In the third quarter of 2019, the world's top ten foundries revenue rankings released

2024-04-28 12:34:30 Technology

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According to the statistics of Tektronix's Takuya Industry Research Institute, the time series enters the traditional electronics industry peak season, the market demand for semiconductor components will increase compared with the first half of the year. It is estimated that the global wafer foundry output value will increase by 13% in the third quarter. .

The top three market share rates were TSMC 50.5%, Samsung 18.5% and GlobalFoundries 8%. However, due to the continued delay in the Sino-US trade war, consumer market demand is lower than the same period in 2018, so the rebound of the semiconductor industry in the second half of the year may not be as strong as expected.

Observing the performance of the main players in the third quarter, TSMC ranked first in the global market share in the 7-nm node, including the main customer groups, including Apple, Hisilicon, Qualcomm, AMD, etc. The 7nm process capacity utilization rate is almost full, and the demand for some mature processes is gradually warming down. It is estimated that the overall consolidated revenue will perform well. The third quarter revenue will grow by about 7% compared with the same period of last year; Samsung is on the wafer. On behalf of the OEM, relying on the needs of their own products, and subdividing the foundry nano-nodes to provide customers with the flexibility of choice to resist the industry downturn.

At present, in addition to Huawei and Samsung's 5G mobile phones using self-developed chips, most of the other brands use the Qualcomm 5G Modem chip X50, which is mass-produced by Samsung's 10nm process, which drives Samsung's third-quarter revenue to grow by 3.3% compared with the same period last year. .

GlobalFoundries recently sold its plant and chip business in exchange for stable investment in the sale target, while increasing revenue from communications by RF SOI technology. However, the possibility of lower revenue after the delivery of the plant in the future, coupled with AMD's aggressive deployment of the 7-nanometer product line, will affect GlobalFoundries' revenue performance in the 12/14 nm process.

UMC's second quarter benefited from communications products, including low- and mid-end mobile APs, switch components and router-related chips, and increased capacity utilization and shipments. The third quarter is expected to maintain revenue growth.

SMIC's second quarter benefited from smartphones, IoT and related applications. Its 55/65 and 40/45nm process revenues were excellent, and the 28-nm demand was also recovering. The third-quarter revenue will be available. Hope to continue to grow. In addition, if the 14nm process yield in SMIC's development can maintain a certain level, under the policy counseling and domestic demand market, it is estimated that Hess and Ziguang Zhanrui will have the opportunity to film on SMIC's 14nm process.

Hua Hong Semiconductor is benefiting from the domestic demand market such as power and power management components. It is estimated that the third quarter revenue will maintain steady growth. The world's advanced performance of power management products is eye-catching, driving July revenue to a 2019 high. This demand will continue to benefit the third quarter revenue, which is expected to slow down the impact of driving ICs to 12-inch.

Tuoba Industrial Research Institute pointed out that in terms of the overall foundry market, due to the recent dramatic changes in Sino-US trade wars, the two sides are mutually restrained on tariffs, and the United States continues to increase the number of Huawei-related enterprises into the list of entities. Huawei's ban is short. I can't lift it during the time. The stalemate in Sino-US trade continues to affect the market demand for end products, including mobile phones, laptops, tablets, and televisions. The upstream foundry companies are still conservative in their demand for peak demand in the second half of the year.

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