2013 Greater China IC foundry industry forecast

Digitimes Research predicts that the output value of China's IC foundry industry will reach US$3.29 billion in 2012, up 13.7% from US$2.89 billion in 2011. Looking into 2013, the output value for China's IC foundry sector will see a modest 2.1% increase to US$3.36 billion. In Taiwan, the foundry sector will report US$21.95 billion and US$23.32 billion, respectively, in output value for 2012 and 2013. The former figure and the latter represent growth of 11.8% and 6.2%, respectively.

Chip suppliers' demand for 28nm and below technology products will be strong in 2012, and the trend is expected to continue in 2013. On the supply side, both Samsung and Globalfoundries are looking to build new capacity which will likely cause the overall foundry capacity to exceed demand in 2013. Competition in the global foundry market will also be intense, and any structural change in the industry will depend on companies' progress in the development of 28nm and more advanced process technologies.

• Greater China IC foundry overview

• China foundry industry

• Chart 1: China IC foundry industry output value, 2007-11 (US$b)

• Table 1: Major China IC foundry financials, 2011 (CNYm)

• Table 2: Major China foundries: Capacity and process offerings

• Taiwan foundry industry

• Chart 2: Taiwan IC foundry industry output value, 2007-11 (US$b)

• Table 3: Major Taiwan IC foundries, 2011 (US$m)

• Table 4: Major Taiwan IC foundries, 2011

• Major IC foundries in China

• Semiconductor Manufacturing International (SMIC)

• Capacity

• Chart 3: SMIC 8- and 12-inch fab capacity, 1Q10-2Q12 9 (K 8-inch equivalent wafers)

• Sales breakdown by customer type

• Chart 4: SMIC revenues by customer type, 3Q10-2Q12 (US$m)

• Sales breakdown by application

• Chart 5: SMIC revenues by application, 3Q10-2Q12 (US$m)

• Sales breakdown by technology

• Chart 6: SMIC revenue share by process node, 3Q10-2Q12

• Chart 7: SMIC sales ratio for advanced and mainstream process technologies, 1Q10-2Q12 (US$m)

• Hua Hong NEC, Grace Semiconductor and Shanghai Huali Microelectronics (HLMC)

• Chart 8: Grace Semi, Hua Hong NEC and HLMC: Technology roadmap, 2009-13

• Chart 9: Upcoming merger of Grace Semi, Hua Hong NEC and HLMC, and progress will be made during 13th FYP period

• CSMC Technologies

• Chart 10: CSMC capex, output and capacity, 2010-11

• Chart 11: SMIC 8- and 12-inch fab capacity, 1Q10-2Q12 9 (k 8-inch equivalent wafers)

• Chart 12: CSMC revenues, revenue breakdown by application, 2010-11 (US$m)

• Chart 13: CSMC: MEMS technology roadmap, 2011-15

• Advanced Semiconductor Manufacturing (ASMC)

• Chart 14: ASMC revenues, 1Q10-2Q12 (US$m)

• Chart 15: ASMC sales breakdown by customer type, 3Q10-2Q12 (US$m)

• Major IC foundries in Taiwan

• Taiwan Semiconductor Manufacturing Company (TSMC)

• Capacity

• Chart 16: TSMC capacity at 6-, 8- and 12-inch fabs, 3Q10-2Q12 (k 8-inch equivalent wafers)

• Sales breakdown by customer type

• Chart 17: TSMC sales by customer type, 3Q10-2Q12 (US$b)

• Sales breakdown by application

• Chart 18: TSMC sales by application, 3Q10-2Q12 (US$b)

• Sales breakdown by technology

• Chart 19: TSMC sales breakdown by process node, 3Q10-2Q12

• Chart 20: TSMC sales by advanced and mainstream process technologies, 3Q10-2Q12 (US$b)

• United Microelectronics (UMC)

• Capacity

• Chart 21: UMC capacity at 6-, 8- and 12-inch fabs, 3Q10-2Q12 (k 8-inch equivalent wafers)

• Sales breakdown by customer type

• Chart 22: UMC revenue by customer type, 3Q10-2Q12(US$b)

• Sales breakdown by application

• Chart 23: UMC revenues by application, 3Q10-2Q12 (US$b)

• Sales breakdown by technology

• Chart 24: UMC sales breakdown share by process node, 3Q10-2Q12

• Chart 25: UMC revenues by advanced and mainstream process technologies, 3Q10-2Q12(US$b)

• Powerchip Technology

• Chart 26: Powerchip foundry revenues and product offering, 2010- 1H12 (US$m)

• Greater China IC foundry industry analysis

• Revenues

• Chart 27: Top-4 Greater China foundries revenues, 1Q10-4Q12 (US$m)

• Sales breakdown by application

• Chart 28: Top-4 Greater China foundries, combined revenues by application, 1Q10-4Q12 (US$m)

• Sales breakdown by customer type

• Chart 29: Top-4 Greater China foundries, combined revenues by customer type, 1Q10-4Q12 (US$m)

• Chart 30: Top-3 Greater China foundries, combined revenues from IDM sector, 1Q10-4Q12 (US$m)

• Sales breakdown by technology

• Chart 31: Top-4 Greater China foundries, combined revenues by process technologies, 1Q11-4Q12 (US$m)

• Chart 32: Top-4 Greater China foundries, combined sales breakdown share by process technologies, 1Q11-4Q12

• Chart 33: Top-4 Greater China foundries, advanced process revenues, 1Q10-4Q12 (US$m)

• Chart 34: Top-3 Greater China foundries, advanced process market share, 4Q11 and 4Q12

• Chart 35: Top-3 Greater China foundries technology roadmap, 1H11-1H15

• Capex

• Chart 36: Global top-4 foundries capex, 2010-2012 (US$m)

• Fab capacity and utilization

• Chart 37: Top-4 Greater China foundries capacity, 1Q11-4Q12 (k 8-inch equivalent wafers)

• Chart 38: Top-3 Greater China foundries, 12-inch fab capacity, 1Q11-4Q12 (k 8-inch equivalent wafers)

• Chart 39: Top-4 Greater China foundries, capacity and utilization rate, 3Q10-4Q12 (k 8-inch equivalent wafers)

• ASP trend

• Chart 40: Top-4 Greater China foundries, foundry ASP, 1Q10-4Q12 (US$)

• Greater China IC foundry forecast, 2012-2013

• Performance of major foundries in Greater China, 2012-13

• Taiwan Semiconductor Manufacturing Company (TSMC)

• Chart 41: TSMC sales breakdown by application, 2009-2013 (US$m)

• United Microelectronics (UMC)

• Chart 42: UMC sales breakdown by application, 2009-2013 (US$m)

• Vanguard International Semiconductor (VIS)

• Chart 43: VIS sales breakdown by application, 2009-2013 (US$m)

• Semiconductor Manufacturing International (SMIC)

• Chart 44: SMIC sales breakdown by application, 2009-2013 (US$m)

• Greater China IC foundry industry forecast

• Global semiconductor industry overview

• Chart 45: SEMI book-to-bill ratio for North America IC-equipment industry, January 2008-July 2012 (US$m)

• Chart 46: Value of inventory held by major chip suppliers, 1Q10-2Q12 (US$b)

• Chart 47: Inventory value by application, 1Q10-2Q12 (US$m)

• Chart 48: Global semiconductor industry output value, 2007-2013 (US$b)

• China IC foundry industry forecast, 2012-13

• Chart 49: China IC foundries revenue forecast, 2012-13 (US$m)

• Taiwan IC foundry industry forecast, 2012-13

• Chart 50: Taiwan IC foundries revenue forecast, 2012-13 (US$m)