Foundry Companies’ Share by Revenue
In Q3 2023, the global foundry industry witnessed a clear hierarchy in market share. TSMC dominated the landscape with an impressive 59% market share driven by N3 ramp-up and smartphone restocking demand. At the second position was Samsung Foundry with a 13% share. UMC, GlobalFoundries and SMIC had similar market shares with each contributing around 6%. TSMC’s significant lead underscored its technological prowess and market leadership, setting the tone for the industry’s trajectory in Q3 2023. However, some mature node foundries such as UMC started to face headwinds in Q3 2023 due to muted LDDIC and PMIC demand.
Foundry Industry Share by Technology Node
In Q3 2023, the market was prominently led by the 5/4nm segment, which had a 23% share. This dominance resulted from strong demand, particularly from AI and iPhone. The 7/6nm segment’s market share remained steady, showing early signs of order recovery in the smartphone market. On the other hand, the 28/22nm segment encountered challenges due to inventory corrections in networking applications, while the 65/55nm segment experienced a downturn due to decreasing demand in automotive applications.
Number of Pages: 1
Published Date: December 2023
Overview:
In Q2 2023, the global foundry industry witnessed significant developments and trends across various process nodes. The Q2 2023 Global Foundry Revenues by Nodes Tracker provides a comprehensive view of the performance and changes in revenue distribution within the foundry market during this period.
Table of Contents:
- Analysis
- Global Foundry Revenues by Share
- Foundry Revenues by Share
- Foundry Revenues by Nodes
- Nodes Revenues by Foundry
- Contacts
Published Date: October 2023
Overview:
In this comprehensive study, we delve into the intricate details of the semiconductor manufacturing industry, with a specific focus on foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. As the semiconductor landscape continues to evolve rapidly, understanding these critical metrics is paramount for making decisions in this dynamic market.
Table of Contents:
- Foundry Capacity by Linewidth Tracker (28nm and below)
- Foundry Wafer Price by Linewidth Tracker (28nm and below)
- Foundry Utilization Rate by Linewidth Tracker
- Global Foundry sales/market share tracker
- Contacts
Published Date: October 2023
Overview:
The semiconductor foundry industry is currently facing the brunt of a global economic downturn and muted end demand. In response to these challenges, various semiconductor foundry companies are diligently leveraging their strengths to foster growth. This article provides an overview of the market share and development strategies of major semiconductor foundry companies in Q2 2023. With Moore’s Law reaching its limitation, advanced 3D packaging technologies are playing an important role for companies to remain competitive in the evolving semiconductor landscape. The competitive advantages of leading firms are becoming more pronounced. Nevertheless, there is still demand for mature processes, offering other companies an opportunity for survival and growth in this competitive landscape.
Table of Contents:
- Analysis
- Market Share Ranking
- Competitor Analysis
- TSMC
- Samsung Foundry
- GlobalFoundries
- UMC
- SMIC
- Conclusion
- Authors, Copyright, User Agreement and Other General Information
Number of Pages: 8
Published Date: September 2023
Overview:
In this comprehensive study, we delve into the intricate details of the semiconductor manufacturing industry, with a specific focus on foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. As the semiconductor landscape continues to evolve rapidly, understanding these critical metrics is paramount for making decisions in this dynamic market.
Table of Contents:
- Foundry Capacity by Linewidth Tracker (28nm and below)
- Foundry Wafer Price by Linewidth Tracker (28nm and below)
- Foundry Utilization Rate by Linewidth Tracker
- Global Foundry sales/market share tracker
- Contacts
Published Date: September 2023
Foundry Companies’ Share by Revenue
TSMC maintained its leadership in the foundry market with a stable 59% market share in Q2 2023. In contrast, Samsung Foundry’s market share dipped by nearly 1% to 11%, primarily due to ongoing smartphone inventory adjustments and the loss of smartphone AP SoC orders from a US client. On the other hand, UMC saw an increase in market share, driven by the continued strength of DDICs and automotive applications in Q2 2023.
Foundry Industry Share by Technology Node
In Q2 2023, the 5/4nm segment continued to dominate the market, holding a significant 21% market share. This strength was driven by robust demand, particularly in the field of AI, with key customers like Nvidia and Broadcom fueling this momentum. In contrast, the 7/6nm segment experienced weakness due to a slower-than-expected recovery in the smartphone market. On the other hand, the 28/22nm segment remained robust, as demand for primary applications, including DDIC and automotive-related applications, remained strong throughout Q2 2023.
Number of Pages: 1
Published Date: September 2023
Overview:
Our Associate Director Ethan Qi presented a report at the JW Insights event, focusing on the outlook for the foundry market. The report addressed long-term forecasts for advanced nodes and key drivers in case of a smartphone market failure this year. It also covered dynamics in the smartphone, wearable, notebook, and data center markets, along with an analysis of the foundry industry. The report provides valuable insights for industry professionals to navigate the evolving foundry market.
Table of Contents:
- Smartphone Market Dynamics
- Wearable, Notebook and Data Center Dynamics
- Foundry Industry Dynamics
Published Date: June 2023
Overview:
Overview on foundry capacity, utilization rate, technology migrations and wafer demand on focus semiconductor markets
Table of Contents:
- Industry Outlook, 2023
- Vendor Capacity Forecasts by Nodes
- Vendor Capacity Utilization Rate by Nodes
- Wafer Pricing – short term outlook
- Smartphone AP/SoC/modem wafer demand
Number of Pages: 37
Published Date: February 2023
Overview:
Overview on foundry capacity, utilization rate, technology migrations and wafer demand on focus semiconductor markets
Table of Contents:
- Industry Outlook, 2023
- Vendor Capacity Forecasts by Nodes
- Vendor Capacity Utilization Rate by Nodes
- Wafer Pricing – short term outlook
- Smartphone AP/SoC/modem wafer demand
Number of Pages: 37
Published Date: February 2023