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Samsung chip sales squeezed Intel into the world's first but throne can sit for how long?

via:雷锋网     time:2018/1/6 17:04:39     readed:322

Data show that last year, Samsung's sales increased 52.6% to 612 billion US dollars, a market share of 14.6%. Intel's sales increased only 6.7% to 57.7 billion U.S. dollars, accounting for 13.8% of the market. The global semiconductor revenue of 4197.7 billion US dollars, an increase of 22.2%.

Currently, Samsung Electronics is the world's largest memory chip maker, memory chips for smart phones, tablets, personal computers andserverIs crucial, but with the strong demand of the market, this is the biggest reason why Samsung's electronic chip sales continue to rise. Intel is good at producing a CPU chip for personal computers, however, consumer demand for such equipment declined.

According to Gartner, under-provisioning drives storage chip revenue up 64% and accounts for 31% of total semiconductor revenue, making it the largest semiconductor category.

The price rise caused by the lack of supply has become a key driver of the revenue growth of memory chips. Last year, the price of NAND flash memory chips recorded the first year-on-year increase, an increase of 17%; DRAM memory chip prices increased by 44%.

In fact, DRAM and NAND flash memory chip prices have risen dramatically since 2016. The authoritative computer magazine PCMag has analyzed the reason, saying that this is mainly due to Chinese consumers. Demand for memory chips has risen sharply as more and more Chinese consumers begin to buy high-end devices, but Chinese manufacturers are not yet able to produce these high-end chips, causing the price to rise.

However, Andrew Norwood, vice president of research for Gartner, said Samsung is predominantly not solidly dependent on memory chips. "As China expands its memory chip production capacity, the price of memory chips will weaken in 2018 and bear the brunt of NAND flash chips, DRAM memory chip prices will also decline in 2019. We expect Samsung will lose a lot of revenue by then."

For the chip company M & A transactions, 2017 is relatively quiet year. Qualcomm acquired NXP Semiconductors was originally considered to be a big deal back in 2017 completed, but in the end did not happen. Although Qualcomm still plans to complete the deal by 2018, it is compounded by Broadcom's attempt to acquire Qualcomm.

"The total revenue of Broadcom, Qualcomm and NXP in 2017 was $ 41.2 billion, only behind Samsung and Intel," Andrew Norwood said. "If Broadcom can finally finalize the two acquisitions, Samsung's memory chip revenue like If that is expected to decline, then Samsung may drop its market share to third place by 2019 as the next wave of memory chips declines. "

Therefore, Samsung's first position may not be maintained for too long.

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