據Samsung上季財報顯示，Device Solution中的半導體事業群，整體營收較前季增加7.2%，年增8.9%。然營益卻季減3.4%、年增40.1%。

非記憶體產品（邏輯IC，含foundry）營收季增16.3%、年減8%。

Samsung Improved earnings through migration and increased high value-added product mix.
• DRAM：Enhanced cost competitiveness by expanding 20nm-class;Managed flexible product-mix according to market conditions based on high value-added product competitiveness.
• NAND：Increased 10nm-class portion and expanded solution product sales including SSD.
• System LSI：Overall sales slightly up due to lower-than-expected demand for high-end mobile components, while AP shipments increased for major customer's new products.

看來Apple寒冬送暖，讓Samsung SoC部門稍有喘息。

In 2014，Samsung expects server/graphic DRAM demand to remain solid amid limited supply growth; tablet and mid-to low-end smartphone to drive demand for mobile devices，and NAMD demand to remain solid led by increased SSD adoption by datacenter and content growth in mobile devices.

As for system LSI，Samsung expects to introduce 20nm-class mobile AP and to expand new customer base, expecting to enhance competitiveness of LSI products such as high-pixel CIS, seeing low demand of S.LSI for 1Q14 due to weak seasonality and inventory adjustment by customers.

20nm的mobile AP應該是衝TSMC來的。