Ho latela TrendForce, tlhoko ea kamora koluoa ​​​​ea seoa, phetoho ea puisano, likotsi tsa tikoloho le ts'abo e bakoang ke khaello ea nako e telele e ile ea tsoela pele ho hasana kotareng ea bobeli, 'me e susumetsoa ke tlhahiso e tsoelang pele ea litheko tse ntseng li phahama tsa kotara ea pele, tlhahiso ea motheo e fihlile ho $24.407 bilione. kotareng ea bobeli, e nyolohile ka 6.2% ho tloha kotara ea boraro ea 2019. E behile maemo a macha bakeng sa likotara tse robeli tse latellanang.

Lekeno la kotara ea bobeli ea TSMC e bile $13.3 bilione, le nyolohile ka 3.1 peresente, le etelletse pele ka tieo. Ha TSMC e ntse e boloka leano le tsitsitseng la ho reka, ts'ebetso ea lekeno kotareng ea bobeli e ne e le holimo ho feta se boletsoeng esale pele, empa kholo ea kotara e ne e le tlase hanyane ho feta tse ling tse fumanoeng, e leng se ileng sa senya karolo ea eona ea 'maraka hanyane. Thekiso e nyolohile ka 5.5 peresente ho ea ho $4.33 bilione kotareng ea bobeli. Le hoja tlhahiso ea kotara ea bobeli e ile ea angoa hanyane ke ho theoha ho hoholo ha thepa e romelloang kotareng ea pele, thekiso ea Samsung e ile ea matlafatsoa ke thepa e matla ea CIS, li-transceiver tsa radio tsa 5G le li-ic tsa bakhanni ba OLED. Umc, e boemong ba 3, e ruile molemo ho PMIC, TDDI, Wi-Fi, OLED driver IC le litlhoko tse ling, bokhoni bo haella haholo, bo tsoetse pele ho eketsa theko ea bareki, hammoho le theko e phahameng ea bokhoni bo bocha ba 28/22nm bo butsoeng ka bonngoe, bo lebisitse ho karolelano ea kotara ea bobeli ea theko ea thekiso e eketsehile ka hoo e ka bang 5%, chelete e kenang e fihlile ho 1.82 bilione DOLLARS, keketseho ea kotara ea 8.5%. Karolo ea 'maraka e ne e batla e bataletse ho 7.2%. Lekeno le nyolohile ka liphesente tse 17.0 ho ea ho $1.52 bilione, e leng se behang k'hamphani sebakeng sa bone. Lekeno la Smic kotareng ea bobeli le nyolohile ka liphesente tse 21.8 ho ea ho $1.34 bilione 'me karolo ea eona ea' maraka le eona e nyolohetse ho liphesente tse 5.3. Matla a ka sehloohong a susumetsoang ke tlhoko e matla ea MCU, RF, HV, CIS le lits'ebetso tse ling, 'me keketseho e tšoanang e tsoelang pele ea litheko tsa wafer, hammoho le tsoelo-pele ea tlhahiso ea bareki ba bacha ba 14nm e ne e le betere ho feta kamoo ho neng ho lebelletsoe. Huahong Group e ne e le boemong ba botšelela ka $660 milione lekenong la kotara ea bobeli, e nyolohile ka liphesente tse 9.7. Kamora ho feta High Tower semiconductor lekenong ka lekhetlo la pele kotareng ea pele, LJIC e ile ea boloka matla a kholo a matla kotareng ea bobeli, ka $460 milione lekenong le tsoang lihlahisoa tsa Specialty DRAM, DDI, CIS le PMIC, hammoho le keketseho e matla ea tlhoko ea IGBT le lihlahisoa tse ling tsa likoloi. Keketseho ea kotara ea 18.3 peresente, e le boemong ba bosupa. Ka lebaka la tlhoko ea DDI, PMIC le likarolo tse arohaneng, hammoho le ho buloa ha bokhoni bo bocha Singapore, phetoho ea potefolio ea lihlahisoa, le keketseho e tsoelang pele ea thekiso ea li-unit tse tloaelehileng, chelete e kenang ea World Advanced e eketsehile ka 11.1% kotara ea bobeli, e feta Hightower Semiconductor ka lekhetlo la pele ho re fihlela $363 milione le ho ba boemong ba borobeli.

Pono bakeng sa kotara ea boraro, ts'ebeliso ea lisebelisoa tsa lisebelisoa hangata e boloka boemo bo felletseng ba metsi, le tlhokahalo e tsitsitseng, e kopantsoeng le chip ea koloi, keketseho e matla ea selae sa molumo, ho holisa bokhoni ba ho eketsa matla, ho etsa hore setsi sa lihlahisoa tsa thepa se nchafatse theko e tloaelehileng ea thekiso. ea bacha, TrendForce e lumela hore kotareng ea boraro, lihlahisoa tse phahameng ka ho fetisisa tsa 10 li tla rekota, 'me nako ea kholo e tla ba betere le ho feta karolong ea bobeli.

Boitlhotlhollo: Sengoliloeng sena se hatisitsoe hape ho tsoa ho "ITTBank", sengoloa sena se emela maikutlo a sengoli feela, ha se emele maikutlo a Sakweiwei le indasteri, e hlahisitsoe feela le ho arolelanoa, e ts'ehetsa ts'ireletso ea litokelo tsa thepa ea mahlale, ka kopo bonts'a mohloli oa mantlha le sengoli, haeba ho na le tlolo ea molao, ka kopo ikopanye le rona ho hlakola.