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According to the latest topology research report, the global political and economic turmoil has kept demand weak in the second quarter, and the revenue of factories generally fell from the same period last year. It is estimated that the total global wafer foundry output in the second quarter will be reduced by about 8 percent to $15.4 billion annually.Market share of the top three are still TSMC, samsung and grid chip.
Topology research showed that, compared with the same period last year, the top 5 OEM plants remained the same in the second quarter, with umc and SMC in the fourth and fifth order.There was a slight change from no. 6 to no. 10, with high tower semiconductor at no. 6 and power crystal (PSC) falling from no. 7 to no. 9 due to declining OEM demand for memory and display driver chips.And the trend that shows drive chip moves to 12 inches to put into production is more and more apparent, make the world advanced that does not have 12 inches of production capacity suffers shock, be overtaken by hua hong semiconductor (h-grace), drop to 8.The 10th is the eastern high school.
Looking at the performance of the top 10 fab manufacturers in the second quarter, only huahong semiconductor benefited from stable market demand for smart CARDS, Internet of things, MCU for vehicles and power devices, and its revenue was flat compared with the same period last year. The rest were all due to weak market demand and inventory to be digested.
Of particular concern is that TSMC, which accounts for nearly half of the market, has seen a smaller annual decline than other manufacturers, helped by rising demand from customers of advanced manufacturing processes, which are dominated by 7 nanometers.However, the mainland to raise $200 billion of goods tariffs to 25%, huawei and its 70 affiliated businesses listed in the export List of entities, the Entity List), qualcomm, Qorvo, Google, ARM factory to keep distance with huawei, huawei in consumer business faces unprecedented difficulties, further affect the whole chip foundry industry in the second half performance.
Huawei has sold more than 40 percent of its phones overseas, and topology said Google's announcement that it will no longer offer huawei applications and services could disrupt huawei's international business.On the contrary, samsung, huawei's biggest rival in overseas markets, has a complete global presence and is potentially the biggest beneficiary of the trade war.
In smartphones and processor in the market, supply chain of TSMC 7 is the biggest impact is selling to Europe's flagship samsung mobile phone carry their Exynos processor, if samsung include huawei in European city landscape, TSMC will be difficult through other customers such as qualcomm, mediatek back in market share flagship processor.
Looking ahead to this year, U.S. tariff disputes with China, India and Mexico, as well as conflicts with Iran in the Middle East, will hit the global economy hard.Topology estimates that this year, for the first time in 10 years, the foundry industry will see negative growth, with gross production shrinking nearly 3 percent from 2018.
