Samsung has reassigned more than 200 employees from the LCD division to the semiconductor division. It is the testimony of the South Korean giant's change of priorities over time: now the LCD panels for Samsung are of marginal importance, bypassed by the ubiquity of OLED technology; while on the semiconductor side they are increasingly important and decisive for turnover. If from the point of view of memories we proceed at full speed, the segment of mobile SoCs has ample room for improvement.
To begin with, it is good to remember the semiconductor division is the one that makes up the bulk of Samsung's profits, even if we know it mainly for its smartphones, tablets, televisions and various accessories in the field of consumer electronics. But the company wants even more, and a lot: it has even already said it will invest something like 115 billion dollars between now and 2030, with the intention of becoming the number one chip manufacturer in the world. In this regard, its third foundry is under construction: ultimately, Samsung will be able to design and manufacture everything itself – processors and SoCs, RAM and NAND flash memory chips, and image sensors. Or at least, that's the prediction of experts and analysts.
We were talking just a few days ago about Samsung's ambitions in the segment of SoCs for mobile devices. As we know, its latest top-of-the-range Exynos 990 did not live up to expectations, highlighting tangible gaps compared to its main competitor Snapdragon 865; this led the company to a rather decisive change of course, establishing partnerships with Arm for the development of the CPUs and with AMD for the development of the GPUs. Next year's chips should already benefit from these alliances. Let's hope!