{"id":7185,"date":"2022-04-08T00:00:00","date_gmt":"2022-04-07T23:00:00","guid":{"rendered":"https:\/\/instrid.sk\/uncategorized\/ktore-firmy-vyrabaju-cipy-ktore-dnes-tak-chybaju-priemyslu-toto-je-10-najvacsich\/"},"modified":"2022-04-08T00:00:00","modified_gmt":"2022-04-07T23:00:00","slug":"ktore-firmy-vyrabaju-cipy-ktore-dnes-tak-chybaju-priemyslu-toto-je-10-najvacsich","status":"publish","type":"post","link":"https:\/\/instrid.sk\/en\/archiv\/ktore-firmy-vyrabaju-cipy-ktore-dnes-tak-chybaju-priemyslu-toto-je-10-najvacsich\/","title":{"rendered":"Ktor\u00e9 firmy vyr\u00e1baj\u00fa \u010dipy, ktor\u00e9 dnes tak ch\u00fdbaj\u00fa priemyslu? Toto je 10 najv\u00e4\u010d\u0161\u00edch"},"content":{"rendered":"

D\u00e1 sa na polovodi\u010dovej kr\u00edze zarobi\u0165? Ak je dopyt obrovsk\u00fd a ponuka obmedzen\u00e1, je to jednozna\u010dn\u00e1 pr\u00edle\u017eitos\u0165. Kam ale investova\u0165?<\/strong><\/h3>\n

 <\/p>\n

Priemysel cel\u00e9ho sveta sa dnes stret\u00e1va s kr\u00edzou nedostatku polovodi\u010dov\u00fdch s\u00fa\u010diastok – \u010dipov, procesorov.<\/p>\n

Vplyv kr\u00edzy v dod\u00e1vkach \u010dipov sa t\u00fdka nielen automobilov\u00e9ho priemyslu, ktor\u00fd je sklo\u0148ovan\u00fd naj\u010dastej\u0161ie, ale aj oby\u010dajnej ka\u017edodennej elektroniky, ako tla\u010diarn\u00ed, chladni\u010diek, smartf\u00f3nov a po\u010d\u00edta\u010dov. Dopyt je obrovsk\u00fd na strane koncov\u00fdch z\u00e1kazn\u00edkov aj v\u00fdrobcov elektroniky a \u00e1ut, probl\u00e9mom sa stalo uspokojenie tohto dopytu v\u00fdrobcami \u010dipov.<\/p>\n

Na prekvapenie ich v dne\u0161nom globalizovanom svete nie je tak ve\u013ea, ako by ste si mohli myslie\u0165.<\/p>\n

Takmer ka\u017ed\u00e1 v\u00e4\u010d\u0161ia automobilka bola postihnut\u00e1 nedostatkom \u010dipov. Prejavuje sa to aj u n\u00e1s na Slovensku, kde automobilov\u00e9 z\u00e1vody musia pre nedostatok s\u00fa\u010diastok obmedzova\u0165 v\u00fdrobu. Napr\u00edklad kupuj\u00faci automobilov teraz poci\u0165uj\u00fa d\u00f4sledky \u0165a\u017eko predv\u00eddate\u013enej pand\u00e9mie v podobe ch\u00fdbaj\u00facich funkci\u00ed vozidiel, vy\u0161\u0161\u00edch cien a nedostatku pr\u00edplatkov\u00fdch opci\u00ed.<\/p>\n

R\u00fdchle rie\u0161enie probl\u00e9mu neexistuje<\/h3>\n

Je zrejm\u00e9, \u017ee glob\u00e1lny nedostatok \u010dipov v bl\u00edzkej dobe nevykazuje \u017eiadne zn\u00e1mky zlep\u0161ovania situ\u00e1cie.\u00a0V skuto\u010dnosti sa zd\u00e1, \u017ee sa to v\u0161etko zhor\u0161uje.<\/strong>\u00a0Aj ke\u010f sa Biely dom predbieha v\u00a0roz\u0161\u00edren\u00ed v\u00fdroby \u010dipov\u00a0v USA, aby sa predi\u0161lo bud\u00facim nedostatkom, m\u00f4\u017ee trva\u0165 roky, k\u00fdm sa vl\u00e1dna invest\u00edcia spotrebite\u013eom skuto\u010dne vyplat\u00ed. Odvetvie \u010dipov bude zatia\u013e aj na\u010falej brzdi\u0165 d\u00f4sledok pand\u00e9mie Covid-19, preto\u017ee v\u00fdrobky sa dod\u00e1vaj\u00fa s ch\u00fdbaj\u00facimi funkciami a vy\u0161\u0161\u00edmi cenami \u010dasto po dlh\u00fdch me\u0161kaniach. V\u00fdroba fabriky na \u010dipy si vraj \u017eiada dva a pol roka a miliardov\u00e9 invest\u00edcie.<\/p>\n

