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Ukunqoba i-Intel! I-Samsung Electronics iphakathi kwesibili ku-Q3 Global semiconductor Sales
Ngokusho kwemininingwane ye-omdia, Inkampani yocwaningo lwemakethe, imakethe ye-semiconductor yomhlaba wonke kwikota yesithathu yalo nyaka yayingama-dollar angama-147 aseMelika, ezansi ngo-7% amadola aseMelika ekota yesibili. I-Samsung Electronics yahlulwa yi-Intel futhi yanqoba indawo yesibili ekuthengisweni kwe-semiconductor emhlabeni jikelele.
Ngenxa yesidingo esandayo se-elekthronikhi yabathengi kanye nemikhiqizo ye-semiconductor ngesikhathi sobhubhane, imakethe ye-semiconductor emhlabeni wonke iye yanda ngokulandelana kusukela ngo-2020, kepha imakethe yaqala ukuncipha ku-Q2 kulo nyaka - omunye umnotho wembulunga yonke ungaphansi kwengcindezi ye amanani entela akhuphukayo nokwanda kwezingozi ze-geopolitical.
UCliff Rimbach, umcwaningi omkhulu wase-Omdia, uthe ukwehla kwemakethe ye-Q2 kuvezwe ngobuthakathaka bemakethe ye-PC kanye nokuncipha kwe-Intel, ngenkathi ukwehla kwe-Q3 kwabangelwa ikakhulu ubuthakathaka bemakethe yememori. URimbach uthe inzuzo emakethe yememori yayiphansi kune-27% ephansi kunekota edlule, ngenxa yokulungiswa kwenkohliso kwamakhasimende kanye nokwehla kwezidingo zezikhungo zedatha, ama-PC kanye nama-chip wedivayisi eselula.
Ngenxa yesidingo esandayo se-elekthronikhi yabathengi kanye nemikhiqizo ye-semiconductor ngesikhathi sobhubhane, imakethe ye-semiconductor emhlabeni wonke iye yanda ngokulandelana kusukela ngo-2020, kepha imakethe yaqala ukuncipha ku-Q2 kulo nyaka - omunye umnotho wembulunga yonke ungaphansi kwengcindezi ye amanani entela akhuphukayo nokwanda kwezingozi ze-geopolitical.
UCliff Rimbach, umcwaningi omkhulu wase-Omdia, uthe ukwehla kwemakethe ye-Q2 kuvezwe ngobuthakathaka bemakethe ye-PC kanye nokuncipha kwe-Intel, ngenkathi ukwehla kwe-Q3 kwabangelwa ikakhulu ubuthakathaka bemakethe yememori. URimbach uthe inzuzo emakethe yememori yayiphansi kune-27% ephansi kunekota edlule, ngenxa yokulungiswa kwenkohliso kwamakhasimende kanye nokwehla kwezidingo zezikhungo zedatha, ama-PC kanye nama-chip wedivayisi eselula.
Ngenxa yalokhu, i-Samsung Electronics, i-Hynix ye-SK Ukuthengiswa kwe-Samsung Q3 kwawa 28.1% kusuka kwikota edlule kuya kumadola angama-14,6 billion aseMelika. Ukuthengisa kwe-Intel kufinyelelwe ama-dollar angama-14,9 billion aseMelika, kuthatha indawo yokuqala ngomugqa omncane.
Indawo yesithathu kwakuyi-Qualcomm, ngokuthengisa kwama- $ 9.9 billion, ukukhuphuka kwe-5.6% ngaphezulu kwekota edlule. I-SK Hynix yawela endaweni yesine isuka endaweni yesithathu ngekota yokugcina, futhi ukuthengiswa kwayo kwancipha ngaphezu kwama-26%. Ukuthengiswa kwe-micron nakho kwehle ngaphezulu kwama-27%, kubuyise indawo ebanzi yesithupha.
Ngaphezu kwalokho, isikhundla sika-Omdia sezinkampani ze-semiconductor azifaki izinkampani ezasungulwa njenge-TSMC.
Indawo yesithathu kwakuyi-Qualcomm, ngokuthengisa kwama- $ 9.9 billion, ukukhuphuka kwe-5.6% ngaphezulu kwekota edlule. I-SK Hynix yawela endaweni yesine isuka endaweni yesithathu ngekota yokugcina, futhi ukuthengiswa kwayo kwancipha ngaphezu kwama-26%. Ukuthengiswa kwe-micron nakho kwehle ngaphezulu kwama-27%, kubuyise indawo ebanzi yesithupha.
Ngaphezu kwalokho, isikhundla sika-Omdia sezinkampani ze-semiconductor azifaki izinkampani ezasungulwa njenge-TSMC.