Boemo ba M & A bo indastering ea semiconductor bo phahamisitsoe ka selemo sa 2015 ka theko e felletseng ea lidolara tse limilione tse likete tse 46,7. Leha ho le joalo, lilemong tse tharo tse latelang, kakaretso ea ho kopanya le ho reka e ntse e fokotseha. Ka selemo sa 2019, 'maraka oa semiconductor o fokotsehile,' me likhokahanyo le thepa li se li sebetsa. IC Insights e bontšitse khatisong ea eona ea morao-rao ea 2020 ea "Tlaleho ea McClean" hore ho na le litefiso tse fetang 30 tsa semiconductor ka 2019 ka theko e felletseng ea $ 31,7 billion, keketseho ea 22% ho tloha ho $ 259 limilione tse likete tsa 25,9, empa e ntse e le morao haholo ka 2015 - 2016 phahameng.
Ho latela tlhahlobo ea IC Insights, kholo ea litumellano tsa M & A ka selemo sa 2019 e tsamaisoa haholo ke ts'ebetso ea li-IC le li-wireless kgokahanyo le phetoho ea khoebo ea baabi ba semiconductor. Barekisi ba semiconductor ba lebelletsoe ho eketsa lits'ebetso tse ncha tsa likoloi le mebaraka e meng e kholo ea kholo lilemong tse leshome tse tlang. Masimo a ntseng a hlaha a kang lihlahisoa, 5G, AI, le likoloi li fihletse ka katleho tlhahiso ea bongata ba likhoebo. Ha e ntse e theha tlhokahalo e kholo ea mmaraka, e boetse e thusitse ho khutla hanyane ka hanyane ho kopaneng le tse fumanehang lebaleng la semiconductor.
Ntle le moo, thekiso ea 2019 M & A e boetse e kenyelletsa litšenyehelo tsa khoebo likhoebong tse ling, joalo ka Intel e rekisetsang khoebo ea eona ea mobile modem ho Apple, mme Marvell e phatlalalitse thekiso ea khoebo ea eona ea Wi-Fi ho NXP ka $ 1.7 billion.
Ho latela tlhahlobo ea tlaleho ea IC Insights, ho tloha ka 2015, ha lebelo la kenyelletso ea indasteri ea chip le potlakisitse, e le ho ntlafatsa bokhoni ba mahlale le lihlahisoa, matla a ho fumana semiconductor a nyolohetse boemong bo bocha. Lintho tsohle tse fumanehang hona joale li lula ho $ 25- $ 30 billion ka selemo, ho kenyelletsa libaka tse kenyelletsang ho ithuta ka mochini / bohlale ba maiketsetso, ho khanna ka boeena, li-biometomet, pono ea khomphutha, VR / AR, le inthanete ea Lintho.
K'hamphani e sebetsanang le 'maraka Accenture e boetse e hlahisitse tlaleho ka Pherekhong hore kholo ea moetlo oa indasteri ea semiconductor e felile: litheko tse ntseng li eketseha tsa lipatlisiso le nts'etsopele, lebelo la litheko tsa theknoloji, le litlhoko tse fapaneng tsa bareki kaofela li hatelletse nako le chelete e tšehelitseng kholo ea kholo. lik'hamphaning tsa semiconductor nakong e fetileng; joalo ka baetsi ba li-semiconductor ba mofuta o mong ba tataisang ba amohetse M & A e le leano le lecha la kholo, 'me ka lebaka leo, indasteri e kopantsoe ka mabifi. Ho ea ka lipalo-palo: ho ne ho e-na le lik'hamphani tsa semiconductor tse 130 tse nang le boleng ba mmaraka ba lidolara tse fetang limilione tse 100 United States tse tlalehiloeng United States lilemo tse 10 tse fetileng, mme ke tse 2000 feela qetellong ea selemo sa 2018.
Ka nako e ts'oanang, Accenture e boetse e bontšitse hore lintlha li bonts'a hore ho tloha ka 2013 ho fihlela 2015, ho na le linyeoe tse tharo feela tsa lisente tsa M & A tse ileng tsa thibeloa kapa tsa felisoa ka lebaka la lintlha tse kang "ho kenella ha mmuso" kapa "lithibelo tsa molao"; empa ho tloha ka 2016 ho fihlela 2018, palo ena e ile ea nyolohela ho linyeoe tse 14. Sena se bonts'a hore tekanyo e kholo ea lits'ebetso kajeno, ho bonolo haholoanyane ho kopana le litlhahlobo tsa nako e telele, le melao e thata le eona ke sesosa se seholo sa ho kopanngoa le indasteri ea semiconductor.
Ntle le taolo ea maano, likamano tsa khoebo le tsona e ka ba karolo ea bohlokoa ho fumaneheng le ho fumanoeng ha semiconductor. Litsebi tse ling li hlahlobisitse hore likhamphani tsa semiconductor tsa China li ka tobana le mathata mokhoeng oa ho lekola kopanyo le kamohelo ea kantle ho naha.
Mabapi le tšusumetso e ka bang teng ea mofuta ona o mocha oa pneumonia ho kopaneng le semiconductor ho kopanngoeng le litheko, ho latela litsebi tse buoang ke lefapha la bo-21 la lilemo la Business Herald, lefu la seoa le tla fokotsa kholo ea indasteri ea semiconductor ea China ho isa tekanyong e itseng. Bahlahisi ba bangata ba ntseng ba eketseha ba tlhahiso le merero ea thekiso e ka tobana le ho lieha, 'me ba liehisa M & A ke baetsi ba Chaena. Ka lehlakoreng le leng, boemo ba seoa bo ka boetse ba thatafalletsa likhoebo tse nyane le tse mahareng ho bokella chelete nakong e tlang, hape bo tla khothaletsa ho kopanngoa ha lik'hamphani tse ngata tsa semiconductor tse nyane le tse bohareng. Ka kakaretso, lefu lena la seoa le tla fetola sebopeho sa lik'hamphani tsa semiconductor tsa China ho isa bohōleng bo itseng.