South Korea's semiconductors are decoupled, and China's chip market wins the opportunity!
With the withdrawal of Samsung mobile phones from the Chinese market, the share of Korean brands such as Hyundai and Kia in the Chinese market is getting smaller and smaller, and Korean tablets are gradually withdrawing from the Chinese market. Nowadays, China's tablet industry is developing rapidly, gradually getting rid of the dependence on the ** chain, and the Korean semiconductor industry has also appeared"Decoupling"Sign.
According to data released by South Korea, South Korea's total wafer exports will fall by 306%, mainly due to the decline in the proportion of Korean wafers exported to the Chinese market. Many people in the Korean semiconductor industry say that the situation of Korean semiconductor companies may be more difficult in 2024.
According to the South Korea** organization, the share of South Korean companies in the Chinese semiconductor market has increased from 63% has risen to more than 10% currently, making it the largest market in the world and the largest since 1993.
This is not only a loss for Korean manufacturers such as Samsung and SK hynix, but also a setback for the Korean semiconductor industry and Korean companies to enter the Chinese market.
Tablets are a global industry chain that involves many companies, and South Korea is one of them. South Korea's Samsung and SK hynix are particularly well-known in the world. Samsung owns about 30% of wafer manufacturers, second only to TSMC.
Samsung and SK Hynix are two companies that have done a great job in memory and RAM, monopolizing most of the global market and having a lot of underlying technology.
However, the Korean semiconductor industry is generally doing well in terms of semiconductor equipment, basic technologies and materials, mainly manufacturers such as ASML and Nikon, while semiconductor raw materials are dominated by Japan. Samsung already dominates in 3nm chips, but in terms of yield and production levels, it is still slightly behind TSMC.
At the same time, Samsung, SK hynix, and other South Korean companies also use American technology, so Samsung, SK hynix, and other companies must comply with US regulations for tablets. The purpose of the U.S. ban on high-end tablets is obvious.
However, South Korean semiconductor companies hold nearly half of the market share, most of which are imported from China. In addition, major Korean semiconductor companies such as Samsung and SK hynix have set up factories in China.
For example, SK hynix has ARMD memory chip factories in Wuxi and Dalian, and Samsung also has factories in Xi'an and other places. The ban on core production in the United States has also restricted major manufacturers from importing EUV lithography machines.
It's worth noting that while both Samsung and SK hynix enjoyed a permanent tax exemption in November 2023, shipments in the Chinese market did not increase significantly. This is because tablets are developing very rapidly in China, and many tablets have begun to be replaced in the country, as well as in South Korea"Decoupling"。
The chips that Samsung and SK hynix have introduced to the domestic market are mainly memory and memory chips. The process requirements for these chips are not high, and 7nm can meet most of them. It can be said that domestic chip manufacturers are developing very rapidly in this field.
In fact, YMTC is the world's first NAND flash memory with more than 232 layers, and the ARMD memory chips, which are the foundation of YMTC, are also developing very fast. Previously, many companies turned to Samsung, SK hynix, and others for ** memory because their production speed was simply too slow.
However, China currently has 42 fabs and will build another 37 by 2024. It can be said that China's integrated circuit production capacity is growing, and the proportion of domestic integrated circuits is also increasing. Memory chip producers such as YMTC and Changxin are also increasing production, and even Changxin Storage has become the first company to complete the construction of a factory and obtain sufficient semiconductor equipment.
And now, we can produce our own chips, and the technology is basically mature, how many companies will continue to choose South Korea? This situation has led to a sharp decline in wafer production in South Korea and"Decoupling"。
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