又谣传要买高通了，这个比美光难度如何？
时间：12-12
整理：3721RD
点击：
Samsung and a China-backed conglomerate—potential Qualcomm buyers
As soon as Qualcomm’s (QCOM) consideration to split itself into two businesses made the news, a list of potential buyers started appearing. According to a Reuters article, on July 23, 2015, a conglomerate headed by the Chinese government or Samsung Electronics (SSNLF) could be interested in buying Qualcomm’s chip operations.
China aims to develop a native semiconductor industry
Chip manufacturing is a space where China (MCHI) lags significantly. In October 2014, the National Integrated Circuitry Industry Investment Fund was formed in China. It intends to build a native semiconductor sector where the DRAM (dynamic random-access memory) industry would be the cornerstone. According to the South China Morning Post, in the past 1.5 years, Chinese companies spent ~$5 billion in five major chip-related acquisitions. The majority of these deals got state funding.
On July 14, 2015, China-based Tsinghua Group presented a $23 billion takeover offer to Micron Technology (MU). In May 2015, Tsinghua Holdings subsidiary Unisplendour acquired a 51% stake of Hewlett-Packard (HPQ) in H3C Technologies. The acquisition and offers indicate China’s aggressive efforts to develop its own server, storage, and semiconductor space.
Please read China Wants to Develop Its Native Semiconductor Sector to learn more.
According to the Wall Street Journal, China spends ~$13 billion every year to buy chips. Among the leading semiconductor suppliers to China, Intel (INTC), Qualcomm, and Samsung Electronics (SSNLF) are at the top of the list.
As the above chart shows, the contribution of native chips stood at 4.50% in 2010. It reached 8.60% in 2014. It’s estimated to grow to 9.50% in 2015. In the last decade, China’s semiconductor usage grew at a CAGR (compound annual growth rate) of 23%. During the same period, the world’s average growth was 7%.
The Wall Street Journal values Qualcomm’s chip operations at $30–$40 billion. This leads to the natural assumption that Intel, a conglomerate headed by the Chinese government, or Samsung Electronics could be the potential buyers of Qualcomm’s chip operations.
As soon as Qualcomm’s (QCOM) consideration to split itself into two businesses made the news, a list of potential buyers started appearing. According to a Reuters article, on July 23, 2015, a conglomerate headed by the Chinese government or Samsung Electronics (SSNLF) could be interested in buying Qualcomm’s chip operations.
China aims to develop a native semiconductor industry
Chip manufacturing is a space where China (MCHI) lags significantly. In October 2014, the National Integrated Circuitry Industry Investment Fund was formed in China. It intends to build a native semiconductor sector where the DRAM (dynamic random-access memory) industry would be the cornerstone. According to the South China Morning Post, in the past 1.5 years, Chinese companies spent ~$5 billion in five major chip-related acquisitions. The majority of these deals got state funding.
On July 14, 2015, China-based Tsinghua Group presented a $23 billion takeover offer to Micron Technology (MU). In May 2015, Tsinghua Holdings subsidiary Unisplendour acquired a 51% stake of Hewlett-Packard (HPQ) in H3C Technologies. The acquisition and offers indicate China’s aggressive efforts to develop its own server, storage, and semiconductor space.
Please read China Wants to Develop Its Native Semiconductor Sector to learn more.
According to the Wall Street Journal, China spends ~$13 billion every year to buy chips. Among the leading semiconductor suppliers to China, Intel (INTC), Qualcomm, and Samsung Electronics (SSNLF) are at the top of the list.
As the above chart shows, the contribution of native chips stood at 4.50% in 2010. It reached 8.60% in 2014. It’s estimated to grow to 9.50% in 2015. In the last decade, China’s semiconductor usage grew at a CAGR (compound annual growth rate) of 23%. During the same period, the world’s average growth was 7%.
The Wall Street Journal values Qualcomm’s chip operations at $30–$40 billion. This leads to the natural assumption that Intel, a conglomerate headed by the Chinese government, or Samsung Electronics could be the potential buyers of Qualcomm’s chip operations.
感觉难度比美光低点
毕竟中国已经有了
fabless让中国买又没啥问题，反正要拿去外面流片