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Service: Foundry

Infographic: Global Foundry Revenue Share | Q3 2022

Overview: 

Foundry Companies’ Share by Revenue
TSMC was the winner in Q3 2022 by gaining 200-300bps of market share, driven by a significant ramp-up of 4/5nm products including new iPhones AP (A16) and AMD/NVIDIA’s new HPC chips. Samsung’s sales were negatively impacted by the order cuts for Android smartphone SoCs and GPUs. Other foundries, including UMC, GF and SMIC, were relatively stable on both utilization rate and average wafer price during the quarter. Some wafer demand declined sharply, like in the case of DDIC and low-end CIS, lowering the sales on legacy 8-inch foundry vendors.

Foundry Revenue Share by Technology Nodes
5/4nm replaced 7/6nm as the largest technology nodes in Q3 2022 foundry sales, as TSMC contributed over 80% of 5/4nm sales. On the other hand, we observed the weakness of 7/6nm due
to slowing mid-end smartphone and discrete GPU (dGPU) sell-through in the supply chain as the inventory correction cycle seemed just in the beginning. For matured nodes, demand on 22/28nm stayed solid due to increasing new applications/new products, including wireless, MCU and driver ICs.

Number of Pages: 1

Published Date: December 2022

Global Foundry Capacity Tracker Q3 2022

Overview: 

This report tracks the Foundry capacity by Linewidth Tracker (28nm, 22nm, 16nm, 12nm, 7nm,6nm, 5nm and 4nm), Wafer price by linewidth (below 28nm), foundry utilization rate by linewidth and foundry market share by top 5 vendors (TSMC, Samsung Foundry, UMC, Global Foundries and SMIC). We cover historical data starting from Q1 2020 to Q3 2022. Furthermore, we have also covered top foundries by linewidth, wafer price, capacity and utilization rate. This report will help you to understand the foundry market from the revenue, linewidth, capacity and utilization rate perspective. For example, TSMC total capacity's shared by 28nm, 22nm, 16nm, 12nm, 7nm,6nm, 5nm and 4nm. 

Table of Contents:  

  • Global Foundry Capacity by Linewidth Tracker (28nm and below) Q1 2020-Q3 2022 
  • Global Foundry Wafer Price by Linewidth Tracker (28nm and below) Q1 2020-Q3 2022 
  • Global Foundry Utilization Rate by Linewidth Tracker Q1 2020-Q3 2022 
  • Global Foundry sales/market share tracker by top 5 foundry vendors Q1 2020-Q3 2022 

Published Date: December 2022

Infographic: Global Foundry Revenue Share | Q2 2022

Overview: 

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.

Number of Pages: 1

Published Date: September 2022

Infographic: Global Foundry Revenue Share | Q1 2022

Overview: 

Foundry Revenue Share by Vendors

TSMC reported stronger Q1 2022 revenue driven by HPC (clients including Apple, AMD, Nvidia) which exceeded smartphone as its largest business segment for the first time of company history. Also the upside results came from UMC and SMIC, both delivered higher sales from increasing wafer price and local client demand. Relatively, the market share on Samsung and GF were stable, due to the constrains of capacities and lower production yields from some products in the advnaced nodes.

Foundry Revenue Share by Technology Nodes

The largest technology node (in revenue) was 7/6 nanometer during Q1 2022, accounting for 18% of the total foundry industry TAM. The main products in 7/6nm include smartphone AP/SoC, tablet APUs, GPUs, and CPUs that TSMC
dominated the market. The node of 16/14/12nm is the second largest node, primiarily for smartphone RF IC / 4G SoCs, wearable processors, SSD controller, and PC-related ICs. TSMC, Samsung and GlobalFoundries are the major vendors in 1xnm.

Number of Pages: 1

Published Date: June 2022

Global Foundry Quarterly Discussion, Jun 2022

Overview:

  • Smartphone inventory topics and the impact on foundry in H2 2022. 
  • Foundry technology/competitions beyond 3 nanometers

Table of Content:

  • Smartphone AP Inventory Analysis and Outlook.
  • Introducing Quarterly Foundry Wafer Demand, 5/4nm and 7/6nm.
  • TSMC/Samsung/Intel competitions beyond 3nm. 

Published Date: June 2022

 

Global Foundry Quarterly Discussion, Mar 2022

Overview: 

Deep dive report on hyperscale/data center semiconductor, including devices and fabrication technologies
Table of Content:

  • Foundry vendor update, Q4 2021 – Q1 2022 
  • Data Centre Chipset Forecast and Roadmaps
  • Data Centre Foundry Models, 2021-2025

Published Date: March 2022

 

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