科技戰 Tech war

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科技戰 Tech war

U52.5U4G Offline

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05-27-2019, 08:17 PM

【智取大市】美國科技戰代價 - 晉佳
https://hk.finance.appledaily.com/financ...4/20686358

美國發動科技戰，似越搞越大，英特爾、高通等晶片生產商聯手抵制華為，亦可能付上沉重代價。以2018年計，高通研發開支佔收入24.7%，比英特爾嘅19%為高，更遠高於Google嘅6%，呢個比例越高就係一個痛點，反映收入下降對於研發開支預算嘅影響越大，喺同對手此消彼長之下，有七成收入來自中國嘅高通，危機最明顯。

中國手機品牌市佔率達到全球一半，而全球手機銷售量有逾三成去咗中國，其中，華為正正係中國手機一哥。美國制裁下，包括華為在內嘅中國手機生產商被迫鋪定後路，非美國手機晶片生產商市佔率必然提升。

三星之前宣佈2030年之前，投資近萬億港幣於半導體，一早吼定中國呢條大水魚，亦似乎衝着高通而來。高通最怕長遠收入下降，能投入嘅研發開支相對減少，規模效應不及以往明顯，贏家全取地位長遠被三星威脅可能性增加。一場華為抵制風波，所牽涉嘅角力點止中美咁簡單，當中有特朗普政府同晶片生產商之間嘅角力，亦係環球半導體市場之間嘅角力。美國抵制華為，代價恐怕不簡單。要看文章足本，請登入蘋果即時新聞或晉佳fb頁。

美國-歐盟貿易和技術委員會 US-EU TTC
http://www.forum4hk.com/viewthread.php?tid=14623368

科技戰 Tech war
http://www.forum4hk.com/viewthread.php?tid=14618563

國際分工 international division of labour / 供應鏈 supply chain
http://www.forum4hk.com/viewthread.php?tid=20808

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科技戰 Tech war - by U52.5U4G - 05-27-2019, 08:17 PM

RE: 科技戰 Tech war - by 2A3 - 01-06-2024, 03:50 PM

RE: 科技戰 Tech war - by 845 - 01-07-2024, 11:35 AM

RE: 科技戰 Tech war - by 中國好呻吟 - 01-07-2024, 05:42 PM

RE: 科技戰 Tech war - by hippies - 01-14-2024, 11:43 PM

RE: 科技戰 Tech war - by hippies - 01-20-2024, 09:05 PM

RE: 科技戰 Tech war - by HKdimsum - 01-28-2024, 05:02 AM

RE: 科技戰 Tech war - by Banff - 02-22-2024, 09:01 PM

RE: 科技戰 Tech war - by HKdimsum - 03-14-2024, 04:20 PM

RE: 科技戰 Tech war - by HKdimsum - 03-14-2024, 05:51 PM

RE: 科技戰 Tech war - by HKdimsum - 03-19-2024, 10:00 AM

RE: 科技戰 Tech war - by HKdimsum - 03-22-2024, 06:10 PM

RE: 科技戰 Tech war - by 7days - 03-24-2024, 08:52 PM

RE: 科技戰 Tech war - by 7days - 03-30-2024, 05:00 PM

RE: 科技戰 Tech war - by 7days - 04-13-2024, 11:07 AM

RE: 科技戰 Tech war - by 7days - 04-14-2024, 11:50 AM

RE: 科技戰 Tech war - by 7days - 05-07-2024, 01:50 PM

RE: 科技戰 Tech war - by 7days - 05-08-2024, 06:28 PM

RE: 科技戰 Tech war - by 7days - 05-09-2024, 04:10 PM

RE: 科技戰 Tech war - by 7days - 05-14-2024, 08:25 PM

RE: 科技戰 Tech war - by 7days - 05-17-2024, 03:25 AM

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