Inganda Amakuru: Inganda za semiconductor mu Bushinwa zirimo kwiyongera mu guhuza no kugura: 31 bikomeye byo guhuriza hamwe no kugura mu gice cya kabiri cyumwaka

Fata urugero rwa Jingfeng Mingyuan. Isosiyete yatangaje ku ya 22 Ukwakira ko izabona uburenganzira bwo kugenzura Sichuan Yi Chong binyuze mu gushyira imigabane ku giti cye. Jingfeng Mingyuan na Sichuan Yi Chong bombi bibanze ku bushakashatsi no guteza imbere no kubyaza umusaruro amashanyarazi. Uku kugura bizamura irushanwa ryimpande zombi mubijyanye no gucunga amashanyarazi, mugihe uzamura umurongo wibicuruzwa byabo muri terefone igendanwa no mumodoka, no kumenya ibyiza byuzuzanya byabakiriya hamwe nuruhererekane rwo gutanga.

Usibye ibishushanyo mbonera bya chip, ibikorwa bya M&A murwego rwibikoresho bya semiconductor nabyo byakuruye abantu benshi. Muri uyu mwaka, ibigo 7 byose byifashisha semiconductor byatangije kugura, muri byo 3 muri byo ni uruganda rwo hejuru rwa silicon wafer: Lianwei, TCL Zhonghuan, na YUYUAN Silicon Industry. Izi sosiyete zarushijeho gushimangira umwanya w’isoko mu murima wa silicon wafer binyuze mu kugura no kuzamura ubwiza bw’ibicuruzwa n’urwego rwa tekiniki.

Mubyongeyeho, hari ibigo bibiri byifashisha ibikoresho bitanga ibikoresho fatizo kubikoresho byo gukora semiconductor: Zhongjuxin na Aisen Sharing. Izi sosiyete zombi zaguye ubucuruzi bwazo kandi zongerera isoko isoko binyuze mu kugura ibintu. Andi masosiyete abiri atanga ibikoresho fatizo byo gupakira semiconductor nayo yatangije kugura, byombi byibanda kuri Huawei Electronics.

Usibye guhuriza hamwe no kugura mu nganda imwe, ibigo bine mu miti y’imiti, imiti, ubucuruzi, n’inganda z’ibyuma byagaciro byanakoze umutungo w’imishinga iciriritse. Izi sosiyete zinjiye mu nganda ziciriritse binyuze mu kugura kugira ngo zigere ku bucuruzi butandukanye no kuzamura inganda. Kurugero, Pharmaceutical ya Shuangcheng yaguze 100% byimigabane ya Aola Mugabane binyuze mugutanga imigabane igenewe hanyuma yinjira mubikoresho bya semiconductor; Ibinyabuzima byaguze 46.6667% byimigabane ya Xinhuilian binyuze mu kongera imari kandi byinjira mu ruganda rukora chip.

Muri Werurwe uyu mwaka, ibintu bibiri bya M&A by’isosiyete ikora ibijyanye no gupakira no gupima Ubushinwa Changjiang Electronics Technology nayo yitabiriwe n'abantu benshi. Ikoranabuhanga rya Changjiang Electronics ryatangaje ko rizagura 80% by'imigabane ya Shengdi Semiconductor ingana na miliyari 4.5. Nyuma yaho gato, uburenganzira bwo kugenzura bwahinduye amaboko, maze itsinda ry’Ubushinwa ryita ku burenganzira bwo kugenzura ikoranabuhanga rya Changjiang Electronics kuri miliyari 11.7. Ibi birori byagaragaje impinduka zikomeye mubijyanye no guhatanira amasoko y’inganda zipakurura no gupima inganda.

Ibinyuranye, hari ibikorwa bike M&A mubikorwa byumuzunguruko wa digitale, hamwe nibyabaye bibiri gusa M&A. Muri bo, GigaDevice na Yuntian Lifa baguze 70% by'imigabane n'indi mitungo ifitanye isano na Suzhou Syschip nk'abaguzi. Ibi bikorwa bya M&A bizafasha kuzamura urwego rusange rwihiganwa hamwe na tekiniki yinganda zigihugu cya digitale.

Ku bijyanye n'uru ruhererekane rwo guhuriza hamwe no kugura ibintu, Yu Yiran, umuyobozi mukuru wa CITIC Consulting, yavuze ko ubucuruzi bw'ibanze bw'amasosiyete bugamije ahanini bwibanda mu masoko y’inganda zikoresha amashanyarazi, bahura n'amarushanwa akaze ndetse n'imiterere itandukanye. Binyuze mu guhuza no kugura, ibyo bigo birashobora kurushaho gukusanya inkunga, kugabana umutungo, kurushaho guhuza ikoranabuhanga ry’inganda, no kwagura amasoko ariho mu gihe bizamura ingaruka z’ibicuruzwa.