Monday, April 2, 2012

New Foundry Ranking (By IC Insights)

IC Insights data (in the link below), has details of the additional $1.975 billion that Samsung manufacture for Apple.
Foundry Rankings (Including Samsungs' iPad, iPhone Breakdown)

Samsung's foundry breakdown shows how much of its business is tied to the iPad, iPhone, and iTouch products. For example, in 2011, Samsung's foundry produced $1.975 billion worth of chips. Apple products were $1.5 billion of the total chips manufactured by Samsung Fabs.


Ron Maltiel





IC foundry market grows 5.1% in 2011, says Gartner
http://www.digitimes.com/news/a20120330PR204.html?mod=0
Jessie Shen, DIGITIMES [Friday 30 March 2012]

The worldwide semiconductor foundry market totaled US$29.8 billion in 2011, a 5.1% increase from 2010, according to Gartner. The semiconductor supply chain experienced some impact from the Japanese disasters and Thailand flooding. However, without the steep depreciation of US currency, foundry growth in 2011 would have been just 0.7%, Gartner said.

"Thanks to stable media tablet and mobile phone sales, a slide of the semiconductor and foundry revenue in 2011 was prevented," said Samuel Tuan Wang, research director at Gartner. "After 40.5% growth from 2009 to 2010, the foundry market maintained relatively flat business in 2011 due to the weakness in PC production and an overall consumer demand hit, as well as a leaner inventory practice by customers that started in mid-2011."

Consolidation and domination of business continued. The top five foundry players accounted for almost 80% of the foundry market share, with the top player, TSMC, expanding its revenues over 2010 and reaching 48.8% share in 2011, Gartner indicated.

Samsung's foundry, with US$470 million in revenues, ranked No. 9. However, Samsung Electronics had been very aggressively expanding its LSI business in 2011. Had the estimated US$1 billion Apple wafer business been included in its foundry revenue, Samsung would rank as high as No. 4 in the foundry ranking, Gartner observed.
Powerchip Technology had a nearly threefold increase in foundry revenues in one year due to the strategic decision to shift from the commodity DRAM business to foundry in early 2011, Gartner disclosed.

Communications, consumer and data processing continued to be the three key applications driving the foundry business; they accounted for 42.7%, 20.9% and 20.3% of the foundry revenues, respectively, in 2011, according to Gartner.

Fabless customers contributed 77.8% of the foundry business, IDMs contributed 20.2%, and the remaining came from system companies. By region, America's customers generated 62.8% of the foundry revenues, Asia/Pacific 22.2%, Europe 10% and Japan 4.9%.

"Given the aggressive capital spending by large foundries during 2010 and 2011, the oversupply of foundry capacity was inevitable," Wang continued. "The utilization rate for foundries continued to decline quarter to quarter in 2011, causing the annual average utilization rate to drop to 81% from 91% in 2010. Advanced technology for mobile applications was the driver for the growth of foundry business in 2011, and the demand is expected to remain high during the next few years."

Gartner: Top 10 foundry firms revenues and market share, 2010-11 (US$m)
2011 Rank
2010 Rank
Company
2010 sales
2010 market share
2011 sales
2011 market share
Y/Y
1
1
TSMC
13,332
47.1%
14,533
48.8%
9.0%
2
2
UMC
3,824
13.5%
3,604
12.1%
(5.8%)
3
3
GlobalFoundries
3,520
12.4%
3,580
12.0%
1.7%
4
4
SMIC
1,554
5.5%
1,319
4.4%
(15.1%)
5
6
TowerJazz
509
1.8%
613
2.1%
20.4%
6
8
IBM Microelectronics
500
1.8%
545
1.8%
9.0%
7
7
Vanguard International
505
1.8%
516
1.7%
2.2%
8
5
Dongbu HiTek
512
1.8%
483
1.6%
(5.7%)
9
10
Samsung*
390
1.4%
470
1.6%
20.5%
10
19
Powerchip Technology
149
0.5%
431
1.4%
189.3%
Top 10 for 2011
24,795
87.6%
26,094
87.7%
5.2%
Others
3,510
12.4%
3,660
12.3%
4.3%
Total Market
28,305
100.0%
29,754
100.0%
5.1%
*Note: Samsung revenues do not include ASIC business from Apple
Source: Gartner, compiled by Digitimes, March 2012

1 comment:

  1. Global Semiconductor Foundry market to grow at a CAGR of 10.3 percent over the period 2011–2015. One of the key factors contributing to this market growth is the increasing adoption of communication devices and consumer electronic devices. The Global Semiconductor Foundry market has also been witnessing a demand for high-capacity fabs. However, the fluctuating revenue in the Semiconductor industry could pose a challenge to the growth of this market.

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