Samsung Semiconductor will drop 20% this year, Intel opportunities come

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Foreign analyst firm ICinsights predicts that the memory market will fall by 24% in 2019, which will cause the entire semiconductor market to decline by 7%. This change will drive the semiconductor supplier rankings to be reshuffled.

ICisnsights said that 83% of Samsung's semi-conductor sales of semiconductor suppliers last year came from memory devices, which means that this year's memory market will drag down the performance of Korean giants. According to estimates, Samsung's total semiconductor sales this year. The amount fell by 20%.

Although Intel's semiconductor sales are expected to be relatively flat in 2019, the company is expected to regain its ranking as the number one semiconductor supplier this year (Figure 1) and regain its position of occupying between 1993 and 2016. .

 

As the DRAM and NAND flash market is expected to decline sharply this year, IC Insights expects sales of the top 10 other memory suppliers (SK Hynix, Micron and Toshiba/Toshiba memory) to fall by more than 20% in 2019. . In this case, SK hynix, Micron and Toshiba's revenue in 2019 may be reduced to 2017 levels, even lower than 2017 levels.

This year's semiconductor status will prove that the notorious IC cycle still exists, especially in the memory market, this phenomenon is more obvious.

Future review: How did Samsung pull Intel down?

Intel's 24-year-old global semiconductor company's annual sales leader will be captured by Samsung Electronics in 2017. In this case, Intel will not be able to reach the past Texas Instruments (TI). For the 25th consecutive year, it has recorded a record of the annual sales of global semiconductor companies. with

According to media reports such as Nikkei Chinese and Electronics Weekly, Samsung’s semiconductor sales in January-September 2017 reached US$49.2 billion, an increase of 46% year-on-year, surpassing Intel’s sales of US$45.7 billion and an annual increase of 6%. This shows that Samsung has benefited from the strong demand for memory chips in the global market, pushing up the price of DRAM and NANDFlash, which in turn led to a surge in sales of Samsung Semiconductor's business. Even with the risk of exchange rate factors, Samsung Semiconductor's sales in 2017 are expected to be a foregone conclusion in 2017.

Intel's semiconductor revenue mainly comes from the PC market, but as the global PC market continues to weaken, Intel Semiconductor's sales are not seeing the past growth. Samsung continues to expand its semiconductor foundry business, investing heavily in semiconductor manufacturing equipment and R&D, and has high production yields. Semiconductor revenues are mainly dependent on memory chip sales, although future memory chip demand is expected to continue. Rising, but if more manufacturers increase production in 2018, or Samsung faces pressure from the mainland government, it may lead to price decline or large fluctuations.

The price of DRAM and NANDFlash has been rising since the fourth quarter of 2016. This has caused mainland mobile phone and PC manufacturers to be affected by this price increase, which has led mobile phone manufacturers to upgrade the price of smart phones. Xiaomi Technology will make a certain red. The increase in the price of mobile phones by RMB 100 is an example.

During the period from 1959 to 1984, Texas Instruments set a record for the global sales of semiconductor manufacturers for 25 consecutive years. This record is likely to be impossible for Intel today. As for whether Samsung can write or even surpass this record, it will be worth observing.

Intel, in 1993, squeezed out NEC and boarded the global semiconductor manufacturer's sales throne.