Qualcomm Taps <span style='color:red'>Samsung</span>'s 7nm EUV for 5G
  SAN FRANCISCO — Qualcomm said it will continue to work with longtime foundry supplier Samsung Electronics on Snapdragon 5G chipsets using Samsung's 7nm Low Power Plus (LPP) process technology with extreme ultraviolet (EUV) lithography.  Samsung aims to take the lead in putting long-delayed EUV into production, with plans to use it in its 7nm LPP process starting in the second half of this year. Other leading-edge chip makers-- including Intel, TSMC and Globalfoundries--are targeting EUV production sometime in 2019.  Qualcomm (San Diego) said using the 7nm LPP EUV process technology for Snapdragon 5G will give the chips a smaller footprint, providing handset OEMs with space to support larger batteries or slimmer designs. The process technology and design of the Snapdragon chips is expected to result in significant improvements in battery life, Qualcomm said.  The 7nm LPP process offers up to a 40 percent increase in area efficiency with 10 percent higher performance or up to 35 percent lower power consumption compared to the foundry's 10nm FinFET technology, Samsung said.  Samsung has been building chips for Qualcomm for more than 10 years. While the announcement that Qualcomm will use Samsung's 7nm LPP process technology for its 5G Snapdragon chips is hardly unexpected, the news does demonstrate that the relationship between the two companies remains strong after the Nikkei news service reported late last year that Qualcomm would move some of its modem chip production from Samsung to rival TSMC, The announcement is also a vote of confidence for EUV technology, which after decades of development finally appears poised for use in semiconductor production.  "This collaboration is an important milestone for our foundry business as it signifies confidence in Samsung’s leading process technology," said Charlie Bae, executive vice president of Samsung's foundry sales and marketing team, in a statement.  Samsung maintains that its 7LPP EUV technology involves less process complexity and will offer higher yield compared to its 10nm FinFET technology.
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Release time:2018-02-26 00:00 reading:1288 Continue reading>>
Apple Overtakes <span style='color:red'>Samsung</span> in Smartphone Shipments
  TAIPEI — Apple took the lead from Samsung in smartphone shipments during the fourth quarter of 2017, mainly on the strength of a wide range of handsets including its latest iPhone X, according to market research firm IDC.  Apple iPhone volumes reached 77.3 million units compared with 74.1 million for Samsung during the quarter, according to the Feb. 1 IDC report.  "Apple continues to prove that having numerous models at various price points bodes well for bringing smartphone owners to iOS," the IDC report said. "Although demand for the new higher priced iPhone X may not have been as strong as many expected, the overall iPhone lineup appealed to a wider range of consumers in both emerging and developed markets."  Volumes pushed Apple past Samsung and back into first place in the smartphone market, largely because of iPhone 8, 8 Plus and iPhone X, according to the report.  Smartphone vendors shipped a total of 403.5 million units during the fourth quarter of 2017, a 6.3 percent decline from the 430.7 million units shipped in the final quarter of 2016, the report said. For 2017, a total of 1.472 billion units shipped, falling about 1 percent from 1.473 billion in 2016. Developed markets such as China and the United States shrank during the quarter as consumers appeared to be in no rush to upgrade to the newest generation of higher-priced flagship devices, according to the report.  "The latest flock of posh flagships may have had consumers hitting the pause button in the holiday quarter," said Anthony Scarsella, research manager for mobile phones at IDC. "With ultra-high-end flagships all the rage in 2017, many of these new bezel-less wonders proved to be more of a luxury than a necessity. Even though we have seen new full-screen displays, advanced biometrics, and improved artificial intelligence, the new and higher price points could be outweighing the benefits of having the latest and greatest device in hand."  Brands outside the top five struggled to maintain momentum while those in the value segment such as Honor, Vivo, Xiaomi, and Oppo offered incredible competition at the low end, according to IDC. Brands like Apple, Samsung, and Huawei maintained their stronghold on the high end, IDC said.  Samsung remained the overall leader in the worldwide smartphone market for 2017 despite losing out to Apple in the fourth quarter. Samsung finished the year with 317.3 million shipments, up 1.9 percent from the 311.4 million shipments in 2016. The pending arrival of the company’s next flagship, the Galaxy S9, may represent the brand's best chance of winning over both new and current customers in 2018, according to IDC.  