According to Taiwanese media reports, semiconductors are the main battlefield of technological competition, serving as a foundation and core industry of modern communication, and are an important indicator of a country’s technological development level and overall national strength.
On July 18, Taiwan’s Wang Bao reported that it is expected that mainland China will continue to accelerate its semiconductor development through supportive policies, the accumulation of internal and external human resources, and the deeper integration of capital markets and technological innovation via the Sci-Tech Innovation Board. The aim is to push mainland China’s semiconductors into a stage of structural reform characterized by enhanced technical capabilities, increased innovation vitality, and product diversification based on new products and new division of labor driven by emerging technologies in the future.
The report suggests that the semiconductor industry’s performance in mainland China this year is generally expected to show a pattern of first decline and then rise. The easing of the U.S. ban on Huawei has led to an increase in Huawei’s orders from the supply chain in the second half of the year. Additionally, the restructuring of Huawei’s ecosystem is beneficial for the development of local semiconductor manufacturers in mainland China, accelerating the rise of domestic supply chains in core areas.
The report states that if we look at the development axis of mainland China’s wafer foundry in 2019, it still focuses on catching up and breakthroughs, as well as differentiated competition. In 2019, SMIC focused on advancing FinFET technology, and the Shanghai SMIC Southern FinFET factory was successfully completed and entered the capacity construction phase. The company also planned to achieve mass production of 14nm FinFET in the second half of 2019, while the 12nm process development entered the customer introduction phase.
Further Reading
Korean Manufacturers Feeling Down, Samsung May Lose Semiconductor Crown
Taiwanese media reports that according to the latest statistics, Korean manufacturers such as Samsung Electronics have shown a decline in the semiconductor and television sectors in the 2018 “Major Products and Services Market Share Survey.”
According to Taiwan’s Juheng on July 9, Korean companies are mainly export-oriented, making their performance susceptible to foreign economic conditions. Coupled with Japan’s export restrictions on Korea, various variables may lead to greater changes in 2019.
According to Nikkei’s 2018 “Major Products and Services Market Share Survey,” Korea ranked first in five items out of a total of 74 global items, a decrease of two items compared to 2017.
In the VR headset market, after Samsung canceled its strategy of giving away VR glasses with the purchase of its smartphones, Sony’s market share increased by 3.7% to 24% in 2018, taking the top spot; Samsung’s market share decreased by 23.3% to 8.4%, dropping to fourth place.
Currently, there are rumors in the semiconductor industry that “Samsung’s memory inventory has reached three months, which is three times the usual amount.”
The report introduces that Samsung’s preliminary financial report released on July 5 shows that in Q2 2019, the operating profit decreased by 56% year-on-year.
Korea Investment & Securities stated that the average price of DRAM in Q2 2019 fell nearly 50% compared to the same period last year, and it is expected that prices will continue to decline until the end of the year. The global semiconductor crown that Samsung took from Intel in 2017 may very well be reclaimed by Intel in 2019.
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Article Edited by | Chong Shen
WeChat Editor | Shan Zheng
WeChat Review | Tian Xin
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