In recent years, with the rise of the chip foundry industry, more and more companies have poured into this field to compete for market share. In this highly competitive environment, TrendForce's Q3 2023 Global Chip Foundry Rankings reveal a new reshuffle. Let's take a look at this new ranking list and the story behind it.
1.It's no surprise that TSMC and Samsung still occupy the top two spots on the list. As the world's largest chip foundry, TSMC's market position has always been unshakable. And Samsung also ranks second with its excellent production capacity and technical strength. TSMC's month-on-month growth rate reached 102%, with a share of up to 579%；Samsung, on the other hand, had a higher month-on-month growth rate of 141% with a share of 124%。The strong position of these two companies is deeply ingrained throughout the industry.
2.GF became the new No. 3 and continues to hold UMC at bay. GF performed well in this ranking, up 04% with a share of 62%。UMC, on the other hand, suffered a certain decline, with a decrease of 17% with a share of 6%. The difference between the two is only 02%。As an emerging chip foundry enterprise in China, GF is gradually emerging.
3.SMIC ranked fourth, up 38% with a share of 54%。The gap with GF is also only 02% up. SMIC has earned a place in the market with its high-quality products and advanced manufacturing processes. The competition between GF and SMIC is also becoming increasingly fierce.
4.Hua Hong Group's ranking slipped in the quarter, down 93%, ranking sixth. This shows that the quarter has not been very good for the company. Huahong Group has a small market share in the chip foundry field and is facing competitive pressure from large foundry companies.
5.It is worth noting that another chip foundry company in Chinese mainland, Jinghe Integration, failed to enter the top ten this time. At one time, it was ranked ninth in the world, but this time it was surpassed by other companies. This shows that the OEM industry is highly competitive, and the competition for market share is extremely fierce.
6.Intel entered the world's top 10 chip foundries for the first time, with 34With a 1% quarter-on-quarter growth rate and a 1% share, it ranked ninth. This is also a successful attempt by Intel to start developing the chip foundry business. At present, Intel is stepping up efforts to develop the chip foundry business, especially in the context of the ban on domestic chip factories. This also indicates that the ranking of the list will continue to change in the future.
In summary, with the rapid development of the chip industry, the position of chip foundry enterprises is becoming more and more critical. The top 10 chip foundry companies represent the mainstay of the global chip foundry industry and are also the vane of market competition. In this fierce competitive environment, companies are competing for market share by continuously improving their technological capabilities and reducing production costs. In the future, with technological breakthroughs and market changes, the list of chip foundry companies will continue to shuffle, full of uncertainty and challenges. For Chinese chip foundry companies, there are still certain gaps and challenges compared with those in other countries. However, as the world's largest electronics manufacturing market, China has unique development opportunities. Chinese chip foundries need to continuously improve their R&D strength and manufacturing capabilities, accelerate the pace of innovation, and win more share and reputation in the international market. Only in this way can we occupy a more important position in the global chip industry and achieve greater development.