South Korea: Semiconductor Foundry's Distress: Comparison of Top 5 Companies

South Korea: Semiconductor Foundry’s Distress: Comparison of Top 5 Companies

Korea Economic Newspaper:

Top 5 fabless companies in Korea and Taiwan.

We compared the results for the January-March quarter of this year and the January-March quarter of last year.

Results of performance comparison:

The sales gap between South Korea and Taiwan has widened significantly.

Five fabless companies in Taiwan are 5,730.7 billion won (880%) more than five fabless companies in South Korea.

Sales ranking for January-March this year:

The total sales of the five Taiwan fabless companies are 6,382 billion won.

The total sales of the five fabless companies in South Korea are 651.3 billion won.

5 Taiwanese fabless companies:

MediaTek,
Novatec,
Real Tech etc.

5 Korean fabless companies:

Silicon Works, etc.

Factors behind the sales gap between the two countries:

In the industry, “whether or not fabless semiconductor orders are secured is the cause of the sales gap.”

Discriminated Korean fabless:

“It is extremely difficult to place an order with the Taiwan foundry,” said the Korean fabless.

South Korean fabless reported that “Korean companies are being discriminated against by Taiwanese companies.”

Taiwan Foundry Market Share:

By 2020 sales standards, Taiwan is significantly overwhelming.

64% of Taiwanese companies,
17% of Korean companies,
6% of Chinese companies,

Taiwanese foundry companies have taken the lead in the market.

If a Taiwanese company rejects an order, South Korean fabless will be “inoperable.”

Korean fabless cannot rely on Korean foundry companies either.

Korean Foundry’s Anguish:

Samsung Electronics Foundry Division, the second largest in the world.

The foundry share is 18% based on the January-March quarter.

But Qualcomm, NVIDIA, etc.
With a US fabless order, I’m full
Even our own products cannot be produced.

Joongang Ilbo |