Dopyt po \u010dipoch je st\u00e1le neuverite\u013ene vysok\u00fd a nie je d\u00f4vod o\u010dak\u00e1va\u0165, \u017ee v priebehu nieko\u013ek\u00fdch t\u00fd\u017ed\u0148ov pr\u00edde n\u00e1hly prebytok polovodi\u010dov.\u00a0V s\u00fa\u010dasnosti je na celom svete len\u00a0mal\u00fd po\u010det v\u00fdrobcov \u010dipov<\/strong>\u00a0a ve\u013ek\u00e1 \u010das\u0165 svetov\u00fdch dod\u00e1vok polovodi\u010dov poch\u00e1dza z jednej spolo\u010dnosti so s\u00eddlom na Taiwane:\u00a0TSMC<\/strong>\u00a0.<\/p>\n

Pod\u013ea Falana Yinuga z\u00a0asoci\u00e1cie polovodi\u010dov\u00e9ho priemyslu\u00a0, obchodnej a lobistickej skupiny, ktor\u00e1 zastupuje \u010dipov\u00fd priemysel, u\u017e teraz\u00a0v\u00fdrobcovia \u010dipov vyr\u00e1baj\u00fa \u010dipy na maxim\u00e1lne kapacity<\/strong>. \u201eV\u00fdroba \u010dipov sa v skuto\u010dnosti podstatne zv\u00fd\u0161ila a za posledn\u00e9 mesiace bolo dodan\u00fdch viac \u010dipov ne\u017e kedyko\u013evek predt\u00fdm,\u201c povedal Yinug pre Recode.<\/p>\n

V\u00fdroba jedn\u00e9ho \u010dipu trv\u00e1 a\u017e prekvapivo dlho<\/strong>. Budovanie \u010fal\u0161\u00edch z\u00e1vodov na v\u00fdrobu \u010dipov, niekedy naz\u00fdvan\u00fdch aj\u00a0Fab<\/em>, si z\u00e1rove\u0148 vy\u017eaduje roky stroj\u00e1rskych a stavebn\u00fdch pr\u00e1c a\u00a0miliardy dol\u00e1rov.<\/p>\n

 <\/p>\n

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Zvy\u0161uj\u00fa sa ceny spotrebnej elektroniky<\/h3>\n

Spolo\u010dnos\u0165 Strategy Analytics,\u00a0ktor\u00e1 sa\u00a0zaober\u00e1 prieskumom trhu,\u00a0odhadla, \u017ee\u00a0glob\u00e1lna ve\u013ekoobchodn\u00e1 cena telef\u00f3nov v priemere od apr\u00edla do j\u00fana vzr\u00e1stla o 5 percent<\/strong>.<\/p>\n

Ceny\u00a0notebookov,\u00a0telev\u00edzorov a pr\u00edslu\u0161enstva\u00a0sa taktie\u017e\u00a0zv\u00fd\u0161ili.\u00a0Ist\u00e1 spolo\u010dnos\u0165 zaoberaj\u00faca sa investi\u010dn\u00fdm prieskumom\u00a0pre Wall Street Journal\u00a0uviedla, \u017ee len spolo\u010dnos\u0165\u00a0HP v priebehu roka zv\u00fd\u0161ila cenu tla\u010diarn\u00ed o viac ako 20 percent<\/strong>.<\/p>\n

Probl\u00e9m sa tak zhor\u0161il, \u017ee\u00a0niektor\u00e9 z\u00e1sielky s \u010dipmi kradn\u00fa pa\u0161er\u00e1ci<\/strong>. Podvodn\u00edci dokonca za\u010dali pred\u00e1va\u0165\u00a0falo\u0161n\u00e9 \u010dipy<\/strong>\u00a0na z\u00edskanie pe\u0148az\u00ed od men\u0161\u00edch v\u00fdrobcov elektroniky. \u00dadajne teraz rast\u00fa predaje \u0161peci\u00e1lnych r\u00f6ntgenov\u00fdch pr\u00edstrojov na identifik\u00e1ciu t\u00fdchto falo\u0161n\u00fdch dielov.<\/p>\n

Aj ke\u010f sa spolo\u010dnosti prisp\u00f4sobuj\u00fa r\u00f4znymi sp\u00f4sobom,\u00a0v\u00e4\u010d\u0161ina z nich neo\u010dak\u00e1vala rie\u0161enie v doh\u013eadnej dobe<\/strong>. Verejne sa hovor\u00ed o stabiliz\u00e1cii tohto priemyseln\u00e9ho odvetvia a\u017e v roku 2023.<\/p>\n

