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Friday 23 September 2022
Samsung's ups and downs (8): Samsung's handset strategy
Samsung Electronics is trying to direct the mainstream of the handset market towards foldable phones, hoping to increase the unit price of sales, and to drive its own production of OLED panels. Samsung is expected to sell more than six million foldable phones in the third quarter of 2022, and will sell panels to other handset manufacturers - this is Samsung's usual strategy.
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Thursday 22 September 2022
Samsung's ups and downs (7): The future direction of the memory industry
Memory is Samsung Electronics' main source of profit, so of course, Samsung needs to explore its future strategy in the context of memory. Basically, non-memory and DRAM focus on improving line width, while NAND aims at technological breakthroughs in terms of layers. But obviously all major players face bottlenecks trying to enter new generations of technology.
Wednesday 21 September 2022
Samsung's ups and downs (6): Caught in an awkward position with the risk of being isolated
Japan and the EU are actively seeking cooperation with Taiwan, and the US has even proposed the Chip 4 semiconductor industry alliance trying to secure its strategic partners in the Asia-Pacific region. But South Korea has its concerns about such an alliance.
Wednesday 21 September 2022
Thai corporate VCs are sucking up all the oxygen
Thailand has a plethora of innovative startups, from artificial intelligence to agricultural technology, but their progress is stymied by a huge problem that threatens the nation's economic development: Big Business.
Tuesday 20 September 2022
Samsung's ups and downs (5): Who are its major foundry clients?
In the second quarter of 2020, Samsung Electronics landed Qualcomm's Snapdragon 888 orders with its 5nm EUV process, the first major case where the Korean tech giant did not have to share with TSMC for its business opportunities. It is said that Qualcomm's X65/X62 baseband chips will be manufactured with Samsung's 4nm technology, with production scheduled for 2022, and Samsung's second-generation 4nm technology will be launched in 2022.
Monday 19 September 2022
Suppliers set to enter production race for 3D NAND with 200+ layers
Global NAND flash makers are on track to start a new round of competition in producing 3D NAND chips with over 200 layers after Micron Technology announced commercial production of the world's first 232-layer NAND at its Singapore fab in late July 2022. Geopolitical tensions may add unpredictable variables to the future development of the industry.
Monday 19 September 2022
Top-5 notebook brands see combined shipments went down 5% on month in August, says DIGITIMES Research
Combined shipments of the global top 5 notebook brand vendors dipped 5% on month and went down over 30% on year for the second consecutive month in August due to ongoing demand shrinkage as a result of the weak global economy, slower-than-expected digestion of the vendors' channel and raw material inventory, the vendors having pessimistic outlook of the notebook market, and the influence of the power curb in China's Sichuan Province, according to DIGITIMES Research's latest Notebook Tracker figures.
Monday 19 September 2022
Supply chains aren't broken, at least not everywhere
The world is fretting over the demise of global supply chains and the threat of deglobalization, with the US trying to lure manufacturing activity back home - or at least closer.
Monday 19 September 2022
Samsung's ups and downs (4): The manufacturing capability of Samsung's foundry biz
In 2020, Samsung Electronics had a monthly capacity of 260,000 wafers for its 8-inch and 12-inch fabrication each, which increased to 265,000 and 325,000 respectively in 2021. It is estimated that its 12-inch fab capacity will increase to 443,000 wafers in 2022, with 5/7nm capacity increasing to 60,000 (compared to 30,000 as of the end of 2020). Samsung has committed to steady investment in the foundry business until 2026, but the biggest challenge for Samsung's foundry business is the fact that the captive market's contribution is very high.
Friday 16 September 2022
Chip autonomy, regionalization become the undertone of Semicon Taiwan 2022
As visitors return to Taipei's exhibition halls for the semiconductor industry's annual event, Semicon Taiwan 2022, browsing as usual through the hundreds of exhibitors specialized in areas from material to software, it is hard to notice the underlying changes unfolding across the global chip industry at the first glance. Nevertheless, the COVID-19 pandemic lingers on, the US-China technology war intensifies, all the while real guns are fired 8,000 kilometers away in Ukraine. Taiwan's semiconductor industry, where geopolitical fault lines meet, is certainly feeling the seismic waves unleashed by global supply chain disruptions, rising inflation, mounting sanctions and an emerging structural change marked by a paradoxical mix of overabundance and shortage.
Friday 16 September 2022
Automotive parts supply yet to reach balance, but demand may soften first
The global automotive digitization and electrification process continues to move forward. Yet for the last two years, it has been stuck due to the automotive chip and lithium battery crunch. When can this material shortage end? So far, it doesn't seem to be an easy task, mainly because the supply is lagging far behind the increase in demand. The regional development of the supply chain may face different situations before the newly expanded production capacities are put into operation.
Friday 16 September 2022
Samsung's ups and downs (3): Why Samsung is so keen on foundry biz
Gartner has raised the CAGR of the foundry market from 2021 to 2025 to over 16%, and TSMC's aggressive deployment is expected to boost its global market share from 57% in 2021 to 64% in 2025. The Gartner-defined foundry market is smaller than what we perceive. If we take the 2021 foundry market at US$109.9 billion, TSMC's market share is 52%. But whether it is 52% or 57%, we agree that the foundry market is still growing and TSMC will still be the winner.
Thursday 15 September 2022
Samsung's ups and downs (2): A reexamination of Samsung's biz structure from a Taiwanese perspective
To understand Samsung Electronics, it is important to look at its business structure. Samsung's revenue is forecast to reach US$240 billion in 2022, of which nearly 40% will come from its mobile communications division - formed by mainly handsets - and about 30% from semiconductors, with memory being the bulk of the semiconductor revenue.
Thursday 15 September 2022
Tablet shipments in India rise close to 70% on year in 1Q22, says DIGITIMES Research
India's tablet shipments went up nearly 70% on year in the first quarter of 2022 with Samsung Electronics being the largest tablet brand, followed by Lenovo. The two vendors together contribute over 50% of India's overall tablet shipments, according to DIGITIMES Research's latest figures. India-based Lava was the third largest tablet brand in the quarter.
Wednesday 14 September 2022
Samsung's ups and downs (1): Outlook for next decade
Is Samsung Electronics going up or going down? I'm not talking about the stock price, but rather the competitiveness of Samsung.
Tuesday 13 September 2022
India panel production bid unlikely to have major impact on existing ecosystem
A few India-based enterprises have decided or plan to set up display panel plants in India, but this is unlikely to have substantially impact on the existing global display supply chain in the foreseeable future, as the total panel production capacity in India will be much smaller than that in China, South Korea, Taiwan and Japan.