The statistics are officially announced!The wafer foundry pattern has changed greatly, and the trend of foreign media is clearly visible
The importance of chips continues to increase, so the foundry industry has attracted much attention, especially the ranking of the world's top ten foundries, which can reflect the changes in the current chip situation. Some time ago, the data for the first quarter of this year was officially announced.
The overall revenue of the top 10 foundries fell to 186%, the revenue of all manufacturers declined, but the decline was high and low. It can be seen that the limitation of chips has exacerbated the changes in the foundry pattern, which fully reflects the three major trends!
First, limit the consequences of adverse reactions. In recent years, the wafer manufacturing industry has shifted to Asia, centered on Chinese mainland, Taiwan, and South Korea, and many foundry giants have emerged. Due to the sluggish wafer situation, performance has declined.
In addition, the chip restrictions in the United States have exacerbated this trend, making it impossible for it to send high-end chips to Chinese companies, and also making it impossible for its customers to send high-end chips to Chinese companies, such as being unable to send chips to Huawei, restricting the shipment of Nvidia's high-end chips.
These factors have led to a continuous decline in the capacity utilization rate of wafer foundries, even TSMC, the world's largest foundry.
It can be seen from the revenue ranking of the world's top ten wafer foundries in the first quarter that the decline momentum of Taiwanese and South Korean companies is very strong. Among them, TSMC fell by 162%, UMC down 176%, LIC down 187%。
South Korean manufacturers saw even greater declines, with Samsung in particular falling the most, falling to 361%, bringing its market share down to 124%。
As a result, South Korea** and its related companies have asked the U.S. to reconsider the restrictive measures. Soon, the United States broke the news that the United States would extend the exemption period for Samsung, SK hynix and TSMC after production in the mainland, which is considered to be a partial relaxation of restrictions.
Second, the U.S. side promotes local manufacturing. In this list, the biggest change in the ranking is the American company Gexin, although Gexin also dropped by 124%, but compared to Taiwanese and South Korean manufacturers, the decline is not large, and the key point is that the market share also seems to have increased somewhat.
In the fourth quarter of last year, GE-X's market share increased from 62% to 66%, thus surpassing UMC and ranking third in the global foundry industry. UMC's market share has grown from 63% rises to 64%, but it barely managed to stay in fourth place.
You know, Gechip has always been the fourth in the world. It can be seen that the efforts made by the US to promote local chip manufacturing have borne fruit.
In order to improve the local tablet manufacturing capacity, the United States not only uses subsidies to attract TSMC, Samsung and other tablet factories to invest in the United States, but also focuses on supporting local tablet manufacturing enterprises, especially in the subsidy trend to encourage enterprise support.
GF not only received $4.2 billion in integrated circuit orders from Qualcomm, but was also supported by orders from the defense, industrial controls and the United States. Some time ago, Lockheed Martin, a U.S. fire manufacturer, also established a partnership with GF.
In addition to the core, the United States also vigorously supports Intel's development of foundry activities, and TSMC, Samsung, etc. are external factors after all.
Third, mainland manufacturers bucked the trend. Although the performance of the world's top 10 foundries has declined, only two Chinese companies, SMIC and Hua Hong Group, have seen their performance decline less than 10%, especially SMIC and Hua Hong Group, which have declined by only 42%。
Hua Hong Group's market share has also increased from 26% to 3%, while SMIC's share increased from 47% to 53%。
It can be seen that the restrictions on wafers in the United States have not stopped the progress of China's wafers, because China has the world's largest semiconductor market, and the natural demand for wafers is also very large, which means that domestic wafer foundry activities are expanding against the trend**.
As a result, at a time when the expansion rate of the world's major wafer fabs is slowing down across the board, domestic fabs such as SMIC and Huahong Group are still continuing to build and expand factories. Although this is a well-established process, this wafer is still the mainstream of the market, and the demand continues to grow.
With the continuous improvement of China's wafer production capacity, China's wafer import volume is also decreasing. Customs data shows that in the first five months of this year, China's total imports of wafer tablets decreased by 45.5 billion pieces. And this pressure is being passed on directly to foreign chewing gum producers.
That's why, while the U.S. is tightening chip restrictions, Nvidia, Intel, and others have launched versions of chips specifically for China.
Since the restrictions imposed on chewing gum did not work in practice, but harmed the interests of American chewing gum companies and their allies, rumors of easing restrictions some time ago continued.
It is said that the Biden team is interested in accepting the easing of restrictions in exchange for communication, but our side is not interested in this at all. Because we have begun to take the road of chip independence, we cannot give up because of short-term interests, and then give up moving forward, only independence can win the future!
The change in the global wafer casting model reflects the change in the situation, **said: the trend is getting clearer!