Showing posts with label SMIC. Show all posts
Showing posts with label SMIC. Show all posts

Monday, April 25, 2016

Semiconductor Foundries Grew 4.4% while Global Sales Fell 2% in 2015

"The global semiconductor foundry market grew 4.4 percent in 2015 to reach $48.8 billion in value, according to market research company Gartner" (more below).

Semiconductor foundries were able to still grow their business in 2015 even though the overall demand for semiconductors shrunk. Of the foundries based in China, the largest foundry- SMIC had the largest increase in growth of 13.1%.




At the same time, the overall semiconductor market shrunk more than 2% in 2015 - See tables below.

Global Semiconductor Market Slumps in 2015, IHS Says



Worldwide Semiconductor Revenue Declined 2.3 Percent in 2015, According to Final Results by Gartner)






















Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/



The global semiconductor foundry market grew 4.4 percent in 2015 to reach $48.8 billion in value, according to market research company Gartner Inc.
The percentage increase was low, coming after three years of double-digit percentage growth, but still was greater than the overall chip market which contracted by 2.3 percent in 2015, according to Gartner (see Chip market fell 2.3% in 2015, says Gartner ).
TSMC was market leader and is it has been for many years, and grew by 5.5 percent in 2015 driven by the success of its 20nm planar CMOS and 16nm FinFET manufacturing processes serving the needs of application processors and baseband modem chips.
Globalfoundries was able to outgrow UMC and swapped places with the Taiwanese foundry in second position, mainly due to the contribution of its IBM acqusitions. Samsung and SMIC grew faster than both of these companies but were unable to improve their rankings.
Gartner Foundry Replacement
Top 10 semiconductor foundries ranked by 2015 revenue in $millions. Source: Gartner.
Tower Semiconductor Ltd., which trades as TowerJazz, grew strongly in 2015 but remained in 7th spot. Fujitsu which was 10th in 2014 climbed to position 8 in 2015 while Vanguard and Hua  Semiconductor both dropped a single ranking position.
Price competition in advanced process technologies in 2015 was exceptionally strong, not only on the 28 nm node, as more foundry suppliers have started the production volume of 28 nm polySiON technology, but also on 65 nm and 40 nm. In contrast to the highly utilized 200 mm fabs from fingerprint ID chips and power management ICs, the low 300 mm fab utilization rates at some large foundries have triggered their willingness to run more 0.18-micron wafers in the 300 mm fabs.

Wednesday, January 16, 2013

Ranking Top IC Foundries (Pure-play and IDM) for 2012

The article below about top IC foundries ranks from 2010 through 2012 documents Samsung's improved foundry position.  The improvement was mainly due to Samsung's complex relationship with Apple.
















"the Samsung/Apple IC supply relationship is the large amount of memory, both DRAM and flash, that Apple buys from Samsung, the largest memory manufacturer in the world. Since Apple is such a big memory customer, Samsung is able to “bundle” its IC offerings to Apple and deliver a cost-effective high-volume supply of leading-edge flash memory, DRAM, and application processors to the company."

Samsung is trying to diversify away from Apple (see Samsung Foundry Replacing Apple)

The turn around time for designing and qualifying of a new microprocessor design in a new fab vendor takes many months. Only very few companies have the processing and fab capacity capabilities to manufacture and design a new microprocessor (i.e. Intel and TSMC) This is a result of the continuing consolidation of the semiconductor industry (see March comments Moore's Law End?).

Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/


Samsung Jumps to #3 in 2012 Foundry Ranking, Has Sights Set on #2 Spot in 2013
Apple's application processor business still driving Samsung's foundry success, but for how long?
The 2013 McClean Report analyzes the top 12 IC foundries (pure-play and IDM) for 2012 (Figure 1). TSMC remained the leader; in fact, TSMC’s 2012 sales were almost 4x that of second-ranked GlobalFoundries and more than 10x the sales of the fifth-ranked foundry SMIC. ...