Ukululama ezimbonini ezizenzakalelayo nezamaselula kuvusa ithemba phakathi kwama-semiconductor giants

ethula:

Eminyakeni yamuva nje, izimboni zomhlaba wonke zezimoto nezamaselula ziye zabhekana nokukhula okuphawulekayo noshintsho, oluqhutshwa intuthuko yezobuchwepheshe kanye nesidingo esikhulayo sabathengi.Njengoba lezi zimboni ziqhubeka nokuthuthuka, impumelelo yazo incike kakhulu ekusebenzeni kwabakhiqizi be-semiconductor.Kule bhulogi, sizohlola intuthuko yakamuva embonini ye-semiconductor, sigxile ekukhuleni kwezimali okubalulekile kwe-Semiconductor, ukubika kwezezimali okuthuthuke kancane kwe-STMicroelectronics, kanye nomthelela omuhle wokululama ochungechungeni lokuhlinzeka ngomakhalekhukhwini.

NGENXA yemali engenayo yezimoto ye-Semiconductor ifinyelela phezulu okusha:

Izinkampani zeSemiconductor ezibheke embonini yezimoto zibhekene namathuba angakaze abonwe njengesidingo sezimoto zikagesi (EVs) kanye nezinhlelo zosizo lomshayeli ezithuthukile (ADAS).I-ON Semiconductor ingumphakeli ohamba phambili emhlabeni jikelele wezixazululo ze-semiconductor osanda kuba nokukhula okuphawulekayo emalini yakhe yezimoto.Le mpumelelo idalwe kakhulu ukugxila kwenkampani ekuhlinzekeni ngezixazululo ezintsha ukuze kuhlangatshezwane nezidingo ezikhulayo zemboni yezimoto.

EKUgxileni kweSemiconductor ekuthuthukiseni ubuchwepheshe obuthuthukisiwe obubalulekile ekushayeleni ukuzimela, izitimela zikagesi kanye nokunciphisa ukukhishwa kwekhabhoni kwenze izinombolo zayo zemali engenayo zaba phezulu kakhulu.Iphothifoliyo yabo ephelele yezixazululo ze-semiconductor yezimoto, okuhlanganisa ukuphathwa kwamandla, izinzwa zesithombe, izinzwa nokuxhumana, ibhekana nobunzima obandayo kanye nezidingo zezimoto zanamuhla.Ukwengeza, ubudlelwano babo nabakhiqizi bezimoto abakhulu buqinisa isikhundla sabo emakethe.

Umbiko wezezimali we-STMicroelectronics uthuthuke kancane:

I-STMicroelectronics (ST), omunye umdlali omkhulu embonini ye-semiconductor, isanda kukhipha umbiko wayo wezezimali obonisa umkhuba othembisayo.Ukusebenza kwezimali kwenkampani kukhuphuke kancane naphezu kwezinselelo ezilethwe wubhubhane lwe-COVID-19, okugcizelela ukuqina kwayo nokuvumelana nezimo ngezikhathi ezingaqinisekile.

Impumelelo ye-ST ingenxa yephothifoliyo yayo yemikhiqizo eyahlukene, esebenzela izinhlobonhlobo zezimboni ezihlanganisa ezezimoto, ezezimboni nezokuxhumana.Ikhono labo lokuletha izixazululo ezisezingeni eliphezulu nokuzivumelanisa nezidingo zemakethe liqinisekisa ukukhula nokusimama kwazo.Imboni yezimoto ibambe iqhaza elikhulu ekuthuthukisweni kwezimali njengoba ukuhlanganiswa kwama-semiconductors emikhiqizweni yakamuva yezimoto kuqhubeka nokwanda.

Uchungechunge lokuhlinzeka ngomakhalekhukhwini lungenisa ukululama:

Njengoba umhlaba ululama kancane kancane emthelela walolu bhubhane, imboni yomakhalekhukhwini nayo isingenise ukululama.Ngesikhathi sokuphakama kwalolu bhubhane, amaketanga okuhlinzekwa komhlaba wonke abhekane nokuphazamiseka, okuholele ekushodeni kwezinto ezibalulekile okubandakanya ama-semiconductors.Kodwa-ke, njengoba umnotho uvulwa kabusha futhi ukusetshenziswa kwemali kwabathengi kukhuphuka, uchungechunge lokuhlinzekwa kwezingcingo eziphathwayo luyanda, okudala umphumela omuhle we-domino embonini ye-semiconductor.

Isidingo sama-smartphones anikwe amandla i-5G, kuhambisana nokuduma okwandayo kwezici ezithuthukile njengobuhlakani bokufakelwa (AI) kanye neqiniso elingeziwe (AR), kufake ubungqabavu obusha embonini yamaselula.Abenzi be-semiconductor babhekene nokukhuphuka kwama-oda avela kubakhi bamaselula, bakhuphula imali yabo engenayo futhi baqhubekisele phambili intuthuko yezobuchwepheshe.

Ekuphetheni:

Ukukhula okuphawulekayo kwenzuzo yezimoto ze-ON Semiconductor, ukuthuthukiswa kwezezimali okunesizotha emibikweni yakamuva ye-STMicroelectronics, kanye nokululama ochungechungeni lokuhlinzeka ngomakhalekhukhwini konke kukhomba embonweni omuhle wemboni ye-semiconductor.Njengoba izimboni zezimoto nezamaselula ziqhubeka nokuvela, abakhiqizi be-semiconductor badlala indima ebalulekile ekuqhubekiseni ukuqanjwa kabusha kanye nokuhlangabezana nezidingo zabathengi nama-OEM.

Intuthuko kubuchwepheshe bezimoto zikagesi, ukushayela okuzenzakalelayo namandla omakhalekhukhwini kugqamisa umnikelo obalulekile wemboni ye-semiconductor.Impumelelo yalezi zikhondlakhondla zemboni ayigcini nje ngokukhuphula imali engenayo kodwa futhi ibhebhethekisa ithemba ngekusasa elixhumene kakhulu, elithuthuke kakhulu kwezobuchwepheshe.Izinkampani zama-semiconductor kumele zihlale ziphambili ekusunguleni izinto ezintsha, zisebenzisane nababambiqhaza ababalulekile, futhi zibambe amathuba asafufusa okusimamisa ukukhula kwalezi zimboni ezinamandla.


Isikhathi sokuthumela: Nov-13-2023