2022.03.14
요약: 삼성전자의 글로벌 파운드리 점유율은 2021년3분기 17.2%에서 4분기 18.3%로 증가하였다.
매출은 3분기 48.1억달러에서 4분기 55.44억달러로 증가했다.
이는 5나노와 4나노 첨단 공정을 사용하는 공장의 점차적인 완성과 퀄컴의 신규 칩 생산 때문이다.
Top 10 Foundries Post Record 4Q21 Performance for 10th Consecutive Quarter at US$29.55B, Says TrendForce
2021년4분기 상위 10개사 파운드리 매출은 295.5억달러로 사상 최대 매출 달성.
The output value of the world’s top 10 foundries in 4Q21 reached US$29.55 billion, or 8.3% growth QoQ,
according to TrendForce’s research.
This is due to the interaction of two major factors.
One is limited growth in overall production capacity.
At present, the shortage of certain components for TVs and laptops has eased but there are other peripheral materials derived from mature process such as PMIC, Wi-Fi, and MCU that are still in short supply,
precipitating continued fully loaded foundry capacity.
파운드리 사상 최대 매출 달성은 2가지 요인이 상호 작용한 결과이다.
하나는 전반적인 생산 능력의 제한된 성장 때문이다.
현재는 TV나 랩탑의 부품은 어느 정도 완화되었지만, 전력반도체, Wi-Fi와 MCU같은 반도체는
파운드리 생산 라인을 완전 가동하고 있는데도 불구하고 공급이 부족하다.
Second is rising average selling price (ASP). In the fourth quarter, more expensive wafers were produced in succession led by TSMC and foundries continued to adjust their product mix to increase ASP.
In terms of changes in this quarter's top 10 ranking, Nexchip overtook incumbent DB Hitek to clinch 10th place.
두번째 요인은 계속 상승하고 있는 판매 가격이다.
TrendForce believes that the output value of the world’s top ten foundries will maintain a growth trend in 1Q22 but appreciation in ASP will still be the primary driver of said growth. However, since there are fewer first quarter working days in the Greater China Area due to the Lunar New Year holiday and this is the time when some foundries schedule an annual maintenance period, 1Q22 growth rate will be down slightly compared to 4Q21.
Top 5 foundries account for nearly 90% of global market share, Samsung recovers share with advanced processes
상위 5개 파운드리 업체의 합계 매출은 전체 매출의 90%를 차지한다.
삼성은 첨단 공정 매출 성장으로 점유율이 회복되었다.
Looking at the top five industry players, TSMC’s 4Q21 revenue reached US$15.75 billion, a QoQ increase of 5.8%. Although 5nm revenue spiked thanks to the new iPhone, 7/6nm revenue dropped due to a weak Chinese smartphone market, becoming the only TSMC node in decline in 4Q21, and inducing a contraction in TSMC revenue growth in 4Q21, though TSMC still accounts for more than 50% of global market share.
As one of TSMC’s few competitors in advanced processes below 7nm, Samsung strengthened 4Q21 revenue to US$5.54 billion, a quarterly increase of 15.3% owing to the gradual completion of new advanced 5/4nm process capacity and the mass production of new flagship products from major client Qualcomm.
7나노이하 공정에서 TSMC의 유일한 경쟁자인 삼성은 2021년4분기 매출이 전분기대비 15.3% 증가한
55.4억달러에 달했다.
이는 5나노와 4나노 선단 공정을 사용하는 공장의 점차적인 완성과 퀄컴의 신규 칩 생산 때문이다.
Although Samsung's foundry business has posted record revenue, the slower ramp-up of advanced process capacity continues to erode overall profitability. Therefore, TrendForce believes that improving advanced process capacity and yield in 1Q22 is one of Samsung’s top priorities.
삼성은 사상 최대 파운드리 매출은 달성했음에도 불구하고, 선단 공정 공장의 더딘 양산은 전반적인
이익을 계속해서 갉아먹고있다.
그래서 2022년1분기 삼성전자의 최우선과제중 하나는 선단공정의 양산과 수율 향상이다.
Constrained by limited growth in new production capacity and the fact that the new wave of wafers contracted at the latest pricing has yet to be produced, UMC's revenue stalled slightly in 4Q21, to US$2.12 billion, up 5.8% QoQ.
GlobalFoundries benefited from the release of new production capacity, product mix optimization, and new long-term agreement (LTA) pricing, pushing up ASP performance. Revenue in 4Q22 hit US$1.85 billion, up 8.6% QoQ.
SMIC posted 4Q21 revenue of US$1.58 billion, 11.6% QoQ, due to mounting demand for products such as HV, MCU, Ultra Low Power Logic, and Specialty Memory as well as factors such as product mix adjustment and appreciating ASP.
Surpassing DB Hitek, Nexchip officially breaks into the top 10 in 4Q21
Nexchip은 DB하이텍을 제치고 10위에 진입했다.
The foundries ranked 6th to 9th are HuaHong Group, PSMC, Vanguard International Semiconductor (VIS), and Tower Semiconductor (Tower), respectively. Each has benefiting from factors such as a utilization rate uniformly at full capacity, release of new production capacity, and adjustment of ASP and product mix, sustaining the growth of revenue performance. It is worth mentioning, the acquisition of Tower by Intel netted Intel mature process technologies and a customer base and expanded the diversity and production capacity of its foundry business. However, before this transaction is officially completed, Tower is still considered an independent entity in terms of the accounting process. TrendForce states, after Intel's foundry business is properly integrated with Tower, Intel will officially enter the ranking of top ten foundries.
Coming in 10th on the top 10 foundry ranking is Nexchip with revenue of US$352 million and a quarterly growth rate of 44.2%, the fastest growth rate among the top ten, and officially surpassed DB Hitek. According to TrendForce investigations, the primary reason Nexchip was able to break into the top 10 in 4Q21 was the company's diligent production expansion. Nexchip also plans to develop more advanced processes such as the 55/40/28nm nodes and multiple product lines including TDDI, CIS, and MCU, to compensate for its current single product line and limited customer base. Since Nexchip is currently ramping-up operations quickly, its growth performance in 2022 should not be underestimated.
'파운드리-TSMC-난야-UMC-DB하이텍' 카테고리의 다른 글
| TSMC 와 UMC는 2022년1분기 사상 최대 실적 달성 (0) | 2022.04.08 |
|---|---|
| TSMC의 고객별 매출 점유율(2022.03.26) (0) | 2022.03.26 |
| 자동차 반도체 후공정 매출 10억달러 돌파할 것(2022.02.14) (0) | 2022.02.14 |
| 대만의 UMC와 PSMC는 2022년1분기 사상 최대 매출 기록할 것 (0) | 2022.01.25 |
| TSMC 2022년 1분기 매출 7.4% 증가 예상. (0) | 2022.01.14 |
