Recap and Outlook for Worldwide Semiconductor Manufacturing Industry in 2023 (pre-order)
In 2022, the global semiconductor foundry achieved a shipment value of US$139.5 billion, representing a growth rate of 26.7% compared to 2021. Due to the Russia-Ukraine conflict, inflation, and COVID-19 lockdowns in China, the global economy experienced a sharp decline in consumer momentum since early 2022. This situation compelled the semiconductor supply chain to undergo inventory corrections in the second half of 2022, thus affecting the capacity utilization, revenue, and gross margin of the semiconductor foundry during this period. However, the semiconductor foundry maintained its growth momentum in the first half of 2022, thanks to semiconductor supply shortages from 2021. As a result, major wafer foundries continued to achieve double-digit percentage growth for the entire year. This report examines the overall developments in the semiconductor foundry industry in 2022, highlights the developmental trends of key industry players, including TSMC, UMC, SMIC, and GlobalFoundries, and offers insights into the future outlook of the semiconductor foundry industry.
Table of Contents
1.GLOBAL FOUNDRY INDUSTRY RECAP 2022
1.1 Global Semiconductor Foundry Market Size in 2022
1.2 Top Ten Global Semiconductor Foundry Rankings in 2022
1.3 Overall Performance of the Semiconductor Foundry Industry in 2022
2. DEVELOPMENT TRENDS OF MAJOR WAFER FOUNDRIES IN 2022
2.1 TSMC
2.2 Samsung
2.3 UMC, PSMC, Vanguard
2.4 SMIC
2.5 GlobalFoundries
3. OUTLOOK FOR THE GLOBAL SEMICONDUCTOR FOUNDRY INDUSTRY
3.1 Foundry Operations Expected to Bottom Out in 1H23, Recovery Pace Remains Uncertain in 2H23
3.2 Intel’s New IFS Business Model to Change the Global Semiconductor Foundry Landscape
Appendix
List of Companies
1.GLOBAL FOUNDRY INDUSTRY RECAP 2022
1.1 Global Semiconductor Foundry Market Size in 2022
1.2 Top Ten Global Semiconductor Foundry Rankings in 2022
1.3 Overall Performance of the Semiconductor Foundry Industry in 2022
2. DEVELOPMENT TRENDS OF MAJOR WAFER FOUNDRIES IN 2022
2.1 TSMC
2.2 Samsung
2.3 UMC, PSMC, Vanguard
2.4 SMIC
2.5 GlobalFoundries
3. OUTLOOK FOR THE GLOBAL SEMICONDUCTOR FOUNDRY INDUSTRY
3.1 Foundry Operations Expected to Bottom Out in 1H23, Recovery Pace Remains Uncertain in 2H23
3.2 Intel’s New IFS Business Model to Change the Global Semiconductor Foundry Landscape
Appendix
List of Companies
LIST OF TABLES
Table 1: Top Ten Global Semiconductor Foundry Rankings in 2022
List of Figures
Figure 1 Comparison of Major Wafer Foundries’ Gross Margin Changes, 2021 - 2022
Figure 2 TSMC’s Revenue Changes by Product Applications, 2021-2022
Figure 3 Samsung’s Revenue Changes by Business Segments, 2021-2022
Figure 4 UMC’s Revenue Changes by Product Applications, 2021-2022
Figure 5 PSMC’s Revenue Changes by Product Applications, 2021-2022
Figure 6 Vanguard’s Revenue Changes by Product Applications, 2020-2021
Figure 7 SMIC’s Revenue Changes by Product Applications, 2021-2022
Figure 8 GlobalFoundries’ Revenue Changes by Product Applications, 2021-2022
Figure 9 Intel's IDM 2.0 Business Model
Table 1: Top Ten Global Semiconductor Foundry Rankings in 2022
List of Figures
Figure 1 Comparison of Major Wafer Foundries’ Gross Margin Changes, 2021 - 2022
Figure 2 TSMC’s Revenue Changes by Product Applications, 2021-2022
Figure 3 Samsung’s Revenue Changes by Business Segments, 2021-2022
Figure 4 UMC’s Revenue Changes by Product Applications, 2021-2022
Figure 5 PSMC’s Revenue Changes by Product Applications, 2021-2022
Figure 6 Vanguard’s Revenue Changes by Product Applications, 2020-2021
Figure 7 SMIC’s Revenue Changes by Product Applications, 2021-2022
Figure 8 GlobalFoundries’ Revenue Changes by Product Applications, 2021-2022
Figure 9 Intel's IDM 2.0 Business Model
