Recently, in addition to the full capacity of the mainland wafer foundry, Taiwan’s wafer foundries such as TSMC, UMC, and the world’s advanced production capacity are also full.
Recently, some foundries have indicated that the price will be increased in the fourth quarter of this year and the first quarter of next year. Because the foundry capacity is too full, the delivery period of some IC customers has also been extended, from about 2.5 to 3 months to 3 to 4 months, or even more than half a year.
In terms of the foundry market size, IC Insights estimates that in the pure foundry market, which does not include the foundry business of IDM factories such as Samsung and Intel, the market size decreased by 1% last year to US$57 billion, but it will grow this year. 19% to $67.7 billion, the highest growth rate in nearly seven years. As 5G will drive strong demand for many application chips in the next few years, it is estimated that the pure-play foundry market will grow by another 7% to US$72.6 billion in 2021.
The report pointed out that the compound annual growth rate (CAGR) of the pure wafer foundry market from 2014 to 2019 reached 6.0%, but the CAGR from 2019 to 2014 will increase by 3.8 percentage points to 9.8%, which is better than the global average in the same period. The IC market CAGR is about 7.3%.
The distribution and production status of the 103 major fabs in the world are summarized as follows:
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