E hoʻomaka ana i ka makahiki 2020, ua lilo ke kamaʻilio e pili ana i kahi pilikia, ka hāʻule ʻana o ka hana a me nā hemahema o nā mea. Ua hāʻule ke kaulahao hoʻolako a ʻaʻohe ala e hana wikiwiki ai i nā ʻāpana a lawa. Me ka ʻole o ka ʻokoʻa, manaʻo ka poʻe āpau i ka nele o nā ʻāpana, ua hoʻololi ka maʻi maʻi i ka mākeke a hoʻomau i kēia manawa.
Pehea ka lōʻihi o ka nele o ka chip? ʻO nā wānana Luna Nui o Qualcomm
ʻO kekahi o nā kumuhana ʻeha loa no nā mea hana uila ʻo ka nele o nā microcircuits. I ka manawa hea e pau ai ka manawa maikaʻi ʻole? He okoa na wanana. Mokuna ʻO Qualcomm Ua hāʻawi pū ʻo Cristiano Amon i kāna wānana. Manaʻo ʻo ia e hoʻomaikaʻi koke ke kūlana, a e hana ʻia kēia i kēia makahiki aʻe.
Kāna 'ōlelo kue i nā ʻōlelo a nā luna kiʻekiʻe ʻē aʻe o nā mea hana nui loa o nā huahana semiconductor. No laila, manaʻoʻiʻo ʻo Intel CEO Pat Gelsinger e hoʻomau ka hemahema o ka honua a hiki i 2023. A ʻo ke poʻo o ARM, ʻo Simon Segars, he pessimistic loa - ʻaʻole e hoʻomaikaʻi wale ke kūlana, akā e ʻoi aku ka maikaʻi. E hoʻomau ka hemahema o ka mea hana a lilo i mea ʻeha.
ʻAʻole hiki i nā mea hana kelepona ke kūʻai aku i nā kaʻina hana mai Qualcomm, i hoʻopilikia i kā lākou hana. ʻAʻole ʻokoʻa ʻo Samsung, me ke poʻo kelepona ʻo TM Ro a me ke kūʻai ʻana i nā luna e kipa ana i ka US ma waena o ka makahiki e hui me nā chipmakers e hoʻopaʻa i nā moku hou.
Ma muli o ka liʻiliʻi, hoʻomaka nā mea hana e hoʻonui i nā kumukūʻai no nā mea hana
ʻO MediaTek, kekahi o nā mea hoʻolako nui loa o nā chips no nā smartphones, koi ʻia e hoʻonui i nā kumukūʻai no kāna huahana. ʻO ke kumu ka nele o ka honua i nā mea uila; i pā i nā ʻano ʻoihana like ʻole, me nā kamepiula, nā smartphones, server a me nā lako pūnaewele, nā kaʻa, etc.
Ua hōʻike ʻia ua pili ka piʻi ʻana o ke kumukūʻai i nā kaʻina hana no nā kelepona e kākoʻo ana i nā kamaʻilio kelepona ʻehā wale nō (4G / LTE); a me nā mea hana i hiki ke hana i ka lima o ka hanauna (5G) pūnaewele. I ka hihia mua, hiki i ka ulu ʻana o ka waiwai i 15%, ma ka lua - 5%.
Eia kekahi, ua hoʻonui mua ʻo MediaTek i nā kumukūʻai no nā chips e hāʻawi i ke kākoʻo Wi-Fi uila.
E like me ka mea i hōʻike ʻia, ʻo ka piʻi ʻana o nā kumukūʻai no nā huahana MediaTek ma muli o ke kumukūʻai kiʻekiʻe o ka hana ʻana mai ka Taiwan Semiconductor Manufacturing Company (TSMC).
Eia kekahi, e like me ka Strategy Analytics, ʻo Qualcomm ke alakaʻi i ka mākeke kaʻina hana kelepona honua; ka mālama ʻana i ka 36% o ka ʻoihana ma nā ʻōlelo kālā. Ma ka lua o ka wahi ʻo MediaTek me kahi mahele o 29%; Hoʻopau ʻo Apple i nā ʻekolu kiʻekiʻe me 21% (e like me ka lua o ka hapaha o kēia makahiki).