Huawei continued to hold the number-three position. The company shipped 41.0 million units, down 9.7 percent from the 45.4 million in the fourth quarter of 2016. Huawei’s Honor brand helped push sales both inside and outside of China. In 2017, the company shipped 153.1 million units, up 9.9 percent from 139.3 million units in 2016.  AT&T and Verizon recently cut plans to bring Huawei flagships to the U.S., the report said. Entering the U.S. through an official carrier remains critical for Huawei if it wishes to eventually dethrone market leaders Apple and Samsung, according to IDC.  In fourth place for the full year of 2017, Xiaomi doubled its share to 7 percent from 3.3 percent during the holiday quarter last year. The company has continued to focus on growth outside China, with India and Russia being two of its largest markets. The company has been expanding its Mi stores and Mi service centers, especially in markets like Indonesia.
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Release time:2018-02-07 00:00 reading:1439 Continue reading>>
<span style='color:red'>Samsung</span>, Apple Pad Lead in Chip Buying
  Samsung Electronics and Apple were the top two buyers of semiconductors for the seventh consecutive year in 2017, distancing themselves further from the pack.  The two electronics powerhouse spent a combined $81.8 billion on chips last year, representing 19.5 percent of the global total, according to Gartner Inc. The pair has topped the list each year since 2011.  The combined total of $81.8 billion spent on chips by Apple and Samsung represented an increase of more than $20 billion compared with 2016, Gartner noted.  "Samsung Electronics and Apple not only retained their respective No. 1 and No. 2 positions, they also radically increased their share of semiconductor spending through 2017," said Masatsune Yamaji, principal research analyst at Gartner, in a press statement.  Eight of the top 10 chip buyers from 2016 remained in 2017, Gartner said. The top five chip buyers — Samsung, Apple, Dell, Lenovo and Huawei — remained the same. Western Digital, which increased chip spending by $1.7 billion in 2017, joined the top 10 semiconductor buyers list for the first time, while LG Electronics returned to the top 10 after a one-year absence.  The top 10 global OEMs accounted for 40 percent of chip spending in 2017, up from 31 percent in 10 years ago, Gartner said. The firm predicted that the number would rise to 45 percent by 2021.  Gartner also noted that the significant increases in price for DRAM and NAND flash memory chips last year had an impact on the rankings. The firm also warned that an increase in spending on captive chips by OEMs poses a great risk to commercial chip vendors' future growth prospects.
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Release time:2018-02-01 00:00 reading:1366 Continue reading>>
 Memory Chips Continue to Lift <span style='color:red'>Samsung</span>'s Results
  South Korea's Samsung Electronics, which last year became the No. 1 supplier of semiconductors worldwide, posted strong fourth quarter revenue and profit, boosted once again by sales of memory chips.  Samsung said its fourth quarter sales of about $61.4 billion and profit of about $14 billion were driven primarily by its components business, with the bulk of the contribution coming from DRAM and NAND flash memory. Sales of memory chips rose industry-wide throughout 2017 due to pricing gains amid a general shortage.  Samsung said orders for high-performance memory products for servers and mobile storage were particularly strong. This strength offset weakness in the company's logic chips and foundry businesses, Samsung said.  Samsung's semiconductor business alone posted profit of about $10.1 billion on sales of roughly $19.6 billion in the fourth quarter, Samsung said.  Looking ahead to the first quarter of this year, Samsung said it expects demand for memory chips to remain solid despite seasonal weakness.  In NAND, Samsung expects server SSD demand from major cloud providers is to remain strong despite weak seasonality. The company also expects a trend toward high-density memory from high-end smartphones to continue. Overall demand, Samsung said, is likely to remain steady quarter over quarter.  In DRAM, Samsung said it expects demand from datacenters to offset traditional seasonal weakness. Mobile DRAM demand is likely to decrease under the weak seasonal effect, but the decline is likely to be less than it was last year thanks to demand for high density at the high-end and content growth at the low-end, Samsung said.
