oda_bg

Labarai

Farfadowa: Shekaru Goma na Semiconductors na Japan 02.

Shekaru goma na hibernation

A cikin 2013, kwamitin gudanarwa na Renesas ya sami wartsake, tare da manyan jami'ai daga manyan kamfanoni na motoci Toyota da Nissan, da Hisao Sakuta, wanda ke da gogewa sosai a fannin samar da kayayyakin kera motoci, ya kira sabon Shugaba, wanda ke nuna cewa an samu babban canji a sararin sama. .

Domin sauƙaƙa nauyin, Sakuta Hisao ya yanke shawarar ba Renesas farko "slimming".Mutum 2,000 na ma'aunin layoffs shine kawai appetizer, kasuwanci mara riba daya bayan daya don jin iska mai sanyi:

An sayar da kasuwancin modem na LTE na wayoyin hannu na 4G zuwa Broadcom, an sayar da masana'antar firikwensin CMOS na kyamarori wayar hannu ga Sony, kuma kasuwancin nunin direban IC na nuni an siyar da shi ga Synaptics.

Jerin tallace-tallace na nufin cewa Renesas ya fita gaba ɗaya daga cikin kasuwar wayoyin hannu, yana mai da hankali kan ƙarfin al'adarsa: MCUs.

MCU an san shi da microcontroller, kuma babban yanayin aikace-aikacen shine na'ura.MCU Automotive koyaushe ya kasance kasuwancin mafi fa'ida da fa'ida ga Renesas, yana mamaye kusan kashi 40% na kasuwar duniya.

Sake mayar da hankali kan MCUs, Renesas ya sake haɗuwa cikin sauri a cikin 2014 don cimma ribar bayan kafawa.Amma bayan goge kitse mara amfani, yadda ake gina tsoka ya zama sabon kalubale.

Don ƙaramin ƙarami, MCUs iri-iri iri-iri, babban fayil ɗin samfur mai ƙarfi shine tushen tushe.2015, da kammala aikin tarihi na Hisao Sakuta ya yi ritaya, Renesas ba ya shigar da wani semiconductor, ko sarkar samar da motoci ba Wu Wenjing, wanda ke da kyau a abu ɗaya kawai: haɗaka da saye.

A lokacin mulkin Wu Wenjing, Renesas ya ci gaba da siyar da kamfanin Amurka Intersil (Intersil), IDT, kamfanin Dialog na Burtaniya, don gyara guntuwar sarrafa wutar lantarki, cibiyoyin sadarwa mara waya da kwakwalwan ajiyar bayanai, sadarwa mara igiyar waya a kan gajeren allo.

Yayin da yake zaune da tabbaci a cikin shugaban MCU na motoci, Renesas kuma ya shiga cikin fagen sarrafa masana'antu, tuki mai hankali, wayoyi masu wayo, Jam'iyyar Tesla zuwa Apple, duk jagoran tauraro.

Idan aka kwatanta da Renesas, hanyar Sony don dawowa ya kasance mai wahala, amma ra'ayin iri ɗaya ne.

Tushen shirin sake fasalin "Daya Sony" na Kazuo Hirai shine Playstation a waje da samfuran tashoshi, kamar TV, wayoyin hannu, kwamfutar tafi-da-gidanka, yin taka rawar gani a yakin na iya zama, rashin nasara ga Koreans ba abin kunya ba ne.

A lokaci guda, mun saka hannun jari na R&D iyakantaccen albarkatun mu a cikin kasuwancin hoto na dijital, wanda ke wakilta ta guntuwar CIS, don shiga cikin tasoshin tashoshi ta wayar hannu a matsayin mai siyar da abubuwa.

CIS guntu (CMOS image Sensor) na'urar lantarki ce da ke canza hotunan gani zuwa siginar lantarki, kuma wani bangare ne na wayowin komai da ruwan ka, wanda akafi sani da "kasa".2011, da iPhone 4s a karon farko ta amfani da Sony IMX145, manufar CIS ya fara sizzle.

Tare da tasirin nunin Apple, daga jerin Samsung's S7 zuwa jerin Huawei's P8 da P9, guntu na CIS na Sony ya kusan zama ma'aunin ƙirar flagship.

A lokacin da Sony ya fito da firikwensin hoton sa na CMOS mai tarin yawa a taron ISSCC a cikin 2017, rinjayen ya kasance wanda ba zai yuwu ba.

A cikin Afrilu 2018, rahoton shekara-shekara na Sony ya ƙare asara na shekaru goma tare da mafi girman ribar aiki.Kazuo Hirai, wanda ya sanar da ajiye mukaminsa na shugaban kamfanin ba da dadewa ba, ya yi wani murmushin da aka dade ana jira.

Ba kamar CPUs da GPUs ba, waɗanda ke dogaro da haɗin kai don haɓaka ikon sarrafa kwamfuta, MCUs da CISs, a matsayin "kwakwalwar aiki", ba sa buƙatar matakai na ci gaba, amma suna da buƙatu mafi girma don dogaro da dorewa, kuma suna dogaro sosai kan tarin ƙwarewar injiniyoyi da babban aikin injiniya. yawan ilimin tacit a cikin tsari da samarwa.

Ma'ana, ya dogara kacokan akan sana'a.

Idan aka kwatanta da babban CIS na Sony har yanzu yana buƙatar tushen TSMC, samfuran Renesas'MCU galibi suna makale a 90nm ko ma 110nm, ƙimar fasahar ba ta da girma, kuma maye gurbin yana jinkirin, amma yanayin rayuwa yana da tsayi, kuma abokan ciniki ba za su kasance ba. sauƙin sauyawa da zarar sun zaɓa.

Sabili da haka, ko da yake Koriya ta Kudu ta doke kwakwalwan ƙwaƙwalwar ajiyar Japan, amma a cikin guntu na analog a matsayin wakilin jawabin masana'antu, Japan ba ta taba wucewa ba.

Hakanan, a cikin shekaru goma na rashin bacci, duka Renesas da Sony sun rungumi kafa mai kauri don tsayawa.

Kamfanonin kera motoci na kasar Japan da kansu suna da al'adar "bawa 'yan kasashen waje nama ko da a cikin tukunyar da ba ta da kyau", kuma kamfanin Toyota na kusan miliyan 10 na siyar da motoci ya ba Reneas sauye-sauyen oda.

Sony ta wayar hannu kasuwanci kasuwanci, ko da yake perennial a cikin pendulum, amma saboda CIS guntu da wuya a maye gurbin matsayi, sabõda haka, Sony iya har yanzu a cikin mobile m na karshe jirgin kasa gyara wani tashar tikitin.

Tun daga rabin na biyu na 2020, ƙarancin fari da ba a taɓa gani ba ya mamaye duniya, tare da rufe masana'antu da yawa saboda guntu.A matsayin tsibirin da aka yi watsi da shi na masana'antar semiconductor, Japan ta sake kan mataki.2


Lokacin aikawa: Yuli-16-2023