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Foundry Revenue Share by Vendors
TSMC gained 200 bps in terms of market share in Q2 2022, driven by leading technology nodes for iPhone AP and HPC-related ICs. The capacity utilization rate in Q2 in leading nodes was still at 95%-100% at TSMC. Samsung lost 100-200 bps during the quarter due to weaker demand for Qualcomm’s flagship smartphone SoCs. UMC, GF and SMIC managed to maintain their shares with high capacity utilization rates.
Foundry Revenue Share by Technology Nodes
5/4nm became the second largest node in Q2 2022 in terms of revenue share, accounting for 15% of industry sales, which were driven by smartphone SoCs (Apple, Qualcomm and MediaTek), ARM-based CPUs (Apple) and newly launched GPU accelerators from NVIDIA. 7/6nm remained the largest node, with increasing applications from CPU, GPU and networking processors. Sales from matured nodes started slowing down in Q2 2022 due to inventory adjustment from driver ICs and CMOS sensors.
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Oct 21, 2022