일반산업
2010 Outlook for Domestic Semiconductor Firms' Facilities Investment
2009-12-30LEE, Joo-Wan
목차
요약
2010 Facilities Investment Outlook for Samsung Electronics and Hynix
Samsung Electronics : ￦5.5 ~ 5.8 trillion investment expected
Due to rising semiconductor prices and a widening lead over rivals in terms of costs, Samsung can improve profitability by expand production and is thus likely to increase investment in 2010.
In addition, Samsung’s lead over Toshiba in the NAND market has narrowed to less than 5%p, and the firm may focus on expanding market share in response to the threat.
As a result, Samsung is likely to increase its investment in 2010 by 38~45% YoY to ￦5.5~5.8 trillion.
Hynix : ￦1.9 ~ 2.5 trillion investment expected
Previously, Hynix invested aggressively and maintained a higher investment ratio than Samsung, but was more conservative in 2009 due to the weak market and a liquidity crisis.
However, in 2010, the semiconductor market will return to positive growth and domestic firms will outperform their foreign rivals. As a result, Hynix will significantly expand its facilities investments.
In 2010, Hynix’s facilities investments are expected to rise by 90~150% YoY to ￦1.9~2.5 trillion.
Businesses and Related Firms That will Benefit
In 2010, the firms that will benefit are those that are involved in the growing importance of DDR3, production micronization (i.e. conversion to 40 nm process), and Fab establishment.
Samsung Electronics : ￦5.5 ~ 5.8 trillion investment expected
Due to rising semiconductor prices and a widening lead over rivals in terms of costs, Samsung can improve profitability by expand production and is thus likely to increase investment in 2010.
In addition, Samsung’s lead over Toshiba in the NAND market has narrowed to less than 5%p, and the firm may focus on expanding market share in response to the threat.
As a result, Samsung is likely to increase its investment in 2010 by 38~45% YoY to ￦5.5~5.8 trillion.
Hynix : ￦1.9 ~ 2.5 trillion investment expected
Previously, Hynix invested aggressively and maintained a higher investment ratio than Samsung, but was more conservative in 2009 due to the weak market and a liquidity crisis.
However, in 2010, the semiconductor market will return to positive growth and domestic firms will outperform their foreign rivals. As a result, Hynix will significantly expand its facilities investments.
In 2010, Hynix’s facilities investments are expected to rise by 90~150% YoY to ￦1.9~2.5 trillion.
Businesses and Related Firms That will Benefit
In 2010, the firms that will benefit are those that are involved in the growing importance of DDR3, production micronization (i.e. conversion to 40 nm process), and Fab establishment.