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IC Insights: Kugulitsa kwa STMicroelectronics '2020 kudzagwetsa 1% pachaka
Wokhudzidwa ndi mliri wa COVID-19 ndikulimba kwa ubale wamalonda ku Sino-US, ambiri omwe amapereka zida zapadziko lonse lapansi adakumana ndi zovuta komanso zofunikira m'gawo loyamba la chaka chino. Lachinayi, IC Insights idatulutsa lipoti lapachaka chapakatikati, kulosera kuti makampani angapo otsogola padziko lapansi azigulitsa bwino theka lachiwiri la chaka chino.
TSMC ndiye woyambitsa wamkulu kwambiri padziko lonse lapansi, TSMC ndichofunikira kwambiri pakupanga tchipisi cha 7nm ndi 5nm.
TSMC ndiye woyambitsa wamkulu kwambiri padziko lonse lapansi, TSMC ndichofunikira kwambiri pakupanga tchipisi cha 7nm ndi 5nm.
IC Insights idawonetsa magwiridwe antchito a TSMC mu theka lachiwiri la chaka chino
Monga tawonera pachithunzichi, ngakhale kampaniyo ikuyembekeza kuti malonda ake apachaka akwezeka oposa 20% chaka chino, IC Insights ikukhulupirira kuti kugulitsa kwake kudzawonjezeka ndi 8% mu theka lachiwiri la chaka, ndipo kuchuluka kwa TSMC kukukula pachaka kufikira 24%. .
Intel ndi imodzi mwamagulitsidwe akulu kwambiri padziko lonse lapansi. Poganizira momwe malonda amagulitsira kampani m'gawo lachiwiri la chaka chino, IC Insights idakhazikitsa chiwonetsero chakukula kwa 2020 kwachaka chonse pa 4%. Malonda a Intel mu theka lachiwiri la chaka akuyembekezeka kutsika ndi 10% kuchokera kotala yapitayi. Kampaniyo idati kugulitsa kwake kwamphamvu mu theka loyamba la chaka ndikufooka mu theka lachiwiri la chaka ndikusintha kwamomwe makasitomala ena ofunikira, ndipo chomwe chidapangitsa izi chinali kusatsimikizika kwakukulu ku Sino-US malo ogulitsa.
STMicroelectronics (ST) ndiye wogulitsa wachinayi wamkulu padziko lonse lapansi wa tchipisi cha analogi komanso m'modzi mwa opanga zida zazikulu zamagalimoto. Kutsatsa kwa kampaniyo kudatsika 19% m'chigawo choyamba cha 2020 poyerekeza ndi theka lachiwiri la 2019, zikuyembekezeka theka lachiwiri la 2020. Kugulitsa kudzakula kwambiri ndi 19%. Kukula kwa kugulitsa kwa STMicroelectronics mu theka lachiwiri la chaka chino makamaka chifukwa chakuchulukirachulukira kwamakampani agalimoto ndikuwonjezeka kwazomwe zimafunikira mgawo lazamalonda. Komabe, chifukwa chakusokonekera kwa kampaniyo mu theka loyambirira la chaka, ngakhale itachulukirachulukira theka lachiwiri la chaka, kugulitsa kwathunthu kwa semiconductor chaka chino kumatha kugwa ndi 1%.
Monga tawonera pachithunzichi, ngakhale kampaniyo ikuyembekeza kuti malonda ake apachaka akwezeka oposa 20% chaka chino, IC Insights ikukhulupirira kuti kugulitsa kwake kudzawonjezeka ndi 8% mu theka lachiwiri la chaka, ndipo kuchuluka kwa TSMC kukukula pachaka kufikira 24%. .
Intel ndi imodzi mwamagulitsidwe akulu kwambiri padziko lonse lapansi. Poganizira momwe malonda amagulitsira kampani m'gawo lachiwiri la chaka chino, IC Insights idakhazikitsa chiwonetsero chakukula kwa 2020 kwachaka chonse pa 4%. Malonda a Intel mu theka lachiwiri la chaka akuyembekezeka kutsika ndi 10% kuchokera kotala yapitayi. Kampaniyo idati kugulitsa kwake kwamphamvu mu theka loyamba la chaka ndikufooka mu theka lachiwiri la chaka ndikusintha kwamomwe makasitomala ena ofunikira, ndipo chomwe chidapangitsa izi chinali kusatsimikizika kwakukulu ku Sino-US malo ogulitsa.
STMicroelectronics (ST) ndiye wogulitsa wachinayi wamkulu padziko lonse lapansi wa tchipisi cha analogi komanso m'modzi mwa opanga zida zazikulu zamagalimoto. Kutsatsa kwa kampaniyo kudatsika 19% m'chigawo choyamba cha 2020 poyerekeza ndi theka lachiwiri la 2019, zikuyembekezeka theka lachiwiri la 2020. Kugulitsa kudzakula kwambiri ndi 19%. Kukula kwa kugulitsa kwa STMicroelectronics mu theka lachiwiri la chaka chino makamaka chifukwa chakuchulukirachulukira kwamakampani agalimoto ndikuwonjezeka kwazomwe zimafunikira mgawo lazamalonda. Komabe, chifukwa chakusokonekera kwa kampaniyo mu theka loyambirira la chaka, ngakhale itachulukirachulukira theka lachiwiri la chaka, kugulitsa kwathunthu kwa semiconductor chaka chino kumatha kugwa ndi 1%.