Samsung 3nm process announced delay: one year behind TSMC

On July 14, at the 2021 domestic IP and custom chip production conference, Samsung Electronics disclosed its 3nm process technology plan, which will be postponed to 2023. Previously, Samsung said that the 3nm process technology will be put into production in 2022.

According to Samsung’s explanation, its 3nm process will be 3GAE in 2022, that is, 3nm gate-all-around early, which is an early trial-and-error version, while Samsung will launch 3GAP in 2023, that is, 3nm gate-all-around plus , This is an advanced version of 3GAE, this version will be more complete, and can provide more mature foundry products.

Samsung’s process technology is relatively advanced, but the quality of its products is often not satisfactory. Its own Exynos SoC often suffers from excessive power consumption. The Snapdragon 888 SoC manufactured by Qualcomm is not as good as expected. This has caused many mobile phone products using this SoC to suffer in terms of power consumption. consumer criticism.

In addition, Samsung produces chips with lower transistor density. 10nm and more advanced process technology, only Intel, Samsung and TSMC have mass production in the world. Digitimes specially made a picture to compare the technological evolution of the three companies.

In terms of transistor density alone, Intel’s 7nm process, TSMC’s 5nm process, and Samsung’s 3nm process are almost on the same level. Although Samsung’s process technology is similar to that of TSMC, the number of transistors is very different.

In the foundry business, Samsung relies on cheap foundry prices to grab TSMC’s orders, but in the future, Samsung will have to face Intel’s competition. Intel released its IDM 2.0 strategy this year, announcing that it will do more foundry for other companies. It will hold an Intel Accelerated live event on July 26, and will announce the development roadmap of Intel’s process technology and packaging product portfolio. After entering the foundry industry, it may create a new foundry pattern.

Among these three companies, TSMC has the most advanced and mature foundry technology. For companies such as Apple that have high requirements for their own products, the foundry is handed over to TSMC. Ranked 7th in the US stock market, higher than Alibaba. Intel and Samsung will compete fiercely in the second echelon. If Samsung’s 3nm process continues to be delayed, some orders may be taken away by Intel’s 7nm process.

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