Samsung warns that there is a serious semiconductor shortage on a global scale, affecting smartphone production

In 2021, Samsung, the world's leading smartphone company, claims that there is a 'imbalance' in semiconductors on a global scale, and announces a new model of its flagship terminal ' Galaxy Note' every year. Said that he could see off.

Samsung Warns of Severe Chip Crunch While Delaying Key Phone --Bloomberg
https://www.bloomberg.com/news/articles/2021-03-17/samsung-warns-of-serious-imbalance-in-the-chips-industry

Samsung says it might skip the Galaxy Note this year --The Verge
https://www.theverge.com/2021/3/17/22335502/galaxy-note-2021-delay-canceled-samsung

Samsung thinks about giving the Galaxy Note refresh a miss this year as semiconductor supplies run dry • The Register
https://www.theregister.com/2021/03/17/samsung_galaxy_note_on_hold/

At the annual meeting held on March 17, 2021 local time, Co-CEO Ko Dong-jin, who oversees the mobile phone business, said, 'The supply and demand of chips in the global IT sector is serious. There is a great deal of imbalance, 'he said, and he said he was aiming to launch the new Galaxy Note in 2022.

Samsung currently has two flagship devices, the 'Galaxy Note' series and the 'Galaxy S Ultra' series. Samsung has already announced the Galaxy S21 Ultra in January 2021, so Mr. Taka said, 'It can be a burden to announce two flagship models in a year.' I am.

Due to the global epidemic of the new coronavirus infection, semiconductor supply was declining throughout 2020. The automobile industry and the IT industry are competing for the reduced number of semiconductors, and the number of semiconductors that can be used for smartphones is decreasing.

Focus: Automobile industry crying over semiconductor shortage, awareness of superiority and inferiority in supply relations | Reuters
https://jp.reuters.com/article/analysis-carmaker-chip-idJPKBN2AM0U5

In addition, Samsung, the world's second-largest semiconductor foundry after TSMC , which is the world's largest semiconductor foundry in the field of semiconductor contract manufacturing, was forced to shut down its Texas semiconductor factory due to the record cold wave that occurred in February 2021. I am. Due to the impact on semiconductor distribution due to this suspension of operations, it is predicted that 'global smartphone production in the April-June period will decrease by 5%.'

Samsung rice factory shut down, global smartphone production down 5% Private estimate: Nihon Keizai Shimbun
https://www.nikkei.com/article/DGXZQOGM165P60W1A310C2000000/

It is believed that Mr. Taka's remarks have the above background, and in recent years the 'Galaxy Note' series and the 'Galaxy S Ultra' series are becoming similar in performance. The series will disappear. '