Monga kampani yoimilira ku South Korea, Samsung Electronics idapereka mawu olimba mtima mu 2019 kukhala mtsogoleri wa mafakitale a semiconductor mu 2030. Mosapindulitsa, kutsika kwa msika wa mafoni a m'manja, Samsung Electronics idafunanso kukhazikitsa foni yomwe ikusungidwa ndi Galaxy Fold kutukula msika.
Nanga bwanji zenizeni? Kutenga tsatanetsatane wazinthu zonse mu 2019, njira yofunafuna maloto ya Samsung Electronics imawoneka yolimba, yopanda mphamvu, komanso yofooka, siyingangokhala ndi kusiyana pakati pa ntchito yoyambira ya TSMC, ndipo mpando wachifumu wamsika wa mafoni adaukidwanso ndi Huawei.
Bizinesi yazopeza imadzaza makasitomala, ndipo kusiyana ndi TSMC kungakhale kokulirapo
Pomwe Samsung Electronics ikuyamba kulowa gawo la semiconductors, kungakhale kofunikira kusamalira bwino bizinesi yoyambira. Bungwe lofufuza za misika TrendForce limalosera kuti pamsika wapadziko lonse wa semiconductor wapadziko lonse lapansi, kuwerengera pamsika wa Samsung Electronics kotenga gawo limodzi mwa magawo anayi a 2019 ndi 17,8%, poyerekeza ndi gawo la msika magawo atatu oyambira (19.1%, 18%, 18,5%) . ), Mantha anayi achina adayika chaka chino.
Poyerekeza, gawo la msika la TSMC, la No. 1, likuyembekezeka kukwera kuchokera pa 50,5% mpaka 52.7%. Ngati kunenedweraku kukachitika, Samsung Electronics idzachepetsa ndi 0,7 peresenti, ndipo TSMC idzakwera ndi 2,2 peresenti. Kusiyana pakati pamakampani awiriwo kukuchuluka ngati 34.9 peresenti.
M'malo mwake, Samsung Electronics idayambitsa njira ya 7-nanometer EUV mu 2019, ndipo adadziwitsa makasitomala za "pulani yoyambira" koyambirira kuposa TSMC. Pankhani yaukadaulo ndi ndandanda, sizinali zoyipa kuposa TSMC, koma Qualcomm pomaliza anaganiza zokhazikitsa lamulo la TSMC kuti a Snapdragon 865 Alole Samsung Electronics kupanga Snapdragon 765 ndi tchipisi 765G motsatana, ndipo Apple iPhone idaperekanso malamulo olembetsera ntchito purosesa (AP) "A13" kupita ku TSMC, yomwe mosakayikira idavulaza kunyada kwa Samsung.
Kuwunika kwa Korea "Kachuma ku Korea", makampani apadziko lonse a IT akuyimba Samsung Electronics. Chifukwa Samsung Electronics imagwira ntchito zama semiconductor mapangidwe komanso mabizinesi oyambira, ambiri, pomwe AP ipanga ma AP, kampani yomwe ili ndi katundu wopanga semiconductor ipereka katundu wopanga kukampani yongopeza.
Komabe, Qualcomm, Apple, Huawei ndi ena opanga zazikulu amapikisana ndi Samsung Electronics m'magawo ena. Pankhaniyi, ndizosatheka kupatsa katundu wopangira ku Samsung Electronics. Ngakhale Samsung Electronics idadziyimira payokha dongosolo la semiconductor bizinesi kuchokera ku dipatimenti yoyambira mu 2017 kupewa kukayikira, anthu ambiri amakhulupirira kuti Samsung Electronics sinakhazikitse bizinesi yoyambayo ngati munthu wovomerezeka mwalamulo, ndipo ndili ndi mantha kuti idapambanabe malamulo kuchokera kwa makasitomala akuluakulu .
Msewu womwe mafoni amapezeka ndi osagwirizana, zomwe zikuwoneka pamsika sizikuwoneka
Kumbali ina, pamsonkhano wapadziko lonse wa World Mobile Communications (MWC) womwe udachitika mu february 2019, Samsung Electronics idalemba koyamba foni yam'manja ndikukonzekera kulembedwa pamsika wa US pa Epulo 26 chaka chomwecho, koma kutsutsana kwazovuta kunja panthawi yoyeserera atolankhani. Samsung Electronics ilibenso chosankha koma kuyikonzanso kwathunthu malonda ake ndikuchepetsa tsiku lakukhazikitsa.
Poyambirira Samsung Electronics idaganiza kuti ikhoza kuthana ndi vutoli m'masabata ochepa, ndipo pamapeto pake idatha miyezi yopitilira 3 kusintha mamangidwe a foni, ndikukhazikitsanso Galaxy Fold kumapeto kwa Seputembara chaka chomwecho. Kuyika foni kuti muwone mtambo, mawonekedwe atsopano a mafoni amakopa chidwi kuchokera kumayendedwe onse amoyo, ndipo pakhala nkhani za kugulitsidwa kale m'malo osiyanasiyana, zomwe zalimbitsa chidaliro cha Samsung Electronics '. Mayiko amayambitsa Galaxy Fold.