Release time:2018-02-01 00:00 reading:1593 Continue reading>>
China, <span style='color:red'>Samsung</span> Rise in U.S. Patents
  The U.S. patent system is back in stride with IBM still on top but Samsung and China are on the rise.  The U.S. Patent and Trademark office issued 320,003 utility grants in 2017, up 5.2 percent from the previous year. U.S. patents grew just two percent in 2016, rebounding from a rare one percent decline in 2015, blamed generally on a bad economy.  “We’re more or less back on trend now,” said Larry Clady, a senior analyst at IFI CLAIMS Patent Services that released its annual report on subject.  IBM remains in first place with 9,043 grants in 2017, up 12 percent--its 25th year as the U.S. patent leader. Samsung is only 150 patents behind if you count all five divisions of the conglomerate in the Top 100. Samsung Electronics ranked second, up 6 percent, and Samsung Display was tenth.  U.S. companies lead the list but China is on the rise, growing its patent awards 28 percent last year, passing Taiwan to take fifth place. Two of China’s rising LCD makers were among the fastest-growing companies on the list.  BOE Technology Group rose 63 percent, jumping from #40 to #21 with 1,413 grants. The company formed in 1993 runs nine LCD fabs, is building a 10.5-generation plant and has annual revenues of more than $8 billion. It ranked seventh this year in semiconductor patents, ahead of Intel at #9 which has most of its patents in computers and networking.  Another LCD maker in China, Shenzhen China Star Optoelectronics, wasup 44 percent to #45 with 708 new U.S. patents. It was founded by TV giant TCL with investment from Samsung in 2009 and now has four fabs running or under construction.  Among U.S. companies, Facebook saw the fastest growth at 50 percent, making its appearance on the Top 50 list for the first time with 660 new awards. It trails its archrivals Google which has been in the Top 10 for several years and Amazon that leaped into the Top 20 last year.  Intel rose two notches to #4 on the overall list. However, TSMC leads in semiconductor patents, followed by IBM, Samsung, Samsung Display, SEL of Japan and Globalfoundries.  Machine learning was one of a handful of rapidly growing patent categories IFI called out this year for the first time. IBM and Google led in the AI category.
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Release time:2018-01-10 00:00 reading:3278 Continue reading>>
<span style='color:red'>Samsung</span> develops 'world's smallest' DRAM chip
  Samsung Electronics says it has developed the world’s smallest DRAM chip, in a move that widens its technical lead over its competitors. The move comes as the South Korean giant is expected to announce record operating profits for 2017.  The 'second-generation' 10nm-class, 8Gbit DRAMs combine improved energy efficiency and data processing performance and are intended for cloud computing centres, mobile devices and high-speed graphic cards, according to Samsung. The company also said that it would be moving most of its existing DRAM production capacity to 10nm-class chips in 2018.  This 'aggressive' production expansion would 'accommodate strong market demand', said Gyoyoung Jin, president of Samsung Electronics' memory business.  The company said that it was not looking to expand chip shipments immediately, but was investing to maintain longer-term market position.  The chips deliver a 30% ‘productivity gain’ over Samsung's 1st-generation devices and the latest 8Gbit DDR4 can transmit data a 3.60Gbit/s per pin, compared to 3.2Gbit/s for the 1x-nm 8Gbit DDR4.  Samsung has applied new technologies to achieve this improvement, including the use of a high-sensitivity cell data sensing system and a progressive 'air spacer' scheme.  A newly devised data sensing system enables a more accurate determination of the data stored in each cell, which leads to a significant increase in the level of circuit integration and manufacturing productivity, while an air spacer has been placed around bit lines to decrease parasitic capacitance. Use of the air spacer enables not only a higher level of scaling, but also rapid cell operation.
