Speaking of memory manufacturers, everyone’s first reaction must be South Korea’s Samsung and SK Hynix. This is indeed the case. In the memory field, these two companies are really too strong.
According to the first quarter data, in the field of DRAM, Samsung won 41.5% of the share, while SK Hynix won 29.3% of the share, the two ranked first and second in the world, with a combined share of 70. 8%.
According to the data of 2020Q4, in the field of NAND flash memory, Samsung has won 32.9% share, ranking first in the world, SK Hynix won 11.6% share, ranking fourth in the world, and the combined share of the two has reached SK Hynix acquired Intel’s NAND flash memory business. If Intel’s NAND business is included, SK Hynix ranked second with a higher share.
It is precisely because these two manufacturers have such strength that memory has contributed a large share of semiconductor products exported from South Korea.
Taking the data in May as an example, South Korea exported semiconductors worth 10.1 billion US dollars in May, equivalent to 65.2 billion yuan, of which memory chips accounted for 65%, which means that the export of memory alone reached more than 42 billion yuan.
The export destination country is mainly the Chinese market, of which at least 60% are sold to the Chinese market. Because China is the world’s Electronic product manufacturing factory, most products such as mobile phones, computers, TVs, game consoles, etc. that require a large number of memory chips are manufactured in China.
According to the forecast of market observers, with the growth of demand for electronic products in the second half of the year, South Korea’s semiconductor exports are expected to hit a new high this year, and the contribution of memory is indispensable.
In fact, we know that South Korea is really a small country compared to China, with a land area of only 99,600 square kilometers and a small population of about 52 million.
Moreover, South Korea’s semiconductor industry was as poor as mainland China in the early days, so why did South Korea become the world’s largest memory chip brother in just a few decades?
On the one hand, it was because the United States suppressed Japanese semiconductors that year, which led to the transfer of the semiconductor industry to South Korea, and Samsung seized the opportunity to achieve a turnaround step by step through vertical and horizontal integration, and then led SK Hynix to establish a leading position together.
On the other hand, South Korea has few resources, and has been working hard to develop high-tech and high value-added industries. South Korea is also regarded as the younger brother of the United States and has never been suppressed, and the United States is also willing to support the rise of Korean companies. For example, among the shareholders of Samsung , A lot of American capital, so Samsung has been supported by funds, talents, technology, etc., and it has developed very fast.
But I have to admit that a small South Korea is really strong in the semiconductor industry, and companies like Samsung are indeed worth learning from.