Taipei, Friday, March 31, 2017 02:44 (GMT+8)
showers
Taipei
17°C
Digitimes Research: Korea semiconductor companies to ramp up capital spending in 2H14
Ricky Tu, DIGITIMES Research, Taipei [Tuesday 17 June 2014]

Semiconductor capital spending by Samsung Electronics has topped the world's semiconductor companies for the fourth straight year since 2010. In 2014, Samsung's semiconductor capex is expected to stay flat at US$11.5 billion as compared to the previous year. However, since Samsung plans to begin install production equipment at its Line-17 fab in Hwaseong, Gyeonggi Province, its semiconductor capex in the second half of 2014 will be higher than that in the first half, according to Digitimes Research.

Having already set up seven semiconductor production lines in its plants in Hwaseong and Xian, China, the Hwaseong plant will aim to migrate to more advanced process nodes in 2014, while the Xian plant will focus on ramping up its vertical-NAND (V-NAND) flash capacity. The Line-17 fab, which is slated for completion in the second half of 2014, will focus on offering wafer foundry services using 20nm and below processes, Digitimes Research said.

Meanwhile, SK Hynix's capex for 2014 is expected to reach US$3.3-3.8 billion, up from US$3.3 billion a year earlier. SK Hynix' main capex for 2014 will be used to build its M14 fab. Construction of the M14 line is expected to begin in mid-2014.

Capital spending of other semiconductor companies, including Micron Technology, Toshiba and SanDisk will also top US$1.0 billion each in 2014. Micron is expected to accelerate the migration of its DRAM production to 20nm process, while also ramping up its NAND flash capacity.Toshiba will team up with SanDisk to expand the production capacity of V-NAND flash at its plant in Yokkaichi.

For non-memory chips, the 2014 capex of Intel, Taiwan Semiconductor Manufacturing Company (TSMC), Globalfoundries and United Microelectronics Corporation (UMC) will also exceed US$1 billion each. While Intel will deepen its development of 14nm and below processes, TSMC will focus on 16nm FinFET process. Globalfoundries and UMC will raise the ratios of their 28nm production,while beginning to develop 20nm and below technologies.

Combined 2014 capital spending of these semiconductor firms with a capex budget of over US$1 billion in the year is expected to amount to US$49.3 billion, Digitimes Research estimates.

The top-three DRAM chipmakers will move to upgrade their processes to 25-21nm, while the NAND flash industry will stress on ramping V-NAND flash production as well as to migrate to 19-16nm processes.

Content from this article was part of a complete Digitimes Research Chinese-language report that has not yet been translated into English. If you are interested in an English version of the report or wish to receive more information about the report, click here to contact us and we will get back to you as soon as possible. Digitimes Research also provides quarterly tracking services for market sectors such as Global Tablet, China Smartphone, China Smartphone AP, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.

Realtime news
  • Taiwan ODMs post 2016 results

    IT + CE | 4h 46min ago

  • Himax reportedly cuts into supply chain for iPhone

    Bits + chips | 5h 35min ago

  • Micro-Star International nets NT$5.79 per share for 2016

    IT + CE - Stockwatch | 5h 44min ago

  • Foxconn invests in China-based battery maker CATL

    IT + CE - Stockwatch | 5h 50min ago

  • Digitimes Research: 8K technology developed for medical applications in Japan

    Before Going to Press | 5h 55min ago

  • AUO expanding capacity for 65-inch TV panels

    Before Going to Press | 6h 37min ago

  • China market: WeChat becomes largest mobile-e-payment service platform

    Before Going to Press | 6h 39min ago

  • Asustek, HTC under increasing pressure from China smartphone vendors

    Before Going to Press | 6h 41min ago

  • Innolux expected to see 1Q17 net operating profit of NT$15 billion

    Before Going to Press | 6h 48min ago

  • Huawei Technologies invests CNY78.2 billion in R&D in 2016

    Before Going to Press | 6h 48min ago

  • Global WLAN sales in 4Q16 estimated at US$2.43 billion, says IDC

    Before Going to Press | 6h 49min ago

  • Genius Electronic Optical to not deal out 2016 dividend

    Before Going to Press | 6h 50min ago

  • Micro-Star International nets NT$5.79 per share for 2016

    Before Going to Press | 6h 50min ago

  • Acer to deal out 2016 dividend of NT$0.50

    Before Going to Press | 6h 51min ago

Pause
 | 
View more

Global notebook shipment forecast, 2017 and beyond

RESEARCH EXTRAS | Jan 25, 14:34

Digitimes Research estimates that 2016 was another down year for the global notebook market, with shipments dipping below 150 million. While the market will continue shrinking in 2017, the drop will be much less dramatic, as Windows 10 adoption in the enterprise...

Global AP demand forecast, 2017-2020

RESEARCH EXTRAS | Jan 16, 12:01

Digitimes Research expects global application processor (AP) shipments to increase more than 8% in 2017 and surpass the 1.9 billion mark, with smartphones remaining the main application. After slumping in 2015, Qualcomm returned to form in 2016 and will continue...

Global tablet market – 4Q 2016

GLOBAL TABLET | Mar 9, 14:10

In the fourth quarter of 2016, global tablet shipments reached 52.25 million units, showing on-quarter growth of 14.3%.

Taiwan handsets – 4Q 2016

TAIWAN MOBILE DEVICE | Mar 3, 14:43

Taiwan's presence in the global handset market continues to shrink. Its share of global shipments is expected to drop below 2% in the first quarter of 2017.

China smartphone AP shipments – 4Q 2016

CHINA SMARTPHONE AP | Feb 24, 14:04

Digitimes Research forecasts smartphone AP shipments to China in first-quarter 2017 will show an on-quarter drop of 15.9%.

UMC
Global AP demand forecast, 2017-2020
The transition to 4k TV - UHD TV market forecast, 2014-2017
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.