Apple縲∽クュ蝗ス縺ョ繝。繝「繝ェ繝√ャ繝励Γ繝シ繧ォ繝シ縺ョ驛ィ蜩√r蛻昴a縺ヲiPhone縺ォ謗。逕ィ縺

nand 繝。繝「繝ェ
 
Apple縺ッ縺薙l縺セ縺ァNAND蝙九ヵ繝ゥ繝繧キ繝・繝。繝「繝ェ縺ョ萓帷オヲ縺ォ縺ッ譌・邀ウ髻薙ョ莨∵・ュ縺ォ鬆シ縺」縺ヲ縺阪∪縺励◆縺後∽クュ蝗ス莨∵・ュ縺ァ蛻昴→縺ェ繧Yangtze Memory縺ィ繧オ繝励Λ繧、繝、繝シ螂醍エ繧堤オ舌カ蜿ッ閭ス諤ァ縺梧欠鞫倥&繧後※縺縺セ縺吶

荳ュ蝗ス蛻昴ョ繝√ャ繝励し繝励Λ繧、繝、繝シ縺ォシ

繝輔Λ繝繧キ繝・繝。繝「繝ェ縺ッ繧ケ繝槭シ繝医ヵ繧ゥ繝ウ縺ョ讒区宣Κ蜩√ョ縺ェ縺九〒譛繧るォ倅セ。縺ェ繧ゅョ縺ョ縺イ縺ィ縺、縺ィ縺励※遏・繧峨l縺ヲ縺縺セ縺吶ゆセ九∴縺ーiPhone X縺ォ謳ュ霈峨&繧後※縺繧256GB縺ョ繝。繝「繝ェ縺ョ蝣エ蜷医∵擲闃晁」ス縺ョ繧ゅョ縺ァ蜴滉セ。縺ッ45繝峨Νシ育エ4,792蜀シ峨→隕狗ゥ阪b繧峨l縺ヲ縺縺セ縺吶
 
迴セ蝨ィ縲∵律譛ャ縺ョ譚ア闃昴√い繝。繝ェ繧ォ縺ョWestern Digital縲髻灘嵜縺ョSK Hynix縺ィSamsung縺景Phone縺ョ繝。繝「繝ェ繝√ャ繝礼函逕」繧呈球縺」縺ヲ縺縺セ縺吶′縲√Γ繝「繝ェ莨∵・ュ縺ィ縺励※荳ュ蝗ス蛻昴→縺ェ繧Yangtze Memory縺窟pple縺ィ螂醍エ莠、貂峨@縺ヲ縺繧九→Nikkei Asian Review縺ッ蝣ア縺倥※縺縺セ縺吶
 
Yangtze Memory縺ッ縲〆angtze River Storage Technology繧ゅ@縺上ッChangjiang Storage縺ィ縺励※驕主悉縺ォ遏・繧峨l縺滉シ∵・ュ縺ァ縲∽クュ蝗ス謾ソ蠎懃ウサ縺ョ莨∵・ュ繧ー繝ォ繝シ繝礼エォ蜈蛾寔蝗」シTsinghua Unigroupシ峨ョ髢「騾」莨∵・ュ縺ァ縺吶Yangtze Memory縺ョ荳サ隕∵ェ荳サ縺ォ縺ッChina Integrated Circuit Industry Investment FundシCICFシ峨∫エォ蜈蛾寔蝗」縲∵ケ門圏逵√ョ蝨ー譁ケ謾ソ蠎懊′蜷阪r騾」縺ュ縺ヲ縺縺セ縺吶
 
Yangtze Memory縺Apple繧オ繝励Λ繧、繝、繝シ縺ョ莉イ髢灘・繧繧呈棡縺溘☆蝣エ蜷医豎ゅa繧峨l繧句刀雉ェ縺ョ鬮倥&縺ィ螟ァ驥上ョ豕ィ譁縺ォ繧医j縲√∪縺溘◆縺城俣縺ォ蝗ス髫帷噪縺ェ繝励Ξ繧、繝、繝シ縺ォ縺ェ繧九→莠域クャ縺輔l縺ヲ縺縺セ縺吶
 
