半导体市场份额变化
Search documents
半导体行业蓬勃发展背景下,韩系统半导体出口预期不升反降
Shang Wu Bu Wang Zhan· 2026-01-07 08:01
Group 1 - The core viewpoint of the article is that South Korea's semiconductor industry is experiencing a divergence in export trends, with memory semiconductors expected to grow while system semiconductors are projected to decline [1] Group 2 - The Korea International Trade Association (KITA) forecasts that South Korea's memory semiconductor exports will increase from $114 billion to $125 billion, representing a growth of 9.6% [1] - In contrast, system semiconductor exports are expected to decrease from $49.5 billion to $48.2 billion, reflecting a decline of 2.6% [1] Group 3 - Officials from the Korea Foundry Association (KFA) indicate that system semiconductors account for over 60% of the global semiconductor market, and future demand is anticipated to grow rapidly [1] - The government is urged to provide substantial support to address the impending downturn in the memory semiconductor cycle [1] Group 4 - Data shows that the share of the memory semiconductor-dominated overall semiconductor market has decreased from 70% in 2021 to 56% in 2024, while the foundry market share has increased from 30% to 40% [1] - Currently, South Korea's foundry sales are approximately $3 billion, which accounts for only 1% of the global foundry market [1]