Taipei, Wednesday, July 23, 2014 17:17 (GMT+8)
light rain shower
Taipei
27°C
Digitimes Research: Taiwan top foundries to see combined revenues decrease in 4Q13
Nobunaga Chai, DIGITIMES Research, Taipei [Friday 29 November 2013]

Taiwan's top-three IC foundries will see their combined revenues decline 9.4% sequentially in the fourth quarter of 2013, due mainly to a fall in product ASPs, according to Digitimes Research.

Combined revenues for Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are forecast to total US$6.12 billion in the fourth quarter, down from US$6.76 billion in the third, Digitimes Research said. The top-three IC foundries have experienced a decline in capacity utilization rates, which will cause wafer ASPs for the fourth quarter to fall, Digitimes Research indicated.

Price cuts launched by their fellow foundry houses in a bid to compete for orders will be another reason for falling ASPs during the fourth quarter, Digitimes Research observed.

On the demand side, demand for consumer electronics chips has slowed down on seasonal factors, while demand for computer and communications chips is still being negatively affected by disappointing sales of PCs and high-end smartphones, Digitimes Research said.

TSMC, UMC and VIS saw their combined revenues edge up 4.4% sequentially in the third quarter of 2013, indicating a particularly weak third quarter for the foundries, Digitimes Research noted.

In addition, with Samsung Electronics and Globalfoundries managing to improve their 28nm production yield rates, TSMC has seen growth in the revenues generated from its 28nm processes decelerate.

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

The transition to 4k TV - UHD TV market forecast, 2014-2017

RESEARCH EXTRAS | Jun 26, 13:59

Ultra HD TV vendors are facing challenges due to an overall slowdown in the TV industry and are concerned whether relative supply chains can provide compatible Ultra HD content and services. However, trends show that content makers as well as panel and chip makers...

Taiwan notebooks – 2Q 2014

TAIWAN ICT | Jul 23, 12:53

Taiwan's notebook makers saw an unexpected sequential rise in shipments in the second quarter after the end of Microsoft's support for Windows XP generated a wave of replacement demand. Compared to the same period of last year, their shipments still dropped....

China smartphone market and industry – 1Q 2014

CHINA SMARTPHONE | May 15, 15:08

This report is divided into two sections; the first covers the China smartphone market, including shipments from international players and China-based players. The second section covers the China smartphone industry and covers shipments from local makers in the...

Taiwan LCD monitors – 1Q 2014

TAIWAN FPD | May 13, 15:41

Monitor shipments from Taiwan makers declined in the first quarter of 2014 mainly due to seasonality. And both upstream LCD panel suppliers and downstream system vendors remain conservative about the monitor market in the second quarter.

DIGITIMES Translation Services
DIGITIMES Marketing Services
2014 global notebook demand forecast