Samsung and SK Hynix target automotive semiconductors

With the rapid increase in 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.

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 South Korea's share of the global automotive semiconductor market is only 2.3% based on sales in 2019.

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

Samsung Electronics predicts that by 2030, automotive semiconductors will grow into three major semiconductor industries along with semiconductors for servers and mobile communications.

The electric vehicle market has grown rapidly since 2020, and the number of semiconductors installed in electric vehicles has also increased dramatically due to advances in electronic component technology. There are 100 to 200 parts in a gas car, and a smart car that supports autonomous driving requires at least thousands of parts.

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

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