Samsung and other chipmakers with production facilities in
the area had seen shutdowns due to severe weather on Feb. 16.
Samsung declined to comment on when production would be
fully back to normal.
The disruption will have a definite impact on the global
chip contract manufacturing industry that is already battling a severe capacity
crunch, research provider TrendForce has said.
Qualcomm 5G radio frequency chips and Samsung display and
image sensor chips account for about 65% of the monthly production at the
Samsung plant, TrendForce added.
Other chips include power management integrated circuits
(PMICs) and a small amount of chips that control electrical parts, Seoul-based
analysts said.
The disruption is expected to hurt production of smartphones
globally over the April to June period by about 5% and may lower this year's
penetration rate of 5G smartphones, TrendForce estimated.
"This was a problem because it exacerbated a worldwide
foundry capacity shortage. But at least it won't get worse as production
resumes," said Park Sung-soon, analyst at Cape Investment &
Securities.
"Smartphone makers have chip stockpiles, but because
vendors' inventories of smartphone sets are currently low, smartphone production
may see some impact from the plant's shutdown in the second half of this
year."
Analysts have estimated losses from the disruption at the
plant at around 300-400 billion won ($265 million-353 million), which they
expected Samsung to mostly reflect in its January-March quarter earnings, to be
announced in April.
Earlier this month, NXP Semiconductors NV said it expected
an impact of about $100 million of revenue from its Texas production shutdown.
German chipmaker Infineon said it expected a quarterly hit
to revenues in the high double-digit million euro range from its Texas plant
outage.
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