Samsung mencari tindakan 5G dan IoT dengan strategi semikonduktor baru
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Samsung mencari tindakan 5G dan IoT dengan strategi semikonduktor baru

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Perusahaan teknologi itu mengungkapkan strategi lima tahunnya di acara tahunan Samsung Foundry Forum.

Toronto, Kanada - 16 Mei 2020: Toko Samsung di Eaton Center di Toronto, Kanada. Samsung adalah konglomerat multinasional Korea Selatan.
Gambar: JHVEPhoto/Adobe Stock

Samsung Electronics telah mengumumkan rencana untuk memproduksi secara massal teknologi proses mereka dalam bentuk chip canggih, dengan teknologi proses dua nanometer mereka tersedia pada tahun 2025 dan transistor 1,4 nanometer pada tahun 2027. Pengumuman strategi lima tahun terjadi di Samsung Foundry Forum tahunan perusahaan. peristiwa.

Samsung memperkenalkan roadmap untuk memperluas kapasitas produksinya untuk node canggih “lebih dari tiga kali lipat” pada tahun 2027. Inovasi dalam teknologi proses semikonduktor ini hadir sebagai respons terhadap tren pasar terkini dalam teknologi AI, aplikasi otomotif berkinerja tinggi, dan 5 dan konektivitas 6G. Selain itu, Samsung bermaksud untuk mendukung pelanggan Foundry melalui pengembangan teknologi proses canggih ini.

Teknologi semikonduktor untuk pelanggan otomotif

Meskipun pengumuman Samsung berkonsentrasi pada produksi chip berkualitas tinggi, itu juga termasuk niat perusahaan untuk semikonduktor untuk komputasi kinerja tinggi, otomotif dan 5G untuk membuat lebih dari setengah bisnis pengecorannya pada tahun 2027.

Perusahaan bermaksud untuk bertindak dalam pasar semikonduktor berperforma tinggi dan berdaya rendah seperti HPC, otomotif, 5G dan Internet untuk segala, dengan dukungan untuk layanan mereka yang ada. Samsung mengantisipasi bahwa sektor-sektor ini akan melebihi 50% dari portofolio pengecorannya pada tahun 2027.

MELIHAT: Mempekerjakan Kit: pengembang IoT (Premium TechRepublic)

Seperti diketahui, Samsung menawarkan solusi turnkey untuk semua bidang IoT, termasuk rumah pintar, B2B, dan industri. Misalnya, layanan keamanan turnkey-nya memiliki dua inti MCU dan DRAM kepadatan tinggi, sementara Exynos i mendukung pemrosesan dan IoT SE-nya menyediakan solusi berbasis e-Flash untuk perlindungan tingkat perangkat keras. Exynos i mengintegrasikan RF dan Wi-Fi untuk koneksi. Samsung menjelaskan bahwa kemitraan lingkungan IoT yang kompatibel untuk layanan cloud mencakup Microsoft Azure, AWS, dan IoT Standard.

Pada Foundry Forum tahun ini, Samsung memperkenalkan catatan proses dengan meningkatkan dukungan proses 3nm berbasis GAA untuk HPC dan seluler dan terus mengubah proses 4nm untuk HPC dan aplikasi otomotif.

Samsung bertujuan untuk memenuhi kebutuhan pelanggan otomotif dengan menyediakan solusi memori non-volatile tertanam yang didasarkan pada teknologi 28nm. Perusahaan bermaksud untuk memperluas node proses dengan memperkenalkan solusi 14nm eNVM pada tahun 2024, dengan rencana untuk menambahkan 8nm eNVM ke depan. Sementara produksi massal telah berlangsung untuk RF 8nm setelah RF 14nm, RF 5nm masih dalam pengembangan.

Perusahaan juga berinvestasi dalam memperluas kapasitas produksinya untuk teknologi proses yang lebih maju. Samsung berbagi informasi mengenai strateginya untuk Foundry Business-nya. Rencana ini berfokus pada upaya teknologi baru bagi pelanggan, termasuk inovasi teknologi proses pengecoran, optimalisasi teknologi proses, kemampuan produksi yang stabil, dan layanan yang disesuaikan.

Persaingan dalam industri pembuatan chip

Pengumuman baru ini memudahkan untuk berspekulasi tentang niat Samsung mengenai posisinya di antara para pesaing. Samsung kemungkinan mencoba untuk membuat ruang untuk dirinya sendiri di pasar dan bersaing dengan perusahaan yang lebih mapan seperti Taiwan Semiconductor Manufacturing Company.

TSMC tidak diragukan lagi adalah pemain paling signifikan dalam industri pembuatan chip saat ini, dengan pangsa pasar sekitar 52,9% dibandingkan dengan pangsa pasar terbesar kedua Samsung sekitar 17,3%, menurut TrendForce. TSMC saat ini menargetkan produksi chip 3nm tahun ini dengan rencana untuk memulai produksi 2nm pada tahun 2025, berniat untuk akhirnya memproduksi chip canggih di Amerika Serikat.

Sejak Presiden Biden menandatangani itu UU CHIPS 2022 pada bulan Agustus, manufaktur semikonduktor di Amerika Serikat menjadi lebih menarik. Undang-undang tersebut bertujuan untuk mendukung manufaktur, desain, dan penelitian semikonduktor domestik yang diperkuat untuk membantu Amerika Serikat mendapatkan kembali posisi terdepan dalam pembuatan chip semikonduktor, mendukung kemampuannya untuk bersaing dengan China.

Produsen chip seperti Samsung dan TSMC dapat mengambil manfaat dari manufaktur di Amerika Serikat, karena undang-undang tersebut memberikan subsidi senilai $52 miliar untuk insentif manufaktur dan investasi penelitian dan kredit pajak investasi 25% untuk manufaktur semikonduktor.

Pengembangan pabrik Samsung baru di Taylor, Texas mengomunikasikan keputusannya untuk memproduksi di luar Amerika Serikat, yang mungkin juga menarik bagi Apple. Sejak Samsung kehilangan porsi bisnis Apple ke TSMC untuk chip A10 Fusion iPhone 7, TSMC telah memimpin di depan Samsung. Namun, pengumuman rencana Samsung untuk mengembangkan chip canggih dapat diartikan sebagai cara untuk mendapatkan kembali bisnis chip Apple.

Bagaimanapun, TSMC memang meningkatkan harga produksi chip pada tahun 2023 sebesar 6% untuk sebagian besar proses fabrikasinya. Sementara beberapa laporan baru-baru ini mengindikasikan bahwa Apple mungkin telah menyerah pada kenaikan harga ini, tidak ada laporan berita resmi yang mengkonfirmasinya. Dengan TSMC meminta lebih banyak untuk produksi chip, Apple dapat mempertimbangkan untuk mengeksplorasi penyedia baru, dan pengumuman terbaru Samsung pasti tidak akan mengurangi peluangnya untuk mendapatkan kembali bisnis Apple.

Namun, rencana Samsung untuk melipatgandakan kapasitasnya dan memproduksi teknologi baru ini pada garis waktu yang agresif sangat cepat, dan pengumuman tersebut tidak memberikan rencana konkret tentang metode mereka untuk mengembangkan teknologi chip ini. Ada kemungkinan bahwa promosi Samsung hanyalah angan-angan dan cara untuk tampil menarik sebagai penyedia semikonduktor bagi Apple dan pelanggan mereka yang sudah ada.

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