10 najv\u00e4\u010d\u0161\u00edch v\u00fdrobcov \u010dipov na svete<\/h3>\n

Magaz\u00edn Investopedia.com zverejnil zoznam desiatich najv\u00e4\u010d\u0161\u00edch producentov \u010dipov na svete, z\u00e1mer spo\u010d\u00edva v pouk\u00e1zan\u00ed na mo\u017en\u00e9 investi\u010dn\u00e9 pr\u00edle\u017eitosti. Investopedia pritom neinformuje, \u010di v uvedenom rebr\u00ed\u010dku zoh\u013ead\u0148ovala v\u00fdrobn\u00e9 kapacity – ide teda sk\u00f4r o zoznam najv\u00e4\u010d\u0161\u00edch v\u00fdrobcov elektroniky, ktor\u00ed v\u00fdr\u00e1baj\u00fa (aj) \u010dipy a procesory.<\/p>\n

Rebr\u00ed\u010dek sumarizuje 10 najv\u00e4\u010d\u0161\u00edch polovodi\u010dov\u00fdch spolo\u010dnost\u00ed na z\u00e1klade ich 12-mesa\u010dn\u00fdch koncov\u00fdch tr\u017eieb (TTM). Tento zoznam je obmedzen\u00fd na spolo\u010dnosti, s ktor\u00fdmi sa verejne obchoduje v USA alebo Kanade, a to bu\u010f priamo, alebo prostredn\u00edctvom ADR. Niektor\u00e9 zahrani\u010dn\u00e9 spolo\u010dnosti m\u00f4\u017eu pod\u00e1va\u0165 spr\u00e1vy polro\u010dne, a preto m\u00f4\u017eu ma\u0165 dlh\u0161ie prest\u00e1vky. V\u0161etky \u00fadaje s\u00fa aktu\u00e1lne k 18. j\u00fanu 2020 a v\u0161etky \u00fadaje poskytuje spolo\u010dnos\u0165 YCharts.<\/p>\n

 <\/p>\n

#1 Intel Corp. (INTC)<\/h3>\n
    \n
  • Tr\u017eby (TTM): 75,7 miliardy dol\u00e1rov<\/li>\n
  • \u010cist\u00fd pr\u00edjem (TTM): 22,7 miliardy dol\u00e1rov<\/li>\n
  • Trhov\u00e1 kapitaliz\u00e1cia (cca): 256,1 miliardy dol\u00e1rov<\/li>\n
  • Celkov\u00e1 n\u00e1vratnos\u0165 za 1 rok: 34,1%<\/li>\n
  • Burza: Nasdaq<\/li>\n<\/ul>\n
    \n
    \n
    \n
    \n

    #2 Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)<\/h3>\n
      \n
    • Tr\u017eby (TTM): 37,9 miliardy dol\u00e1rov<\/li>\n
    • \u010cist\u00fd pr\u00edjem (TTM): 13,1 miliardy dol\u00e1rov<\/li>\n
    • Trhov\u00e1 kapitaliz\u00e1cia (cca): 293,5 miliardy dol\u00e1rov<\/li>\n
    • Celkov\u00e1 n\u00e1vratnos\u0165 za 1 rok: 58,8%<\/li>\n
    • Burza: New York Stock Exchange<\/li>\n<\/ul>\n
      \n
      \n
      \n
      \n

      #3 Qualcomm Inc. (QCOM)<\/h3>\n
        \n
      • Tr\u017eby (TTM): 24,7 miliardy dol\u00e1rov<\/li>\n
      • \u010cist\u00fd pr\u00edjem (TTM): 4,0 miliardy dol\u00e1rov<\/li>\n
      • Trhov\u00e1 kapitaliz\u00e1cia (cca): 101,2 miliardy dol\u00e1rov<\/li>\n
      • Celkov\u00e1 n\u00e1vratnos\u0165 za 1 rok: 34,2%<\/li>\n
      • Burza: Nasdaq<\/li>\n<\/ul>\n
        \n

        #4 Broadcom Inc. (AVGO)<\/h3>\n
          \n
        • Tr\u017eby (TTM): 22,9 miliardy dol\u00e1rov<\/li>\n
        • \u010cist\u00fd pr\u00edjem (TTM): 2,5 miliardy dol\u00e1rov<\/li>\n
        • Trhov\u00e1 kapitaliz\u00e1cia (cca): 126,1 miliardy dol\u00e1rov<\/li>\n
        • Celkov\u00e1 n\u00e1vratnos\u0165 za 1 rok: 23,4%<\/li>\n
        • Burza: Nasdaq<\/li>\n<\/ul>\n
          \n

