The main battlefield with three wor...

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The main battlefield with three world semiconductors is to fundory

 The growth of smartphones and the decline in PCs have become visibly noticeable.Last year in 2012, the number of smartphone shipments was 710 million units, exceeding 350 million units of PCs (Figure 1).The tablet terminal was 128.3 million units, but this year it is expected to be 200 million units, exceeding the number of notebook PC shipments in 2014.In addition, the number of PC shipments from the same month of the previous year was 13 from the same month in the January -March 2013 quarter of this year..It was 9 % down to 76.29 million units, the largest decline in the US research company IDC in 1994, when statistics began.

図1 PC、スマホ、タブレットの世界出荷台数(出所:IDC)ギャラリーページへ

 This phenomenon is extremely obvious in terms of computer history.Since ENIAC, which was born in the 1940s, computers have continued to be chopped and low -cost, from main frames to minicon → desktop PCs → notebook PCs.You can put a tablet or smartphone on this extension.

世界半導体3強の主戦場はファンドリーへ

 The main frame that was once destroyed to a PC would not be gone so that it would not be gone today.However, due to shipments and sales, the PC cannot catch up with the smartphone.That's because everyone is now entering the era of putting computers in their pockets, and this flow can no longer be stopped.

 Behind the scenes of the paradigm shift, a fierce battle is being held in the OS, processor, assembly, and each set of sets.In this paper, I would like to focus on semiconductor chips such as processors, compare the world's three strongest Intel, Samsung Electronics, and TSMC, and look at the end.

世界半導体3強の比較

 Intel, Samsung Electronics, and TSMC compared business forms, semiconductor forms and types, strengths, and weaknesses (Table 1).

表1 世界半導体3強比較(売上高や利益は日経新聞を参照)*1)スマホや半導体全体の売上高、*2)スマホや半導体全体の営業利益率拡大画像表示ギャラリーページへPremium会員登録のご案内

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