Semiconductor Foundry: Market Research Report

June 2012 | 409 pages | ID: S7EBEC72DBAEN
Global Industry Analysts, Inc

Abstracts

This report analyzes the worldwide markets for Semiconductor Foundry in US$ Million by the following Application Segments: Telecommunications, Computers, Consumer Electronics, and Others.

The report provides separate comprehensive analytics for the US, China, Taiwan, and Rest of World.

Annual estimates and forecasts are provided for the period 2010 through 2018.

A six-year historic analysis is also provided for these markets.

The report profiles 51 companies including many key and niche players such as Dongbu HiTek Co., Ltd., GlobalFoundries, Inc., Grace Semiconductor Manufacturing Corporation, HeJian Technology (Suzhou) Co., Ltd., Kawasaki Microelectronics, Inc., MagnaChip Semiconductor Corporation, Samsung Electronics, Co., Ltd., Semiconductor Manufacturing International Corporation, Taiwan Semiconductor Manufacturing Company Limited, Tower Semiconductor Ltd., United Microelectronics Corporation, Vanguard International Semiconductor Corporation, and X-FAB Semiconductor Foundries AG.

Market data and analytics are derived from primary and secondary research.

Company profiles are primarily based upon search engine sources in the public domain.

Contents

I.INTRODUCTION, METHODOLOGY & PRODUCT DEFINITIONS

Study Reliability and Reporting Limitations
Disclaimers
Data Interpretation & Reporting Level
Quantitative Techniques & Analytics
Product Definitions and Scope of Study
A. Telecommunications
B. Computers
C. Consumer Electronics
D. Others

II. EXECUTIVE SUMMARY

1.INDUSTRY OVERVIEW

Market Outlook
Companies Race Against Each Other to Catch up the 28nm Wave
Industry to Witness Improvement in New Fab Construction Projects
Major Semiconductor Foundry Projects: 2012
Smartphones Spur Robust Demand for Semiconductor Foundries
Pressure on Semiconductors Pricing to Persist
Industry Seeks Investment in New Process Technologies
Increased Outsourcing by IDMs to Boost Semiconductor Foundry Industry

Table 1. Global Semiconductor Foundry Industry Revenue Mix: Percentage Breakdown of Foundry Revenues by Customer Type for 2005, 2010, and 2015 (includes corresponding Graph/Chart)

Table 2. Percentage Share of Fabless Foundries of Total Semiconductor Industry revenues (2003 -2011) (includes corresponding Graph/Chart)

Rising Polarization in Foundry Sector Inclined to Benefit Leading Players

2.COMPETITION

Player Landscape

Table 3. Leading Players in Global Semiconductor Foundry Sector (2011): Percentage Breakdown of Annual Revenues by Company – Taiwan Semiconductor Manufacturing Co., Ltd., United Microelectronics Corporation, GlobalFoundries, Inc., Semiconductor Manufacturing International Corporation, TowerJazz, IBM Microelectronics, Vanguard International Semiconductor Corporation, Dongbu HiTek Co., Ltd., Samsung, and Others (includes corresponding Graph/Chart)

Table 4. Leading Players in Global Semiconductor Foundry Sector by Revenues (2011) (in US$ Billion) (includes corresponding Graph/Chart)

Acquisition of Foundries - A Key Strategy

3.REVIEW BY APPLICATION SECTOR

Telecommunications

Table 5. Global Smart phones Shipments (2008-2017) (In ‘000 Units) (includes corresponding Graph/Chart)

Table 6. Global Smartphone Sales by Geographic Region (2011 & 2017) – Percentage Breakdown of Unit Sales for US, Canada, Japan, Europe, Asia Pacific, Latin America, (includes corresponding Graph/Chart)

Table 7. Global Media Table Shipments (2008-2017) (In ‘000 Units) (includes corresponding Graph/Chart)

