The latest revenue ranking of the world's top ten wafer foundries is released, with TSMC's market share reaching 50.5%

Latest update time：2019-09-05

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According to statistics from TrendForce's TrendForce Research Institute, the traditional electronics industry is entering its peak season, and market demand for semiconductor components will increase compared to the first half of the year. It is estimated that the total output value of global wafer foundry in the third quarter will grow by 13% compared to the second quarter.

The top three market share rankings are TSMC (50.5%), Samsung (18.5%) and GlobalFoundries (8%). However, affected by the continued trade friction between China and the United States, 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.

Looking at the performance of major manufacturers in the third quarter, TSMC, which ranks first in the world in market share, has major customers at the 7nm node, including Apple, Hisilicon, Qualcomm, AMD, etc. The capacity utilization rate of the 7nm process is almost full, and with the demand for some mature processes gradually warming up, the overall consolidated revenue is expected to perform well, with revenue in the third quarter expected to grow by about 7% year-on-year. In terms of wafer foundry, Samsung relies on its own product demand and segmented foundry nano nodes to provide customers with flexibility in choice to resist the industry's decline.

GlobalFoundries recently sold its fab and chip business in exchange for stable wafer production at the target company, while increasing its revenue from the communications field through RF SOI technology.

In the second quarter, SMIC benefited from the demand driven by smartphones, the Internet of Things and related applications. Its 55/65 and 40/45 nanometer process revenue performed well. In addition, the demand for 28 nanometers is also recovering, and its revenue in the third quarter is expected to continue to grow.

Source: TrendForce

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