Foundry overview

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Foundry overview

Esther Lam, Taipei. With reporting by Ethan Chen, DigiTimes Research [Friday 1 September 2006]
Last update: Friday 15 September 2006

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Taiwan's semiconductor industry has begun to out-run its global peers, once more, in 2006. This followed a trough in 2004, caused by over-inventory, plus volatility in memory pricing in 2005, both factors that had put a damper on the industry in Taiwan.

Table of contents

Introduction
Global pure-play foundries update
Table 1: Top-10 pure-play foundries ranking by revenues, forecast (US$ million)
Chart 1: Pure-play foundries: Capacity distribution by region, 2005 (%)
Chart 2: Pure-play foundries: 12-inch wafer production capacity distribution by region, 2005
Chart 3: Global pure-play foundries' 90nm production capacity distribution, 2005 (%) Share
Table 2: Overview of wafer production in China, 2005
Table 3: Overview of wafer production in South Korea, 2005
Taiwan pure-play foundry update
Table 4: Taiwan top ten IC manufacturing companies by revenues (NT$ million)
Chart 4: Top-4 pure-play foundries' 90nm market share, 3Q04-3Q06(e)
Table 5: Leading Taiwan pure-play foundries, 2005 capacity overview
Fab fillers for mature processes
Chart 5: Taiwan contribution to Asia's analog IC total production value (US$million)
Chart 6: Automotive analog IC production value, 2005-2009 (US$million)
Chart 7: Global LCD driver IC market
Positioned for upturn or downturn?
Chart 8: Global pure-play foundry revenues: On-year change, 2003-2009
Chart 9: Semiconductor industry inventory days
Chart 10: Global foundry utilization rate, 1Q02-2Q06
Table 6: Semiconductor industry revenues, unit shipment and ASP trend, Jan 2005- Jun 2006
Chart 11: Semiconductor industry revenues, unit shipments and ASP trend, Jan 2005-Jun 2006
Inventory? But don’t panic
Capex – an index for the industry
Chart 12: SEMI - Equipment market size by region (US$ billion)
Don’t panic…
Chart 13: Semiconductor book to bill ratio, 1991-2006 (US$million)
Chart 14: SEMI - Equipment market size breakdown by stage (US$ billion)
Efficient inventory absorption to sustain industry health through 2008
Cross-strait second-hand equipment overview
Mature processes demand more second-hand equipment
Vast potential, but questions remain
Chart 15: China second-hand semiconductor equipment market, 2004-2009 (US$million)
Cost: The ultimate reason to procure second-hand equipment
Table 7: Estimated costs for a 8-inch fab on 0.25-micron process
Second-hand equipment comes from all quarters
Cost structure
Risk
Table 8: Life expectancy of semiconductor equipment
Equipment localization challenges in Taiwan
Technology advancement not necessarily boosting local equipment demand
Five phases of equipment localization
Where are the opportunities for equipment makers?
What makes a successful equipment maker…
Competition from China and South Korea
From ITRS roadmap to latest lithography development
What comes beyond 193nm immersion lithography…
CMP demand picks up along with copper process
Solar rising?
Solar energy, outperforming other alternatives
Chart 16: Cost comparison of solar energy to mainstream alternative energies
Silicon shortage to ease after 2008

Tags: IC manufacturing

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