Top 10 Foundry Revenues Expected to Increase by 18% YoY in 4Q20

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Total revenue of top 10 foundries expected to increase by 18% YoY in 4Q20 while UMC overtakes GlobalFoundries for third place, says TrendForce...

www.eetasia.com, Dec. 08, 2020 – 

Demand in the foundry market has remained strong in 4Q20, as production capacities across the industry remain fully loaded, with the tight supply of wafer capacities leading to a price hike in foundry services and subsequently driving up total quarterly industry revenue, according to TrendForce's latest investigations. The top 10 foundries' revenues for 4Q20 are expected to exceed US$21.7 billion, an 18% increase YoY, with TSMC, Samsung, and UMC respectively taking the top three largest market shares.

Thanks to high demand for 5G smartphone processors and HPC chips, TSMC has been seeing continued revenue growth from the 7nm process technology. The company has also been including earnings from the 5nm process in its total revenue calculations since 3Q20, while the upward momentum is persisting throughout 4Q20.

Finally, recovering demand for the 16-45nm process technologies, along with the abovementioned factors, is expected to help TSMC set a record high in quarterly revenue in 4Q20 with a 21% increase YoY. Samsung will increase its 5nm production in order to meet the growing demand for smartphone SoCs and HPC chips, in addition to accelerating its EUV deployment. Moreover, the development of smartphone SoCs manufactured with the 4nm process and the increase in 2.5D advanced packaging capacities will both propel Samsung's earnings performance further, driving its revenue up by about 25% YoY in 4Q20.

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