I-Samsung ayizange ithenge inkampani enkulu kusukela ngo-2016, lapho itholwa IHarman International ngemali elinganiselwa ku-$8 billion. Akufani nokuthi akanazo izindlela. Inemali engaphezu kuka-$110 billion ebhange. Naye ufuna ukusebenzisa leyo mali, njengoba eke washo kaningi eminyakeni embalwa edlule ukuthi ufuna ukusheshisa ukukhula kwakhe. Futhi ilungele ngokutholwa okuhlukahlukene.
AbakwaSamsung baphinde bathi babona injini yekusasa yokukhula kwabo ebhizinisini labo le-semiconductor. Kube namahemuhemu ambalwa nemibiko mayelana nokuthengwa okungenzeka kwe-Texas Instruments kanye ne-Microchip Technologies. Kepha umdondoshiya waseNingizimu Korea ugxile ekutholeni inkampani Ama-Semiconductors eNXP. Lapho izindaba ziqala ukuvela, i-NXP yalinganiselwa cishe ku-$55 billion. AbakwaSamsung nabo babenentshisekelo ku-NXP ngoba ifuna ukuqinisa isikhundla sayo emakethe ye-semiconductor embonini yezimoto, lapho manje kunokushoda okukhulu. Kepha uma kubhekwa ukuthi intengo ye-NXP yagcina ikhuphuke yafinyelela cishe kuma-dollar ayizigidi eziyizinkulungwane ezingama-70, kubikwa ukuthi i-Samsung yawushiya lo mbono.
Ngenkathi kusabalala amahlebezi ngo-2020 okuthi izinkampani ezimbalwa zinentshisekelo yokuthola i-ARM, kwavela igama le-Samsung phakathi kwazo. Uma kubhekwa izifiso ze-semiconductor ze-conglomerate, i-ARM izofaneleka kakhulu i-Samsung. Ngesinye isikhathi, kwaba nemibiko yokuthi ngisho noma i-Samsung ingathengi inkampani, okungenani ingathola ingxenye ye-ARM. isabelo esibalulekile. Kodwa lokho akwenzekanga nakowamanqamu.
NgoSepthemba 2020, i-NVIDIA yabe isimemezela ukuthi isingene esivumelwaneni sokuthola i-ARM ngamaRandi ayizigidi eziyizinkulungwane ezingama-40. Futhi uma ungazi, i-ARM cishe ingenye yabakhiqizi be-chip ababaluleke kakhulu emhlabeni. Imiklamo yayo yokucubungula ilayisensi yizinkampani eziningi ezinkulu, eziningi zazo ezincintisana zodwa, okuhlanganisa i-Intel, i-Qualcomm, i-Amazon, Apple, Microsoft kanye yebo, Samsung futhi. Ama-chipsets ayo e-Exynos asebenzisa ama-ARM CPU IPs.
Ungaba nentshisekelo ku
Ukuphela kwephupho le-NVIDIA
Bekufanele kube enye yemisebenzi emikhulu embonini ye-semiconductor. Ngaleso sikhathi, i-NVIDIA yayilindele ukuthi umsebenzi uvalwe phakathi nezinyanga eziyi-18. Lokho akukenzeki, futhi manje sekunezindaba zokuthi i-NVIDIA izohamba kuleso sivumelwano ukuze ithenge i-ARM ngamaRandi ayizigidi eziyizinkulungwane ezingama-40. Ngemva nje kokumenyezelwa komsebenzi obekuhleliwe, kwacaca ukuthi isivumelwano sizobhekana nophenyo. E-Great Britain, lapho i-ARM izinze khona, ngonyaka odlule kube nophenyo oluhlukile lwezokuphepha mayelana nokutholwa kwaphinde kwaqalwa nophenyo lokungathenjwa konke ukuthengiselana okungenzeka.
