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TrendForce’s Top Ten Industry Research Institute stated that demand in the foundry market in the fourth quarter remains strong, and the production capacity of all industries remains fully loaded. Reduced production capacity will drive overall revenue higher due to higher prices. The world’s top ten in the fourth quarter of 2020 Revenue from the large wafer casting industry is estimated to exceed US $ 21.7 billion, an annual growth of 18%. The top three on the market are TSMC, Samsung and UMC.
Driven by demand for 5G mobile phones and HPC chips, TSMC’s 7nm process revenue continues to grow, and since the third quarter has been included in 5nm process revenue, the growth momentum in the fourth quarter continued to grow, and 16 nm. Demand for the 45 nanometer rice process is on the rebound and fourth quarter revenue is expected to hit a record with annual growth of around 21%. With the increasing demand for SoC and HPC chips for mobile phones, Samsung will expand the mass production of its 5nm process products and intensify the deployment of EUV, then develop SoC for 4nm process mobile phones and increase production capacity by 2.5D advanced packaging mass. Growth momentum, estimated annual revenue growth of about 25% in the fourth quarter.
Due to the continuous influx of foundry orders for IC controllers, PMIC (Power Management IC), RF radio frequency, IoT applications, etc., UMC’s 8-inch wafer production capacity is fully loaded, which sets its price-rising trend, and the 28-nanometer process continues to complete customer design decisions. , Tracking stable offline production, the annual revenue growth below 28nm (inclusive) in the fourth quarter is estimated to reach 60%, and the overall annual revenue growth is 13%. As a result of the company’s weight reduction, GlobalFoundries previously sold some of its factories and added no additional capacity, and its revenue in the fourth quarter decreased 4% annually; However, customers are concerned about the use of mature / specialty process biomedical detection application chips. The increase, coupled with the high demand for RF chips resulting from the deployment of 5G, has kept the relevant wafer production capacity at a certain level.
SMIC has stopped supplying Huawei’s chip design company Hisilicon since September 14. When other customers do test production at 14 nm, SMIC will have 2-3 quarts of production capacity. After the United States is included in the export control list, in addition to equipment restrictions, non-Chinese customers are also afraid to accept orders. Fourth quarter revenue is estimated to be affected, with a quarterly decline of around 11%. However, due to the low base period in 2019, the annual revenue growth is still 15%. Due to stable market demand for power and RF ICs, TowerJazz is expected to increase its revenue by 11% in the fourth quarter. The Power Semiconductor Manufacturing Company (PSMC) business portfolio is focused on foundry development, with full wafer production capacity and a continuous influx of orders, injecting good operating performance, so the revenue growth of the fourth quarter increased to 28%.
8-inch Global Advanced Wafer Casting (VIS) supply is in short supply. Fourth quarter revenue is expected to reach 24% annual growth driven by the price increase effect and the increase in product scale of PMIC and LDDI. Hua Hong mainly benefited from strong demand for MCUs and power semiconductor components such as MOSFETs and IGBTs. The 8-inch capacity utilization rate will remain at full capacity; With the introduction of CIS and power semiconductor products, the 12-inch capacity utilization rate is expected to continue to increase. It is expected to drive annual revenue growth to 11% in the fourth quarter. DB HiTek currently mainly does casting for artificial intelligence, IoT, robots and other chips in Industry 4.0. Its capacity utilization rate has been at full capacity for 16 consecutive months, and its fourth quarter revenue is expected to grow 16% annually.
The Tuo Dai Industry Research Institute noted that in the fourth quarter, the overall revenue performance of the foundry industry will steadily improve and demand for some products has skyrocketed. Customers tend to increase inventory preparation by stocking. in advance, which makes the smelting capacity poor. However, industry players still need to pay close attention to whether the current global epidemic is heating up again, whether it will have a negative impact on the power consumption of terminals and the further development of Sino-US relations. .
(The source of the first image: shutterstock)
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