Ngomhla wesi-6 kuCanzibe ngo-2026, iSamsung Electronics yaseMzantsi Korea ibone ixabiso layo lesabelo linyuka ngaphezulu kwe-15% ngosuku olunye, ixabiso layo lemarike lidlula uphawu lwe-$1 trillion, nto leyo eyenza ukuba ibe lishishini lesibini laseAsia ukujoyina i-"Trillion-Dollar Club" emva kweTSMC. Esi siganeko sibalulekileyo kushishino lwe-elektroniki nombane lwehlabathi asizange siphinde siguqule imeko yecandelo letekhnoloji yehlabathi kuphela kodwa sikwakhawulezise ukuphindaphinda kweendidi eziphambili ezifana nezixhobo zasekhaya ezikrelekrele, izixhobo ze-elektroniki zabathengi, kunye nee-semiconductors, nto leyo ekhokelela kushishino lwe-elektroniki nombane lwehlabathi kwinqanaba elitsha lophuhliso olusemgangathweni olugxile kwitekhnoloji ye-AI.
Njengenkokeli kushishino lwe-elektroniki nombane lwehlabathi, impumelelo ye-Samsung Electronics ukuya kwixabiso lemarike eliyi-$1 trillion ayisiyongozi, kodwa yimpumelelo epheleleyo yoyilo lwayo kwitekhnoloji ye-AI, ukuhlaziywa kwemveliso ephambili, kunye nokulima nzulu kwimarike yehlabathi. Kubikwa ukuba i-Samsung Electronics ifumene inzuzo yokusebenza ye-57.2 trillion ye-Korean won kwikota yokuqala ka-2026, ukunyuka okungaphezulu kwezihlandlo ezi-8 ngonyaka. Inzuzo yayo yekota idlule inani elipheleleyo lonyaka we-43.6 trillion ye-Korean won ngo-2025, kwaye ingeniso yayo ifikelele kwinqanaba eliphezulu le-133.9 trillion ye-Korean won. Amandla aphambili aqhuba le ntsebenzo ibalaseleyo kukuphumelela kwayo kwetekhnoloji kunye nokwandiswa kwemarike kwizixhobo zasekhaya ezikrelekrele, iitships ze-AI kunye nezinye iindawo.
Ixabiso lemarike yeSamsung elixabisa i-1 trillion yeedola kukho uphuhliso oluqhubekayo lwamashishini aphambili afana nezixhobo zasekhaya ezikrelekrele kunye nophuhliso olunzulu lwetekhnoloji ye-AI. Kwiminyaka yakutshanje, iSamsung iqhubekile nokudibanisa ubuchwepheshe obuphambili obufana neemodeli ezinkulu ze-AI kunye netekhnoloji ye-StarFlash kwiimveliso zezixhobo zasekhaya ezikrelekrele, ikhuthaza ukutsiba kwezixhobo zasekhaya ezikrelekrele ukusuka "kwi-intelligence yemveliso enye" ukuya "kwintsebenziswano yendlu yonke" kunye "nobukrelekrele obuhlanganisiweyo". Ifriji yayo ye-AI eqalisiweyo inokuchonga ngokuchanekileyo izithako kwaye ilawule ngobulumko indawo yokugcina; i-AI air conditioner inokufezekisa unxibelelwano oluqondakalayo ebantwini kunye nokonga amandla; umatshini wokuhlamba i-AI unokulinganisa ngokuzenzekelayo iindlela zokuhlamba ngokwezinto zokunxiba. Uthotho lohlaziyo olukrelekrele aluzange luphucule kuphela amava omsebenzisi kodwa lwenze ishishini lezixhobo zasekhaya ezikrelekrele libe yinjini ebalulekileyo yokukhula kwengeniso yehlabathi ye-Samsung.