Table 8. Global Media Tablets Sales by Geographic Region (2012 & 2018) – Percentage Breakdown of Unit Sales for US, Canada, Japan, Europe, Asia-Pacific (excluding Japan), Middle East & Africa, and Latin America (includes corresponding Graph/Chart)

Computers
Consumer Electronics

4.SEMICONDUCTOR INDUSTRY – A REVIEW

Industry Review
Natural Disasters take a Toll on Semiconductor Industry
Supply Chain in the Semiconductor (IC) Industry
Key Statistics

Table 9. Global Semiconductor Industry (2010 & 2015): Percentage Breakdown of Revenues by Application (includes corresponding Graph/Chart)

Table 10. Global Semiconductor Industry by Region (2011): Percentage Breakdown of Revenues by Region (includes corresponding Graph/Chart)

Table 11. Global Semiconductor Industry (2011): Percentage Share Breakdown of Number of Fabless Companies by Region (includes corresponding Graph/Chart)

Table 12. Global Semiconductor Industry (2011): Percentage Share Composition of Number of Semiconductor and Fabless Companies by Region (includes corresponding Graph/Chart)

Table 13. Leading Semiconductor Vendors (IDM) (2010): Percentage Share Breakdown of revenues for Intel, Samsung Electronics, Toshiba, Texas Instruments, STMicroelectronics, and Others (includes corresponding Graph/Chart)

5.SEMICONDUCTOR FOUNDRY INDUSTRY AT A GLANCE

Introduction

Table 14. Global Semiconductor Foundry Market (2010): Percentage Share Breakdown of Number of Existing Foundries by Region (includes corresponding Graph/Chart)

Semiconductor Foundries vs. Integrated Device Manufacturers
Historical Background

MOSIS

Dedicated Foundries

6.PRODUCT INTRODUCTIONS/TECHNOLOGY DEVELOPMENTS

Brion Technologies Launches Tachyon Flexible Mask Optimization
Brite Semiconductor, SMIC and ARM Tape Out Dual-Core ARM® Cortex™-A9 MPCore™ Test Chip
UMC Unveils A+ Technology Platform
United Microelectronics Develops CMOS-MEMS Sensor Products
X-FAB Silicon Foundries Unveils XP018 Technology Platform
Fujitsu Semiconductor Unveils Second-Generation Transcoders
Fujitsu Semiconductor Launches MB95630 Series
Fujitsu Semiconductor Launches New Microcontrollers
IBM Launches Neurosynaptic Computer Chips
MagnaChip Semiconductor Introduces Low Voltage MOSFET Devices
Dongbu HiTek Introduces BD180X BCDMOS and HP180 Analog CMOS Chip Processing Technologies
X-FAB Silicon Foundries Unveils XH018 eFlash Solution
X-FAB Silicon Foundries Launches Ready to Use Design IP Blocks
X-FAB Silicon Foundries Develops XA035 New Foundry Process
Dongbu HiTek and Tanner EDA Develop BD180LV Process Design Kit
Grace Semiconductor Manufacturing Introduces Exhaustive Portfolio for MCU Applications
X-FAB Silicon Foundries Unveils 0.35 Micrometer 100V High Voltage Pure-Play Foundry Process
Fujitsu Microelectronics Rolls Out MB95330H Series of 8-Bit Microcontrollers
Hua Hong NEC to Deploy BCD180 Process Platform in Mass Production
Hua Hong NEC Introduces 0.13µm Embedded EEPROM Solution
Dongbu HiTek Deploys Analog POWERhouse™ Connection
Dongbu HiTek Introduces BD180LV Process
Grace Introduces 0.18µm Scalable CDMOS Platform for ICs
Grace Semiconductor Manufacturing Initiates Volume Production of Embedded Flash Process
Grace Semiconductor Manufacturing Introduces 0.18µm 45V LDMOS Process
IBM Rolls out Chip-Making Technology CMOS-7HV for Power-Management Semiconductors
Fujitsu Semiconductor Unveils Initial Offering of Chips from FM3 Microcontrollers Family
Fujitsu Semiconductor to Launch Additional Products in MB91590 System Controller Series
Fujitsu Semiconductor Rolls out New Series in F2MC-8FX Microcontroller Family
Toshiba Unveils High-Capacity Embedded NAND Flash Memory Module

