The top ten ranking of foundries is set to be the same in 2017 as it was in 2016 but with top two companies – TSMC, Globalfoundries – gaining market share.
TSMC will have 55.9 percent of the market and is outgrowing all of its nearest rivals while UMC, Samsung and SMIC, ranked third, fourth and fifth respectively, will grow more slowly than the market average.
Top ten foundries ranked by forecast 2017 sales revenue. Source: TrendForce. Note: Samsung and Powerchip are only IDMs in top ten and numbers are an estimate of their foundry service revenue.
Globalfoundries was able to beat the market average due to higher installed capacity and higher utilization rates during 2017.
However, Samsung which is present at the 10nm process node and a technical rival to TSMC, has limited growth as it only has Qualcomm as a major 10 nm client. SMIC is held back by yield problems at 28nm, TrendForce said.
Further down the ranking the much smaller specialist foundries, Tower, Powerchip and Hua Hong were able to record market growth of greater than 10 percent.
In 2018 the leading edge will be focused on the adoption of 7nm manufacturing process technology although demand for power and RF devices for electric vehicles and 5G communications is set to drive foundry production of gallium nitride and silicon-carbide, said TrendsForce. TSMC already provides GaN foundry services and X-Fab has said that SiC foundry services will contribute to revenue in 4Q17.
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