          #5 Micron Technology Inc. (MU)<\/h3>\n
            \n
          • Tr\u017eby (TTM): 19,6 miliardy dol\u00e1rov<\/li>\n
          • \u010cist\u00fd pr\u00edjem (TTM): 2,3 miliardy dol\u00e1rov<\/li>\n
          • Trhov\u00e1 kapitaliz\u00e1cia (cca): 56,7 miliardy dol\u00e1rov<\/li>\n
          • Celkov\u00e1 n\u00e1vratnos\u0165 za 1 rok: 57,1%<\/li>\n
          • Burza: Nasdaq<\/li>\n<\/ul>\n
            \n

            #6 Texas Instruments Inc. (TXN)<\/h3>\n
              \n
            • Tr\u017eby (TTM): 14,1 miliardy dol\u00e1rov<\/li>\n
            • \u010cist\u00fd pr\u00edjem (TTM): 5,0 miliardy dol\u00e1rov<\/li>\n
            • Trhov\u00e1 kapitaliz\u00e1cia (cca): 115,8 miliardy dol\u00e1rov<\/li>\n
            • Celkov\u00e1 n\u00e1vratnos\u0165 za 1 rok: 21,8%<\/li>\n
            • Burza: Nasdaq<\/li>\n<\/ul>\n
              \n

              #7 ASE Technology Holding Co. Ltd. (ASX)<\/h3>\n
                \n
              • Tr\u017eby (TTM): 13,7 miliardy dol\u00e1rov<\/li>\n
              • \u010cist\u00fd pr\u00edjem (TTM): 0,6 miliardy dol\u00e1rov<\/li>\n
              • Trhov\u00e1 kapitaliz\u00e1cia (cca): 9,7 miliardy dol\u00e1rov<\/li>\n
              • Celkov\u00e1 n\u00e1vratnos\u0165 za 1 rok: 30,9%<\/li>\n
              • Burza: New York Stock Exchange<\/li>\n<\/ul>\n
                \n

                #8 NVIDIA Corp. (NVDA)<\/h3>\n
                  \n
                • Tr\u017eby (TTM): 11,8 miliardy dol\u00e1rov<\/li>\n
                • \u010cist\u00fd pr\u00edjem (TTM): 3,3 miliardy dol\u00e1rov<\/li>\n
                • Trhov\u00e1 kapitaliz\u00e1cia (cca): 227,2 miliardy dol\u00e1rov<\/li>\n
                • Celkov\u00e1 n\u00e1vratnos\u0165 za 1 rok: 155,5%<\/li>\n
                • Burza: Nasdaq<\/li>\n<\/ul>\n
                  \n

                  #9 STMicroelectronics NV (STM)<\/h3>\n
                    \n
                  • Tr\u017eby (TTM): 9,7 miliardy dol\u00e1rov<\/li>\n
                  • \u010cist\u00fd pr\u00edjem (TTM): 0,9 miliardy dol\u00e1rov<\/li>\n
                  • Trhov\u00e1 kapitaliz\u00e1cia (cca): 23,9 miliardy dol\u00e1rov<\/li>\n
                  • Celkov\u00e1 n\u00e1vratnos\u0165 za 1 rok: 74,5%<\/li>\n
                  • Burza: New York Stock Exchange<\/li>\n<\/ul>\n
                    \n

                    #10 NXP Semiconductors NV (NXPI)<\/h3>\n
                      \n
                    • Tr\u017eby (TTM): 8,8 miliardy dol\u00e1rov<\/li>\n
                    • \u010cist\u00fd pr\u00edjem (TTM): 0,2 miliardy dol\u00e1rov<\/li>\n
                    • Trhov\u00e1 kapitaliz\u00e1cia (cca): 32,6 miliardy dol\u00e1rov<\/li>\n
                    • Celkov\u00e1 n\u00e1vratnos\u0165 za 1 rok: 32,0%<\/li>\n
                    • Burza: Nasdaq<\/li>\n<\/ul>\n
                      <\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"

                      D\u00e1 sa na polovodi\u010dovej kr\u00edze zarobi\u0165? Ak je dopyt obrovsk\u00fd a ponuka obmedzen\u00e1, je to jednozna\u010dn\u00e1 pr\u00edle\u017eitos\u0165. Kam ale investova\u0165?<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[51],"tags":[],"class_list":["post-7185","post","type-post","status-publish","format-standard","hentry","category-archiv","two-columns"],"_links":{"self":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/posts\/7185","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/comments?post=7185"}],"version-history":[{"count":0,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/posts\/7185\/revisions"}],"wp:attachment":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/media?parent=7185"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/categories?post=7185"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/tags?post=7185"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}