Apple縺ッ繝輔Λ繝繧キ繝・繝。繝「繝ェ縺ョ荳也阜荳螟ァ縺阪↑豸郁イサ閠縺ァ縺ゅj縲∽ク也阜髴隕√ョ邏15%繧貞頃繧√k縲1蜆6,000繧ョ繧ャ繝舌う繝亥繧ゅョ繝。繝「繝ェ繧2017蟷エ縺ォ雉シ蜈・縺励※縺縺セ縺吶
 
Yangtze Memory縺窟pple縺ィ縺ョ莠、貂峨r縺セ縺ィ繧√i繧後k縺ョ縺ッ譌ゥ縺上※2019蟷エ縺縺ィ縺繧上l縺ヲ縺翫j縲驛ィ蜩∽セ帷オヲ繧帝幕蟋九〒縺阪k縺ョ縺ッ2020蟷エ莉・髯阪↓縺ェ縺」縺ヲ縺九i縺縺ィ縺ソ繧峨l縺ヲ縺縺セ縺吶

蠅怜刈縺吶kApple縺ョ荳ュ蝗ス繧オ繝励Λ繧、繝、繝シ

2012蟷エ縺ォ縺ッ繧上★縺7縺縺」縺滉クュ蝗ス繝吶シ繧ケ縺ョApple繧オ繝励Λ繧、繝、繝シ莨∵・ュ縺ョ謨ー縺ッ縲2017蟷エ縺ォ縺ッ19縺ォ縺セ縺ァ蠅怜刈縺励※縺縺セ縺吶
 
Apple縺ォ縺ィ縺」縺ヲ荳ュ蝗ス縺ッ荳也阜縺ァ3逡ェ逶ョ縺ォ螟ァ縺阪↑蟶ょエ縺ァ縺ゅj縲2017蟷エ隨ャ4蝗帛濠譛溘ョ蜿守寢縺ョ縺縺。邏20%縺ォ驕斐☆繧882蜆9,000荳繝峨Νシ育エ9.4蜈蜀シ縺御クュ蝗ス逕ア譚・縺ィ縺ェ縺」縺ヲ縺縺セ縺吶
 
Apple縺ョ繝繧」繝繝サ繧ッ繝繧ッ譛鬮倡オ悟霧雋ャ莉サ閠シCEOシ峨ッ2011蟷エ縺ォ蜷瑚キ縺ォ蟆ア縺縺ヲ縺九i12蝗槭b荳ュ蝗ス繧定ィェ繧後※縺翫j縲2017蟷エ縺縺代〒繧3譛医10譛医12譛医↓險ェ荳ュ縺励※縺縺セ縺吶
 
莉雁屓縲〆angtze Memory縺ィ縺ョ繧オ繝励Λ繧、繝、繝シ螂醍エ縺ォ荳ュ蝗ス謾ソ蠎懊′邨。繧薙〒縺繧九°縺ッ譏弱i縺九↓縺ェ縺」縺ヲ縺縺セ縺帙s縺後、pple縺ッ驕主悉縺ォ荳ュ蝗ス莨∵・ュ縺ョFinisar縺ォ3蜆9,000荳繝峨Νシ育エ440蜆蜀シ峨r謚戊ウ縺吶k縺ェ縺ゥ縲∽クュ蝗ス縺ィ縺ョ蜿句・ス髢「菫ゅョ讒狗ッ峨↓蜉帙r蜈・繧後※縺繧九%縺ィ縺ァ遏・繧峨l縺ヲ縺縺セ縺吶
 
 
Source:Nikkei Asian Review
Photo:BusinessKorea
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 繝帙シ繝繧オ繝励Λ繧、繝、繝シ 荳ュ蝗ス 譛譁ー諠蝣ア