According to a recent Samsung Investor board meeting report, the corporation is aiming for a “GDP growth strategy”. In a report published by Financial News Korea , Jung Ki-bong , Head of Foundry Division, Samsung Electronics wants to aim at GDP growth and thinks that is one competitive edge that Samsung has.
The term “ GDP Growth Strategy ” covers the company’s aim at developing a Next-Gen Transistor Structure ‘ Gate-All-Around (GAA) ‘ and High Bandwith Memory such as DRAM . Samsung’s Foundry Department is looking forward to diversifying its sales into the AI and Semiconductor market. It currently earns 50% of its revenue from the mobile section and wants that to change.
The company is also looking forward to the automotive market and according to the report, One official stated that “ Hyperscalers, automotive OEMs, Tesla, and other customers have come to us wanting chips of their design “
“Our mission is to make semiconductors, including foundries and memory, bring imagination to life,” he said, adding that some of our customers will be selling 4-nanometer AI accelerators in development, and an electric vehicle company, the No. 1 automaker, is developing the next version of a fully autonomous driving chiplet at 5-nanometer.” FN Korea, Translated Through Google from Korean
LPDDR5X | Samsung
Samsung’s Next Major Goal
The sales restructuring industry claims that high-performance computing ( HPC ) is Samsung Electronics’ primary target market.
The third quarter saw more bad performance from Samsung Electronics’ foundry division as a result of line expansion’s effects and short-term demand unpredictability, which led to a reduction in operating rate.
Despite high-performance computing (HPC) accounting for a negligible share of sales, the company reported a record-breaking number of new orders for the quarter. This is a direct outcome of the huge demand for artificial intelligence semiconductors.
It is believed that mobile accounts for 54% of Samsung’s total sales this year, followed by HPC at 19% and automotive at 11%. The high-performance computing (HPC) industry, on the other hand, is Samsung Electronics’ primary focus because of its expected future growth.
30% equivalent to, $40 billion , of the foundry sector’s $134 billion in sales last year came from high-performance computing, according to the industry.
Samsung is making significant advancements in its 3nm technology | Samsung
More than twice the mobile industry’s predicted Compound Annual Growth Rate (CAGR) of 6% , the HPC market is projected to see revenue grow at a CAGR of 12% through 2028. Nearly half, or 42% , of the total foundry revenue of $187 billion is anticipated to come from HPC.
During the same period, Samsung Electronics’ foundry business revenue is expected to fall to 33% for mobile, but HPC being at 32% . The automotive industry is also projected to have a 14% increase in sales by the year 2028.
The market is changing more quickly than anticipated, and since Samsung has a sizable portion of the market, adapting to this change appears to be essential. The focus is always on meeting customer demand and this is exactly what’s happening.