Igalari yezithombe
I-US FTC ngaleso sikhathi wafaka icala ukuvimba lokhu kuthengiselana ngenxa yokukhathazeka ukuthi kuzolimaza ukuncintisana ezimbonini ezibalulekile njengokungagcini nje ngokukhiqiza izimoto kodwa nezikhungo zedatha. Bekulindeleke ukuthi I-China izophinde ivimbe umsebenzi, uma kungazange kugcine kwenzeka kwezinye izinhlaka ezilawulayo. Izipesheli zalolu hlobo azilokothi zibe nokuphikiswa okuthile. Ngo-2016, i-Qualcomm iphinde yafuna ukuthenga inkampani eshiwo kakade ye-NXP ngama- $ 44 billion. Kodwa-ke, ukuthengiselana kwehlulekile ngenxa yokuthi abalawuli baseShayina bebephikisana nakho.
Iningi lamakhasimende e-ARM asezingeni eliphezulu kubikwa ukuthi anikeze ulwazi olwanele kubalawuli ukusiza ukunqamula isivumelwano. I-Amazon, iMicrosoft, i-Intel nabanye baphikisene ngokuthi uma isivumelwano sidlula, i-NVIDIA ngeke ikwazi ukugcina i-ARM izimele ngoba nayo iyiklayenti. Lokhu kungenza i-NVIDIA ibe ngumphakeli kanye nembangi kwezinye izinkampani ezithenga imiklamo yephrosesa kwa-ARM.
Umbuthano ononya
I-SoftBank, inkampani ephethe i-ARM, manje "yengeza amalungiselelo" okuthi i-ARM iphumele obala ngokunikeza umphakathi okokuqala, njengoba ifuna ukususa isiteki sayo ngenzuzo futhi idinga ukuthola imbuyiselo ekutshaleni kwayo ku-ARM. Uma ingakwazi ukukwenza ngokutholwa okuqondile (okungabukeki sengathi njengamanje), ingathatha i-ARM okungenani ibe sesidlangalaleni. Futhi kulapho izinketho ze-Samsung zivuleka khona.
Ngakho-ke uma ukutholwa okuqondile kungaphumeleli, leli kungaba yithuba elihle lokuthenga okungenani ingxenye ebalulekile ye-ARM. Kodwa-ke, kulokhu, umnyango awuvaliwe ngisho nezinketho zokuqala, njengoba i-Samsung ingasebenzisa isikhundla sayo embonini kanye nedumela elihle elitholile ngokutshala izimali emazweni amakhulu ukuze kuzuzwe umphumela omuhle. Muva nje yamemezela ukwakhiwa kwemboni U-$17 billion ekukhiqizeni ama-chip e-United States, futhi ithuthukisa nowayo ubudlelwano bezohwebo neChina.
Noma kunjalo, kukhona eyodwa enkulu "kodwa". I-Qualcomm ingakuphakamisa lokho. Owokugcina uthola i-CPU IP yamaphrosesa avela ku-ARM. Uma isivumelwano sidlula, abakwaSamsung bazoba umphakeli weQualcomm, bayithengise ingxenye eyinhloko yama-chipsets ayo e-Snapdragon, aqhudelana ngokuqondile nama-Samsung's Exynos processors.
Ungaba nentshisekelo ku
Indlela yokuphuma kuyo?
Ngakho-ke kungenzeka yini okungenani ukubamba iqhaza elibalulekile emsebenzini we-ARM? Lokho kuzoncika ngempela ekutheni i-Samsung ifuna ukukuzuzani ngokutshalwa kwezimali okunjalo, ikakhulukazi uma ifuna ukulawula abaphathi benkampani. Ukuba nephesenti elincane lenkampani bekungeke ngempela kumnike lelo zinga lokulawula. Uma kunjalo, ukuchitha izigidigidi zamadola ukuthola isitoko se-ARM kungase kungabi nangqondo.
Asikho isiqinisekiso sokuthi noma ngabe i-Samsung ibingenza ibhidi lokuthatha i-ARM, njengoba manje i-NVIDIA isiseduze nokushiya isivumelwano esihleliwe, ngeke ingene ezinkingeni ezifanayo. Mhlawumbe lokhu kungenzeka kungavimba i-Samsung ukuthi ithathe noma yisiphi isenzo. Kuzoba mnandi kakhulu ukubona ukuthi i-Samsung iyawenza yini umnyakazo. Kungaba namandla okunyakazisa yonke imboni ye-semiconductor.
