Karolo ea mmaraka oa lefats'e oa TSMC ea 50,5% e lula e le ea 1 le ea SMIC ea bohlano

Ho latela lipalopalo tsa setheo sa Takuya Industry Research Institute, tlhokeho ea likarolo tsa semiconductor e tla nyoloha ho tloha halofo ea pele ea selemo ha nako ea selemo e kenella indastering ea elektroniki ea khale. Ho hakanngoa hore boleng ba phumano ea lefatše ka bophara kotara ea boraro e tla ba tlase ho kotara ea bobeli. Ho hola 13%. Karolo ea mmaraka ea k'hamphani e ne e etelletsoe pele ke TSMC ka lead ea 50,5%, ea lateloa ke Samsung ka 18.5% 'me ea boraro e le 8%.

Leha ho le joalo, Tuoba o itse ka lebaka la ho lieha ho tsoela pele ka ntoa ea khoebo ea Sino-US, tlhoko ea 'maraka ea bareki e tlase ho feta nako e ts'oanang ka selemo sa 2018, le matla a phahametseng a indasteri ea semicond ka halofo ea bobeli ea selemo e kanna ea se be matla joalo. joalo ka ha ho lebelletsoe.

Tuoba o ile a boela a sekaseka tšebetso ea kotara ea boraro. Li-node tsa 7-nanometer tsa TSMC li kenyelletsa Apple, Huawei Hisilicon, Qualcomm, le Chaowei. Sekhahla sa ts'ebeliso ea matla a 7-nanometer e batla e tletse, 'me tlhoko ea ts'ebetso e' ngoe e holileng e ntse e futhumatsa. Ts'ebetso ea lekhetho e lokile, e lebelletsoe ho hola 7% selemo le selemo.

Samsung e itšetleha ka tlhoko ea lihlahisoa tsa eona khoebong ea li-foundry, 'me e arolelana li-nano nano node ho fa bareki monyetla oa ho etsa liqeto tsa bona, mme e hana ho theoha ha indasteri. Hajoale, ntle le ts'ebeliso ea mohala oa thekeng oa Huawei le Samsung's 5G ea li-chip tse iqapetsoeng, lihlahisoa tse ling kaofela li sebelisa ts'ebetso ea Samsung ea nanometer Qualcomm 5G modem chip X50, e lebelletsoe ho khanna chelete ea Samsung kotareng ena ho bapisoa le nako e ts'oanang ea ho qetela selemo, e ka ba 3,3%.

Haufinyane, khamphani e ile ea rekisa khoebo ea eona ea semela le ea chip bakeng sa ho tsetela ka mokhoa o tsitsitseng morerong oa thekiso, ha e ntse e eketsa lekeno la eona ho tsoa lebaleng la puisano ka theknoloji ea silicon-on-insulator (RF-SOI). Leha ho le joalo, chelete e kenang e ka fokotsoa kamora ho tlisoa ha semela nakong e tlang, mme ts'ebeliso e mpe ea moreki ea mohala oa sehlahisoa sa 7-nanometer e tla ama ts'ebetso ea mantlha ts'ebetsong ea 12/14 nm.

Kotara ea bobeli ea UMC e ruile molemo lihlahisoa tsa khokahanyo, ho kenyelletsa li-AP tsa maqhubu a tlase le bohareng, li-switch likarolo le li-chips tse amanang le router, mme ts'ebeliso ea tlhokeho le thomello e eketsehile ka botsitso. Karolo ea boraro e lebelletsoe ho boloka kholo ea lekhetho.

Karolong ea bobeli ea SMIC, tlhoko ea li-smartphones, inthanete ea Lintho le lits'ebetso tse amanang le tsona li tla matlafatsoa. Chelete ea ts'ebetso ea 55/65 le 40/45 nm e tla ba hantle, 'me tlhoko ea 28-nanometer e tla hlaphoheloa ka nako e le ngoe. Lekhetho la kotara ea boraro le lebelletsoe ho tsoela pele ho hola. . Ntle le moo, haeba tlhahiso ea tlhahiso ea 14nm ho nts'etsopele ea SMIC e ka boloka boemo bo itseng, ka tataiso ea leano le tlhohonolofatso ea 'maraka oa tlhoko ea matlo, ho hakangoa hore Huawei HiSilicon le Ziguang Zhanrui ba tla ba le monyetla oa ho etsa filimi ka ts'ebetso ea SMIC's 14nm.

Ha e le 'maraka oa tlhokeho ea lehae oa Huahong Semiconductor, o fumanang melemo ea likarolo tsa matla le tsamaiso ea matla, ho hakangoa hore lekhetho karolong ea boraro e tla boloka kholo e tsitsitseng. Likhoebo tse hlahelletseng lefatšeng ka bophara le tsona li shebile ts'ebetso ea lihlahisoa tsa taolo ea motlakase, li tsamaisa phaello ea Phupu ho isa ho 2019 phahameng. Tlhokahalo ena e lebelletsoe ho lefa phello ea ho khanna ICs ho ea ho 12-inch, ho nyolla chelete ea k'hamphani kotareng ena.

Tuoba o bontšitse hore mabapi le 'maraka oa mantlha o fumanehang, ka lebaka la liphetoho tse makatsang tsa lintoa tsa khoebo tsa Sino-US, mahlakore ana a mabeli a phomotsoe ka tefiso,' me United States e ntse e tsoela pele ho kenyelletsa likhoebo tse amanang le Huawei lenaneng la mekhatlo. . Thibelo ea Huawei e ka se tlisoe ka nako e khuts'oane. Ts'usumetso ea khoebo e lebelletsoe ho ama tlhoko ea mmaraka ea lihlahisoa tse felileng joalo ka mehala ea thelefono, libuka, likhomphutha tsa thelevisheneng le lithelevishene selemo ho pota, tse lebisang liphoofolong tse nyolohang ka mokhoa o makatsang, tse batlang li sa sebetse tlhoko ea bona ea linako tse phahameng tsa halofo ea halofo ea bobeli selemo.