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South Korea to topple Taiwan in semiconductor race by 2032
US SIA (Semiconductor Industry Association) predicts South Korea’s semiconductor production will surpass Taiwan to rank second by 2032 globally. A new report titled “Emerging Resilience in the Semiconductor Supply Chain” reveals shocking data.
The report estimates that South Korea’s semiconductor production will increase by 129% by 2032. This is the 2nd highest growth rate after the US (203%), whereas Europe (124%), Taiwan (97%), Japan (86%), and China (86%) all expected to lag behind South Korea.
South Korea’s semiconductor production is expected to account for 19% of the global semiconductor market in 2032. It’s up 2% points from its 17% share in 2022, putting it behind China with 21% but ahead of Taiwan with 17% and the US with 14%.
In particular, the US production will likely grow its share from 10 percent to 14 percent due to increased investment, moving up to fifth place behind Japan with 15%. The US could see its share of the 10nm-and-below foundry market increase from 0% to 28%.
Meanwhile, Korea’s share in the semiconductors market may decline from 31 percent to 9 percent. This is attributed to the US efforts to rebuild its semiconductor infrastructure and attract dominant Foundry players to produce cutting-edge semiconductors locally.
At the same time, South Korea is expected to foster its share of the memory market, including DRAM and NAND flash, the report says. DRAM, particularly, could rise from 52% to 57%, while NAND flash is expected to rise from 30% to 42%.
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Samsung could shift its investment from the EV battery business in the US. The company plans to adjust its investment in ESS from EVs due to a sluggish market. The move comes after low demand for EVs, particularly bikes, and growing demand for ESS.
TheElec reports that Samsung eyeing the growing demand for ESS (energy storage systems) in the US. North America’s largest power company NextEra Energy could be awarding Samsung with a potential 1 trillion won ESS order.
Samsung is investing in converting its EV battery pack production line in Michigan, US. The electric bike battery pack line will be dismantled and converted for ESS use. The investment is expected to begin as early as the fourth quarter.
- The ESS battery pack line will be located in Factory 1, where a battery pack line for Harley-Davidson is currently in operation.
- Factory 2 primarily produces battery packs for Stellantis PHEVs, such as the Jeep Wrangler 4xe and Grand Cherokee 4xe.
The Korean tech giant is pursuing a 1 trillion won order for ESS batteries from NextEra Energy. The order is estimated to be around 5GWh. The company has started accelerating its penetration into the ESS market since last year with its Battery Box.
Samsung is exploring advanced sensor-shift image stabilization (OIS) camera tech for future Galaxy phones. The company recently filed a patent application related to image stabilization technology for mobile devices in South Korea.
The latest Samsung patent suggests work on the sensor-shift image stabilization (OIS) camera is underway. However, Apple iPhone-like sensor shift camera tech is far from arriving on Samsung’s Galaxy smartphones.
The patent entitled “Actuator for optical image stabilization and camera module including the same” describes how less force is required to stabilize the sensor itself. This allows for a more precise correction of the sensor position.
The patent document shows that Samsung is continuing to develop its ideas and methods for sensor-shift image stabilization. The absence of such cameras is not a sign that the company has abandoned the idea.
Samsung has been working on sensor-shift image stabilization for years. The company aims to upgrade the Galaxy camera capabilities in the future. The sensor-shift stabilization offers a sharper image by moving the camera sensor.
Previously, patents related to sensor-shift telephoto camera surfaced. However, the Korean tech giant hasn’t commercialized the technology. The patent was published recently, but doesn’t mean we will be seeing this upgrade in the Galaxy S25 series.
The development suggests that Samsung won’t include it on Galaxies till an advanced variant evolves. As the exploration continues, sensor-shift OIS feature remains in hope for the future of Galaxy smartphone segment.
Samsung officially confirmed its teaming up with Qualcomm and Google for XR devices. Now, Qualcomm CEO revealed that the company is working with Samsung and Google to develop mixed-reality smart glasses.
According to the info, Samsung is working on portable mixed-reality smart glasses in collaboration with Qualcomm. Not XR headset, the company’s first extended reality product could be smart glasses with AI for new experiences.
Qualcomm CEO Cristiano Amon shared new details about Samsung’s upcoming XR product. In an interview to CNBC, Amon confirmed the collab with Samsung will result in “a new product” that offers “new experiences.”
Beyond that, he hinted that this product will likely be a pair of XR smart glasses, not a headset. Just opposite to Apple’s approach, Samsung and Qualcomm aimed to create XR smart glasses that would be portable and easy to carry around.
“I want everyone who has a phone to go buy companion glasses to go along with it,” Amon said. “We need to reach a point where wearing smart glasses feels no different from wearing regular glasses or sunglasses. Only then can we achieve true scale,” he added.
The XR smart glasses could debut later this year, featuring artificial intelligence. Samsung and Qualcomm reportedly aiming to make XR glasses mainstream, while Google could support them with optimized software.
Following the trend, the XR smart glasses could pack on-device AI capabilities. Some AI features will run directly on the device, others on the phone, and certain tasks will require cloud processing – unlocking “a whole new set of experiences.”
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