业内人士表示,当告诉其独占鳌头的内存tuanduidegongchengshi,tamenbeizhuanyidaochuliqixinpianbumendeshihou,tamenjingchanghuiwenzijizuocuoleshenme。
chuliqishirenhejisuanjide“danao”,tanengzhidingjuece,cunchuhejiansuoshuju,ersanxingweiqisuoyoudeshebeizhizaozijidechuliqi,baokuolezhinengshouji、pingbandiannao,shenzhibijibendiannao。
danzaisanxingjudadexinpianbumen,quniandexiaoshouewei880wanlingji(733yimeiyuan),qizhongchuliqibumenyijingchengweizhizaocunchuxinpianhoudedierdalingyu,ersanxingcunchushujudecunchuxinpinazhanjulezheixiexiaoshouede84%。
guoqusannianlai,shichangduicunchuxinpiandexuqiuyizhijugaobuxia,bufenyuanyinzaiyuzhinengshoujidepengbofazhan,bufenyuanyinshixuyaochuangjianyuelaiyueduodeshujuzhongxinlairongnagerenheqiyeshengchandedaliangshuju。
danjinniandiyijidu,youyuquanqiuneicunxinpianguoshengdaozhijiagexiadie,sanxingdeyingyelirunxiahuale60%。
jugaigongsiweiyushouernanbudegiheungyuanqudeyiweigaoguanbiaoshi,xianzaizheijiahanguogongsixiwangzengjiaqichuliqibumendeyewushouru,bingbiaoshijiangzaiweilaishinianneitouzi1330wanyihanyuanchengweiquanqiuzuidahezuixianjindechuliqixinpianshengchanshang。
wulunsheizhuzaigaixingye,zheidoujiangchengweizhichengrengongzhineng,5ghezidongjiashiqichedengxinjishudeguanjian。tamenhaiyouwangchengweijingyuandaigongshichangdeyingjia。jutrendforceyuce,foundryshichangjinniannianchanliangjiejin700yimeiyuan。juic insightsyuji,zheigelingyudeshouruzengzhangjianghenkuaichaoguoqitaxinpianshichang。
sanxingdechengbaiyejiangduikejixingyechanshengzhongyaodeyingxiang,dangzhongbaokuoyingxiangzhongguobandaotizijizizudemengxiang,kenenghuijiangditaiwanzaizhizaochuliqixinpianfangmiandezhangqiyoushi,bingkuodahanguozaidianzigongyinglianzhongdediwei。
三星落后于台积电
sanxingjinzhanchuliqixinpiandaigongshichangde8%,tamenxuyaodafuzengjiaqifene,cainengtiaozhanlaizitaiwandetsmc,houzhezaiguoquduonianliyizhikongzhizhegaishichangyibanyishangdefene。zaiciguochengzhong,sanxingkenenghaixuyaodiyulaizizhongguodaludetiaozhanzhe。
suiransanxinghetaijidianzaixinpiandechicunhegonghaofangmianchuyulingxiandiwei,dantaijidianziqichuangshirenzhangzhongmou(morris chang)zai20shiji80niandaihouqifuhuachudulidedaigongmoxingyilai,yizhizhanjushichangzhudaodiwei。zheijiaweiyuxinzhudejituanyeshijishufenxishizhongdechonger,tamenyubaokuopingguohehuaweizaineidezhongduoxinpianshejigongsichuangjianlewengudehezuoguanxi。
duiyusanxinglaishuo,yaozaizheigelingyuhuodechenggong,jiuxuyaoguanzhuliangfangmian:jinqianhexinren。
yitaijidianweili,weilebuduankaituochuangzaoshijielingxianxinpianjishu,tamenjiangqinianshourude8%zhongxintouruyanfa zhong,tamenzai2018niandetouruwei29yimeiyuan。
ersanxingyu4yuefabudexiaoxibiaoming,weilejiangzijiliuzaishengchanjianduanxinpiandejingzhengzhong。tamentourude1157yimeiyuanzhong,yueyou635yimeiyuanshiyongyuyanfa,qiyuyongyuzhizaosheshidetouru。
jinguanruci,fenxishizhichu,weilaishiniansanxingdexinpianzhizaobumendenianduzibenzhichugujijiangdadaoyue50yizhi60yimeiyuan,zheiyutaijidianweilaijiniande100yizhi120yimeiyuanyiranyouyiduandechaju。
ruishixindai(credit suisse)zhutaibeidefenxishilandiaibolamusi(randy abrams)biaoshi,“sanxingjianghuitourubushaodeyanfaquchengwei‘dierda’daigongqiye。”
