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Nobunaga Chai, DIGITIMES Research, Taipei [Monday 24 January 2011]
Taiwan's foundry industry will account for an estimated 68.5% of global foundry revenues in 2010. In addition, China will account for 12-13%, bringing the share of Greater China to over 80%. However, the region faces vigorous challenges from industry players such as Samsung Electronics and Globalfoundries, compelling TSMC and UMC to step up their capex for expanding 12-inch wafer capacity and accelerating the pace of R&D. Looking forward, Digitimes Research forecasts that the output value of Taiwan's foundry industry will reach US$22.14 billion in 2013, while the China foundry industry may top US$4.45 billion. Abstract 
Digitimes Research estimates that Taiwan's TSMC and UMC ranked first and second worldwide among the world's top 10 foundries in 2010. TSMC's subsidiary Vanguard International Semiconductor also ranked among the top 10.
In addition, Taiwan is home to other foundries such as Episil Technologies, Advanced Microelectronic Products and Maxchip Electronics. Taiwan's foundry industry accounted for an estimated 68.5% of global foundry revenues in 2010. In addition, China accounted for 12-13% of global revenues, bringing the share of Greater China to over 80%.
Of the top 10 semiconductor manufacturers in China, Hynix-STM and BCD Semiconductor Manufacturing are a memory maker and an IDM (Integrated Device Manufacturer), respectively, while the other eight are pure-play foundry players including Semiconductor Manufacturing International (SMIC), Grace Semiconductor Manufacturing (GSMC), Shanghai Hua Hong NEC Electronics (Hua Hong NEC) and Hejian Technology (Suzhou).
While SMIC and GSMC ranked fourth and tenth globally in 2010, China-based foundries tend to be less competitive in cost and are unable to meet demand for leading-edge applications. However, China-based foundries have the advantage of geographical proximity to emerging markets.
Faced with the vigorous challenges of Samsung Electronics and Globalfoundries, TSMC and UMC raised their capital outlay in 2010 for expanding 12-inch wafer capacity and accelerating the pace for the R&D and mass production of cutting-edge technology.
Digitimes Research forecasts that the output value of Taiwan's foundry industry will reach US$22.14 billion in 2013, while the China foundry industry may top US$4.45 billion.
Table of contents Overview of China foundry industry Table 1: Major China IC foundries: Monthly capacity and process technologies Overview of Taiwan foundry industry Table 2: Major Taiwan IC foundries: Monthly capacity and process technologies Major Foundries in Greater China SMIC: Capacity Chart 1: SMIC capacity, 1Q08-3Q10 (8-inch equivalent wafers, k units) SMIC: Revenues by geographic region Chart 2: SMIC revenues by geographic region, 1Q08-3Q10 (US$m) SMIC: Revenues by client type Chart 3: SMIC revenues by client type, 1Q08-3Q10 (US$m) SMIC: Revenues by application Chart 4: SMIC revenues by application, 1Q08-4Q10e (US$m) SMIC: Revenue share by process technology Chart 5: SMIC revenue share by process technology, 1Q08-3Q10 Chart 6: SMIC revenues by process node type: Micron and submicron Hua Hong NEC Grace Semiconductor Manufacturing (GSMC) Hejian Technology (HJTC) CSMC Technologies TSMC China Chart 7: TSMC China capacity, 1Q08-4Q10e (8-inch equivalent k units) Shougang NEC Electronics (SGNEC) Advanced Semiconductor Manufacturing (ASMC) Major foundries in Taiwan TSMC: Capacity Chart 8: TSMC capacity, 1Q08-4Q10e (8-inch equivalent k units) TSMC: Revenues by foundry process Chart 9: TSMC revenue share by