Ukuchaphazeleka sisibetho se-COVID-19 kunye nokuqiniswa kobudlelwane bezorhwebo phakathi kwe-Sino-US, uninzi lwabathengisi be-chip zehlabathi bafumene ubonelelo olubuthathaka kunye nemfuno kwisiqingatha sokuqala salo nyaka. NgoLwesine, i-IC Insights ikhuphe ingxelo yonyaka wekota, iqikelela ukuba iinkampani ezininzi eziphambili zehlabathi ziya kuba nentengiso engcono kwisiqingatha sesibini salo nyaka.
Njengesiseko sehlabathi semiconductor esikhulu, i-TSMC ngumboneleli ophambili we-7nm kunye ne-5nm yenkqubo yeetshipsi.
I-IC Insights yenza imbonakalo yokusebenza kweTSMC kwisiqingatha sesibini salo nyaka
Njengoko kubonisiwe kulo mzobo, nangona inkampani ilindele ngokusemthethweni ukuba intengiso yayo yonyaka inyuke ngaphezulu kwe-20% kulo nyaka, i-IC Insights ikholelwa ukuba intengiso yayo izonyuka nge-8% kwisiqingatha sesibini sonyaka, kunye neqondo le-TSMC lokukhula ngonyaka eliqikelelweyo ukufikelela kwi-24%. .
I-Intel yenye yabathengisi beemiconductor ezinkulu emhlabeni. Ukuthathela ingqalelo intsebenzo yentengiso yenkampani kwikota yesibini yalo nyaka, i-IC Insights isete uqikelelo lwayo lwentengiso olupheleleyo lwe-2020 kwi-4%. Ukuthengiswa kwe-Intel kwisiqingatha sesibini sonyaka kulindeleke ukuba kwehle nge-10% ukusuka kwikota edlulileyo. Inkampani ibange ukuthengisa kwayo okuqinileyo kwisiqingatha sokuqala sonyaka kunye nobuthathaka kwisiqingatha sesibini sonyaka kutshintsho kubume bempahla yabathengi abathile ababalulekileyo, kwaye esona sizathu soko yayilizinga eliphezulu lokungaqiniseki kwi-Sino-US. indawo yorhwebo.
I-STMicroelectronics (ST) ngumthengisi wesine ngobukhulu emhlabeni weetshipsi ze-analog kunye nomnye wabenzi bezixhobo eziphambili zeemoto. Emva kokuba ukuthengisa kwenkampani kwehle nge-19% kwisiqingatha sokuqala se-2020 xa kuthelekiswa nesiqingatha sesibini se-2019, kulindeleke kwisiqingatha sesibini se-2020. Ukuthengisa kuya kukhula ngamandla nge-19%. Ukukhula kwentengiso ye-STMicroelectronics kwisiqingatha sesibini salo nyaka ubukhulu becala kubangelwe kukuphindaphinda kwimizi-mveliso yeemoto kunye nokunyuka kwemfuno kwicandelo lezemveliso. Nangona kunjalo, ngenxa yentsebenzo eyintlekele yenkampani kwisiqingatha sokuqala sonyaka, nokuba iphinde yanda kakhulu kwisiqingatha sesibini sonyaka, ukuthengiswa kweemiconductor zizonke kulo nyaka kusenokuhla nge-1%.