogatotonu o 7.7 trillion piliona ($ 6.434 piliona). I se tulaga tutusa ma tupe maua, o lenei fuainumera e 16.67% maualuga atu nai lo le 6.6 miliona piliona na manumalo i le kuata lona lua o lenei tausaga, ae i lalo 56.18% mai le 17.57 miliona piliona na manumalo i le vaitaimi tutusa i le tausaga talu ai.
O le tuputupu aʻe o filifili na pa'ū pa'ū mai lea tausaga i lea tausaga. O le mea e lelei ai, ua faʻateleina teisi pe a faʻatusatusa i le 7.1 trillion manumalo. I le taimi muamua, o le fuafuaga a Bloomberg mo le Samsung Electronics na maua ai se tupe sili atu ona le mautonu, faatasi ai ma le auiliiliga o le auiliiliga o le 6,97 triliona manumalo ($ 5,8 piliona). Mo le polofiti na sili atu i le au faʻataʻitaʻia faʻamoemoe, Samsung Electronics faʻamatala na aoga mai le manaʻoga malosi mo telefonipoto e faʻafefeteina le aʻafiaga o le pa'ū manatua manatua paʻu.
Ae ui i lea, Samsung Electronics faʻamatala auala e faia ai se paʻu tele o le 56.18%, lea e leʻi oʻo lava i le lelei tele. I le faamatalaga, Samsung Electronics tuuaia le vaivai o le semiconductor pisinisi, aemaise lava ona o le pa'ū i le lalolagi manatua manatua tau.
O le mea moni, talu mai le kuata lona fa o le tausaga talu ai, Samsung Electronics tuputupu ae vaitaimi na oʻo mai i se faʻafuaseʻi faʻaiuga. Na pa'ū i le 28.7% tupe maua i lenei tausaga ma tupe maua na pa'ū i le 10.6%. Ole tupe mama muamua lea a Samsung ile kuata muamua ile lua tausaga. I le kuata lona lua o le 2019, na lipotia mai e le Samsung Electronics o lona faagaoioia tupe mama mo le kuata lona lua o 6.6 triliona won (tusa ma le 5.59 piliona US tala), i lalo ole 55.6% tausaga i lea tausaga. I le afa muamua o le 2019, Samsung Electronics 'oloa faʻatau atu 108.52 miliona piliona manumalo, lalo 8.8% tausaga-i-le tausaga; tupe maua faʻamau o 12.83 trillion manumalo, lalo 57.9% tausaga-i-tausaga.
I le tali atu i le faʻaititia o le faʻatinoga ma le pisinisi o loʻo faʻatautaia nei, na faʻafesoʻotaʻi ai le tusitala o le Beijing Business Daily i le Samsung Electronic Media Contact Center, peitaʻi e le i mauaina se tali faʻapitoa e uiga i le faʻasalalauga faʻasalalau.
Iapani ma Korea i Saute na fesuiai afi ma Samsung
E pei ona fai mai le Samsung Electronics, o le pisinisi semikonductor ua leva ona tautau le iʻu. Na faʻaalia e le lipoti faʻapitoa tupe mo le kuata lua o lenei tausaga ua faʻaalia ai le sao o pisinisi semikonductor lalo ifo o le 50% i le tupe maua a Samsung Electronics, faʻatusatusa i le 75% i le tausaga talu ai.
Fai mai alamanuia Observer Liang Zhenpeng, pe o se feaveaʻi telefoni feaveaʻi poʻo se komipiuta malo tisiki, ua pa'ū le tau talu mai le afa lona lua o le tausaga talu ai, ma o lenei pisinisi ua nofoia sili atu ma le afa o Samsung Electronics. I nai tausaga ua tuanaʻi, o le tupe mama a le Samsung Electronics na pa'ū i luga faamaumauga maualuga ona o le teuina. O loʻo faʻaauau pea ona siisii tau tau.
Le taimi nei, o le tau o manatuaga e faʻaititia, ma DRAMeXchange faʻamaumauga faʻaalia ai o DRAM (malosi tifaga avanoa faʻamanatuina) tau i lalo 10% ma NAND (komepiuta flash manatu) tau i lalo 15%.
Lenei alamanuia mea afaina e le gata i Samsung Electronics. O le 2019 McClean Lipoti na faʻasalalau e le ICInsights, o se faʻalapotopotoga o suʻesuʻega maketi o loʻo faʻaali mai, na faʻaalia e Samsung Electronics, Hynix ma Micron Technology na laʻua uma na faʻaititia le tele o le faʻatau i le afa muamua o le tausaga. I totonu o latou, Samsung Electronics 'chip faʻatau pa'ū e 33% ma Hynix pa'ū i le 35%. Micron Technology pa'ū 34%.
