Supply chain
Highlights of the day: Tight supply sending foundry quotes rising
DIGITIMES staff

Tight supply at pure-play foundries has pushed up chip fabrication costs. Foundry quotes are expected to continue rising through first-half 2021. Foundry supply has been particularly tight at the 8-inch segment where makers have been finding it hard to expand capacity because of a lack of new fab tools. Acquiring old fabs is an option. Meanwhile, global smartphone shipments rebounded in third-quarter 2020 after coronavirus impacts sent them dropping in the previous two quarters, according to Digitimes Research's latest five-year forecast report on the global smartphone market from 2020-2025.

Foundry quotes to rise through 1H21: Taiwan-based pure-play foundries will continue raising their quotes through the first half of 2021 due to tight capacity, according to sources at fabless chipmakers.

Old fabs draw acquisition interest from 8-inch foundries: Mature but idle wafer fabs have drawn interest from 8-inch foundries that have seen tight capacity, such as United Microelectronics (UMC), according to market sources.

Global smartphone shipments improve in 3Q20: Global smartphone shipments fell by slightly over 6% on year in the third quarter of 2020, improving significantly from the previous two quarters as demand for smartphones outside the China market rebounded, according to Digitimes Research.

Taiwan large-size LCD panels – 3Q 2020

Taiwan small- to mid-size LCD panels – 3Q 2020

Global tablet market – 3Q 2020

Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

© 2020 DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.