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Samsung to promote the foundry industry reshuffle: TSMC challenged

  Samsung's rise reflects the rapid changes in the foundry industry in Asia. Plays an important role in this industry, speed, creativity and financial strength, the major chip companies are to follow the pace of consumers' shift from the manufacturing of computer chips to mobile devices such as iPhone and iPad chip manufacturing.
  Although Intel is still the industry leader, with a two-year lead in chip manufacturing technology, but the chip industry is experiencing the largest reshuffle in the 10 years, some previously less well-known industrial and commercial development of small-scale generation of speed is the fastest .
Rising costs
  Leading Japanese companies in this industry once. However, because of rising costs, and encounter strong competition from Samsung and TSMC, the chip company is facing difficulties. Elpida and Renesas Electronics, for example, these companies have the technology, but lack of funds to a sustained investment in factories and technology upgrades.
IHS iSuppli semiconductor manufacturing industry, research director Ryan? Jielineike, (Len Jelinek) said: "With the development of technology, a single enterprise can not independently undertake the construction costs of the advanced production line OEM model of cooperation is a good way to solve the cost problem. "At present, modern chip manufacturing plant typically needs an investment of billions of dollars.
  IHS iSuppli expects that in 2015, the foundry industry revenue will reach $ 42 billion, higher than about $ 30 billion, accounting for 10.8 percent of the entire chip industry. In addition to 2015, production capacity of the foundry industry and commerce accounted for 1/4 of the chip industry as a whole, higher than the current 1/5.
TSMC and UMC are the world's most important two chips on behalf of the business. Morris Chang, TSMC was founded in 1987. According to Gartner, the company's revenues last year of $ 14.5 billion, the market share of 49 percent, four times the size of UMC. Another important chip behalf of the business from AMD spin-off of GlobalFoundries. The company is supported by the Abu Dhabi sovereign fund last year's revenue of $ 3.58 billion. China's SMIC and Israel Towerjazz ranking.
Technology upgrades
  As consumers increasingly turn to mobile devices, the market for small size, the demand for low-power chip upgrade, the chip behalf of the business need for technology transition. These companies need to be more concerned about the logic or system chips. Principal analyst for Gartner's semiconductor manufacturing industry, Samuel? (Samuel Wang) said: "the most advanced technology is not a computer-driven, but driven by the mobile processor in the semiconductor industry for the first time."
The foundry industry and commerce, the most crucial issue is to improve technology, reduce the distance between transistors on a chip. TSMC and other major behalf of the business started to introduce 28 nm process, Intel's latest Ivy Bridge chip using 22nm process. TSMC and Samsung are developing 20-nanometer process, but so far this process is still not stable. A 28 nanometer production line needs an investment of $ 5 billion.
  Samsung's memory chip market share of nearly 50 percent, the company is some of the production line towards the production of non-memory chip, for example, the processor in the Apple product and Galaxy smartphone. In the field of non-memory chips, Samsung's competitors, including Intel, Qualcomm, Broadcom and ARM professional chip design companies.
Samsung's chip foundry business, ranked 9th in the world. The market share of 1.6%. Samsung to logic chips, the company's market share is expected to grow. Samsung is a few have sufficient funding and capacity challenges in the technical aspects of TSMC. Samsung has Qualcomm OEM chip, while the future is likely to attract the customers that originally belonged to TSMC, for example, Texas Instruments, and Nvidia. TSMC's 28 nanometer production line capacity can not meet demand.
January to March this year, the non-memory chips accounted for nearly 40% of the total revenue of Samsung's semiconductor business. This year, Samsung's investment in the non-memory chips for the first time more than the investment in terms of memory chips.
  Chip industry organization SEMI Market Analysis Clarke? Had (Clark Tseng), Senior Manager, said: "In the future, Samsung will be in the foundry industry, a greater share." In his view, TSMC and Samsung will be the foundry industry first-tier suppliers, UMC and GlobalFoundries will in a second-line camp.
More competitive
  However, Samsung also have their "Achilles' heel: the company in the field of smart phones and other potential foundry customers a competitive, these companies may be reluctant to Samsung for their own foundry chip. Samsung and Apple recently occurred in the patent dispute, Samsung also OEM chips for Apple, so the relationship is a sensitive and complicated.
  So far, the smaller chips behalf of the business did not give up efforts. UMC has invested 8 billion U.S. dollars to build factories in Taiwan, The GlobalFoundries involved in the bidding Elpida, SMIC is supported by the Chinese government.
  Age over 80 years old, but Chang has no plans to exit the foundry industry he pioneered. He will also face challenges. Chang said recently in Taipei: "I will not fear. If I fear I will not do it".