The M & A boom mu semiconductor fakitale idakwera mu 2015 ndi mtengo wokwana madola 107,7 biliyoni. Komabe, pazaka zitatu zotsatirazi, kuchuluka konse komwe kuphatikiza ndikupeza kwapitilirabe kuchepa. Mu 2019, msika wa semiconductor watsika pang'ono, ndipo kuphatikiza ndi kugula zayamba kugwira ntchito. IC Insights inanena kuti mu 2020 ya "McClean Report" yaposachedwa kuti pali zopitilira 30 za semiconductor mu 2019 ndi mtengo wokwana $ 31.7 biliyoni, kuwonjezeka kwa 22% kuchokera pa biliyoni ya 2018 $ 25.9 biliyoni, koma kudakalipobe chaka cha 2015 - 2016 okwera.
Malinga ndikuwunikira kwa IC Insights, kukula kwa mapangano a M & A mu 2019 kumayendetsedwa makamaka ndi M & A transaction yama network ndi ma waya opanda zingwe ICs ndikusintha kwa bizinesi yamakampani othandizira semiconductor. Otsatsa Semiconductor akuyembekezeka kuwonjezera ntchito zatsopano zamagalimoto ndi misika ina yakukula kwambiri pazaka khumi zikubwerazi. Malo omwe akutuluka monga malonda, 5G, AI, ndi magalimoto adakwanitsa kuchita bwino malonda opanga zinthu zambiri. Ndikupanga kufunikira kwa msika wokwera kwambiri, zathandizanso kuti pang'onopang'ono kuphatikizidwenso ndikupezeka mu gawo la semiconductor.
Kuphatikiza apo, kugulitsa kwa M9 A & 2019 kumaphatikizanso kuchekera kwa bizinesi m'makampani ena, monga Intel kugulitsa bizinesi yake yamayendedwe ku Apple, ndipo Marvell adalengeza kugulitsa bizinesi yake yolumikizana ndi Wi-Fi ku NXP $ 1.7 biliyoni.
Malinga ndi kuwunika kwa lipoti la IC Insights, kuyambira chaka cha 2015, momwe kayendedwe ka mafakitale a chip akukulira, pofuna kupititsa patsogolo ukadaulo ndi ukadaulo wazinthu, mphamvu zakugulitsidwa kwa semiconductor zakwera kwambiri. Zinthu zonse zomwe zilipo pano zimangokhala $ 25- $ 30 biliyoni pachaka, kuphatikiza madera Kuphatikiza kuphunzira makina / luntha lochita kupanga, kuyendetsa galimoto mokha, maometometro, masomphenya apakompyuta, VR / AR, ndi intaneti ya Zinthu.
Makampani othandizira a Market Accenture adatulutsanso lipoti mu Januwale kuti kukula kwachilengedwe kwa makampani opanga ma semiconductor kwatha: kukwera mtengo kwa kafukufuku ndi chitukuko, kuthamanga kwa ma tekinoloje aumisiri, komanso zosowa zosiyanasiyana zamakasitomala onse zathandizira nthawi ndi ndalama zomwe zathandizira kukula kwachilengedwe. m'makampani a semiconductor m'mbuyomu; opanga omwe akutsogolera semiconductor opanga atenga njira ya M & A ngati njira yatsopano yomakulira, ndipo chifukwa chake, makampaniwa aphatikizidwa mwamphamvu. Malinga ndi ziwerengero: panali makampani a semiconductor a 130 omwe ali ndi mtengo wamsika woposa 100 miliyoni madola aku US omwe adalembedwera ku United States zaka 10 zapitazo, ndipo 2000 okha kumapeto kwa 2018.
Nthawi yomweyo, Accenture idanenanso kuti deta idawonetsa kuti kuyambira 2013 mpaka 2015, panali milandu itatu yokha ya semiconductor M & A yomwe idatsekedwa kapena kuimitsidwa chifukwa cha zinthu monga "kulowererapo kwa boma" kapena "malamulo oletsedwa"; koma kuyambira 2016 mpaka 2018, nambala imeneyi idakwera milandu 14. Izi zikuwonetsa kuti zochulukirapo pazomwe zikuchitika masiku ano, ndizosavuta kuthana ndi kuwunika kwakanthawi kochepa, ndipo malamulo okhwima alinso chinthu chotsimikizika chophatikizika ndi makampani opanga semiconductor.
Kuphatikiza pa kuyang'anira mfundo, mgwirizano wamalonda ungakhale wofunikira kwambiri pakupeza ndi kugulitsa semiconductor. Akatswiri ena adatsimikiza kuti makampani achi China semiconductor atha kukumana ndi mavuto pobwereza kuphatikiza ndi kugula kunja.
Ponena za kuthekera kothekera kwa mtundu watsopano wa chibayo cha coronary pa kuphatikizika ndi semiconductor kuphatikizika, malinga ndi akatswiri omwe anafunsidwa ndi 21st Century Business Herald, mliriwu uchepetsa kukula kwa makampani opanga ma semiconductor aku China mpaka pamlingo wina. Zinthu zambiri zomwe opanga opanga akuchulukirachulukira komanso mapulani ake ogulitsa akhoza kukumana ndi kuchedwa, kenako nkuchedwa kuchepa kwa M & A ndi opanga aku China. Komabe, vuto la mliriwu limapangitsanso zovuta kwa mabizinesi ang'onoang'ono ndi apakati kukweza ndalama mtsogolo, komanso zithandizira kuphatikiza makampani angapo ang'onoang'ono komanso apakatikati. Mwambiri, mliriwu udzasintha makampani aku China semiconductor pamlingo wina.