The report said that Samsung's capital expenditures in 2017 reached 26 billion US dollars, not only the amount is an unprecedented record, its annual growth rate has never seen a new high. IC Insights further estimates that Samsung in the fourth quarter of 2017 will have 86 Capital expenditures of 100 million U.S. dollars account for about 33% of the total annual capital expenditure of the semiconductor industry of 26.2 billion U.S. dollars, while Samsung's sales in the fourth quarter of 2017 are about 16% of the global semiconductor industry sales.
As for how Samsung's $ 26 billion capital expenditure will be distributed IC Insights said it will spend 14 billion US dollars in 3D NAND Flash's capacity expansion plan at Pyeongtaek plant addition, 7 billion US dollars will be Used in DRAM process transfers, and to fill the cost of lost capacity due to process shifts, while $ 5 billion will be spent in the foundry portion of the foundry to boost the manufacturing capacity of the 10-nanometer process.
IC Insights said it will have an impact on the global semiconductor industry, and bear the brunt of the 3D NAND Flash industry, IC Insights explained that the future of 3D NAND Flash may be due to Samsung's expansion of production capacity caused by the output However, this production process is not caused by a Samsung company, but Samsung brought pressure on other vendors, including SK Hynix, Micron, Toshiba, Intel and other companies, capital expenditures in some special areas increased, To enhance the productivity caused.
In addition, IC Insights also pointed out that the size of Samsung's capital expenditures will be enough to stop any hope of China entering the market of new products such as DRAM and 3D NAND Flash, etc. In particular, related startups in China are technically unable to compete with Samsung , SK hynix, Micron and other companies, Chinese manufacturers will find it hard to compete with these leaders without a single major joint venture in China.