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[Alpha Biz=(Chicago) Reporter Paul Lee] Kyung Joo-hyun, president of Samsung Electronics' device solution (DS) division, reaffirmed on the 1st that he will not participate in "artificial production cuts," contrary to market expectations to secure "super-gap" competitiveness.
In other words, the stock market once again made its position clear, drawing a line on the interpretation of Samsung Electronics' earnings conference call the previous day as a "natural production cut is a de facto production cut."
President Kyung said at a management status briefing session for executives and employees in the DS sector, "There is a move to reduce investment across the industry, but Samsung Electronics does not reduce investment for the future," and stressed, "We should take advantage of this opportunity to regain our competitiveness in the memory business sector."
According to Omdia, a global market research firm, Samsung Electronics' DRAM market share stood at 40.6 percent in the third quarter of last year, down 2.8 percentage points from the previous quarter (43.4 percent).
SK Hynix and Micron, the second and third largest in the industry, have 29.9% and 24.8% of the DRAM market, respectively.
The market share gap between Samsung Electronics and SK Hynix has decreased from 15.6 percentage points in the first quarter of last year to 15.3 percentage points in the second quarter and 10.7 percentage points in the third quarter.
The previous day, Samsung Electronics said in a conference call after the announcement of its fourth-quarter earnings last year, "The recent weak market is not favorable to performance immediately, but I think it is a good opportunity to thoroughly prepare for the future," adding, "In conclusion, this year's facility investment (CAPEX) will be similar to the previous year."
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