News & Analysis
Room for IC industry expansion, analyst says
Anne-Francoise Pele
6/8/2012 11:41 AM EDT
Capital spending: Look for Samsung in the future
Moving to semiconductor industry capital spending, McClean outlined that Samsung and Intel spent $11,755 million and $10,764 million in 2011, respectively, and will spend $13,100 million and $12,500 million, respectively, in 2012. This represents an 11-percent year-over-year change for Samsung and a 16-percent year-over-year change for Intel.
“This represents an incredible amount of money for both of them. This has nothing to do with the semiconductor market growth,” declared McClean. “They are so aggressive. This is their chance to really separate themselves from the others. This is absolutely incredible. Look for Samsung in the future!"
Source: IC Insights
Moving to semiconductor industry capital spending, McClean outlined that Samsung and Intel spent $11,755 million and $10,764 million in 2011, respectively, and will spend $13,100 million and $12,500 million, respectively, in 2012. This represents an 11-percent year-over-year change for Samsung and a 16-percent year-over-year change for Intel.
“This represents an incredible amount of money for both of them. This has nothing to do with the semiconductor market growth,” declared McClean. “They are so aggressive. This is their chance to really separate themselves from the others. This is absolutely incredible. Look for Samsung in the future!"
Source: IC Insights
McLean then identified who are the top spenders and who have the top capacity. Elpida is gone, he said. “UMC will face difficult times going forward. Powerchip, they have no chance in front of Samsung. They can’t keep up.”
The seven companies –id est Samsung, Intel, TSMC, Toshiba/Sandisk, Hynix, Micron and GlobalFoundries- will be the ones that will drive the future, stated McClean.
Source: IC Insights
The seven companies –id est Samsung, Intel, TSMC, Toshiba/Sandisk, Hynix, Micron and GlobalFoundries- will be the ones that will drive the future, stated McClean.
Source: IC Insights
“When there are only ten companies, they will make money and it’s not going to be cheap,” concluded McClean. “2012 is going to be a turning point. We will get lower cost per transistor. We will look for a better market growth but fewer companies. We will still have a lot of fabless companies, but a handful of companies will serve that need.”
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