Why the more solar power three times the gap, samsung but the mountain TSMC

In this world is particularly difficult in the first half of the semiconductor industry negative influence on the outbreak has showed a strong resistance and elastic. July, samsung electronics, TSMC, Texas instruments, such as SK hynix semiconductor manufacturers have released 2020 Q2 performance report, almost all companies to hand over half of the answers are more or less than market expectations, the leading role of this article is the one of the two wafer producers, TSMC and samsung electronics.

2020 in the second quarter, TSMC net income up to $4. 1 billion, while samsung electronics for $6. 7 billion, but samsung has not yet been segmentation performance of each business unit so specific how much profit for wafer foundry parts temporarily is unknown, but yonhap give June revenue forecast is around $3. 6 billion.

since 2017, when the wafer foundry from system LSI independent business unit, wafer foundry founded samsung, samsung, I've always wanted to take and TSMC, chip generation become the industry leader. But although samsung chased, but for now, it is still in a short time but the mountain TSMC. 8%, followed by Romania, tsu and smic. And this kind of market situation should also won't much change in a short time. Clearly like process technology was similar, but the market share of nearly three times the gap caused by what?

is customer first. Take 5 nm process technology, 5 nm TSMC client is far more than the samsung, solar portal, and everyone is a giant, apple, AMD, qualcomm, plus blocked huawei before, in addition to the samsung aspects nvidia has double supply chain policy, qualcomm is compromise, solar energy, there would be no other big customers.

when it comes to apple, many people also know that samsung is apple's partner at the beginning, from 2010, apple will start, A4 chip to samsung foundry to, A5, A6, A7 after apple and samsung have long time cooperation stage, but the problem is that samsung is not like TSMC pursues & other; Do OEM only, do not compete with customers throughout sustainability principles &; , samsung is also home mobile phone manufacturer, and there is a direct competition relationship after the launch of the iPhone 4 apples. Although

and eager to reduce dependence on samsung, but at the time apple production and processing of TSMC sceptical. In the face of the concerns of the apple, TSMC specifically for apple expansion chip research and development production of production line. And in order to avoid IP disputes with samsung, TSMC sent a group of people at that time to the apples, took about two years, to design the three A8, completely bypass the samsung IP, let apple turn smoothly, it also indirectly shows a lot of people to professional foundry TSMC, no design idea is completely wrong.

although A8 chip by TSMC hu, solar panels, but in 2015, samsung still to A9 some orders, the remaining portion of the natural is contracted TSMC. At that time, TSMC is 16 nm process technology, and samsung used is 14 nm process technology, known as the more advanced, but the result is unexpected.

first in the process of production, samsung's yield is lower than TSMC, solar equipment, after the iPhone 6 s and the iPhone 6 s Plus the actual assessment of consumers found that samsung A9 chip production control power consumption than TSMC, this problem is let apple consumption quite hard to solve, photovoltaic (pv) grid, is also directly contributing to the apple 16 years handed A10 processor orders all TSMC.

16 years lost A series chips after the big order, samsung adjust their pricing, using the advantage of excess production capacity, to the qualcomm, AMD, nvidia, and tesla these new clients. At that time, TSMC in chang was advised to do so. But zhang did not adopt the proposal.

the fact proved that his decision is right, even if there is no price advantage, TSMC is still with its advanced technology, stable yield and sufficient capacity received from mainland including huawei, bits, qualcomm, apple, many of the big customer's order. Samsung failed to as expected shake TSMC in the industry leading position.

how much will directly affect the quality and market share, but also affected by the other first whiff of the often overlooked by people, that is r&d.