You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!




Results 1 to 8 of 8

Thread: Samsung has big plans in foundry market share

  1. #1
    Blogger Bernard Murphy's Avatar
    Join Date
    Aug 2015
    Location
    California Gold Country
    Posts
    896
    Thumbs Up
    Received: 251
    Given: 295

    Samsung has big plans in foundry market share

    I don't track foundry news (others know far more about this area than I do), but this news seems interesting:

    YONGIN, SOUTH KOREA (Reuters) - Samsung Electronics (005930.KS) plans to triple the market share of its contract chip manufacturing business within the next five years by aggressively adding clients, a senior company executive said, as it targets new growth drivers for the chips business.

    Samsung takes aim at TSMC with plans to triple chip foundry market share | Reuters

    1 Not allowed!
     

  2. #2
    Admin Daniel Nenni's Avatar
    Join Date
    Aug 2010
    Location
    Silicon Valley
    Posts
    3,832
    Thumbs Up
    Received: 675
    Given: 1,905
    I find this interesting:

    But the firm lags well behind Taiwan's TSMC in contract manufacturing: TSMC held a market share of 50.6 percent last year compared with Samsung's 7.9 percent, according to research firm IHS. It also trailed U.S.-based Global Foundries, which had a 9.6 percent share, and Taiwan-based UMC's 2303.TW 8.1 percent.

    Samsung does not release foundry numbers so how do they know?

    The estimated 5.3 trillion won ($4.76 billion) business at Samsung was split off as a separate arm within its semiconductor division in May, in a clear statement that the technology giant was preparing to focus on the business and narrow the big market share gap with leader TSMC (2330.TW).

    Why is this estimated? Why can't Samsung be transparent here? If Samsung wants play with the pure-play foundries and claim leadership they should release real numbers like everyone else, my opinion.

    Now that Sasmung LSI (internal Samsung chip development) is a Samsung Foundry customer is that counted in their revenue? Because Intel can do the same and they would be the #1 foundry!

    I still say the IDM foundries that compete with their customers have limited appeal, especially for systems companies. How would you feel if you competed with Mobileye and did your chips at Intel? Achronix was one of Intel's first foundry customers then they bought Altera... Same thing goes for QCOM and Samsung, Apple and Samsung, etc...

    2 Not allowed!
    Now available in print or Kindle: "Mobile Unleashed: The Origin and Evolution of ARM Processors In Our Devices"

  3. #3
    Top Influencer
    Join Date
    Oct 2015
    Posts
    127
    Thumbs Up
    Received: 96
    Given: 12
    In theory, spinning off the foundry business is meant to address the above. In practice, we know that any separation between Samsung's design and foundry business will be superficial, and Samsung has a long history of IP theft which they have been extremely blatant about.

    2 Not allowed!
     

  4. #4
    Member
    Join Date
    Aug 2014
    Posts
    45
    Thumbs Up
    Received: 24
    Given: 18
    While I'm sure it's possible for Samsung....but I wouldn't bet against TSMC.

    First, they really seem to be doing quite well right now. I'm currently vacationing in Taiwan. I was at Taichung a couple days ago and I must say that TSMC has greatly expanded their presence there. I saw 2 *MASSIVE* new buildings that didn't exist last year. The taxi driver stated that the locals were shocked at the incredible pace at which TSMC built the facilities there.

    Second, TSMC appears to have snagged a contract with Google manufacturing their TPUs! You can read about it here (as well as increasing business from nVidia!):
    TSMC to expand CoWoS capacity to fill increasing AI chip packaging orders

    Lastly, Digitimes did an interview with the GlobalFoundries CEO (Sanjay Jha)...it may well be that 5nm and below will be a two horse race (Samsung & TSMC). He didn't sound sure that GF would "get enough of a return" on 5 nm.

    4 Not allowed!
    Last edited by prime007; 3 Weeks Ago at 11:33 AM.
     

  5. #5
    Influencer
    Join Date
    Sep 2016
    Posts
    67
    Thumbs Up
    Received: 50
    Given: 8
    "Samsung Electronics (005930.KS) plans to triple the market share of its contract chip"

    So they PLAN to do this, huh? And that's all it takes? You have to wonder why they didn't *plan* this ten years ago...

    There used to be a game in music (before we all got wise to it) that by simply asserting that (unknown musician from faraway country) was a star, by living the lifestyle, and by occasionally making outrageous statements, you could sometimes get lucky and turn the fantasy into reality.

    This appears to be Samsung's game plan here: drive to the fab in a Rolls Royce, maybe hire Frank Gehry to create a facade for the new fab, maybe place a few strategic ads on the Facebook feeds of "people who are interested in computers", maybe start a rumor that you add cocaine to your finFETs to make them switch faster, and, voila, you're a fab rock-and-roll star with everyone talking about you and eager to dance to your next process.


    1 Not allowed!
     

  6. #6
    Admin Daniel Nenni's Avatar
    Join Date
    Aug 2010
    Location
    Silicon Valley
    Posts
    3,832
    Thumbs Up
    Received: 675
    Given: 1,905
    Quote Originally Posted by prime007 View Post
    While I'm sure it's possible for Samsung....but I wouldn't bet against TSMC.

    First, they really seem to be doing quite well right now. I'm currently vacationing in Taiwan. I was at Taichung a couple days ago and I must say that TSMC has greatly expanded their presence there. I saw 2 *MASSIVE* new buildings that didn't exist last year. The taxi driver stated that the locals were shocked at the incredible pace at which TSMC built the facilities there.

    Second, TSMC appears to have snagged a contract with Google manufacturing their TPUs! You can read about it here (as well as increasing business from nVidia!):
    TSMC to expand CoWoS capacity to fill increasing AI chip packaging orders
    This is certainly good news. It confirms what we are seeing with AI readership, it is touching all applications. Notice that the systems companies are chiefly behind this (Apple and Google). Now that TSMC is closely collaborating with customers on packaging this will make their processes much more sticky, yes?

    0 Not allowed!
    Now available in print or Kindle: "Mobile Unleashed: The Origin and Evolution of ARM Processors In Our Devices"

  7. #7
    Expert
    Join Date
    Apr 2013
    Location
    East SF Bay Area
    Posts
    974
    Thumbs Up
    Received: 273
    Given: 257
    Morris Chang has said you build fabs for customers. I guess some build them on hopes.

    0 Not allowed!
     

  8. #8
    Top Influencer
    Join Date
    Aug 2014
    Posts
    324
    Thumbs Up
    Received: 155
    Given: 0
    I would not assume Samsung executives are brash or nave, regarding this statement. And I would not assume that the lever to produce this result has been revealed yet.

    It's not a bad assumption that Samsung is targeting TSMC, but, the article correctly points out, before that happens, first GF and UMC have to be dealt with. So I think the real targets are GF and UMC.

    0 Not allowed!
     

Tags for this Thread

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •