GlobalChipsOEMGiantsSamsungwithTSMCThey are the two largest in the worldChipsOEMcompany, almost more than seventy percentChipsAll produced by them, and onlyTSMCA single company controls nearly 60% of the market's revenue. However, market share alone does not guarantee their position in the global market, so the United States has enacted a $52 billion subsidy policy to try to attract them to build factories in the United States to help the local communityChipsThe rise of the industry. However, the United States is hosting bothChipsThe giants did not treat them as their own people, and the support given was far from enough, not only that, but the United States also adopted a series of restrictive measures and requirementsSamsungwithTSMCHanding over data and restricting their business dealings with specific customers requires them to strictly adhere to a set of rules, regardless of the cost they will cause. Obviously, the United States only cares about its own interests, and treats American businesses as its own peopleSamsungwithTSMCBut they didn't care. Therefore, in the face of such an attitude of the United States,SamsungwithTSMChave "changed their faces" and successively announced the acceleration of the construction of factories in Japan. This has undoubtedly attracted widespread attention from the outside world, and foreign media have said that China no longer needs these two companies.
The United States has a highly developedTechnologyindustry, in this huge market, access to the United States can beTSMCwithSamsungetcChipsGiants bring great sales opportunities and revenue. Especially for:TSMCAlmost all of the major customers are from the United States, such as Apple, Qualcomm, Nvidia, etcIntel, amd, and so on, pretty much anything you can think ofChipsGiants are basically allTSMCof customers. WhileSamsungThe partnership with the United States is equally close, as South Korea isSamsunghas laid a solid foundation in the United States. Therefore, by going to the United States to build a factory,TSMCwithSamsungCooperative relations with the United States have been further strengthened. TSMCIt is planned to invest 40 billion yuan in the United States to build two high-end buildingsChipsfactory, whileSamsungThe investment plan is even larger, reaching $17 billion.
However, despite thatTSMCwithSamsungA lot of money and energy was invested in building factories in the United States, but the United States did not treat these two companies as its own. Instead, the U.S. has imposed restrictions not only on handing over data, but also on doing business with specific customers, and must strictly adhere to a series of rules. It can be said that the United States only thinks about its own interests, sees American businesses as its own people, and forTSMCwithSamsungBut without mercy. Faced with this situation,TSMCwithSamsungChose "change face" to accelerate the construction of a factory in Japan. This also shows the face of the United States.
It is worth mentioning, despite the loss of the United StatesTSMCwithSamsungBut instead of returning to other markets such as China, the two companies have chosen to accelerate the construction of factories in Japan. Why did they turn their attention to Japan?
First of all, Japan grivedTSMCwithSamsungSignificantly more competitive treatment. In terms of subsidy policy, Japan has provided more support to these two companies, not only promising subsidies, but also specific amounts that will be higher. Secondly, Japan has the top in the worldSemiconductorsindustrial chain, can beTSMCwithSamsungProvide the equipment and materials you need without relying too much on imports. This has undoubtedly brought great benefits to them to build a factory in Japan.
However,TSMCwithSamsungThe problems faced by building a factory in Japan should not be ignored. They are produced in factories they have established in JapanChipsNeed to lookMarketing sales, and the most likely market is China. Since China is important to JapanChipsexporting countries, therefore, in a high probability scenario, these two companies need to put production in JapanChipsExported to the Chinese market.
However, in the current market environment, ChinaIntegrated circuitsImports continued to decline, and demand for consumer electronics was sluggishTSMCThe most profitable7nmCapacity utilization has also dropped significantly. At its peak,7nmChips's revenue contribution rate exceeded 30%, and in the third quarter of this year,7nmChipsIt only accounts for 17% of the revenue share. In order to recover the decline,TSMCIt's already planned7nmReduced price sale. However, foreign media bluntly said that "China doesn't want it". This also shows that in the current situation,7nmChipsMarket demand is sluggish, more market demand is concentrated in the 28nm field, and this kind of process in Chinese mainland manufacturers have been able to produce on their own, without relying on imports.
TSMCwithSamsungAs globalChipsOEMThe giants have experienced the transformation from building factories in the United States to building factories in Japan, which has brought people a lot of thinking.
First of all, this case stands outTSMCwithSamsungInstability in the U.S. market. Despite the fact that they have invested a lot of resources and money in the United States, but in the faceUnited States**behavior and policies, they eventually choose to leave. It also exposes the U.S.'s distrust of foreign companies and barriers to entry.
Secondly, this case also reminds us that the worldTechnologyCompetition in the industry is intensifying. TSMCwithSamsungThe reason why they chose to accelerate the construction of factories in Japan is because they see the opportunities and advantages of the Japanese market. Japan has the world's top of the bestSemiconductorsindustrial chain, can beChipsThe giants offer more support and convenience, which makes the Japanese market more attractive to them.
In the summary, these twoChipsOEMThe transformation of the giants also sends us a political and economic signal that it is globalTechnologyThe landscape of the industry is changing. TraditionalTechnologyThe United States is no longer the only option, and other places, such as Japan, are also attractive and competitive. ForTSMCwithSamsungChoosing to leave the United States and accelerate the construction of factories in Japan is a strategic adjustment, and it is also rightMarket competitionPositive response to the situation. We are evaluating and analyzingTechnologyThe industrial pattern should also be more comprehensive and objective, and constantly improve itselfTechnologyAbility to innovate. Whether it is an individual or an enterprise, we must continue to improve our competitiveness in order to compete in the fierceMarket competitionNeutral and invincible.