There is fierce competition in the foundry territory. Currently, TSMC continues to occupy a leading position with a market share of 50%. With accelerated pace of expansion and expansion of advanced manufacturing processes, TSMC’s market share in 2011 is expected to increase to 52%. Global Foundries, one of the strongest competitors, has also achieved a 12% market share with the merger of franchise and substantial expansion of its 12-inch capacity. It is closely following the 15% of UMC.
According to DIGITIMES Research's estimation, in 2010, TSMC will rank No. 1 with a market share of 50%; TSMC’s market share in 2007 will be about 47%. After being stationed at 50% in 2008, TSMC will continue 3 It maintains 50% of the year. As for UMC and SMIC, they were all at 15% and 6% respectively in 2010. After the global wafer merger with Chartered Semiconductor, the market share forecast for 2010 will increase from 9% in 2009 to 12%.
It can be seen that there has been no significant change in the market share of the 4 major foundries since 2008-2010, but the total market share of other manufacturers outside the 4 major foundries fell from 22% in 2008 to 17% in 2010. Semiconductor companies pointed out that the huge demand for capital investment in the wafer foundry industry, especially advanced processes, requires technology that has been used for many years. The bigger the trend is, the more obvious the trend has become.
Looking ahead to 2011, TSMC will accelerate its advancement in advanced process planning, accounting for 20% of its revenue in the fourth quarter of 40nm. In terms of capacity, TSMC will increase its 12-inch capacity by 30% in 2011, although UMC and global wafers will also expand aggressively. However, it is still less than the growth rate of TSMC, so TSMC will continue to be the biggest beneficiary of IDM exemption in 2011. Therefore, it is estimated that TSMC's market share in 2011 will increase to 52%.
Global wafer actively expands its 12-inch capacity. Singapore Fab7 currently has a monthly production capacity of approximately 42,000 units, and will expand to 50,000 units in 2011. Germany's Fab1 will have a monthly production capacity of approximately 30,000 units, and will reach 45,000 units by the end of 2011. Estimated to be expanded to 80,000 in 2012. As for the New York-based Fab8, it was groundbreaking in July 2009. It is estimated that it will be completed and put into production by the end of 2012, with an annual production capacity of 60,000 pieces. Driven by the expansion of production and new customers, the global wafer market share in 2011 will remain at 12%.
As for the mainland foundry, SMIC’s market share in 2007 was about 8%, and it stayed at 6% from 2008 to 2010; SMIC and TSMC’s lawsuit also came to an end, ending in the second quarter of 2010. The quarterly loss, and entered the 65-nanometer process mass production, and obtained the authorized 45/40 nanometer technology license from IBM. It is expected to enter mass production in 2011 and join the 40-nanometer battle. SMIC's operations have gradually improved, but the technology is still relatively behind the top 3 competitors, so it is difficult to see a significant increase in market share in the short term.
According to DIGITIMES Research's estimation, in 2010, TSMC will rank No. 1 with a market share of 50%; TSMC’s market share in 2007 will be about 47%. After being stationed at 50% in 2008, TSMC will continue 3 It maintains 50% of the year. As for UMC and SMIC, they were all at 15% and 6% respectively in 2010. After the global wafer merger with Chartered Semiconductor, the market share forecast for 2010 will increase from 9% in 2009 to 12%.
It can be seen that there has been no significant change in the market share of the 4 major foundries since 2008-2010, but the total market share of other manufacturers outside the 4 major foundries fell from 22% in 2008 to 17% in 2010. Semiconductor companies pointed out that the huge demand for capital investment in the wafer foundry industry, especially advanced processes, requires technology that has been used for many years. The bigger the trend is, the more obvious the trend has become.
Looking ahead to 2011, TSMC will accelerate its advancement in advanced process planning, accounting for 20% of its revenue in the fourth quarter of 40nm. In terms of capacity, TSMC will increase its 12-inch capacity by 30% in 2011, although UMC and global wafers will also expand aggressively. However, it is still less than the growth rate of TSMC, so TSMC will continue to be the biggest beneficiary of IDM exemption in 2011. Therefore, it is estimated that TSMC's market share in 2011 will increase to 52%.
Global wafer actively expands its 12-inch capacity. Singapore Fab7 currently has a monthly production capacity of approximately 42,000 units, and will expand to 50,000 units in 2011. Germany's Fab1 will have a monthly production capacity of approximately 30,000 units, and will reach 45,000 units by the end of 2011. Estimated to be expanded to 80,000 in 2012. As for the New York-based Fab8, it was groundbreaking in July 2009. It is estimated that it will be completed and put into production by the end of 2012, with an annual production capacity of 60,000 pieces. Driven by the expansion of production and new customers, the global wafer market share in 2011 will remain at 12%.
As for the mainland foundry, SMIC’s market share in 2007 was about 8%, and it stayed at 6% from 2008 to 2010; SMIC and TSMC’s lawsuit also came to an end, ending in the second quarter of 2010. The quarterly loss, and entered the 65-nanometer process mass production, and obtained the authorized 45/40 nanometer technology license from IBM. It is expected to enter mass production in 2011 and join the 40-nanometer battle. SMIC's operations have gradually improved, but the technology is still relatively behind the top 3 competitors, so it is difficult to see a significant increase in market share in the short term.
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