Idatha yomoya ibonisa ukuba ukususela ekuqaleni kwalo nyaka, iChinaishishini lesemiconductoriye yazisa esidlangalaleni ukudityaniswa kwe-31 kunye nokufunyanwa, apho ngaphezu kwesiqingatha kwavezwa emva koSeptemba 20. Phakathi kwezi zidibanisi ze-31 kunye nokuthengwa, izixhobo ze-semiconductor kunye namashishini e-analog chip ziye zaba yindawo eshushu yokudibanisa kunye nokuthengwa. Idatha ibonisa ukuba kukho ukudityaniswa kwe-14 kunye nokuthengwa okubandakanya la mashishini mabini, kubalwa malunga nesiqingatha. Kubalulekile ukuba uqaphele ukuba ishishini le-analog chip lisebenza ngokukodwa, kunye nenani elipheleleyo labafumanayo aba-7 kulo mmandla, kuquka.iinkampani ezaziwayo ezifana ne-KET, i-Huidiwei, i-Jingfeng Mingyuan, kunye ne-Naxinwei.
Thatha uJingfeng Mingyuan njengomzekelo. Inkampani ibhengeze ngo-Oktobha 22 ukuba iya kufumana amalungelo okulawula eSichuan Yi Chong ngokubekwa kwangasese kwezabelo. UJingfeng Mingyuan kunye noSichuan Yi Chong bobabini bagxile kuphando kunye nophuhliso kunye nokuveliswa kweetshiphusi zolawulo lwamandla. Oku kufunyanwa kuya kwandisa ukukhuphisana kwamaqela omabini kwicandelo leetshiphusi zolawulo lwamandla, ngelixa betyebisa imigca yemveliso yabo kwifowuni ephathwayo kunye nemimandla yemoto, kunye nokuqonda iingenelo ezihambelanayo zabathengi kunye namakhonkco okubonelela.
Ukongeza kwintsimi ye-analog chip, imisebenzi ye-M&A kwintsimi yezinto ze-semiconductor nayo itsalele ingqalelo enkulu. Kulo nyaka, iinkampani ze-7 ze-semiconductor eziphathekayo ziye zaqalisa ukufunyanwa, apho ezi-3 zingabavelisi be-silicon enyukayo: i-Lianwei, i-TCL Zhonghuan, kunye ne-YUYUAN Silicon Industry. Ezi nkampani ziye zadibanisa ngakumbi indawo yazo yentengiso kwindawo ye-silicon wafer ngokufumana kunye nokuphucula umgangatho wemveliso kunye nenqanaba lobugcisa.
Ukongeza, kukho iinkampani ezimbini zezinto ze-semiconductor ezibonelela ngemathiriyeli ekrwada yezixhobo zokwenziwa kwe-semiconductor: Zhongjuxin kunye ne-Aisen Shares. Ezi nkampani zimbini zandise ubungakanani boshishino lwazo kwaye zaphucula ukukhuphisana kwazo ngokwentengiso ngokufumana. Ezinye iinkampani ezimbini ezibonelela ngemathiriyeli ekrwada yokupakishwa kwe-semiconductor ziye zasungula ukuthengwa, zombini zijolise kwiHuawei Electronics.
Ukongeza kokudityaniswa kunye nokuthengwa kwishishini elifanayo, iinkampani ezine kwishishini lamayeza, iikhemikhali, urhwebo, kunye nemveliso yentsimbi exabisekileyo nazo ziye zaqhuba ukufunyanwa kwe-asethi ye-cross-industry semiconductor. Ezi nkampani zingene kwishishini le-semiconductor ngokuthengwa ukuze kuphunyezwe ulwahlulo lwamashishini kunye nokuphuculwa kwemizi-mveliso. Ngokomzekelo, i-Shuangcheng Pharmaceutical ifumene i-100% ye-equity ye-Aola Shares ngokukhutshwa kwesabelo esijoliswe kuyo kwaye yangena kwintsimi yezinto ze-semiconductor; I-Biochemical ifumene i-46.6667% ye-equity ye-Xinhuilian ngokunyuka kwenkunzi kwaye yangena kwintsimi yokuvelisa i-semiconductor chip.
NgoMatshi walo nyaka, iminyhadala emibini ye-M&A yenkampani yaseTshayina ehamba phambili yokupakisha kunye nokuvavanya iChangjiang Electronics Technology nayo yatsala umdla omkhulu. I-Changjiang Electronics Technology yabhengeza ukuba iza kufumana i-80% ye-equity ye-Shengdi Semiconductor ye-RMB 4.5 yebhiliyoni. Kungekudala emva koko, amalungelo okulawula atshintshe izandla, kwaye i-China Resources Group yafumana amalungelo okulawula i-Changjiang Electronics Technology ye-RMB 11.7 billion. Lo mnyhadala uphawule utshintsho olukhulu kukhuphiswano lwelizwe laseTshayina lokupakishwa kwesemiconductor kunye novavanyo loshishino.
Ngokwahlukileyo, kukho imisebenzi embalwa ye-M&A kwindawo yesekethe yedijithali, eneziganeko ezimbini kuphela ze-M&A. Phakathi kwabo, i-GigaDevice kunye noYuntian Lifa bafumana i-70% ye-equity kunye nezinye izinto ezinxulumene ne-Suzhou Syschip njengabafumanayo ngokulandelanayo. Le misebenzi ye-M&A iya kunceda ukomeleza ukhuphiswano lulonke kunye nenqanaba lobuchwephesha kushishino lwesekethe yedijithali yelizwe lam.
Ngokubhekiselele kweli nyathelo lokudityaniswa kunye nokuthengwa, uYu Yiran, umlawuli olawulayo weCITIC Consulting, uthe amashishini angundoqo eenkampani ekujoliswe kuzo agxile kakhulu kumbindi weshishini le-semiconductor, ejongene nokhuphiswano oluqatha kunye noyilo oluthe saa. Ngokudityaniswa kunye nokufunyanwa, ezi nkampani zinokunyusa ngcono imali, zabelane ngezibonelelo, zidibanise ngakumbi itekhnoloji yekhonkco leshishini, kwaye zandise iimarike ezikhoyo ngelixa ziphucula impembelelo yophawu.
Ixesha lokuposa: Dec-30-2024