IntelAs a veteran of the United StatesChipsThe giant, in the past few decades, has been dominating the world with its independent R&D and manufacturing modelChipsMarket. However, in recent years in the face of competitorsamdstress, especiallyamdAdoptionTSMCThe advanced process of manufacturing CPU,IntelGradually, it lost market share. In order to catch upamdIntelStart seeking withTSMCCooperation, adoptionTSMCadvanced technology. At the same time, the new CEO also quickly restartedChipsOEMbusiness, and has developed a four-year five-generation technology catch-up plan, hoping to be inOEMon exceededSamsungand eventually catch upTSMC。This strategic realignment means:Intelwill be withTSMCSamsungCompete and get back inOEMField.
IntelThe reason for the sudden restartChipsOEMbusiness, and took a bold change that willWafersOEMThe business operates independently because they see itWafersOEMHuge profits. TSMCIn recent years, it has achieved rapid development and growth, and its revenue has exceededIntelto become the world's first. WhileSamsungAlso by willOEMThe business spun off and became the second largest in the worldWafersOEMManufacturers. IntelEnvious of this, they recognizeWafersOEMNot only is it highly profitable, but it's also easier to get customers. Therefore,IntelI have made up my mind to do it wellWafersOEMbusiness, and with many around the worldChipsDesigners have signed agreements, including Qualcomm, Broadcom and other United StatesChipsdesign companies, and even TaiwaneseMediaTekand other manufacturers.
Currently,IntelGloballyWafersOEMFor the first time, it entered the top 10 in the ranking of manufacturers, and although it only accounted for 1% of the market share, its growth rate should not be underestimated. IntelIt has received strong support from the United States**, especially since the United States is vigorously rebuilding its homelandChipsCapacity,IntelIt was just the opportunity to seize this opportunity and announce the construction of multiple in the United States in a rowWafersplant to promoteChipsManufacturing capacity. At the same time, as the native United StatesWafersManufacturer,IntelEasy to get more customers, it isTSMCwithSamsungThe advantages of building a factory in the United States cannot be matched. Therefore,IntelofOEMThe business outlook is very promising.
However,IntelThere are also some challenges. On the one hand,OEMThe monopoly of the business has attracted the attention of regulators, in order to avoid the formation of a monopoly situationIntelof the acquisition of IsraelOEMMaker towerSemiconductorsThe plan ultimately failed to pass. On the other hand,TSMCwithSamsungMost of our customers are U.S. businesses, and they're interested inIntelMarchOEMThe field is worried, fearing that its importance and attention will wane. Therefore,IntelAlthough there is a returnOEMbut also faced some challenges and resistance in the actual operation process.
IntelRebootChipsOEMThe move of the business, markedOEMThe business is going through a reshuffle. In the past, the United States was inChipsIn terms of production capacity, it dominated, with a market share of 37%, but with the promotion of the United StatesChipsManufacturing moved out, mostly retainedChipsdesign, leadChipsThe proportion of production capacity has dropped to 12% now. In this trend,ChipsManufacturing capacity has gradually shifted to Asia, especially Taiwan and South Korea, which have seized the opportunity.
TSMCAs the world's largestWafersOEMVendors, in the past, have been using the IDM integration model, ieChipsThe integration of design, manufacturing, packaging and testing and sales has realized the traditional model of self-production and self-sale. However, in recent yearsTSMCCreated pureWafersOEMmodel, adhere to not compete with customers, so in the performance has achieved rapid development and growth. SamsungPreviously, the IDM model was also adopted, but later it will beOEMThe business spun off and grew to become the second largest in the worldWafersOEMManufacturers. TSMCwithSamsungThe success of the otherChipsThe manufacturer is envious.
This timeIntelThe return, giveOEMBusiness brings new changes and challenges. IntelInWafersThe advancement in manufacturing technology is very fast, with the top ten in the worldChipsSeven of the design manufacturers signed the agreement. As globally importantChipsDesign companies, including Qualcomm, Broadcom and other United StatesChipsdesign companies as well as TaiwaneseMediaTekand other manufacturers have expressed withIntelWillingness to cooperate. This makesIntelIt is expected to further expand its market share, especially to obtain more cooperation opportunities from international manufacturers.
In short, withIntelRe-engageOEMbusiness,OEMThe industry is going through a reshuffle. OEMThe business landscape is about to be reshaped, and the distribution of market share is likely to change significantly. IntelWith its own brand influence and technical advantages, as well as the strong support of the United States, it is expected to be inOEMThe field is rapidly rising. TSMCwithSamsungand other traditionsOEMThe giants are faced with the challenge of coming fromInteland other competitors, we must find new growth points and competitive advantages. In the future,OEMBusiness will continue to flourish, with companies competing for market share through technological innovation and partnerships, driving the industry forward.