Once we speak about Samsung’s income, we’re speaking primarily about smartphones. The corporate actually manages to promote cellular units essentially the most. For instance, within the first quarter of this yr, it has 76 million cell phones bought. However Samsung makes cash not solely from electronics gross sales, it additionally makes good cash on the sale of elements.
Analysts predict that within the second quarter of 2021, the corporate’s revenue will enhance by 38% to $ 10 billion, and all resulting from a rise within the provide of merchandise and resulting from increased costs for reminiscence. Thus, analysts at Trendforce concluded that the value of RAM chips, that are extensively utilized in smartphones, servers and different electronics, elevated by 27% in comparison with the primary quarter of this yr. NAND flash reminiscence additionally rose in worth by 8.6%.
Samsung ought to make good cash on microprocessors as properly. We’re speaking about a rise in earnings of 22% in comparison with the identical interval final yr. The return to the conventional operation of the corporate’s manufacturing facility in Texas, which had beforehand been broken by the hurricane, contributed to this.
However by way of the cargo of smartphones, Samsung issues may have turned out not in one of the simplest ways within the second quarter of 2021. Analysts name the determine 59 million delivered cellular units in opposition to 76 million 1 / 4 earlier. The unfavourable dynamics is because of a scarcity of elements out there, in addition to a lower in demand for smartphones in India, the place the scenario has grow to be extra difficult resulting from one other outbreak of coronavirus.
Which of those forecasts will probably be near actual indicators, we’ll discover out this week; when Samsung publishes a report on the outcomes of the second quarter of 2021.
Samsung confronted issues in transition to 5nm course of know-how – defect fee reaches 50%
Korean media insists that Samsung’s superior manufacturing line in Hwaseong, launched in February final yr, has a 5nm yield of lower than 50%. This might significantly have an effect on Samsung’s chip contract enterprise, which it has excessive hopes for.
The present determine cannotis not passable; to not point out the truth that, within the norm, the yield of appropriate merchandise needs to be above 95%. Samsung Electronics’ main enterprise in Hwaseong, in keeping with sources cited by Enterprise Korea; nonetheless can’t present an ample stage of scrap within the manufacturing of 5nm merchandise.
For a very long time, rumors circulated that Samsung would entice not solely Qualcomm; but in addition NVIDIA to its providers for the discharge of 5nm merchandise. The primary, in keeping with unofficial sources, can divide orders for the manufacturing of cellular processors of the Snapdragon 895 household between TSMC and Samsung. In flip, NVIDIA receives from Samsung the present technology of gaming GPUs of the Ampere household; which is a 8nm chips; though associated computing accelerators for the server section are manufactured by TSMC utilizing 7nm know-how.