Samsung and SK Hynix aim at automotive semiconductor

On November 7, it was reported that according to BusinessKorea, with the rapid increase of global demand for high-performance semiconductors for electric vehicles, Samsung Electronics and SK Hynix have gradually turned their attention to the field of automotive semiconductors.

It is learned that although these two companies occupy the first and second positions in the world memory semiconductor market, they do not have much influence in the automotive semiconductor market.

Strategy Analytics data shows that Korea's share in the global automotive semiconductor market is only 2.3% based on the sales in 2019.

In the field of oil tankers, the price of automotive semiconductors is generally low, so the profitability is low, and the replacement cycle of oil tankers is generally longer, which can last more than 10 years. However, with the rapid growth of electric vehicles and intelligent driving vehicles, the demand for high value-added semiconductors has increased. The Korean consortium is actively responding to this development trend and increasing investment in the semiconductor field.

Samsung Electronics predicts that by 2030, auto semiconductors, servers and mobile communication semiconductors will grow into three major semiconductor industries.

Since 2020, the electric vehicle market has grown rapidly. Due to the progress of electronic component technology, the number of semiconductors installed in electric vehicles has also increased dramatically. There are 100 to 200 parts in an oil vehicle, while intelligent vehicles supporting automatic driving need at least thousands of parts.

At present, Samsung Electronics is planning to meet the needs of high-performance automotive semiconductors through next-generation storage solutions such as LPDDR5X and GDDR7. Its goal is to occupy the first place in the automotive memory market by 2025.

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