Samsung Electronics:’Time of hardship’ coming: Widening gap with TSMC
-“Samsung pinch/shooting strategy” has begun-
Evaluation of the Japanese semiconductor industry:
Japan’s strengths are:
Semiconductor materials, parts, equipment,
In NAND flash production,
Has global competitiveness.
On the other hand, the weakness is:
With foundries
For semiconductor production related such as post-process,
It has been evaluated as “weak”.
Japan and TSMC collaborate:
The collaboration between Japan and TSMC will be further strengthened in the future.
This is because the Japanese government is putting Sony in the forefront and focusing on attracting TSMC’s foundries.
Sony and TSMC:
Sony is an electronic device and is strong in semiconductor image sensors.
It is the number one company in the world with a 2020 standard share of 47.6%.
A considerable amount of production is left to Taiwan TSMC.
Samsung Electronics “Time of Hardship”:
Samsung Electronics is under the restraint of semiconductor companies in Japan and Taiwan.
We are about to enter a “time of hardship”.
Decrease in market share in January-March period:
The market share of the foundry market in the January-March quarter is 17%.
It fell by 1 point from the previous quarter.
This is due to the suspension of Samsung Electronics’ Austin factory in February 2021.
The gap with TSMC, which is number one in the world, is
From 36 points in the October-December period last year
It spread to 38 points in the January-March quarter.
Declining demand for memory semiconductors:
In the main business of DRAM and NAND flash, “the outlook for a long-term boom has weakened further.”
Electronic companies
Display drive chip (DDI),
Microcontroller (MCU), etc.
Due to the shortage of system semiconductors, the impact of reducing product production is significant.
The industry expects that “demand for memory semiconductors will decrease accordingly.”
Samsung Electronics is in a tense state:
In addition to the aggressive investment movements of rivals
Memory semiconductors, our main business,
Future revenue source foundry business
Both have recently been stagnant.
JoongAng Ilbo
https://s.japanese.joins.com/JArticle/279175?sectcode=320&servcode=300