7.RECENT INDUSTRY ACTIVITY

Faraday Technology and United Microelectronics Ink Agreement
UMC and ARM Ink Partnership Deal
Kilopass Extends Agreement with UMC
UMC Obtains Contract from Sanken Electric
Tokyo Electron Signs Agreement with ASML Holding
Hua Hong Semiconductor Merges with Grace Semiconductor Manufacturing
MagnaChip Commences Delivery of Automotive Qualified Processed Wafers to ELMOS
eMemory Technology Expands Partnership with Grace Semiconductor Manufacturing
MagnaChip Enters into Partnership with Bourns for Production of Bourns® TBU® HSP
TSMC to Join SEMATECH for Development of Advanced Semiconductor Technology
National Taiwan University Collaborates with TSMC
GlobalFoundries Enters into Partnership with Amkor Technology
Jazz Semiconductor Collaborates with Defense Advanced Research Projects Agency
Synopsys Collaborates with UMC to Develop DesignWare® IP
TSMC Collaborates with CSR for Flash Process Technology
Dongbu HiTek Commences Production of CIS Chips
CENTROSOLAR Group and TSMC Ink Agreement
MEMS Foundry and X-FAB Silicon Foundries Enter Into Collaboration
Cymbet and X-FAB Enter into Partnership
Semprius Bags Investment from X-FAB Semiconductor Foundries
United Microelectronics and Cypress Semiconductor Collaborate
Micronas and X-FAB Silicon Foundries Group Enter into Partnership
ABOV Semiconductor Chooses Dongbu HiTek to Produce ALS Devices for Digital TV
Microsoft Selects MagnaChip to Supply Display Driver ICs for Windows-Based Smartphones
Samsung Selects MagnaChip to Supply Driver ICs for Galaxy S2 LTE Smartphone
UMC Calls Off HeJian Technology Acquisition
Dialog Semiconductor and TSMC Collaborate for BCD Technology Development
ARM Inks Long- Term Strategic Agreement with TSMC
Qualcomm Collaborates with TSMC for New Process Technology
Mentor Graphics Collaborates with Samsung, GLOBALFOUNDRIES and IBM
Dongbu HiTek to Manufacture LED Driver ICs
Chartered Semiconductor Manufacturing and GLOBALFOUNDRIES Merge
United Microelectronics Purchases CMOS Manufacturing Tools from Texas Instruments
Micrel Selects Dongbu HiTek to Manufacture Automotive Ethernet ICs
Micro Analog Systems Chooses Dongbu HiTek to manufacture LF Receiver ICs
Stion and TSMC Ink Agreement
Dongbu HiTek Commences Production of CMOS Image Sensor Devices for ClairPixel
Fuzhou Rockchip Electronics Collaborates with SMIC
Elpida Memory, United Microelectronics and Powertech Technology Enter into Partnership

8.FOCUS ON SELECT KEY PLAYERS

Dongbu HiTek Co., Ltd. (South Korea)
GlobalFoundries, Inc. (US)
Grace Semiconductor Manufacturing Corporation (China)
HeJian Technology (Suzhou) Co., Ltd. (China)
Kawasaki Microelectronics, Inc. (Japan)
MagnaChip Semiconductor Corporation (South Korea)
Samsung Electronics, Co., Ltd. (South Korea)
Semiconductor Manufacturing International Corporation (China)
Taiwan Semiconductor Manufacturing Company Limited (Taiwan)
Tower Semiconductor Ltd. (Israel)
United Microelectronics Corporation (Taiwan)
Vanguard International Semiconductor Corporation (Taiwan)
X-FAB Semiconductor Foundries AG (Germany)

