With the development of the global chip industry, the position of chip foundries is becoming more and more important. Foundries play a non-negligible role in the global chip market, especially in the field of logic chips. This can be seen from the fact that more than 70% of logic chips are produced by foundry. Therefore, the strength and market position of OEM enterprises have become the standard for industry judgment. Recently, TrendForce released the rankings, revenue, and growth of global chip foundries in the third quarter of 2023, and the rankings in this quarter have undergone significant changes. This article will describe this in detail and provide an in-depth analysis of the reasons and trends for the movement.
From the ranking of global chip foundry companies, it can be seen that TSMC and Samsung have always occupied the top two positions. The strength and years of experience of these two foundry giants make them unshakable industry leaders. In the third quarter of 2023, TSMC grew by 102%, with a market share of 579%。Samsung's month-on-month growth rate was 141% with a market share of 124%。The steady growth and steady increase in market share of these two companies demonstrate their absolute superiority in the global chip foundry industry.
Among the global chip foundries, the confrontation between GF and UMC has always attracted much attention. In the third quarter of 2023, GF ranked narrowly ahead of UMC, with a sequential growth rate of 04% with a market share of 62%, while UMC's decline was 17%, with a market share of 6%. There is only 0With a 2% share gap, the competition is extremely fierce. However, GF's continued growth has widened the gap between its share and SMIC, and the fourth-ranked GF has only 02% share gap. This quarter's data shows that GF's strengths are becoming apparent.
In the ranking of the quarter, Hua Hong Group underperformed, decreasing by 93%。As the most declining company in the top 10, Huahong Group is facing some difficulties. However, this may be related to the decline in the prosperity of the entire industry, and this period of time is not very easy for Huahong Group. However, as a powerful enterprise, I believe that Huahong Group will strive to adjust its development strategy and strive to achieve better results in the future competition.
This quarter, surprisingly, another chip foundry company in Chinese mainland, Jinghe Integration, failed to enter the top ten. At the same time, Intel won with 34With a 1% quarter-on-quarter growth rate and a market share of 1%, Intel entered the ranking of the world's top 10 chip foundry companies, which is the first time that Intel has entered the list. As Intel began to actively participate in chip foundry, and was affected by the domestic ban, as well as the current chaos in the global chip market, we expect that the reshuffle of the chip foundry ranking will continue to occur in the future.
Through the analysis of the global chip foundry ranking in the third quarter of 2023, it can be seen that the competition between foundry companies is becoming more and more fierce. TSMC and Samsung continue to occupy the top two positions as industry giants, showing their absolute dominance. However, the rivalry between GF and UMC, as well as the rise of Intel, show the constant evolution and movement of the foundry market. At the same time, the decline of Huahong Group and the failure of Jinghe Integration also remind enterprises to increase their efforts to cope with market changes and challenges.
In the future development, foundry enterprises need to continue to work hard to improve the technical level and production capacity, and obtain a larger share in the market competition. At the same time, changes in the policy environment and the global ** chain will also have a significant impact on the foundry business, and enterprises need to respond flexibly, plan and adjust. In short, the reshuffle of chip foundry will be the norm in the industry, and enterprises need to be ready to respond to changes and seek better development opportunities. Only in this way can we be invincible in the fierce market competition.