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Qualcomm · IBM · Google · ST... Samsung Electronics Foundry Double District

Samsung subsequently Google, Qualcomm, IBM, etc. In the year foundry business and strengthen its position name follow the new orders of large global clients. Recently won FIG microcontroller (MCU) quantity of ST Microelectronics, a global system semiconductor areas are also known post. Out in the foundry market is followed by the past year's rapid growth in the next year, Samsung's sales growth is expected through this new order.

■ Samsung, IBM quantity orders since 2018... Qualcomm Snap Dragon 8 '1st generation quantity production

The last 15 days, IBM announced that it will prepare a five-nanometer (nm) server central processing unit (CPU) through Samsung's foundry. Another day, the two companies also announced that it has jointly developed a new semiconductor design (VT FET) utilizing vertical (vertical) transistor architectures.

It was commissioned by IBM foundry chip production of Samsung Electronics This is not the first time. Before IBM has announced that production of the CPU 'Power 10' 7 nm process in 2018, Samsung Electronics, the chip was mounted on the IBM server earlier this year. Another semiconductor AI reasoning for the public earlier this year, 'IBM tearoom processor, also expected to be produced over the 7-nm process foundry, Samsung Electronics. The chip will be officially launched in the first half of next year.

Samsung's next-generation flagship smartphone chipset, Snapdragon 8 '1st generation quantity orders also succeeded in a total amount of 100% of Qualcomm announced late March 11. Snapdragon 8 'first generation is produced in four nanometer process.

Meanwhile, Qualcomm has been charging for high-end AP to TSMC and Samsung are using both the AP for both foundry matgimyeonseo affordable. Recently, however, it seems to have been strengthened position in Samsung Electronics. Qualcomm has signed an agreement with a bar rather than TSMC, Samsung Electronics to lead the 5G AP 'Snapdragon 4 series last year for affordable high-end AP' Snapdragon 888 'production. Snapdragon 888 was produced in 5-nm process.

Samsung Foundry vs TSMC ■ AMD, securing new clients such as Google, Tesla

In addition, AMD also known to produce a Chromebook CPU scheduled for production next year at Samsung Foundry 4-nm process. Samsung had previously served as last October, also produced a smartphone pixel 6 AP 'tensor' for Google, chip design developed with Samsung Electronics and Google Team custom Soc.

Samsung is the automotive industry has also secured chip production quantities. Starting with the last fully autonomous (FSD) chip Tesla from 2019 continue to take the chip has been produced in Tesla. Another observation is that Google matgimyeonseo produce the autonomous car mock-way chip LSI design to the Samsung earlier this year, the foundry also through Samsung.

According to a recent industry-Samsung smartphone also won MCU (microcontroller) shipments of ST Microelectronics, a global semiconductor system company passed the news. ST as well as its own factory to produce chips in some quantities are also risking the production of the foundry. Among the duration recent foundry supply shortage it is observed to increase the volume contract manufacturing.

The side for ST can not tell the customers and Partners is the position.

■ still above 1 to TSMC, the overwhelming share... Samsung steady increase in sales 'positive'

Samsung does not share the foundry business is to narrow the gap with No. 1 worldwide in TSMC foundry market growth. But it is observed that in the sense that the SEC's revenue has grown steadily emerge over the next positive signal.

According to market research firm Trend Force TSMC foundry market in the third quarter increased 11.9% Qom in sales of 14.88 billion US dollars (about 17.55 trillion won), and accounted for 53.1% market share. Samsung Electronics posted an 11% market share grew by 17.1% from the previous quarter to third quarter sales of 4.81 billion US dollars (about 5.67 trillion won). Besides UMC is the third-largest revenue 2.042 billion US dollars (about 2.00004 trillion won) with 7.2% market share.

Foundries with less than 7 nm process technology currently is the only TSMC and Samsung.

SEC aims the first half of the third gate before all-around (GAA) technology applied to a NATO process than TSMC next year. GAA is a technique with improved power efficiency than conventional pin pet (Fin FET) technology. TSMC recently began a three nanometer semiconductor production test, it seems to go into mass production in the second half of next year.

Trend Force was expected to install the foundry revenue this year, the top 10 increased 21.3% year-on-year over the 100 billion US dollars (about 118.43 trillion won). Foundry sales next year is expected to increase by 13.3% this year.

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