9.GLOBAL MARKET PERSPECTIVE

Table 15. World Recent Past, Current and Future Analysis for Semiconductor Foundry by Geographic Region – US, China, Taiwan, and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2010 through 2018 (includes corresponding Graph/Chart)

Table 16. World Historic Review for Semiconductor Foundry by Geographic Region – US, China, Taiwan, and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2004 through 2009 (includes corresponding Graph/Chart)

Table 17. World 15-Year Perspective for Semiconductor Foundry by Geographic Region – Percentage Breakdown of Dollar Sales for US, China, Taiwan, and Rest of World Markets for Years 2004, 2011 and 2018 (includes corresponding Graph/Chart)

Table 18. World Recent Past, Current and Future Analysis for Application of Semiconductor Foundry in Telecommunications by Geographic Region – US, China, Taiwan, and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2010 through 2018 (includes corresponding Graph/Chart)

Table 19. World Historic Review for Application of Semiconductor Foundry in Telecommunications by Geographic Region – US, China, Taiwan, and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2004 through 2009 (includes corresponding Graph/Chart)

Table 20. World 15-Year Perspective for Application of Semiconductor Foundry in Telecommunications by Geographic Region – Percentage Breakdown of Dollar Sales for US, China, Taiwan, and Rest of World Markets for Years 2004, 2011 and 2018 (includes corresponding Graph/Chart)

Table 21. World Recent Past, Current and Future Analysis for Application of Semiconductor Foundry in Computers by Geographic Region – US, China, Taiwan, and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2010 through 2018 (includes corresponding Graph/Chart)

Table 22. World Historic Review for Application of Semiconductor Foundry in Computers by Geographic Region – US, China, Taiwan, and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2004 through 2009 (includes corresponding Graph/Chart)

Table 23. World 15-Year Perspective for Application of Semiconductor Foundry in Computers by Geographic Region – Percentage Breakdown of Dollar Sales for US, China, Taiwan, and Rest of World Markets for Years 2004, 2011 and 2018 (includes corresponding Graph/Chart)

Table 24. World Recent Past, Current and Future Analysis for Application of Semiconductor Foundry in Consumer Electronics by Geographic Region – US, China, Taiwan, and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2010 through 2018 (includes corresponding Graph/Chart)

Table 25. World Historic Review for Application of Semiconductor Foundry in Consumer Electronics by Geographic Region – US, China, Taiwan, and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2004 through 2009 (includes corresponding Graph/Chart)

Table 26. World 15-Year Perspective for Application of Semiconductor Foundry in Consumer Electronics by Geographic Region – Percentage Breakdown of Dollar Sales for US, China, Taiwan, and Rest of World Markets for Years 2004, 2011 and 2018 (includes corresponding Graph/Chart)

Table 27. World Recent Past, Current and Future Analysis for Application of Semiconductor Foundry in Other Industries by Geographic Region – US, China, Taiwan, and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2010 through 2018 (includes corresponding Graph/Chart)

Table 28. World Historic Review for Application of Semiconductor Foundry in Other Industries by Geographic Region – US, China, Taiwan, and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2004 through 2009 (includes corresponding Graph/Chart)

Table 29. World 15-Year Perspective for Application of Semiconductor Foundry in Other Industries by Geographic Region – Percentage Breakdown of Dollar Sales for US, China, Taiwan, and Rest of World Markets for Years 2004, 2011 and 2018 (includes corresponding Graph/Chart)

III. MARKET

1.THE UNITED STATES

A. Market Analysis
Product Introductions/Technology Developments
Strategic Corporate Developments
Key Player
B. Market Analytics

Table 30. US Recent Past, Current and Future Analysis for Semiconductor Foundry by Application – Telecommunications, Computers, Consumer Electronics, and Others Independently Analyzed with Annual Revenues in US$ Million for Years 2010 through 2018 (includes corresponding Graph/Chart)

Table 31. US Historic Review for Semiconductor Foundry by Application – Telecommunications, Computers, Consumer Electronics, and Others Independently Analyzed with Annual Revenues in US$ Million for Years 2004 through 2009 (includes corresponding Graph/Chart)

