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◆ The Samsung crisis ◆
The global semiconductor memory market (DRAM, NAND flash), which enjoys a stagnant market, is expected to "reverse" over the next year due to oversupply. . There is concern that Samsung Electronics, SK Hynix and others may have a negative impact on economic growth, as the prediction that the semiconductor market, driving the growth of the Korean economy, will contract an authoritative body.
According to market forecasts published by the World Semiconductor Market Statistics Organization (WSTS), a nonprofit organization of 42 major semiconductor companies on the 29th, the global memory market is expected to grow by 165.5 billion dollars this year. At around $ 164.5 billion (about W 184 billion), it is expected to decrease by 0.3%. The memory market grew by 61.5% last year and is expected to grow by 33.2% this year, but companies are actively investing in facilities, resulting in an oversupply of supply and a drop in price since 4Q09. According to DRAMexchange, the price of DRAM for October (based on the PC DDR4 8GB fixed transaction) was 7.31 USD, down 10.74% from delivery (8.19 USD).
In the global DRAM market, Samsung Electronics and SK Hynix accounted for 45.5% and 29.1% respectively of the third quarter.
The global semiconductor market is expected to slow down. The global semiconductor market is expected to reach $ 491.1 billion next year, up 2.6% from $ 477.9 billion this year. The WSTS forecast 5.2% growth in August, but halved its growth forecast in three months. The contraction of the memory semiconductor market is expected to have a negative impact on the Korean economy. The share of semiconductors in Korean exports reached 12.6% in 2016, 17.1% in 2017 and 21.2% in January-October of this year. According to the economic forecast of the LG Economic Research Institute, "Korea has recorded economic growth of 3% last year due to the semiconductor effect." With the disappearance of the semiconductor effect, the economic growth rate will fall to 2.5% next year ".
While the industry is expected to slow down, Samsung Electronics (SEC), whose operating profit largely relies on semiconductors, is facing a heightened crisis. Samsung Securities estimates that its operating profit will rise to 13.65 billion won in the semiconductor industry in the third quarter, but will fall to 12.778 billion won in the fourth quarter. The Samsung Group faces the tenth anniversary of Lee Kun-hee's inauguration on Nov. 1, notably in the semiconductor market as well as "prosecution, patent prosecution and antitrust investigations".
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