Dominating in the TV and the smartphone market, Samsung Electronics will continue to challenge the leading position of Intel's semiconductor. Samsung is optimistic about the most important of smart mobile device logic chip will have strong growth, they have large-scale investment. Nomura's research shows that by the end of 2014, demand for mobile application processor (AP) is expected to grow 40%, but only a double-digit pace of the PC central processor (CPU). NH Investment and Securities Company estimates that the global AP market size in 2015 is expected to triple to $ 33 billion, the CPU market will shrink by more than 10 percent to $ 34 billion. This is good news for Samsung, Qualcomm (Qualcomm) and Texas Instruments (TI) and other large-scale AP manufacturers, and mobile chip designer ARM (ARM). Intel accounts 80%, in PC CPU market, but in the emerging of mobile applications processor market,there is without excellent performance. Samsung is changing part of the memory chip production line to production of logic chips, and they have nearly $ 2 billion investment in South Korea to build a new logic chip plant, reflecting Samsung expects smartphones and tablet PCs will become the driving forces of the global semiconductor market growth. HMC Investment Securities' analyst ,Greg. Lu said: "the overall competitive situation will be changed as the CPU and AP boundaries blurred, Intel is trying to be into mobile chips,Samsung's ultimate goal may be to challenge Intel and Qualcomm. " |
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Samsung Challenges Intel's Leading Position Of Semiconductor