TrendForce: 10 Foundry Revenue Ranking 4Q21 reach $29.55 billion
As an industry with highly concentrated revenue, the top ten foundries account for 98.4% of the market, while the top five also account for nearly 90%. Wafer foundry has very high requirements on capital, technology, and customer interaction. If it is only slightly better in one or two aspects, it will be difficult to gain a firm foothold in this market.
The latest data from TrendForce shows that the output value of the top ten foundries in the fourth quarter of 2021 reached $29.55 billion, an increase of 8.3% from the previous quarter. Although the growth rate has slowed down, it has set a new output value record for ten consecutive quarters. The main factors affecting the growth of the foundry industry come from two aspects. One is that PMIC, Wi-Fi, MCU, and other chips are still in short supply, prompting the related production capacity to continue to operate at full capacity. The other is the increase in the average price of products, and foundries continue to adjust their product mix to increase the average price.
There have also been some changes in the top ten rankings, with Nexchip overtaking DB Hitek and taking the latter’s original tenth spot. With Intel’s recent $5.4 billion acquisition of ninth-ranked Tower Semiconductor, Intel will be featured in the next update. Samsung has regained some lost ground in the competition with TSMC, but improving advanced process capacity and yield remains one of Samsung’s top priorities, which will affect its overall profitability going forward.