O le gaosiga ma le tamaoaiga matauʻa Ding Shao faʻamanino mai e ui ina vaivai le alamanuia semikonductor, le feaveaʻi fefaʻatauaʻiga pisinisi o loʻo faʻatautaia e le telefoni feaveaʻi e le i maeʻa faʻamalieina, ma ua aʻafia ai foʻi le aotelega o polofiti a le Samsung Electronics. E tusa ma faʻamatalaga faʻalauiloa e le kamupani suʻesuʻe maketi Gartner, uta faʻavaomalo o masini atamai (PC, tablet ma feaveaʻi telefoni) o le a pa'ū i le 3.7% tausaga i lea tausaga i le 2019; ae o faʻatauga o maketi o telefoni o le a faʻaitiitia i le 3.2%, o le sili ona tele faʻamaumauga na oʻo mai. Tausaga pa'ū.
I le faaopoopo atu i le cyclicality o le alamanuia, fefaʻatauaʻiga feeseeseaiga i le va o Iapani ma Korea i Saute ua na lafoina foi le lima lima o masima i luga o manua o le Samsung Electronics. O le aso 4 o Iulai, na faʻalauiloa ai e le malo o Iapani le faʻatonutonuina i fafo o le fluoropolyimide, photoresist ma le maualuga mama o le hydrogen fluoride na auina atu i fafo i Korea i Saute. E tatau ona maua se faʻatagaga mo le faʻatau atu i uta taʻitasi, ma e tusa ma le 90 aso e maua ai le laisene. O nei oloa e tolu o ni laʻasaga taua mo le gaosiga alamanuia pei o chips ma telefoni poto. Lenei le mautinoa o le a lamatia ai le Korea pou pou, ma Samsung Electronics, lea e lauiloa ona o le semiconductor chips ma OLED mata, o le muamua lava na tauaveina le mamafa.
Na vave ona maua le mea na tupu ile tulafono faatonutonu. E tusa ma faʻamaumauga na tuʻuina mai e le Ofisa o Tiute a Korea, o oloa auina atu i Korea i Saute na pa'ū 22% i lea tausaga ma lea tausaga i le muamua 20 aso o Setema, o le pito sili lea ona pa'ū i le sefulu tausaga. I latou, semiconductor auina atu fafo na pa'ū 40% tausaga i lea tausaga.
Mo Samsung Electronics, e le oi latou uma o tala leaga i le taimi nei. O le tupe maua faʻapitoa a le pisinisi i le kuata lona tolu e leʻi aliali mai, peitaʻi mai le lipoti faʻaletupe o le kuata muamua, o lenei pisinisi ua toe i ai i le tulaga manuia. I le kuata, Samsung Electronics 'manatua pisinisi tupe maua na faamauina 12.3 trillion manumalo, o le 34% pa'ū i lea tausaga ma lea tausaga, ae toe fuatai 7% kuata-i-kuata, faailoa mai ai ua alualu i luma manaoga o alamanuia.
"A o faʻaitiitia le tulaga o sapalai o le tagata faʻatau atu, ua piki i luga le maketi feoaʻi," o le tala lea a Avril Wu, o se tagata suʻesuʻe i TrendForce, o se tekonolosi suʻesuʻe tekinolosi. TrendForce faʻailoa mai o le tau o DRAM pa'ū i le 20% -25% i le kuata muamua o lenei tausaga, ma le faʻaititia i le kuata muamua o 2020 o loʻo faʻamoemoe e faʻaititia i se numera numera tasi.
Peitaʻi, ua i ai foʻi ni tagata atamamai i le pisinisi o loʻo taofia ma le faʻatali-ma-vaʻai. "E ui lava ina toe olaola le manaʻoga DRAM ma NAND, ma uta i le kuata lona tolu o lo o malosi tele, o tagata e masalosalo e uiga i le tulaga gafataulimaina o manaoga toe faaleleia," o le tala Sanjeev Rana, o se tekinolosi auiliili i CITIC Lyon.
Faalupega pisinisi telefoni feaveaʻi
Ua amata faʻateleina pisinisi le Semiconductor, ma ua amata ona faʻailoaina mai e isi pisinisi laina o le Samsung Electronics lo latou taua. O le pisinisi telefoni feaveaʻi o se tasi o ona faʻataʻatiaga autu. E ui e leʻo manuia tele le maketi feaveaʻi, ae ua vaʻaia e Samsung lana vaʻaiga ile lua itu tetele o loʻo sili ona popole iai ile taimi nei ile maketi - o faʻaputuga o mata ma le 5G.
Ia Fepuari o lenei tausaga, na faʻalauiloa ai e le Samsung le telefoni feaveaʻi telefoni feaveaʻi o le GalaxyFold. Peitai, i le maeʻa ai o le taunuʻu mai o lenei telefoni feaveaʻi, sa faʻaalia i faʻafitauli e pei o faʻaputuga o mata faʻasili, faʻalavelave, faʻailo o latou ma faʻaseʻe mata. Sa tatau ona tolopo e Samsung le faasalalauga ia Aperila ia Setema 27, ae o le faʻaleleia atili o loʻo tumau pea. O le faʻafitauli ma le i ai o le ata na faʻaalia.
