Electronic enthusiasts eight o'clock : According to IC Insights "2017 McClean Report" forecast, the foundry market in 2016-2021 will grow at a compound annual growth rate (CAGR) of 7.6%, from $50 billion in 2016 to $72.1 billion in 2021. The following is the latest ranking forecast for the global foundry.
In the top ten list, there are four companies in Taiwan, two in the mainland, and one in the United States, South Korea, Israel, and Germany.
In 2016, the top four wafer foundries TSMC, Grofund, UMC and SMIC accounted for 85% of the global market. Among them, TSMC alone accounted for 59% of the global foundry market, and Grofand, UMC and SMIC accounted for 26% of the combined market share.
At present, IC foundries mainly have two types of customers, such as Qualcomm, Nvidia, Xilinx, AMD, etc., and IDM manufacturers such as ON, ST, TI, Toshiba, and the like.
Since 1988, the success of IC foundries has been driving sales growth primarily through IDM outsourcing. In addition, a large number of new small and medium-sized IC companies prefer Fabless' business model, including Fujitsu, IDT, LSI, Avago and AMD, which have grown into Fabless vendors in the past few years.
TSMC wins the top spot in global wafer foundries
According to IC Insights data, TSMC ranked first with a market share of 59% (same as last year) in 2016, with sales increasing by $2.9 billion, double the $1.4 billion in 2015. In 2016, TSMC, despite encountering powers such as UMC, Grofund and SMIC, still led by absolute advantage.
SMIC's 2016 revenue surged 31%
SMIC’s sales increased to US$2.92 billion last year, a 31% increase from 2015, and the market share increased by 1% to 6%. Since 2011, SMIC's revenue has grown significantly from US$1.22 billion to US$2.921 billion in 2016, with a rapid growth rate of 19% CAGR, showing a strong growth trend.
In October last year, SMIC announced its new plant investment plan, and built a new 12-inch production line in Shanghai and Shenzhen. The production capacity of Tianjin's 8-inch production line is expected to increase from 45,000 pieces/month to 150,000 pieces/month. The largest 8-inch production line, SMIC will jointly innovate in the future, and drive the development of China's semiconductor industry chain to progress steadily.
Grohefontein's revenue increased by 10%
In 2016, Grofund's sales increased by 10% to US$5.545 billion, and the market share remained at 11%. Grofund is the second-largest foundry of the global foundry. It has previously announced a Memorandum of Understanding (MOU) with the Chongqing Municipal Government to establish a 12-inch fab in a joint venture to increase the layout of global production bases. .
After Grofund obtained the 14-nanometer technology license from Samsung, it has entered mass production. In the 7nm technology segment, Grofund expects to carry out risk production in the first quarter of 2018. It has been designed and certified by customers, mainly designed for the high-performance computing market, especially in the server and data center.
UMC revenue growth, market share decline
In 2016, UMC's sales reached US$4.58 billion, an annual increase of 3%, and the market share fell by 1% to 9%. UMC is the first semiconductor company in Taiwan and the top three wafer foundries in Taiwan. The revenue growth in 2016 mainly benefited from the full load of 28nm process orders, thus reducing the pressure brought by the off-season. In addition, UMC's Fab 12-inch wafer fab in Xiamen, China, was successfully mass-produced, driving UMC's 2016 revenue performance.
The mainland fab will bloom everywhere
Authoritative research institutes said that the world will launch 62 semiconductor fabs between 2017 and 2020, 26 of which are located in mainland China, accounting for 42% of the global total.
In 2015, the investment in the construction of fabs in mainland China was mainly foreign-owned. For example, Intel invested a total of US$5.5 billion in Dalian to upgrade the original Dalian plant to produce non-volatile memory. UMC invested US$1.35 billion to build a 12-inch wafer foundry with a monthly capacity of 60,000 units in Xiamen. Powerchip invested 13.53 billion yuan to set up a 12-inch wafer foundry with a monthly capacity of 40,000 units in Hefei New District.
In 2016, semiconductor investment in mainland China was dominated by major Chinese capital.
On March 28, 2016, the Nanjing Municipal Government and TSMC officially signed a cooperation agreement. TSMC will invest $3 billion to build a 12-inch fab and IC design center, with an initial planned capacity of 20,000. On July 7, 2016, the project held a groundbreaking ceremony. It is expected that the 16nm process will be officially put into operation in the second half of 2018, and the planned capacity will be reached in 2019.
On March 29, 2016, CMOS sensor factory Decoma announced the construction of a small 12-inch wafer fab in Huai'an, Jiangsu. The first phase of the 8-inch fab has a total investment of 500 million US dollars, mainly based on the self-designed image sensor chip. It is estimated that the project will have a capacity of 40,000 pieces/month after it is put into production. The second phase of the 12-inch wafer fab has a total investment of 2 billion US dollars, and the production capacity can reach 20,000 pieces per month.
In October 2016, SMIC announced the new plant investment plan in a month. It will start a new 12-inch production line in Shanghai with a process of 14 nanometers and below, with a monthly production capacity of 70,000 pieces and a total investment of 67.5 billion yuan. Tianjin's 8-inch production line, with a capacity of 45,000 pieces/month, expanded to 150,000 pieces/month, becoming the world's largest 8-inch production line; a new 12-inch production line in Shenzhen, with a target production capacity of 40,000 pieces per month.
On November 9, Huali Microelectronics Phase II 12-inch high-grade production line project was officially launched with a total investment of 38.7 billion yuan, with a planned monthly production capacity of 40,000 pieces and a design process of 28, 20 and 14 nanometers.
In terms of capacity building, according to a report released by the International Semiconductor Equipment and Materials Industry Association (SEMI), there are currently about 62 semiconductor fabs in operation between 2017 and 2020, 26 of which are expected to be put into production. Located in China, it accounts for 42% of the global total. These fabs built in China are expected to be put into production in 2017 and will reach a peak in 2018. A total of 13 fabs will be added to the operation, most of which are foundries.
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