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Release time:2017-12-27 00:00 reading:1486 Continue reading>>
<span style='color:red'>Samsung</span> in Production of Second-gen 10nm DRAM
  South Korea's Samsung Electronics said it has commenced production of the second generation of its 10nm-class 8-Gb DDR4 DRAM. The chips achieve speeds of up to 3,600 megabits per second (Mbps) and are produced without the need for extreme ultraviolet (EUV) lithography.  Gyoyoung Jin, president of Samsung's memory business, said through a press statement that new technologies in DRAM circuit design and process technology enabled Samsung to break through "a major barrier for DRAM scalability." To meet booming market demand, he said Samsung would rapidly ramp up its second-generation 10nm-class DRAM production and also aggressively expand production of the first generation of the chips.  Devices labeled 10nm-class have feature sizes as small as 10 to 19 nanometers.  The market for DRAM chips has been robust all year, as demand growth has outstripped supply and led to continual price increases. According to market research firm IC Insights, the DRAM market will grow by 74 percent this year, its largest rate of expansion since 1994.  Samsung is planning to begin transitioning to EUV for logic chips next year at the 7nm node, although it is unclear when the technology will be put into production for DRAM. Because of the relative structural simplicity of DRAM cells, it is generally accepted that it will require EUV later than other types of devices.  Samsung said it is able to produce second-generation 10nm-class DRAMs that achieve speed, performance and efficiency advantages over first-generation devices by employing advanced techniques, including a high-sensitivity cell data sensing system and a progressive “air spacer” scheme.  The data sensing system enables a more accurate determination of the data stored in each cell, increasing the level of circuit integration and manufacturing productivity, Samsung said. Meanwhile, placing an air spacer around bit lines decreases parasitic capacitance, enabling a higher level of scaling and rapid cell operation, according to the company.  Samsung claims its second-generation 10nm-class 8Gb DRAM boasts about 30 percent better productivity than the first generation of the chips, while also offering performance and energy efficiency advantages of 15 and 10 percent, respectively. The new devices can operate at 3,600 Mbps per pin, up from about 3,200 Mbps for the first-generation chips, which have been in production since 2016.  The innovations used in the second-generation 10nm-class DRAMs will enable Samsung to accelerate its plans for faster introductions of future DRAM chips, including DDR5, HBM3, LPDDR5 and GDDR6, the company said.
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Release time:2017-12-21 00:00 reading:1489 Continue reading>>
<span style='color:red'>Samsung</span> Likely to Unseat Intel as Top Chip Vendor
  Samsung Electronics is poised to unseat Intel as the world’s largest semiconductor company this year based on sales, as South Korea’s electronics giant benefits from strong demand for memory chips, according to market research firm IC Insights.  Intel, which has held the lead since 1993, is expected to fall to second place after Samsung in the 2017 sales ranking, with the two separated by a $4.6 billion gap, according to a report from the market research firm. The jump in sales by Samsung, the world’s largest memory-chip maker, is primarily attributable to soaring DRAM and NAND flash prices, the report said. Samsung first emerged in the top spot during the second quarter this year, displacing Intel during that period.  Surging memory prices are also helping SK Hynix and Micron, which are expected to make the biggest moves in IC Insights’ 2017 top-10 ranking from the 2016 ranking.  The memory makers are forecast to move up two spots in the top-10 ranking with SK Hynix occupying the third position and Micron moving up to fourth.  Consolidation in the memory business has left three companies — Samsung, SK Hynix and Micron — with a combined 95 percent share of the world market.  The outlook for the memory makers continues to be bullish as DRAM prices are expected to increase about 10 percent in the fourth quarter largely due to strong demand in the mobile DRAM market.  Nvidia, which is forecast to register a 44 percent increase in sales this year, is expected to replace MediaTek in IC Insights’ top-ten rankings. Nvidia is riding on a wave of strong demand for chips used in artificial intelligence applications. The 2017 sales of mobile phone-chip maker MediaTek are expected to drop by 11 percent from a year ago to $7.9 billion.  