Gaugauina lau e le lelei, Samsung foʻi ei ai 5G telefoni feaveaʻi. I le masina o Aukuso o lenei tausaga, na faia ai e Samsung le taʻamilosaga faʻavaomalo i le Barclays Center i Amerika, ma faʻalauiloa ai le taʻutaʻua GalaxyNote10 faasologa, e aofia ai le Note10 ma le Note10 +, faʻatasi ai ma lomiga 4G ma 5G. Muamua atu, na faalauiloa ai e Samsung le Galaxy S105G i Korea.
Le taimi lenei, ua foliga mai e sao Samsung. E tusa ai ma le kamupani suʻesuʻega StrategyAnalytics, o le 5G meafaigaluega e telegese lona amataga i le 2019 ma o le a aluese i le 2020. StrategyAnalytics o loʻo faamoemoeina le faʻatau atu o masini 5G e laititi ifo i le 1% o le aofaʻi o faʻatau atu i le 2019, ma i le 2020 o lenei vaega o le a latalata mai. 10%, ma 5G telefoni feaveaʻi o le a faʻavasegaina toetoe o le afa o feaveai telefoni feaveaʻi i le lima tausaga. Ua avea le Samsung ma taʻimua i le maketi, o le tala lea a Ville-Petteri Ukonaho, o se tagata suesue i le StrategyAnalytics. "Ua manumalo Sams i le taʻimua i le maketi 5G smartphone, e tele lava ona o le malosi o le faʻatau atu i Korea ma le faʻalauteleina o lana vaega o le 5G maketi i le US."
Ae a, ao betting i luga o telefoni feaveaʻi, Samsung e ono leiloa semikonductors. A uma mea uma, o le mea mulimuli o le sili lea ona aoga vaega. Ia Aperila o lenei tausaga, Samsung Electronics faasilasilaina o le a teu faafaigaluega 133 trillion manumalo i non-memory system semiconductors i le 2030, ma ua faamoemoe e avea ma taʻimua i le lalolagi semikonductor system. E tusa ai ma fuainumera, o le lalolagi faiga semiconductor maketi i le 2019 o 321.2 piliona US tala, faaluaina o le tele o le manatuaina maketi o 162.25 piliona US tala. E manaʻomia e Samsung le faʻateleina o ana vaega ile maketi semikonductor, ona o le pisinisi pisinisi e aofia ai le 70% o le aofaʻiga atoa o faʻatauga oloa.
Na faʻaalia e Ma Jihua, o se tagata tomai faapitoa i fesoʻotaʻiga, o le Samsung Electronics 'o loʻo faʻatinoina nei le mea moni. "O le tele o pisinisi a Samsung e moni lava e faʻaopopo ai, e aofia ai ma le teuina o sipika ma laupepa. O le tausaga talu ai na o le pito i luga. O lenei tausaga o se palaka, ma atonu e toe sau i le isi tausaga."
Na taʻua foi e Liang Zhenpeng, o loʻo tumau pea le malosi o le tauvaga pisinisi a le Samsung i le semiconductor. I se taimi umi, pe o ia tutoʻatasi suʻesuʻega ma atinaʻe faʻatulagaina po o gaosia, mafai Samsung lava ia lava ona lava, toaitiiti kamupani mafai ona faia se atoatoa a pisinisi semiconductor, Samsung foi O le a le faʻaitiitia ai tupe faʻaalu i le pisinisi semiconductor ona o le ova tele i le maketi maketi i se taimi puʻupuʻu.
I se faʻaopopoga, na faʻamamafaina e Ma Jihua o kamupani Saina o loʻo faʻateleina a latou tupe faʻatino i suʻesuʻega ma atinaʻeina i le chips, fale teu oloa, laupepa, ma isi mea, o le a sili atu aʻafiaga i le lumanaʻi o Samsung. Atunuu kamupani chip ma Samsung Electronics o loʻo tauva faʻatasi saʻo i le lumanaʻi, lea o le a faʻataʻapeina le maketi a Samsung i seisi tulaga.
"Mo Samsung Electronics, e manaʻomia lava le usitaʻia o le atinaʻe o tūlaga tuʻufaʻatasia o le alamanuia pisinisi, ae e manaʻomia ona taulaʻi atu i le paleni o atinaʻe o pisinisi eseese e pei o semiconductors, feaveaʻi fefaʻatauaʻiga, ma tagata faʻatau eletise, ma isi faʻamamafa ai le mamafa o saofaga saofaga i le semiconductor pisinisi. E le gata i lea, Samsung Electronics mafai foʻi ona faʻaaogaina le aoga o meafaigaluega i luga o faʻataʻitaʻiga atili i le tulaga o loʻo i ai i le software ecology, ina ia ausia se polokalama ma le hardware toe faaleleia, ma faʻaleleia atili ai le faʻatupeina o tupe faʻapea ma maketi. " Fai mai Ding Shaojiang.