China semiconductor industry representative enterprise thunis group, investment 60 billion yuan to build DRAM factory, will become the first mainland enterprises with DRAM factory. The investment scale and the leading global DRAM samsung electronics factory (SamsungElectronics) and SK hynix (SKHynix) annual investment scale. DRAM as much as samsung, the world's largest semiconductor plant scale park pyongtaek park.
By South Korea and America's DRAM market enterprises will change very quickly. Mainland with price competitiveness in the market, will not only stimulate the industry changes in the earth's crust, also will make the dominant DRAM market of South Korea's status changes.
The mainland has forecast will move into semiconductor, DRAM market, to market is only a matter of time. China formally enter the DRAM market, South Korea should be thinking about how to deal with the upcoming crisis.
The DRAM market is not very good, in 2015 by DRAM market buoyant repeatedly refresh performance of samsung and hynix SK corp, since the beginning of the fourth quarter in 2015 face supply exceeds demand, and price associated with problems. If coupled with mainland operators, the Korean factory is worse.
Mainland already ambitious for semiconductors. Although several times, but for the concrete appearance. Thunis through mergers and acquisitions become the leader mainland semiconductor, 2015 trying to buy the world's third largest Micron DRAM enterprises (Micron), the opposition of the U.S. government did not succeed.
But also indirectly acquired the world's third largest NANDFlash enterprise new emperor (SanDisk), declared NANDFlash market. And thunis Intel (Intel) investment and so on, will look into the system chip market.
Enter the DRAM market thunis faster than expected, and at the same time across the south Korean semiconductor factory the most advantage of DRAM and NANDFlash market, will compete with Korea factory. Chip is different from the system, as long as have the production technology such as DRAM, always have a chance to become strong, poses a major threat to South Korea.
South Korea's mainland main industry, shipbuilding, steel has been advanced, in mainland displays, mobile phones, and other fields has also become South Korea's most formidable opponent. With huge domestic market forces, can surpass South Korea at any time. Over the past 20 years, semiconductor, especially the DRAM, is South Korea's largest export products. If the industry control to the mainland, will lead to a crisis in South Korea.
South Korea has the advantage of accounts for only 25% of the overall semiconductor memory. In up to 75% share of the system on chip market, there are still quite a lot of business opportunities, to expand business empire to the field, such as samsung companies continued efforts, however, is still far behind the Intel, Qualcomm, Qualcomm), etc.
Even if the mainland announced the memory market, for a moment also don't have a significant results. But in the field of memory, manufacturing competitiveness is more important, so the south Korean mainland could be caught in the morning and evening, this is samsung and SK hynix should accelerate change physical reason.