Samsung Samsung flash memory is no longer wanted to play foundry

Samsung revealed the day before, the company is planning to use the spare capacity to develop diversified business semiconductor sector, including other companies OEM chips, in other words, Samsung will fully enter the foundry field, and TSMC, UMC and other manufacturers to compete.

In fact, Samsung's decision is not beyond all expectations, and because of the flash memory in the past Samsung's most profitable now has entered the low profit era, let Samsung Semiconductor sector the most profitable in the second quarter of this year's revenue fell 7%, it is difficult to imagine in the past; on the other hand, Samsung mobile phone products at the price continued to fall, let Samsung have to develop new profitable business.

This Samsung believes that with a new generation of TV host as the representative of a variety of new products will be listed in the next year, they will significantly increase the market demand for chips, and we will also use other spare capacity to develop diversified business, foundry is one of them.

Samsung emphasized that the company's foundry business and TSMC is not the same, the target is the high-end product specialization, but they did not disclose the name of the customer, according to informed sources, close cooperation with Samsung Qualcomm (Qualcomm) is likely to become the first batch of customers. Samsung also said that the company's foundry business will be the second half of the road, and the reason why the foot of the foundry, because we have advanced process technology, to meet the needs of customers.

According to iSuppli statistics show that last year, Samsung foundry revenues of only $116 million, far less than TSMC's $7 billion 680 million and $878 million IBM, but is close to SMIC's 1/3 revenue.

For Samsung in the foundry, analysts believe that Samsung has enough advanced process technology, their performance in the flash memory is very good, in the past this analysis, their foundry business may also be very profitable.