samsung electronic dram industry competitor analysis
DESCRIPTION
TRANSCRIPT
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Case Study
Eun Chong
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Semiconductor manufacturers selling their memory chips to OEM PC producers (B2B) worldwide
Competitor Analysis
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The Major Competitors
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Brief about Competitors
HYNIX• Cost advantage of Korea• Over-investment ▶ Fail• Recently JV with Chinese producer
Infineon• German, long history• SA to reduce investment risk• Taiwan-based DRAM manufacturer• JV with Nanya• Heavy investment planned in Asia
MICRON• US• Acquisition of Texas instrument• 26years, financial distress• Focus on DRAM• Get invested from Intel
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SMIC Estabilished in 2000 and HQ in Shanghai Get licensed from others (Infineon) Purchase of production facility 1 b High revenue growth (revenue & stock exchange) Produce older generation (outdated tech) Grow market share at expense of profitability By Son of former Chinese leader Jiang Zemin 4% to 7% world market share increase predicted Fast increase
Brief about Competitors
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Size comparison by Asset
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Product Volume
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BENCHMARK
&
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Cost Structure
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Selling Price
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Operating Margin (%)
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Threats of CHINA
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Dangerous Competitors Ranking
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What is learned?Currently, the competitors of Samsung are far behind Samsung.However, there is a potentially huge threat from China
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Strength – Resource and Low production cost
Weakness – Outdated technology, lack of ability to design memory chips
Current strategy – Aggressive pricing
Likely strategic move – purchase technology license or Strategic Alliance with competi-tors
More about SMIC