The IC Insights’ rankings do not include chip foundries such as Taiwan Semiconductor Manufacturing Co. or Global Foundries.  For 2017, the top-10 companies’ share of the worldwide semiconductor market is expected to increase to 58.5 percent, up from last year’s 55.3 percent.  If the 2017 forecast comes true, the top 10 companies would hold the largest market share since 1993.  Merger and acquisitions that are pending approval may shake up the rankings.  For example, if Qualcomm and NXP’s expected sales for this year were combined, the companies’ 2017 revenue would be $26.3 billion, enough to place the combined entity into third place in the top-10 ranking, according to the IC Insights report.  However, Broadcom has also announced its intention to acquire Qualcomm, which could also change the future top-10 ranking, according to the report.  Potential mergers and acquisitions over the next couple of years may play a significant role in future rankings, according to IC Insights.
Release time:2017-11-24 00:00 reading:1393 Continue reading>>
<span style='color:red'>Samsung</span> Forecast to Top Intel as the #1 Semiconductor Supplier in 2017
  IC Insights will release its November Update to the 2017 McClean Report later this month.  This Update includes a 2017-2021 semiconductor market update, a forecast for the major capital spenders for 2017 and 2018, an analysis of the DRAM market, and a look at the top-25 semiconductor suppliers expected for 2017. The top-10 2017 semiconductor suppliers are covered in this research bulletin.  For the first time since 1993, the semiconductor industry is expected to witness a new number 1 supplier.  Samsung first charged into the top spot in 2Q17 and displaced Intel, which had held the number 1 ranking since 1993.  In 1Q16, Intel’s sales were 40% greater than Samsung’s, but in just over a year’s time, that lead has been erased.  Intel is now expected to trail Samsung in the full-year 2017 semiconductor sales ranking by $4.6 billion. Samsung’s big increase in sales this year has been primarily driven by an amazing rise in DRAM and NAND flash average selling prices.  In 1993, Intel was the number 1 ranked supplier with a 9.2% share of the worldwide semiconductor market (Figure 1, which does not include the pure-play foundries).  In 2006, Intel still held the number 1 ranking with an 11.8% share. In 2017, Intel's sales are expected to represent 13.9% of the total semiconductor market, down from 15.6% in 2016. In contrast, Samsung's global semiconductor marketshare was 3.8% in 1993, 7.3% in 2006, 12.1% in 2016, and forecast to be 15.0% in 2017.  Thus, it appears that Samsung’s accession to the number 1 position in the semiconductor sales ranking this year has had more to do with Samsung gaining marketshare than Intel losing marketshare.  For 2017, the top 10 sales leaders are forecast to hold a 58.5% share of the worldwide semiconductor market.  If this occurs, this would be the largest share of the market the top 10 companies held since 1993.  Memory giants SK Hynix and Micron are expected to make the biggest moves in the top-10 ranking in 2017 as compared to the 2016 ranking.  Spurred by the surge in the DRAM and NAND flash markets, each company is forecast to move up two spots in the top-10 ranking with SK Hynix occupying the third position and Micron moving up to fourth.  Excluding foundries, there is expected to be one new entrant into the top-10 ranking in 2017—U.S.-headquartered Nvidia, which is forecast to register a 44% increase in sales this year.  Nvidia is expected to replace fabless supplier MediaTek, whose 2017/2016 sales are expected to be down by 11% to $7.9 billion.  Six of the top-10 companies are expected to have sales of at least $17.0 billion in 2017.  As shown, it is forecast to take $9.2 billion in sales just to make it into this year’s top-10 semiconductor supplier list.  It should be noted that if Qualcomm and NXP’s expected sales for this year were combined, as if Qualcomm’s pending acquisition had already occurred, the companies’ 2017 sales would be $26.3 billion, enough to place the combined entity into third place in the top 10 ranking.  Moreover, Broadcom’s current attempt to acquire Qualcomm, while Qualcomm itself is in the process of attempting to acquire NXP, adds additional uncertainty with regard to the future top 10 ranking.  As would be expected, given the possible acquisitions and mergers that could/will occur over the next couple of years (e.g., Qualcomm/NXP, Broadcom/Qualcomm/NXP, etc.), as well as any new ones that may develop, the top-10 semiconductor ranking is likely to undergo some significant changes over the next few years as the semiconductor industry continues along its path to maturity.
