This situation compelled the semiconductor supply chain to undergo inventory corrections in the second half of 2022, thereby affecting the capacity utilization, revenue, and gross margin of the semiconductor foundry industry during this period. However, the semiconductor foundry industry maintained its growth momentum in the first half of 2022, thanks to semiconductor supply shortages from 2021. As a result, major wafer foundries continued to achieve double-digit percentage growth for the entire year. This report examines the overall developments in the semiconductor foundry industry in 2022, highlights the developmental trends of key industry players, including TSMC, UMC, SMIC, and GlobalFoundries, and offers insights into the future outlook of the semiconductor foundry industry.
Table of Contents
1. Global Foundry Industry Recap 20221.1 Global Semiconductor Foundry Market Size in 2022
1.2 Top Ten Global Semiconductor Foundry Rankings in 2022
1.3 Overall Performance of the Semiconductor Foundry Industry in 2022
2. Development Trends of Major Semiconductor Foundries in 2022
2.1 TSMC
2.2 Samsung
2.3 UMC, PSMC, Vanguard
2.4 SMIC
2.5 Global Foundries
3. Global Semiconductor Foundry Industry Development in 2023
3.1 Foundry Operations Expected to Bottom Out in 1H23, Recovery Pace Remains Uncertain in 2H23
3.2 Intel’s New IFS Business Model to Change the Global Semiconductor Foundry Landscape
Appendix
List of Companies
List of Tables
Table 1: Top Ten Global Semiconductor Foundry Rankings in 2022
List of Figures
Figure 1 Comparison of Major Foundries’ Gross Margin Changes, 2021 - 2022
Figure 2 TSMC’s Revenue Changes by Product Applications, 2021-2022
Figure 3 Samsung’s Revenue Changes by Business Segments, 2021-2022
Figure 4 UMC’s Revenue Changes by Product Applications, 2021-2022
Figure 5 PSMC’s Revenue Changes by Product Applications, 2021-2022
Figure 6 Vanguard’s Revenue Changes by Product Applications, 2020-2021
Figure 7 SMIC’s Revenue Changes by Product Applications, 2021-2022
Figure 8 Global Foundries’ Revenue Changes by Product Applications, 2021-2022
Figure 9 Intel's IDM 2.0 Business Model
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- AMD
- Apple
- Broadcom
- DB HiTek
- Dell
- Denso
- GlobalFoundries
- HP
- Huahong Group
- Nexchip
- Nvidia
- PSMC
- Qualcomm
- Samsung
- Samsung
- SMIC
- STMicroelectronics
- Tower
- TSMC
- UMC
- Vanguard
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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