Total Revenue of Top 10 Foundries Expected to Increase by ...

Although GlobalFoundries' revenue for 4Q20 decreased by 4% YoY as a result, it is still expected to maintain a certain level of wafer capacity ... ≡Menu DesignAndReuse Login | Subscribe Company | D&RChina | dr-embedded.com | Wiki | English Chinese Login | SubscribetoD&RSoCNewsAlert DesignAndReuse SearchIP Categories SiliconIP Analog&MixedSignal StorageController&PHY Graphic&Peripheral InterfaceController&PHY Processors&Microcontrollers Memory&LogicLibrary Security Multimedia WirelineCommunication WirelessCommunication SiliconIPVendors   VerificationIP Search/Browse VerificationIPVendors SoftwareIP Search/Browse SoftwareIPVendors     AdditionalServices WantedIPs IPAnalytics FeaturedProducts 6trackHighDensitystandardcelllibraryatTSMC55nm 90nmOTPNonVolatileMemoryforStandardCMOSLogicProcess Low-power32-bitRISC-Vprocessor Advanced2DGraphicsContoller News Categories IP/SoCProducts EmbeddedSystems Foundries FPGA Fabless/IDM Deals Legal Business FinancialResults People Commentary/Analysis 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TotalRevenueofTop10FoundriesExpectedtoIncreaseby18%YoYin4Q20WhileUMCOvertakesGlobalFoundriesforThirdPlace,SaysTrendForce December7,2020--Demandinthefoundrymarkethasremainedstrongin4Q20,asproductioncapacitiesacrosstheindustryremainfullyloaded,withthetightsupplyofwafercapacitiesleadingtoapricehikeinfoundryservicesandsubsequentlydrivinguptotalquarterlyindustryrevenue,accordingtoTrendForce’slatestinvestigations.Thetop10foundries’revenuesfor4Q20areexpectedtoexceedUS$21.7billion,an18%increaseYoY,withTSMC,Samsung,andUMCrespectivelytakingthetopthreelargestmarketshares.Thankstohighdemandfor5GsmartphoneprocessorsandHPCchips,TSMChasbeenseeingcontinuedrevenuegrowthfromthe7nmprocesstechnology.Thecompanyhasalsobeenincludingearningsfromthe5nmprocessinitstotalrevenuecalculationssince3Q20,whiletheupwardmomentumispersistingthroughout4Q20.Finally,recoveringdemandforthe16-45nmprocesstechnologies,alongwiththeabovementionedfactors,isexpectedtohelpTSMCsetarecordhighinquarterlyrevenuein4Q20witha21%increaseYoY.Samsungwillincreaseits5nmproductioninordertomeetthegrowingdemandforsmartphoneSoCsandHPCchips,inadditiontoacceleratingitsEUVdeployment.Moreover,thedevelopmentofsmartphoneSoCsmanufacturedwiththe4nmprocessandtheincreasein2.5DadvancedpackagingcapacitieswillbothpropelSamsung’searningsperformancefurther,drivingitsrevenueupbyabout25%YoYin4Q20.AsteadystreamofclientordersfordriverIC,PMIC,RFfront-end,andIoTcomponentsresultedinmaximumcapacityutilizationratesforUMC’s8-inchfabs;UMCthereforeraisedthequotesforits8-inchwaferstarts.Inaddition,UMCiscontinuingtofinalizedesignsforclientproductstobesubsequentlymanufacturedusingthe28nmprocesstechnology.UMC’srevenuefrom28nmandbelowprocessesisexpectedtoreacha60%increaseYoYin4Q20,whileitstotalfoundryrevenuefor4Q20isprojectedtoincreaseby13%YoY.Ontheotherhand,GlobalFoundriespreviouslydivestedsomeofitsfacilitieswithoutincreasingitsexistingproductioncapacities,aspartofitsefforttodownsize.AlthoughGlobalFoundries’revenuefor4Q20decreasedby4%YoYasaresult,itisstillexpectedtomaintainacertainlevelofwafercapacityduetothemassiveRFchipdemandbroughtaboutbytheglobal5Ginfrastructurebuild-outandduetoincreasedclientinterestinbiomedicalsensorchips,whicharemanufacturedwithmature/specialprocesstechnologies.SMIChasstoppedallshipmenttoHuaweisubsidiaryHiSiliconsinceSeptember14.Asthecompany’sotherclientsundertaketrialproductionwiththe14nmprocess,SMICwillbeleftwithabouttwotothreequartersoflow14nmcapacityutilization.Furthermore,aftertheU.S.DepartmentofCommerceplacedSMIContheEntityList,notonlyhasthecompanybeenfacingrestrictionswithequipmentprocurement,butitsnon-Chineseclientsmayalsowithdrawwaferorders.Owingtotheaforementionedfactors,SMIC’s4Q20revenueisexpectedtoreachan11%decreaseQoQ,buta15%increaseYoY,sincethecompany’squarterlyrevenuein4Q19representedarelativelylowbaseperiodincomparison.TowerJazz’srevenuefor4Q20islikelytoreachan11%increaseYoYthankstostablemarketdemandforRFICsandpowerICs.Havingtraditionallyplacedheavyemphasisonfoundrydevelopment,PSMC’sproductioncapacitieshaveremainedfullyloaded,whileaconstantinfluxofclientordersgeneratesupwardmomentumforPSMC’sfoundrybusiness.Itsrevenuefor4Q20isexpectedtoincreaseby28%YoY.VIS’8-inchcapacitieshavebeeninsignificantshortage.Thecompany’s4Q20revenueisexpectedtoincreaseby24%YoYonthebacksofincreasedPMICandLDDIwaferinputsaswellasthepricehikesforVIS’foundryservices.HuaHong’s8-inchcapacitiesarelikewisefullyloadedduetostrongdemandforMCUandpowerdiscretes,suchasMOSFETandIGBT.HuaHong’smanufacturingoperationsforCISandpowerdiscretesareexpectedtocontinuedrivingupits12-inchcapacityutilizationrate,inturngeneratingan11%increaseYoYinitsrevenuefor4Q20.Finally,mostofDBHiTek’scurrentbusinessincludeswaferstartsforindustry4.0chips,suchasAI,IoT,androboticschips.DBHiTek’scapacityutilizationratehasremainedatmaxlevelsfor16consecutivemonths,andthecompany’srevenuefor4Q20isexpectedtoincreaseby16%YoY.TrendForceindicatesthatfoundryrevenuewillundergoasteadyuptickin4Q20,sincetheexplosivedemandforcertainproductshasledfoundryclientstoraiseinventorylevelsbymovingaheadtheircomponentprocurement,leadingtoashortageinfoundries’wafercapacities.However,companiesstillneedtopaycloseattentiontoU.S.-Chinarelationsgoingforwardaswellaswhetherthepandemic’sglobalresurgencewillnegativelyimpactpurchasingdemandforenddevices. 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