利益冲突
zhengrusanxingsuokandaodeneiyang,chengnuodao2030niandexianjinquebaolegongsikechixuzengzhang,gaoguanmenbingweipaichujinyibuzengjiazhichudekenengxing。duibikantaijidian,tamenyeshizaizaiyingdepingguogongsizuoweihexinkehuzhihou,taitongguozaizhinengshoujirechaozhiqiandafuzengjiaduixinpianjishuhechannengdezhichueryingdelezhudaodiwei。
ersanxingzhengzaixunzhaoleisidejihui,xiwangweirao5g,aihuowulianwangdexinyingyongkenenghuijitayigekaifang。“ruguoshijiheshi,womenkeyizuoyixieyutaijidianleisideshiqing,”zheiweigaoguanbiaoshi。
dansanxingyeshizhinengshoujiheshebeilingyudezhongyaocanyuzhe,zheiyiweizheyixieqianzaikehuyinyuqicunzailiyichongtuerchijinshentaidu。
henduosanxingxiangyaoquzuoxinpianzhizaohezuodegongsidoushizhijiedejingzhengduishou。jinguangongsizai2017niancongqitabumenfenchailexinpianzhizaobumen,danzheizhongdanyourengrancunzai。
“pingguohehuaweidouyongyouxiangdangdadexinpianfene,bingqiesuizheshijiandetuiyibuduanzengzhang,zheishisanxinggongsiwufahuodedeliangdakehu,”aibolamusixianshengshuo。
公司会信任三星吗?
sanxinggaoguanqiangdiaojiejuexinrenwentidejuexin,bingzhichugongsizaiguoquliangniandenuli,dangzhongbaokuoxindefalvheguibaohuhefanghuoqiang,yibaohukehudezhishichanquan。
danxingyeguancharenshirenranzhiyisanxingshifouyijingjianqingledanyou。“chuangjianxinrenxuyaoshunianshijian。zheibujinjinshiyipianlunwen,“boensitanzaixianggangdefenxishimark lishuo。
fenxishibiaoshi,duiyusanxingdeyixiezhuyaojingzhengduishoueryan,taijidianzuoweichuncuidulixinpianzhizaoshangdediweijuyouxiyinli。
taijidianqiyechuanbozongjianelizabeth sunbiaoshi,tamenfeichangqingchulaizisanxingdejingzheng。dantsmckanhaoziji,bingchenghanguogongsiyongyuanbuhuichengweitaijidianzheiyangdedaigongxinpianzhizaoshang。
“womenjuebuhuiyukehujingzheng,”sunnvshishuo。“womenzuodeshiyukehuhezuo。。。dansanxingyudajiajingzheng。danzheibingbuyiweizhetamenyongyuanbuhuidedaorenhedaigongchangkehu。。。dantamenyilaisanxingdefangshihuixiangyilaitaijidianyiyangma?”
三星已经多次彻底改造自己
ribenduibandaotishengchansuoyongcailiaodexinchukouguanzhikenenghuipohuaisanxingduieuvguangkejideshiyong,zheiduiyuzhizaozuixianjindexinpianzhiguanzhongyao,zheihuijisanxingdeweilaifazhanmengshangyinying。
danyixiefenxishizhichulesanxingchenggonggaizaodejigezhouqidelishi。
1983nian,hanguogongsisongyanglediyigedongtaisuijicunqucunchuqixinpian; 10nianhou,tadabairibendongzhigongsi,chengweishijieshangzuidadecunchuxinpianzhizaoshang,yejieguanchajiadon dingeezaitadexinpianyelishizhongxiedao。
ranhouzai1994nian,gaigongsichuhuolediyipinandshancunbujian,dao2002niandi,tatigonglechaoguoyibandeshichangfene。yidongdianhuahuafeideshijiangengzhang:cong20shiji80niandaizaoqide“nixianggongchengdongzhichezaidianhua”dao2011nianchuhuodezhinengshoujishuliangchaoguopingguo。
“ruguoniwenwosanxingnengfouzaiwunianneichaoyuetaijidian?wodehuidazhishi'bu',“ macquarie weiyushouerdexinpianfenxishidannierjinshuo。“danguoqu20dao30nianhou,sanxingyijingduocigaizao,qiefeichangchenggong。weiruanzuoguoyici,nuojiyacengzuoguoyici。danhaiyouqita[jishu]gongsizuolesandaosicima?”