According to the latest report of TrendForce, a small amount of new capacity was opened in the second quarter, which led to the growth of wafer shipments and the price increase of some wafers, which pushed up the top ten in the second quarter. The foundry output value reached US$33.20 billion (approximately RMB 238.708 billion), but the quarter-on-quarter growth converged to 3.9% due to weaker consumer market conditions.
The report points out that with the launch of the new iPhone in the third quarter, it is expected to maintain a certain amount of stocking momentum for the sluggish market atmosphere, so it is expected that the top 10 foundry revenue in the third quarter will maintain the growth trend driven by the high price process, and the chain growth rate is expected to be slightly higher than the second quarter.
Specifically, benefiting from the strong demand for HPC, IoT and automotive stockpiling, TSMC’s revenue for the second quarter was US$18.15 billion (approximately RMB130.498 billion), but the YoY increase was 3.5% due to a higher base period of revenue from wafer price increases in the first quarter.
Samsung (Samsung) 7/6nm production capacity is gradually converted to a 5/4nm process, yield rate continues to improve, driving the second quarter revenue to $5.59 billion (about 40.192 billion yuan), an increase of 4.9% from the previous quarter. UMC’s new 28/22nm production capacity came online successfully in the second quarter, driving overall wafer shipments and average unit price growth.
GlobalFoundries reported revenue of US$1.99 billion (approximately RMB14.308 billion) in the second quarter, up 2.7% sequentially, benefiting from a small amount of new capacity release and the majority of capacity secured under LTAs. SMIC’s revenue in the second quarter reached US$1.90 billion (RMB13.661 billion), up 3.3% sequentially, while smartphone revenue declined to 25.4% and smart home revenue retained strong growth momentum.
The sixth to tenth places were taken by HuaHong Group, PSMC, VIS, Nexchip and Tower in that order.