Komabe, mwayi wamabizinesi opukuta makina udakaliwonekabe. Pakadali pano, Galaxy Fold yagulitsa mayunitsi pafupifupi 500,000 padziko lonse lapansi. Malinga ndi zomwe zaposachedwa kwambiri kuchokera ku bungwe lochita kafukufuku wamsika Strategy Analytics (lomwe pano limatchedwa SA), zotumiza za Samsung ku 2019 ndi pafupifupi 323 miliyoni mayunitsi. Mosiyana ndi izi, mphamvu yamsika yamakina ndiyochepa kwambiri.
Kuphatikiza apo, pomwe Samsung Electronics idachita upareshoni msika wam'manja wapamwamba, mwayi wopikisana nawo padziko lonse lapansi mu 2019 uli pachiwopsezo. Huawei akuluma Samsung. Sikuti Samsung idangoyambitsa foni ya MateX posachedwa pambuyo pa Samsung, kuphatikizidwa ndi mikangano yazamalonda ya Sino-US, Huawei yatembenukira kumsika wakufunikira kwakunyumba, ndipo zotumiza zikupitilizabe kuwonjezeka mu chaka cha 2019. Zambiri zaku SA zidanenanso kuti kutumiza kwa Huawei mu 2019 kunali Magawo 251 miliyoni, ndipo msika wogawana nawo Samsung anali wocheperako poyerekeza ndi chaka chathachi (5.9 peresenti). Msika wogawana pakati pamakampani awiriwo wafika mpaka 3,6 peresenti.
Kugwira ntchito kokwanira sikuli bwino ngati chaka chatha
Kuphatikiza pa kukula kwa msika wa Samsung, magwiridwe a Samsung Electronics 'magawo atatu oyambira a 2019 sanali abwino monga nthawi yomweyo ya chaka chatha. Mugawo lachitatu, ndalama zomwe zidapeza zidakwana trilioni 62, zomwe zinali 5.3% kuposa zomwe zidachitika chaka chatha. Phindu linali 7.78 trillion adapambana, kutsika kwa 55.7% kuchokera nthawi yomweyo chaka chatha.
Malinga ndi madipatimenti osiyanasiyana, ngakhale momwe magwiridwe antchito a smartphone kudera loyambilira komanso lachiwiri sanali abwino monga nthawi yomweyo ya chaka cham'mbuyomu, kotala lachitatu la 2019 limapindula ndi zinthu zatsopano monga mtundu wa Galaxy Note10 ndi Galaxy Fold, ndipo phindu lidafika pafupifupi 2 thililiyoni yapambana, Pafupifupi 30% kuposa momwe gawo lapitalo (1.56 trillion idapambanulira).
Komabe, bizinesi ya semiconductor siyabwino kwambiri. Kuchokera kumapeto kwa nthawi ya zokambirana za semiconductors kumapeto kwa chaka cha 2018, mitengo yamikumbukiro mu kotala la 2019 yatsika ndi 30%. Uwu ndiwokwera kwambiri pamitengo ya DRAM mu kotala imodzi kuyambira 2011, ndipo yakhudzanso Samsung Electronics. Phindu la bizinesi ya semiconductor mu kotala yoyamba ya 2019 idapambanitsidwa trilioni 4.12, yomwe inali 7.4% kuposa nthawi yomweyo mu 2018.
Osati zokhazo, zomwe zimakhudzidwa ndi zinthu zakunja monga nkhondo yaku China ndi US, kuletsa kwa Japan ku South Korea, sikungosokoneza chipangizo, zida zamagetsi za Samsung Electronics nazonso zimatsala pang'ono kufa, kuphatikiza kufunikira kovuta kwa olemba kukumbukira , zomwe zidapangitsa kuti mitengo ipitirire. Gawo lachitatu la phindu la bizinesi ya Samsung Electronics 'ya 2019 yomwe inali yopambana ya 3.05 trillion, kutsika kwapachaka kwa 77.6%,
Ndizofunikira kudziwa kuti ngakhale magwiridwe antchito a Samsung Electronics mu 2019 sanali abwino ngati 2018, anali apamwamba kuposa zomwe akuyembekezera pamsika. Zikuyembekezeka kuti Samsung ikusiya kugutsa. Ngakhale ndalama yachinayi ikhoza kukhala yopanda phokoso chifukwa cha nyengo yakwanthawi, ikuyembekezeka kuchira mu 2020. Samsung, yomwe ikuvutika ndi mdani, ikuyembekezeka kuwonetsanso mphamvu zake.