Global Semiconductor Foundry Revenue Share: Q4 2022E
January 11, 2023
This page shows the quarterly revenue share for the top players in the global semiconductor foundry market from Q1 2021 to Q4 2022E
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| Global Semiconductor Foundry Revenue Share (%) |
Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022E |
| TSMC | 56% | 57% | 56% | 54% | 56% | 59% | 60% |
| Samsung Foundry* | 14% | 15% | 15% | 15% | 13% | 13% | 13% |
| UMC | 8% | 8% | 8% | 7% | 8% | 7% | 6% |
| GlobalFoundries | 7% | 6% | 7% | 6% | 6% | 6% | 6% |
| SMIC | 6% | 5% | 6% | 6% | 6% | 6% | 5% |
| Others | 9% | 9% | 8% | 12% | 11% | 9% | 10% |
(*) Samsung includes foundry service for its internal logic IC business
Note: Q4 2022 numbers are forecast for the industry and are subject to change.
This page provides a view on the global foundries revenue share from 2021 till 2022. Here are some highlights from Q4 2022E:
- TSMC market share saw significant growth through 2022 as it continued to dominate the foundry semiconductor market
- Driven by strong 5/4nm wafer output, TSMC continued to gain global semiconductor market share through Q4 2022 with key competitors flat or declining
- Global logic foundry industry sales posted 27% year-over-year growth in 2022, but softening consumer demand along with high IC inventories bring substantial risks in 2023.
- We expect the global foundry semiconductor revenues to decline by 5%-7% in 2023 and we expect average capacity utilization rates fall this quarter to around 75% of 2022 levels.
- Although TSMC’s business in H1 2023 will also be negatively impacted by inventory adjustment cycles, we do not expect the company to slow down expansion in advanced nodes or overseas facilities.
- Longer-term, we believe its growth outlook should stay intact after a dip in H1 2023.
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