In 2021, Q3 global foundry output value reached US $27.28 billion, with a quarterly increase of 11.8% From Jibang consulting
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Today, Jibang consulting released the revenue ranking of the world’s top ten wafer foundry in the third quarter of 2021. The report shows that the output value of wafer foundry in the third quarter reached US $27.28 billion, with a quarterly increase of 11.8%, hitting a record high for nine consecutive quarters. Specifically, TSMC is still the leading wafer foundry. Driven by the release of Apple’s new iPhone, TSMC’s revenue in the third quarter reached US $14.88 billion, with a quarterly increase of 11.9%, ranking first in the world.
Among them, the total revenue of 7Nm and 5nm has exceeded more than half of the overall proportion of TSMC, and continues to grow.
Samsung ranked second with a revenue of US $4.81 billion, or even less than one-third of TSMC. Although there is an obvious gap with TSMC, it still ensures a quarterly increase of 11%.
It is worth mentioning that SMIC’s revenue in the third quarter reached US $1.42 billion, with a quarterly increase of 5.3%. It is not only on the list, but also in the top five of the list.
Jibang consulting said that SMIC adjusted its capacity allocation and customer structure. The proportion of Chinese domestic customers increased quarter by quarter, and the proportion of Chinese customers reached nearly 70% in the third quarter.
It is understood that SMIC has completed mass production of 14nm process and R & D of 7Nm process, which can meet the requirements of most industries.
Read more about zikuai Technology: trendforce: in Q1 of 2021, the total output value of the world’s top ten wafer foundry reached US $22.75 billion, a single quarter high. Trendforce: it is estimated that the global wafer foundry output value will reach US $84.6 billion in 2020, with an annual growth of 23.7%. Trendforce: it is estimated that the global wafer foundry output value will reach US $24.407 billion in the second quarter of 2021 Jibang Consulting: it is estimated that Huawei will produce about 74 million 5g mobile phones in 2020. Jibang Consulting: the total revenue of Q3 global NAND flash will reach US $18.88 billion in 2021, with a month on month increase of 15%. Trendforce: the memory price will rise slightly by 3 ~ 8% in the third quarter of 2021. Trendforce: it is estimated that the quotation of NAND flash will continue to rise in the third quarter of 2021, and the overall contract price will rise by 5 ~ 10% in the first quarter of 2021. Trendforce: the overall DRAM average price will rise by 10% Stop the decline and stabilize trendforce: in the third quarter of 2020, the total output value of global DRAM reached US $17.46 billion, and the total output value increased by only 2% in the quarter. Trendforce: in the fourth quarter, the memory is still in a situation of oversupply, The overall average price will fall by nearly 10%. Trendforce: it is expected that the global notebook computer shipment will exceed 180 million units in 2020. Trendforce: the server production will still be weak in the fourth quarter of 2020, and the server DRAM price will expand to 13% ~ 18%. Trendforce: the DRAM spot price has been rising for a long time, but there is still pressure on the DRAM price in the second half of the year. Trendforce: it is expected that the global foundry output value will increase by 14% in the third quarter of 2020
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