According to Trend Force, a market research firm in Taiwan, on the 30th, sales of global foundry companies this year totaled 84.6 billion dollars (about 92 trillion won), up 23.7% from the previous year.
This is the highest growth rate in the last 10 years, and it is analyzed that the’new normal’ (new daily life) created by the novel coronavirus infection such as telecommuting and remote classes, and the spread of 5G smartphones have been affected.
Trend Force predicted the foundry market for next year at $89.7 billion (about 97 trillion won), up 6% from this year.
Trend Force said, “The demand for network products and’Home+Economy’ according to Corona 19 will continue for a while. As the global economy recovers, the information and communication (IT) product market will also be activated, leading to an increase in semiconductor demand.” Expected.
Global Foundry Sales Trend–
In this year’s foundry market share by company, Taiwan’s TSMC occupied more than half with 54%, and Samsung ranked second with 17%. US Global Foundry (GF) and Taiwan UMC ranked 3rd and 4th with 7% respectively, followed by Chinese SMIC with 5%.
Next year, Samsung is expected to increase its market share by 1 percentage point to 18%, while China’s SMIC, which has been subject to US sanctions, is expected to decrease by 1 percentage point to 4%. TSMC, Global Foundry, and UMC are analyzed to be at the same level as this year.
Trend Force predicted, “As SMIC in China is subject to sanctions by the US Department of Commerce, major SMIC customers such as Qualcomm and Broadcom are changing orders for consignment production.”
Trend Force said, “TSMC receives orders for 5-7nm products from AMD and MediaTek, and Samsung from Qualcomm and Nvidia, and the facility utilization rate is currently high.” From the second half of the year, we will aggressively expand the 5nm volume.”
Foundry share forecast by company this year and next year–
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