Once Samsung was tied with TSMC in the chip foundry market as a chip foundry dual -male, but todays Samsung chip has fallen into a dilemma.Because it follows the United States and loses the Chinese market, this result will not only affect Samsung, but also affect South Korea.
In the chip foundry market, Samsung has almost mass-produced advanced processes with TSMC, but since 5 nanometer, Samsung and TSMC have gradually pulled up.Opening gap, Samsungs 5-nanometer process is not as good as the 5-nanometer of TSMC in terms of crystal tube density. The Snapdragon 8G1 chip produced by the Snapdragon 8G1 chip has a fever problem.TSMC has been produced with a improved 5 -nanometer, with stronger performance and the power consumption has dropped sharply. From then on, Qualcomm no longer uses Samsungs chips foundry to serve.
Samsungs 3 -nanometer process is always difficult to improve. It is estimated to be as low as less than 20%.Today, Samsungs 3 -nanometer technology cannot find customers, and the 3 -nanometer production line that has invested heavily in developing can be rotten.
The chip foundry of Samsung has fallen into such a dilemma, and Samsungs influence of following the United States. In fact, in addition to American chips, there is a need for Samsungs 5 -nanometer.Chinese chips, but in order to satisfy the United States, Samsung took the initiative to abandon Chinese chips, so it lost a huge customer and opportunity.
Samsung obeys the United States so, but the American chip did not take care of Samsung at all. After the withdrawal of Qualcomm, the chip originally intends to hand over the chip to the AMD and NVIDIA of Samsungs foundry.Samsungs chip foundry is about to be cold. Its share in the chip foundry market has fallen from 20%at its peak to 13%today, and in the mature craft market, it has to take the initiative to reduce prices to reduce prices with UMC and cores.Order.
Samsung actively cut with China, which also affects its storage chip business. The storage chip is now Samsungs maximum source of profit.In the quarter, Samsung Electronics profits increased by nearly 10 times. The main reason was that the price of storage chip rose, bringing a generous return to Samsung.
However, China has also developed its own storage chip. It is reported that Chinas storage chip company has once again broken through the technical bottleneck again.Ping South Koreas storage chip company, so the export of Chinese storage chips to China may fall again, and the price of storage chips will also fall.
South Korea is the worlds largest storage chip producer, but South Koreas storage chips are sold to the Chinese market.The chip cannot be imported from South Korea, but it can only be imported from South Korea, but now that Chinese storage chips have reached the level of South Korea again, it has the strength to compete with Korean chips and reduce imported storage chips from South Korea.
Samsung contributed about one -fifth of South Koreas GDP, and the chip is the main source of profit for Samsung. If China will reduce imported storage chips from South Korea in the future, Samsung will suffer a major blow again.In 2022, China ’s Dajo reduction of imported storage chips has caused Samsung to have a decline of 90 % of profits. Now Samsung is likely to repeat the same mistakes.
As a neighbor in China, South Korea has obtained rich benefits from the Chinese market, but South Korea has repeatedly stood in line to make unlikely for ChinaAct, it has previously led to the rapid fall of modern South Korean cars from the Chinese market, but South Korea does not learn lessons. Samsung may become the next modern car. South Korean companies have successively retreated from the Chinese market. What can South Korea leave in the end?
