Taipei, Wednesday, October 1, 2014 15:51 (GMT+8)
mostly cloudy
Taipei
28°C
Digitimes Research: Revenues of top-3 Taiwan foundry houses to leap 13% on quarter in 3Q14
Nobunaga Chai, DIGITIMES Research, Taipei [Wednesday 20 August 2014]

Combined revenues of the top-three Taiwan-based foundry houses are expected to top US$8.47 billion in the third quarter of 2014, increasing 13.4% from the previous quarter, according to Digitimes Research.

Optimizing a rebound in orders from chip suppliers for telecom, computer and consumer electronics devices, the top-three foundry houses managed to buck the seasonal trends in the second quarter and ramped up their combined sales by 22% sequentially to US$7.47 billion in the second quarter.

In addition to replenishing their inventories, chip vendors including Qualcomm, Broadcom and MediaTek have also started taking pull-in orders for 4G LTE chips in preparation for an anticipated sales boom for 4G smartphones in the second half of 2014, driving up demand for 28nm production capacity at Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC).

Due to strong demand from the mobile device sector, TSMC has not only continued to expand its 28nm capacity but has also ushered its 20nm process into volume production in the second quarter of 2014. Meanwhile, UMC has also begun its 28nm PolySiON process in the second quarter, contributing 1% to its total revenues in the quarter.

Digitimes Research believes that the ratio of revenues generated by the advanced 28nm and below processes to total revenues of the top-three foundry houses will leap significantly in the third quarter of 2014 as compared to the previous quarter. ASPs will also pick up in the third quarter due to improvements in product mixes.

Content from this blog post was provided by the Digitimes Research Tracking team, which focuses on shipment data and market trends in the global mobile device supply chain. Digitimes Research provides quarterly tracking services for market sectors such as Global Tablet, China Smartphone, China Smartphone AP, China Touch Panel, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.

Realtime news
  • Taiwan market: Samsung launches Galaxy Note 4, Gear S and Gear Circle

    Mobile + telecom | 1min ago

  • Altera announces availability of next-generation, non-volatile MAX 10 FPGAs

    Bits + chips | 10min ago

  • Grid-scale energy storage systems launched in 2013-2014 total more than 360MW, says Navigant

    Green energy | 12min ago

  • Taiwan market: InFocus launches M510t smartphone via cooperation with Asia Pacific Telecom

    Mobile + telecom | 17min ago

  • Digitimes Research: China 4G smartphone demand fails to surge; CoolPad, Lenovo, Xiaomi unlikely to achieve 2014 targets

    Mobile + telecom | 36min ago

  • Taiwan market: Epson launches Pulsense

    IT + CE | 52min ago

  • Mitac Holdings to see 3Q14 non-operating profit of NT$191 million from Synnex

    IT + CE | 53min ago

  • Latin America and Caribbean region to install 9GW of solar PV within 5 years, says Solarbuzz

    Green energy | 56min ago

  • Microsoft unveils Windows 10

    IT + CE | 1h 8min ago

  • JDI sees increased orders from Xiaomi

    Displays | 1h 51min ago

  • China-based foundry house XMC ties up with Spansion to develop 3D NAND flash chips

    Bits + chips | 1h 55min ago

  • TSMC, ARM announce silicon validation of ARM Cortex CPUs on 16nm FinFET process

    Bits + chips | 3h 49min ago

  • Neo Solar subsidiary sells PV power-generating stations to Chailease

    Green energy - Stockwatch | 4h 7min ago

  • China PV module makers set tough terms for Taiwan cell makers

    Green energy | 4h 15min ago

  • IC design houses to ramp up rapid charge controller ICs

    Bits + chips | 5h 22min ago

  • Korea vendors developing quantum dot TVs, says report

    Displays | Sep 30, 20:59

  • Taiwan solar cell makers adopt mixed price adjustments

    Green energy | Sep 30, 20:42

  • Digitimes Research: No mid-range digital cameras priced at US$300-400 launched globally in 3Q14

    IT + CE | Sep 30, 20:13

  • Taiwan market: Acer launches 11 Aspire V Nitro series notebooks

    Before Going to Press | Sep 30, 21:55

  • TSMC, ARM announce silicon validation of ARM Cortex CPUs on 16nm FinFET process

    Before Going to Press | Sep 30, 21:54

Pause
 | 
View more

Demand and supply trends in the global sapphire industry, 2014-2015

RESEARCH EXTRAS | Sep 23, 15:58

This Digitimes Research Special Report focuses on the 2014-2015 sapphire application market and industry outlook. Sapphire has been a key component in the LED industry in recent years, but demand is increasingly coming from lens cover applications in market segments...

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...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

ADVANTEST CORPORATION
DIGITIMES Marketing Services
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.