As the "food" of modern science and technology, the importance of the chip semiconductor industry is undoubted, and now with the development of related process technology, more and more types of chips are used in different fields. Many emerging industries, including artificial intelligence and new energy vehicles, need to be supported by a large number of chips.
Chips are a very complex and huge industrial chain, and the production of a chip requires a large number of semiconductor equipment from semiconductor equipment to design to final packaging and testing, and at the same time, it also needs to go through many links. It is precisely for this reason that there is basically no manufacturer in the world that can complete the production of chips independently.
Although South Korea has accumulated a lot of technology in the field of chip semiconductors, and also has world-renowned chip semiconductor companies such as Samsung and SK hynix, even South Korea admits that it has a high degree of dependence on external technology in the chip field. It is precisely for this reason that after the US chip ban restricted the shipment of advanced chips, although they were unwilling, Samsung and SK hynix could only choose to comply.
It is precisely for this reason that Samsung's chip shipments will begin to be rapid in 2023, and a large number of chips cannot be sold and can only be placed in warehouses waiting for aging. Not long ago, Samsung released its 2023 financial report data, and it can be seen from this data that Samsung's semiconductor business has a loss of nearly 13 trillion won. In this regard, some Korean media said: Samsung has become the biggest "cannon fodder".
Judging from Samsung's production capacity and market situation, nearly half of Samsung's chips are produced in mainland factories, and a considerable part of the chips are sold to the Chinese market. However, due to the restrictions of the ban on U.S. chips and the continuous improvement of the degree of localization and substitution of Chinese chips, many outstanding memory chip companies have emerged in China, and Samsung's chips have gradually begun to be unsold.
For example, YMTC was the first manufacturer to complete a technological breakthrough in 232-layer NAND flash memory chips, and once surpassed Korean companies such as Samsung and SK hynix in terms of technical process. At the same time, other domestic memory chip companies such as Changxin Storage and Fujian Jinhua have also performed very well.
It can be said that Samsung, which was previously "very popular" in the Chinese market, is now becoming more and more "unpopular". Regarding Samsung's experience, some Korean media even said that it has become the "biggest cannon fodder" for the chip ban. For Samsung, the situation it is facing today can indeed be described as "unjustified disaster".
According to Samsung's financial report data for the fourth quarter of 2023 released on January 31, the operating profit during the period was 282 trillion won, a year-on-year decrease of 344%。The overall net profit in 2023 is 6567 trillion won, a decrease of 84 percent year-on-year76%, with a loss of more than 13 trillion won.
It is worth noting that Samsung's data in the fourth quarter is much better than that of the first three quarters, although the net profit is still continuous compared with the same period of the previous year, but the increase has decreased a lot. This is actually related to Samsung's permanent exemption at the end of October.
It can also be seen from the shipment data of chip semiconductors that the number of chips shipped by Samsung in November has been the best, and all aspects of the data have shown a warming trend. However, judging from the current situation, this is just a "return to the light" for Samsung.
Samsung's main chips are memory chips, but whether it is NAND flash memory chips or ARMD memory chips, the development of domestic manufacturers can only be described as rapid. The most important thing is that, in addition to the rapid development of technology, the expansion of production capacity has also made great progress.
Judging from the public information, the well-known domestic memory chip manufacturers Yangtze River Storage and Changxin Storage are planning to expand their production capacity, and China Chip is expected to add 18 wafer factories in 2024, and the number of wafer factories currently planned or under construction is as high as about 37.
Although Samsung has now obtained the shipment license, there are previous examples of "supply interruptions" in front, and many domestic manufacturers are worried about similar situations, so they are more and more inclined to choose chips shipped domestically. In the face of this situation, some foreign media said: Samsung has become the biggest "cannon fodder".
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