Recap and Outlook for The Worldwide Wafer Foundry Industry in 2018
The global wafer foundry industry is highly concentrated with the top-five players taking up about 76% of the total shipments. The increasing share of orders released by IDMs and the proliferation of emerging application ICs such as CPUs, GPUs, FPGAs, and ASICs have been major growth factors to drive the industry's growth over the years. In addition, the rise of automotive electronics, IoT, and 5G applications have also boosted the demand for fingerprint sensor ICs, driver ICs, GPS ICs, and RF ICs. Hence, the market is expected to continue the steady growth this year. This report reviews the industry's development in 2017 and provides a future outlook for 2018 and beyond. Also included are development highlights of major players: TSMC, GlobalFoundries, UMC, Samsung, and SMIC.
1. OVERVIEW OF THE WORLDWIDE WAFER FOUNDRY INDUSTRY
1.1 Global Wafer Foundry Industry Continuing Steady Growth in 2018
1.2 Taiwanese Wafer Foundry Continues to Dominate the Landscape
2. DEVELOPMENT TRENDS OF THE WORLDWIDE WAFER FOUNDRY INDUSTRY
2.1 Next Generation Memory Development Gains Increasing Attention
2.2 Chinese Wafer Foundries Still Lagging Behind Big Names
3. DEVELOPMENT OF LEADING VENDORS
3.1 TSMC
3.2 GlobalFoundries
3.3 UMC
3.4 Samsung
3.5 SMIC
4. CONCLUSION
4.1 Importance of Emerging Applications Keeps Rising
4.2 Foundries' Next Generation Memory Competition Gets Started
Appendix
Glossary of Terms
LIST OF COMPANIES
Adesto
AMD
Apple
Avalanche Tech
Bitfury
Bitmain
Canaan
Celis
Crossbar
Cypress
EverSpin
Faraday Technology
Fujitsu
GlobalFoundries
HiSilicon
HuaHong
IBM
MediaTek
Micron
NXP
Panasonic
Powerchip
Qualcomm
Rohm
Samsung
SK Hynix
SMIC
Sony
Spin Transfer
Telechips
TI
Toshiba
TowerJazz
TSMC
UMC
USCXM
VIS
WD
Winbond
1.1 Global Wafer Foundry Industry Continuing Steady Growth in 2018
1.2 Taiwanese Wafer Foundry Continues to Dominate the Landscape
2. DEVELOPMENT TRENDS OF THE WORLDWIDE WAFER FOUNDRY INDUSTRY
2.1 Next Generation Memory Development Gains Increasing Attention
2.2 Chinese Wafer Foundries Still Lagging Behind Big Names
3. DEVELOPMENT OF LEADING VENDORS
3.1 TSMC
3.2 GlobalFoundries
3.3 UMC
3.4 Samsung
3.5 SMIC
4. CONCLUSION
4.1 Importance of Emerging Applications Keeps Rising
4.2 Foundries' Next Generation Memory Competition Gets Started
Appendix
Glossary of Terms
LIST OF COMPANIES
Adesto
AMD
Apple
Avalanche Tech
Bitfury
Bitmain
Canaan
Celis
Crossbar
Cypress
EverSpin
Faraday Technology
Fujitsu
GlobalFoundries
HiSilicon
HuaHong
IBM
MediaTek
Micron
NXP
Panasonic
Powerchip
Qualcomm
Rohm
Samsung
SK Hynix
SMIC
Sony
Spin Transfer
Telechips
TI
Toshiba
TowerJazz
TSMC
UMC
USCXM
VIS
WD
Winbond
LIST OF TABLES
Table 1 Global Foundries' Ranking by Shipment Value, 2017
Table 2 Next Generation Memory Investors
Table 3 TSMC's Major R&D Plans
Table 4 GlobalFoundries Expansion Plans
Table 1 Global Foundries' Ranking by Shipment Value, 2017
Table 2 Next Generation Memory Investors
Table 3 TSMC's Major R&D Plans
Table 4 GlobalFoundries Expansion Plans
LIST OF FIGURES
Figure 1 Worldwide Wafer Foundry Industry Shipment Value, 2015 – 2018
Figure 2 Global Semiconductor Market Share by Application, 2016
Figure 3 Taiwanese Wafer Foundry Industry Shipment Value, 2015 – 2018
Figure 4 Taiwanese Wafer Foundry Industry Shipment Value Share by Process Technology, 1Q 2015 - 1Q 2018
Figure 5 Comparison of 2016 and 2017 Major Taiwanese and Chinese Foundries' Advanced Processes
Figure 6 GlobalFoundries' Process Development Layout
Figure 7 SMIC's Gross Profit, 2015 - 2017
Figure 1 Worldwide Wafer Foundry Industry Shipment Value, 2015 – 2018
Figure 2 Global Semiconductor Market Share by Application, 2016
Figure 3 Taiwanese Wafer Foundry Industry Shipment Value, 2015 – 2018
Figure 4 Taiwanese Wafer Foundry Industry Shipment Value Share by Process Technology, 1Q 2015 - 1Q 2018
Figure 5 Comparison of 2016 and 2017 Major Taiwanese and Chinese Foundries' Advanced Processes
Figure 6 GlobalFoundries' Process Development Layout
Figure 7 SMIC's Gross Profit, 2015 - 2017
