Domestic memory chips work hard, Samsung Semiconductor will lose 80 billion in 2023, sincere thanks!
Samsung, the world's technology giant, announced its 2023 and 2023 fiscal year performance reports some time ago.
2023 will undoubtedly be a Waterloo for Samsung, with its annual revenue reaching 25,940 billion, a decrease of 14 percent from the same period last year33%；Net profit was 1,548 trillion won, down 7217%。
Among them, the worst is of course the semiconductor industry, with a loss of 14 in 2023900 million won (80.8 billion yuan), compared to Samsung's profit of 23 in 20228 trillion won (1,280 won).
From this point of view, Samsung's semiconductor division will become the biggest burden in 2023, with a loss of 80 billion, that is, a profit of more than 120 billion in 2022, a loss of two-thirds.
Why did Samsung's semiconductor business lose so much? Of course, the biggest loss in 2023 is still memory chips.
From the perspective of the market, memory chip giant Samsung has no competitors in DRAM + NAND technology, and only one occupies about 40% of the market.
However, by 2023, due to the decline in sales of electronic products such as mobile phones, computers, and servers, market demand will shrink, and Samsung will manufacture more and more memories and more and more inventory, and in the end, it can only be sold in a clearance sale.
In addition, the rise of China's memory chip manufacturers has also intensified competition in the market, and at the same time, it has also broken the monopoly of international companies such as Samsung, making them unable to adopt a low-price strategy.
The emergence of NAND flash memory and the large sales of domestic SSDs have caused Samsung's SSD sales to plummet and forced to reduce prices.
The DRAM chip ranking released by Changxin Company is the same, lowering the price of DRAM, forcing Samsung not to dare to sell at a low price, and can only rely on low prices to grab market share.
According to the data, in 2023, the selling price of DRAM + NAND flash memory chips will be on average **40% higher than that in 2022, and the profitable business will also lose money.
In fact, not only Samsung, but also the other two major memory giants are also losing money, Micron Semiconductor and SK hynix's losses, judging from their financial data, their total losses are between 7 billion and 80 billion.
However, memory is a cyclical commodity, there are troughs and troughs, and judging from the current situation, the trough period of this period should have passed, and the current stock price has risen by about 20% from the low point in 2023.
According to the organization, the next generation of memory will continue to rise from the record high in 2022 and reach about 60%, although there will be a small **, but not too low.
According to this trend, Samsung, SK hynix, Micron and other companies should make a lot of money again, however, with the addition of domestic memory chips, even if those large international companies want to raise prices, they will not rise much, and they will lose part of the market.
At that time, the domestic memory technology will get better and better, and the market share will be larger and larger.