Taipei, Friday, March 31, 2017 07:08 (GMT+8)
showers
Taipei
17°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 article was part of a complete Digitimes Research Chinese-language report that has not yet been translated into English. If you are interested in an English version of the report or wish to receive more information about the report, click here to contact us and we will get back to you as soon as possible. Digitimes Research also provides quarterly tracking services for market sectors such as Global Tablet, China Smartphone, China Smartphone AP, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.

Realtime news
  • Taiwan ODMs post 2016 results

    IT + CE | 9h 10min ago

  • Himax reportedly cuts into supply chain for iPhone

    Bits + chips | 9h 59min ago

  • Micro-Star International nets NT$5.79 per share for 2016

    IT + CE - Stockwatch | 10h 8min ago

  • Foxconn invests in China-based battery maker CATL

    IT + CE - Stockwatch | 10h 14min ago

  • Digitimes Research: 8K technology developed for medical applications in Japan

    Before Going to Press | 10h 19min ago

  • AUO expanding capacity for 65-inch TV panels

    Before Going to Press | 11h 1min ago

  • China market: WeChat becomes largest mobile-e-payment service platform

    Before Going to Press | 11h 3min ago

  • Asustek, HTC under increasing pressure from China smartphone vendors

    Before Going to Press | 11h 5min ago

  • Innolux expected to see 1Q17 net operating profit of NT$15 billion

    Before Going to Press | 11h 12min ago

  • Huawei Technologies invests CNY78.2 billion in R&D in 2016

    Before Going to Press | 11h 12min ago

  • Global WLAN sales in 4Q16 estimated at US$2.43 billion, says IDC

    Before Going to Press | 11h 13min ago

  • Genius Electronic Optical to not deal out 2016 dividend

    Before Going to Press | 11h 14min ago

  • Acer to deal out 2016 dividend of NT$0.50

    Before Going to Press | 11h 15min ago

Pause
 | 
View more

Global notebook shipment forecast, 2017 and beyond

RESEARCH EXTRAS | Jan 25, 14:34

Digitimes Research estimates that 2016 was another down year for the global notebook market, with shipments dipping below 150 million. While the market will continue shrinking in 2017, the drop will be much less dramatic, as Windows 10 adoption in the enterprise...

Global AP demand forecast, 2017-2020

RESEARCH EXTRAS | Jan 16, 12:01

Digitimes Research expects global application processor (AP) shipments to increase more than 8% in 2017 and surpass the 1.9 billion mark, with smartphones remaining the main application. After slumping in 2015, Qualcomm returned to form in 2016 and will continue...

Global tablet market – 4Q 2016

GLOBAL TABLET | Mar 9, 14:10

In the fourth quarter of 2016, global tablet shipments reached 52.25 million units, showing on-quarter growth of 14.3%.

Taiwan handsets – 4Q 2016

TAIWAN MOBILE DEVICE | Mar 3, 14:43

Taiwan's presence in the global handset market continues to shrink. Its share of global shipments is expected to drop below 2% in the first quarter of 2017.

China smartphone AP shipments – 4Q 2016

CHINA SMARTPHONE AP | Feb 24, 14:04

Digitimes Research forecasts smartphone AP shipments to China in first-quarter 2017 will show an on-quarter drop of 15.9%.

Global notebook shipment forecast, 2017 and beyond
Global AP demand forecast, 2017-2020
The transition to 4k TV - UHD TV market forecast, 2014-2017
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.