The Nihon Keizai Shimbun 6, titled “Samsung and TSMC gap widening”, analyzed the two leading-edge semiconductor manufacturers and pointed out that the technology gap between Samsung and TSMC will also extend to the gap between cell phone performance and Apple.
According to the report, Samsung is in a bitter battle in terms of chip production for smartphones, and sales of foundry production have decreased. And such a disadvantage may lead to Samsung’s semiconductor memory and smart phones, such as the main product competitiveness followed by a decline.
Although Samsung’s semiconductor division chief executive Kim Ki-nam, in March at the shareholders’ meeting when asked about the “technology gap with TSMC,” stressed that “Samsung’s competitiveness in node process technology is not a problem, will ensure that the gap is narrowed. However, Samsung announced on April 29, 2021 January to March operating profit of the semiconductor division, compared with the same period last year, a big drop of 16%, is the first time in 1 year profit reduction.
A securities company analysis, the main reason for the decrease in profits is responsible for CPU and communications semiconductor foundry production of non-memory business losses. In addition, the U.S. Texas plant was affected by the snowstorm, resulting in production stoppage, although the plant is expected to return to normal in April to mid-June, but a prolonged shutdown may lead to the risk of U.S. customers such as Qualcomm to switch to another family.
In addition, Samsung is not only facing the crisis of factory shutdown, its domestic production line in South Korea is also in a bitter battle to build. A number of suppliers said that Samsung is slow to improve the yield of the most advanced circuit line width 5 nanometers. In the start of the mass production of 5nm time, Samsung has long lagged behind TSMC for several months. The technology gap between the two sides will continue to widen.
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