Table 32. US 15-Year Perspective for Semiconductor Foundry by Application – Percentage Breakdown of Dollar Sales for Telecommunications, Computers, Consumer Electronics, and Others for Years 2004, 2011 and 2018 (includes corresponding Graph/Chart)

2.CHINA

A. Market Analysis
Market Scenario
Impact of 12th Five Year Plan on Semiconductor Foundry Sector in China
Player Landscape
Product Launches
Strategic Corporate Developments
Key Players
B. Market Analytics

Table 33. Chinese Recent Past, Current and Future Analysis for Semiconductor Foundry by Application – Telecommunications, Computers, Consumer Electronics, and Others Independently Analyzed with Annual Revenues in US$ Million for Years 2010 through 2018 (includes corresponding Graph/Chart)

Table 34. Chinese Historic Review for Semiconductor Foundry by Application – Telecommunications, Computers, Consumer Electronics, and Others Independently Analyzed with Annual Revenues in US$ Million for Years 2004 through 2009 (includes corresponding Graph/Chart)

Table 35. Chinese 15-Year Perspective for Semiconductor Foundry by Application – Percentage Breakdown of Dollar Sales for Telecommunications, Computers, Consumer Electronics, and Others for Years 2004, 2011 and 2018 (includes corresponding Graph/Chart)

3.TAIWAN

A. Market Analysis
Competitive Scenario

Table 36. Leading Players in the Taiwanese Semiconductor Foundry Industry by Revenues (2011 & 2010) (includes corresponding Graph/Chart)

Product Launches
Strategic Corporate Developments
Key Players
B. Market Analytics

Table 37. Taiwanese Recent Past, Current and Future Analysis for Semiconductor Foundry by Application – Telecommunications, Computers, Consumer Electronics, and Others Independently Analyzed with Annual Revenues in US$ Million for Years 2010 through 2018 (includes corresponding Graph/Chart)

Table 38. Taiwanese Historic Review for Semiconductor Foundry by Application – Telecommunications, Computers, Consumer Electronics, and Others Independently Analyzed with Annual Revenues in US$ Million for Years 2004 through 2009 (includes corresponding Graph/Chart)

Table 39. Taiwanese 15-Year Perspective for Semiconductor Foundry by Application – Percentage Breakdown of Dollar Sales for Telecommunications, Computers, Consumer Electronics, and Others for Years 2004, 2011 and 2018 (includes corresponding Graph/Chart)

4.REST OF WORLD

A. Market Analysis
Europe

Table 40. Fab Facilities in Europe (2010): Percentage Share Breakdown of Production Capacity by Region/Country (includes corresponding Graph/Chart)

Product Launches
Strategic Corporate Developments
Key Players
B. Market Analytics

Table 41. Rest of World Recent Past, Current and Future Analysis for Semiconductor Foundry by Application – Telecommunications, Computers, Consumer Electronics, and Others Independently Analyzed with Annual Revenues in US$ Million for Years 2010 through 2018 (includes corresponding Graph/Chart)

Table 42. Rest of World Historic Review for Semiconductor Foundry by Application – Telecommunications, Computers, Consumer Electronics, and Others Independently Analyzed with Annual Revenues in US$ Million for Years 2004 through 2009 (includes corresponding Graph/Chart)

Table 43. Rest of World 15-Year Perspective for Semiconductor Foundry by Application – Percentage Breakdown of Dollar Sales for Telecommunications, Computers, Consumer Electronics, and Others for Years 2004, 2011 and 2018 (includes corresponding Graph/Chart)

IV. COMPETITIVE LANDSCAPE

Total Companies Profiled: 51 (including Divisions/Subsidiaries - 55)
The United States (14)
Canada (1)
Japan (2)
Europe (9)
- France (2)
- Germany (3)
- The United Kingdom (2)
- Rest of Europe (2)
Asia-Pacific (Excluding Japan) (28)
Middle-East (1)