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Global wafer foundry industry, 2023 and beyond

Eric Chen, DIGITIMES Research, Taipei 0

Credit: DIGITIMES Asia

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Global foundry revenue is set to reach US$137.2 billion in 2022, soaring 25.8%, and the brilliant performance is a result of price hikes, customer long-term agreements (LTA) and capacity expansions.
Abstract

Going into 2023, amid macroeconomic uncertainties and rising US-China trade tensions, global foundry revenue will show a moderate on-year decline. However, driven by maturing 5G and high-performance computing (HPC) applications as well as increasing silicon content in electronics, global foundry revenue stands a chance of topping US$200 billion by 2027.

DIGITIMES Research has observed that although end devices including mobile phones and notebooks have entered a period of inventory adjustment in 2022, global foundry revenue has still performed outstandingly thanks to price hikes and LTAs. Looking into 2023, end device inventory adjustment will extend into first-half 2023. A bleak economic outlook will take a toll on consumer spending. These factors will prolong end device inventory adjustment. As a result, 2023 global foundry revenue may fall back 2% to 3%.

In the mid-to-long term, with the recovery of semiconductor demand, 5G and HPC applications taking off, electronics and automobiles coming with increasing silicon contents, electronics brands and system integrators undertaking in-house chip R&D and IDMs continuing to outsource chip production, DIGITIMES Research projects global foundry revenue will grow at a CAGR of 8.3% for the period from 2022 through 2027, with the 2027 revenue to top US$200 billion.

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