Although Samsung Electronics and Apple are in a competitive relationship in markets such as mobile phones and tablet PCs, Samsung has made significant gains in semiconductors such as foundry in recent years, including Apple, Qualcomm and Others. , Taiwan’s market share in wafer and package testing markets is 60 to 70% and over 50%, respectively, and semiconductor companies believe that Taiwan's semiconductor industry chain has no reason to win Samsung in Apple’s orders. The key lies in Taiwan. The lack of supply chain integration, and TSMC should now play the best role in the integration platform.
Samsung started late in the wafer foundry. Despite competing with Apple in the mobile phone and tablet PC market, Samsung still won some foundry contracts, including Apple, Qualcomm and Xilinx. Taiwan's wafer foundry market has a 60-70% share, ranking first in the world. TSMC has more than 50% wafer foundry market. In the packaging and testing outsourcing market, Taiwan also has a 50% market share. The world’s largest maker of solar, moonlight, and third-largest factory products.
Semiconductor companies believe that Taiwan’s huge semiconductor power has failed to catch up with orders from Samsung and Apple, making it incredible. The key is that no one can establish a platform to integrate Taiwan’s supply chain and establish unified services.
Observing Samsung's advantage lies in the cooperation with Apple in the past to innovate design and obtain a lot of patent rights. In addition, in the past, Samsung’s unified support services from wafers, memory, package testing, and system-side support to the terminal brands were supported by the government. ? Gravitational force, if Apple, Samsung cooperation model applied to the electronic supply chain in Taiwan, the first problem is that there is no enough manufacturers to lead the product positioning, technology development.
In the past, Taiwan’s electronics industry focused on the vertical division of labor. Since product design, circuit design, and so on, all established standardization, each factory can go it alone. However, this model has become unusable. Now that innovation and differentiation are indispensable, there is no standardization at all. b Conductor companies stated that TSMC has recently indicated that it will provide unified services from foundry to high-end packaging and testing terminals. However, if it is to satisfy some customers with a smaller demand in the latter part, this is understandable, but it is necessary to fight Samsung and cut it. Into the apple supply chain, it is still trying.
In the view of the semiconductor industry, T&M believes that TSMC truly has the style of being a big brother and is best suited to stand up and provide a platform. From wafer foundry, IC design, and packaging and testing to system-by-system integration, there is no reason why Taiwan’s industry chain has a complete advantage. Will lose to Samsung. Samsung can achieve the integration model, the Taiwan factory can do it, Taiwan's memory industry has been precarious, the panel industry is deteriorating, the semiconductor industry will not be integrated, I am afraid that will be the next area that Samsung has followed, but the integration can not rely on the government, Still have to rely on various manufacturers in the industry chain.
Samsung started late in the wafer foundry. Despite competing with Apple in the mobile phone and tablet PC market, Samsung still won some foundry contracts, including Apple, Qualcomm and Xilinx. Taiwan's wafer foundry market has a 60-70% share, ranking first in the world. TSMC has more than 50% wafer foundry market. In the packaging and testing outsourcing market, Taiwan also has a 50% market share. The world’s largest maker of solar, moonlight, and third-largest factory products.
Semiconductor companies believe that Taiwan’s huge semiconductor power has failed to catch up with orders from Samsung and Apple, making it incredible. The key is that no one can establish a platform to integrate Taiwan’s supply chain and establish unified services.
Observing Samsung's advantage lies in the cooperation with Apple in the past to innovate design and obtain a lot of patent rights. In addition, in the past, Samsung’s unified support services from wafers, memory, package testing, and system-side support to the terminal brands were supported by the government. ? Gravitational force, if Apple, Samsung cooperation model applied to the electronic supply chain in Taiwan, the first problem is that there is no enough manufacturers to lead the product positioning, technology development.
In the past, Taiwan’s electronics industry focused on the vertical division of labor. Since product design, circuit design, and so on, all established standardization, each factory can go it alone. However, this model has become unusable. Now that innovation and differentiation are indispensable, there is no standardization at all. b Conductor companies stated that TSMC has recently indicated that it will provide unified services from foundry to high-end packaging and testing terminals. However, if it is to satisfy some customers with a smaller demand in the latter part, this is understandable, but it is necessary to fight Samsung and cut it. Into the apple supply chain, it is still trying.
In the view of the semiconductor industry, T&M believes that TSMC truly has the style of being a big brother and is best suited to stand up and provide a platform. From wafer foundry, IC design, and packaging and testing to system-by-system integration, there is no reason why Taiwan’s industry chain has a complete advantage. Will lose to Samsung. Samsung can achieve the integration model, the Taiwan factory can do it, Taiwan's memory industry has been precarious, the panel industry is deteriorating, the semiconductor industry will not be integrated, I am afraid that will be the next area that Samsung has followed, but the integration can not rely on the government, Still have to rely on various manufacturers in the industry chain.
Keysun Technology Limited , http://www.powersupplychina.com