It goes well with Samsung. If you have a terugroep action of your expensive vlaggenschiptelefoon because of risk of explosion not only can survive, but in the same year, the largest gain in three years can submit, then you’re doing something right. In the case of Samsung, the semiconductor branch of the Korean giant, the hen with the golden eggs. Samsung is besides TSMC and Global Foundries one of the companies where the designers of computer chips can have their designs. Apple is right there, for example, with its iPhone chips, and Qualcomm bakes since last year, high-end Snapdragons.
This year can Samsung extract with a technical innovation: the Korean fabs are the only one in the world now where all chips with the 10 nm process to be baked. Qualcomm makes grateful use of by the brand new Snapdragon 835 in a Samsungfabriek, while the latter in return the first batch of copies produced entirely for himself. That cooperation is brilliant for Samsung and Qualcomm, but not really for the rest of the market, we noticed that here already.
Large profit margin
The fabs are the most modern in the world and they are running at full speed. In addition to SoCs for mobile phones Samsung 3D V-NAND for SSDS and the demand for the 14 nm DRAM is very large. In spite of all that is the Semiconductortak good for only 25 percent of the 44 billion dollar sales that Samsung in the past year turned. Yet the fabs in for more than 45 percent of the profits. That illustrates the high profit margins that Samsung may ask because it’s technically a step ahead of the competition.
To the huge profits to be retained, should Samsung continue to fight. It is the semiconductorbusiness only for the wind as long as the Koreans technically the strongest. For example, when TSMC first, a stable 7-nm manufacturing process can roll out, you can from that part of Samsung’s partners to the competition disappears.
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