Samsung welcomes another big gambling opportunity, which is rare in 20 years
Anyone who knows Samsung's history knows that Samsung's success is related to"games"Inseparable. This is true from LCD displays to memory chips.
Of course, Samsung's"Bet"It refers to the player's counter-cyclical investment, through the crazy expansion at the bottom of the industrial cycle, to expand production capacity, and then use the ** battle to kill the opponent, and finally cook their opponent thoroughly, their own life, at the top of the industry, can be crazy harvest.
In the field of liquid crystal displays, Samsung has become the global leader in liquid crystal displays by expanding production countercyclically, beating Japanese manufacturersIn the memory chip market, Samsung is also expanding countercyclically, beating the German giant Chimera and Japan"National team"Elpida, to become a leader in the field of storage.
This kind"Place your bets"In fact, the risk is very high, since you are not able to defeat the opponent, then you will suffer heavy losses, because the counter-cyclical operation to expand the reproduction of the first war, is a complete loss, and the opponent survived, you may have to die.
Therefore, it is not a last resort, not to the industry"A catastrophe is coming", until the moment of unsustainability, Samsung does not have a certain certainty of boiling the opponent to death, but it will not use this trick easily, because they only have half a life left after all.
And now, in the semiconductor industry, Samsung seems to see an opportunity again, after experiencing a core shortage in 2020, it will increase in 2021 and 2022, and usher in a big downward cycle of chips in 2023.
According to institutions**, there is a potential for a decline of nearly 20% through 2023, which many believe is the biggest downward trend in the last 20 years, with several companies likely to experience a severe recession.
This is a good opportunity for Samsung. Samsung likes to see competitors fall into extreme turmoil and recession, so that they can buck the trend, expand production, fight the best war, and survive the competition.
As a result, we see that Samsung is once again bucking the trend at a time when storage giants such as Micron, SK hynix, and Armorman have all had to cut production and lay off employees in response to losses caused by ***.
Instead of downsizing and laying off employees, Samsung will expand production, purchase 10 EUV lithography machines from ASML, and decide to increase the production capacity of memory wafers and system semiconductors by about 10% by 2023.
The purpose is actually very obvious: Samsung wants to repeat the old trick, expand production capacity again, suppress the opponent through the first war, grab the opponent's market share, and then make money when the market share is high.
At the same time, in the field of foundry, Samsung also wants to do the same, increase production capacity, reduce **, snatch the market from TSMC and other companies, and finally make money again when the chip industry is booming.
Will Samsung succeed this time?No one can say for sure, but Samsung's opponents are now quite strong, TSMC, Micron, Armor Man, SK hynix, etc., each of which should not be underestimated, and of course it is not so easy to take down and kill.
But in Samsung, counter-cyclical operation, I think everyone is not easy to do, and the market will inevitably be snatched away by Samsung, so the next market standard is really uncertain, everyone is easy to do.