Samsung Semiconductor's Lost Decade

Company A reinvested all its profits into technology development and succeeded.

With increased productivity, Company A sold products more cheaply, reducing profits -> bloodletting war

Profits are naturally maintained

Competitors invest the same money in R&D, but the gap cannot be closed once it opens

Back to oligopoly

In the 1980s, Japan waged a chicken game against U.S. companies

In the 1990s, Korean companies drove out Japanese companies

The 50 companies that existed were reduced to 3 (Micron, Hynix, Samsung Electronics)

Japanese companies all disappeared by 2013

As Samsung dominated the PC market

Japan's chicken game begins

At the time, it was the U.S. that kept Japan in check

It gave Korea an opportunity

The Plaza Accord drove the price of Japanese DRAM extremely high

Samsung's innovation, changes in the IT market, and help from the international situation

These three things made Samsung what it is today

All components are Samsung

It is no longer possible to pack transistors in with such precision

The smallest size of anything made by humans

Moore's law is breaking down

Even if you designed a chip, most lacked the manufacturing capability

Taiwan's TSMC pulled it off

Morris Chang, who had worked in the U.S. semiconductor industry, founded the company at age 56

But dependence on TSMC grew enormously, while dependence on Samsung Electronics decreased in turn

Even so, the best-selling models were mid-to-low-end models

China has many excellent engineers

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Topics: semiconductor
Source: Link
Category: Scrap/Video