Olu phuhliso lwexabiso lemarike lugxininisa ngakumbi impembelelo ephazamisayo yeetships ze-AI kushishino lwe-elektroniki nombane lwehlabathi. IiSamsung zikhokela kwiitships ze-HBM4 ezivelisa ngobuninzi, ezisetyenziswe kuyilo lwe-AI yesizukulwana esilandelayo se-NVIDIA iVera Rubin. Okwangoku, imithombo ibonisa ukuba iApple ikwiingxoxo neSamsung malunga nentsebenziswano ye-chip foundry, iceba ukutshintsha inxalenye yemveliso yayo yeetships ukusuka kwi-TSMC ukuya kwi-Samsung. Ukuba olu manyano lugqityiwe, luya kuchaphazela ngokuthe ngqo umhlaba we-chip foundry yehlabathi kwaye lubonelele ngenkxaso yobugcisa enamandla kwizixhobo zasekhaya ezikrelekrele zeSamsung, izixhobo ze-elektroniki zabathengi kunye namanye amashishini, nto leyo eqhuba impumelelo engakumbi ekusebenzeni kwe-AI kwiimveliso ezinxulumene noko.
Ngokwembono yempembelelo kushishino lwehlabathi, ukungena kweSamsung kwiklabhu yexabiso lemarike ye-$1 trillion akubonisi nje kuphela amandla ayo kwezobuchwepheshe kunye nokukhuphisana kwemarike kodwa kukwanefuthe elikhulu kushishino lwe-elektroniki kunye nombane lwehlabathi. Njengenkokeli yehlabathi kwizixhobo zekhaya ezikrelekrele kunye ne-elektroniki yabathengi, uyilo lweteknoloji lweSamsung kunye nohlengahlengiso olucwangcisiweyo lukhokela ngqo kwicala lophuhliso loshishino lwezixhobo zekhaya ezikrelekrele lwehlabathi. Ukusetyenziswa kwayo okudibeneyo kweteknoloji ye-AI kunye nezixhobo zekhaya ezikrelekrele kubonelela ngendlela entsha yokubonisa oontanga behlabathi, ekhuthaza ukuguqulwa koshishino lwezixhobo zekhaya ezikrelekrele lwehlabathi ukusuka "kukhuphiswano lwehardware" ukuya "kukhuphiswano lwetekhnoloji" kunye "nokhuphiswano lwendalo".
Iingcali zoshishino zihlalutya ukuba impumelelo yeSamsung kwixabiso lemarike elixabisa i-1 trillion yeedola ibonisa ukuba utshintsho lweimboni ye-elektroniki kunye nombane I-AI itshintshile ukusuka "kulindelo" ukuya "kwinyani", kwaye imfuno ye-AI kwiindidi ezifana nee-memory chips kunye nezixhobo zasekhaya ezikrelekrele zenze ukukhula kwesakhiwo. Kwixesha elizayo, ngokutyalwa kwemali okuqhubekayo kwe-Samsung kwii-AI chips kunye nezixhobo zasekhaya ezikrelekrele, isikhundla sayo semarike yehlabathi siya kuqiniswa ngakumbi. Kwangaxeshanye, iya kuqhuba ishishini le-elektroniki kunye nombane lehlabathi ukuba likhawulezise utshintsho lwe-AI, ikhuthaze izixhobo zasekhaya ezikrelekrele ukuba ziphuhlise kwicala elikrelekrele ngakumbi, elonga amandla kunye nelisebenzisanayo ngokwendalo, kwaye izise ingcamango yobomi obukrelekrele kubathengi abaninzi kwihlabathi liphela.
Impumelelo yeSamsung kwixabiso lemarike elixabisa i-1 trillion yeedola ayisiyonto ibalulekileyo kwishishini ngokwalo, kodwa ikwalixesha elibalulekileyo lophuhliso lweshishini le-elektroniki nelombane lehlabathi. Iqhutywa kukuqhubela phambili okuqhubekayo kwetekhnoloji ye-AI, izixhobo zasekhaya ezikrelekrele, njengenjini yokukhula ephambili yeshishini, ziya kuqhubeka nokukhokela ukuphindaphinda nokuphucula ishishini le-elektroniki nelombane lehlabathi. Ubuchule bobuchwepheshe kunye noyilo olucwangcisiweyo lwamashishini aphambili afana neSamsung luya kukhuthaza uphuhliso lwehlabathi olukumgangatho ophezulu lweshishini le-elektroniki nelombane lehlabathi kwaye lwakha kwakhona iphethini entsha yophuhliso lweshishini.
Ixesha leposi: Meyi-21-2026