Release time:2017-11-22 00:00 reading:1417 Continue reading>>
<span style='color:red'>Samsung</span>’s Capex Seen Crushing Memory Startups
  Samsung, which has nearly half of the global DRAM market, is likely to crush smaller rivals after more than doubling its plan for capital expenditures in its semiconductor unit for this year, according to market analyst IC Insights.  The world’s biggest chipmaker will boost 2017 capex from the $11.3 billion it spent last year to an unprecedented $26 billion.  Buoyed by strong prices for memory chips, Samsung said it sailed to a record quarterly operating income of 14.5 trillion won ($12.8 billion) in October. The outlook continues to be bullish as DRAM prices are expected to increase about 10 percent in the fourth quarter largely due to strong demand in the mobile DRAM market.  In the meantime, consolidation in the DRAM business has left three companies – Samsung, SK Hynix and Micron – with a combined 95 percent share of the world market. China, which buys about a fifth of the global DRAM supply, has funded the creation of domestic memory producers such as XMC to reduce dependence on imports and get a leg up in the semiconductor industry. China’s plan may be dashed.  “Samsung’s current spending spree is expected to just about kill any hopes that Chinese companies may have of becoming significant players in the 3D NAND flash or DRAM markets,” IC Insights said in a Nov. 15 report. “This year’s level of spending by Samsung just about guarantees that without some type of joint venture with a large existing memory suppler, new Chinese memory startups stand little chance of competing on the same level as today’s leading suppliers.”  IC Insights’ latest forecast now shows semiconductor industry capital spending climbing 35 percent this year to $90.8 billion. Samsung’s capex for 2017 is likely to be more than this year’s outlays from Intel and Taiwan Semiconductor Manufacturing Co. (TSMC) combined, according to the market researcher. Samsung, Intel and TSMC are the largest spenders on semiconductor capex.  Samsung’s semiconductor spending of $8.6 billion in the fourth quarter of this year will account for 33 percent of the $26.2 billion industry total during the period, according to IC Insights.  Meanwhile, the company is expected to bring in about 16 percent of worldwide semiconductor sales in the fourth quarter this year, the market research firm said.  Samsung’s $26 billion in semiconductor outlays this year will be allocated as follows, according to IC Insights.3D NAND flash: $14 billion, including a huge ramp in capacity at its Pyeongtaek fab.DRAM: $7 billion for process migration and additional capacity to make up for capacity loss due to migration.Foundry/Other: $5 billion for ramping up 10nm process capacity.  Samsung’s massive spending outlays this year will have repercussions far into the future, according to IC Insights. One of the effects likely to occur is a supply glut in the 3D NAND flash market. This overcapacity situation will not only be due to Samsung’s huge spending for 3D NAND flash, but also to its competitors such as SK Hynix, Micron, Toshiba and Intel in response to Samsung’s spending surge.  At some point, Samsung’s competitors will need to ramp up their capacity or lose market share, IC Insights said.
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Release time:2017-11-16 00:00 reading:1658 Continue reading>>

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