Samsung: semiconductor market to consumer electronics

Huang Changgui, President of the world's largest memory chip suppliers, Samsung Electronics Semiconductor Division said that the future semiconductor market increasingly differentiated, estimated in 2005 will be the global semiconductor market from PC to a turning point in digital consumer electronics, Samsung Semiconductor revenue will increase in the future, on demand trend in mobile and digital electronic device on the application.

Huang Changgui said that despite the 2005 global semiconductor sales growth will be lower than 30% in 2004, but influenced by consumer electronics demand, Samsung Semiconductor Sales Forecast in 2005 is still expected to steady growth, not recession phenomenon appeared in 2001 when.

Although as of now, whether it is the semiconductor industry association (SIA), the Global Semiconductor Trade Statistics (WSTS) or other market research institutions, for the 2005 semiconductor market situation are bad, the most optimistic it is only single digit growth. However, Huang Changgui pointed out that in 2005 the Samsung Semiconductor Business lock two digit growth rate, with the update process technology and adjust product lines and other strategies, large-scale increase in revenue growth.

Huang Changgui believes that this is the Samsung product line will focus on mobile memory, flash memory, LCD driver IC, mobile processor and image sensor, such as intention, in the top 3 products, Samsung has been ranked as a global leader, after the two Samsung is expected to reach the leading position before 2007.

Another charge on Samsung said before 2005, Samsung Semiconductor capital spending about $4 billion 800 million in 2004 and is similar to the size of. Although Intel to mid January 2005 annual capital expenditure will announce earnings, but analysts believe that Intel's 2005 capital spending should be similar to 2004, compared to $3 billion 800 million scale, Samsung 2005 capital expenditure obviously far more than Intel.

Samsung generous capital expenditure, means to seek innovation, Huang Changgui pointed out that if the enterprise only in terms of a product in the development of new science and technology achievements has come to a standstill, will quickly be eliminated by the market. In July 2004, Samsung announced the construction of 12 inch wafer factory in Seoul, into the system of large scale integrated circuit production line, is the Samsung Semiconductor Business upgrade step by virtue of career and career memory LSI multiplication effect, become Samsung reached two digit growth promoter.

In addition, Samsung in the next few years profit sources, Huang Changgui cited One NAND Flash as an example, consider One NAND Flash just to catch the mobile electronic device differentiation trend, Samsung is expected to become one of the goals of the next few years gold.