process technology, 1Q08-3Q10 Chart 10: TSMC revenues by process node type: Micron and submicron, 1Q08-3Q10 (US$m) TSMC: Revenues by geographic region Chart 11: TSMC revenues by geographic region, 1Q08-3Q10 (US$m) TSMC: Revenues by client type Chart 12: TSMC revenues by client type, 1Q08-3Q10 (US$m) TSMC: Revenues by application Chart 13: TSMC revenues by application, 1Q08-4Q10e Chart 14: TSMC capacity and actual output, 1Q08-4Q10e, (8-inch equivalent k units) UMC: Capacity Chart 15: UMC capacity, 1Q08-4Q10e, (8-inch equivalent k units) UMC: Revenues by foundry process Chart 16: UMC revenue share by process technology, 1Q08-3Q10 Chart 17: UMC revenues by process node type: Micron and submicron, 1Q08-3Q10 (US$m) UMC: Revenues by geographic region Chart 18: UMC revenues by geographic region, 1Q08-3Q10 (US$m) UMC: Revenues by application Chart 19: UMC revenues by application, 1Q08-3Q10 (US$m) UMC: Revenues by client type Chart 20: UMC revenue breakdown by client type, 1Q08-3Q10 (US$m) Vanguard International Semiconductor (VIS): Capacity VIS: Revenues by foundry process Chart 21: VIS revenue share by process technology, 1Q08-3Q10 VIS: Revenues by application Chart 22: VIS revenues by application, 1Q09-3Q10 (US$m) Chart 23: VIS shipments by application, (8-inch equivalent k units) Key foundries: Revenue forecast through 2013 Chart 24: TSMC revenues by application, 2007-2013 (US$m) UMC Chart 25: UMC revenues by application, 2007-2013 (US$m) VIS Chart 26: VIS revenues by application, 2007-2013 (US$m) SMIC Chart 27: SMIC revenues by application, 2007-2013 (US$m) Analysis of foundries in Greater China Revenues Chart 28: Top-3 Greater China foundries: Revenues, 1Q08-4Q10e (US$m) Revenue breakdown by geographic region Chart 29: Top-4 Greater China foundries: Revenues by geographic region, 1Q08-4Q10e (US$m) Chart 30: Top-4 Greater China foundries: Revenues by application, 1Q08-4Q10e (US$m) Revenues by customer type Chart 31: Top-4 Greater China foundries: Revenues by customer type, 1Q08-4Q10e (US$m) Chart 32: Top-3 Greater China foundries: Revenues from IDM orders, 1Q08-3Q10 (US$m) Revenues by process technology Chart 33: Top-3 Greater China foundries: Revenues by process technology, 1Q08-3Q10 (US$m) Chart 34: Top-3 Greater China foundries: Revenue share by process technology, 1Q08-3Q10 (US$m) Chart 35: Top-3 Greater China foundries: Revenue share by process node, submicron and micron, 1Q08-3Q10 (US$m) Chart 36: Top-3 Greater China foundries: Revenues and revenue share of submicron production, 3Q09 and 3Q10 (US$m) Chart 37: Top-3 Greater China foundries: Revenues from 65nm and below processes, 3Q09-3Q10 (US$m) Capex Chart 38: Global Top-4 foundry capex, 2007-2010, (US$m) Capacity & Utilization Chart 39: Top-4 Greater China foundries: Capacity, 1Q08-3Q108 (8-inch equivalent k units) Chart 40: Top-4 Greater China foundries: Capacities at 6-, 8- and 12-inch fabs, 1Q08-3Q10, (8-inch equivalent k units) Chart 41: Top-4 Greater China foundries: Utilization rates, 1Q08-3Q10 Chart 42: Greater China foundries: ASP, 1Q08-3Q10 (US$ per 8-inch wafer) ASP Trend Chart 43: Top-4 Greater China foundries: ASPs, 1Q08-3Q10 (US$ per 8-inch wafer) Greater China foundry industry forecast Chart 44: Global Top-4 vs. China foundries, capacity in 3Q10 (k wafers) Chart 45: China foundry revenues, 2007-2013 Taiwan foundry industry forecast Chart 46: Taiwan foundry revenues, 2007-2013 Greater China foundry industry forecast Chart 47: Major global foundries: Revenues and market share, 2007-2011 Chart 48: Greater China foundries: Revenues and market share, 2007-2011 (US$m)
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