Recently, a market research organization released a report showing that the output value of the top ten wafers foundry in the second quarter of 2022 reached US$33.2 billion, but due to the weakening of the consumer market, the month-on-month growth rate has slowed to 3.9%. Looking ahead to the third quarter, new iterative products after manufacturers such as AMD/NVIDIA have been launched one after another, and TSMC will become the biggest beneficiary.
According to the statistical table, TSMC, which ranked first in the revenue of foundry manufacturers in Q2 in 2022, continued to maintain a market share of more than 53%. Benefiting from strong demand for HPC, IoT and automotive stocking, revenue in the second quarter was US$18.15 billion. However, because it was affected by price increases in the first quarter, the month-on-month increase in the second quarter was only 3.5%. However, with the successive launch of AMD Ryzen 7000 series and NVIDIA RTX 40 series, revenue in the third quarter should continue to increase steadily. Although the second-ranked
Samsung lost its iterative chip orders from major customers such as Qualcomm and NVIDIA, as the yield of 5nm/4nm process process continued to improve, it also led to its second-quarter revenue of US$5.59 billion, a quarter-on-month increase of 4.9%. At the same time, the first 3GAE process with GAA architecture was officially mass-produced at the end of the second quarter of this year, which is also a feedback showing its technical strength. However, the first customer demand for this process is not large, so it will be until the fourth quarter that it truly contributes to revenue.
was successfully launched in the second quarter with the addition of 28/22nm production capacity, and the revenue share of this process node this quarter rose to 22%. UMC 's revenue reached US$2.45 billion in the second quarter, an increase of 8.1%, winning the first place in the growth rate.
ranked fourth and fifth in GM and SMIC , whose revenue in the second quarter was very similar, and the quarterly growth rate was also relatively similar. However, SMIC's revenue share in the smartphone field in the second quarter fell to 25.4%; the smart home field retained strong growth momentum, and its application products include Netcom, smart control device Wi-Fi, Bluetooth , PMIC, MCU peripheral IC, etc., and the revenue of this type of application increased by about 23.4% in the quarter. From this perspective, there may be a chance to surpass GF in the third quarter.
Since the beginning of 2022, the cuts of orders between mobile phone manufacturers/whole-machine manufacturers have intensified. In addition to many uncertainties, the slowdown in the semiconductor industry's growth in 2022 has basically been confirmed. If you want to continue to maintain a leading chip foundry manufacturer with revenue, it is time to explore new markets and transform into new technologies!
