As we all know, from the perspective of the global wafer foundry industry, TSMC and Samsung are the two companies that focus on advanced manufacturing processes. Especially TSMC, the current two processes of 7nm and 5nm contribute 51% of revenue, while the proportion of processes above 28nm is only 25%.
, such as GPU, , UMC, , etc., focuses on mature manufacturing, focusing on 28nm and above processes to avoid head-on competition with TSMC and Samsung.
In addition, SMIC and Huahong also focus on mature processes, but also focus on special processes, which can avoid head-on competition with TSMC, Samsung, GM, UMC, etc.
, for example, SMIC, 14/28nm accounts for only about 15%, and the others are all 28nn and above processes. In addition, SMIC is the wafer foundry with the largest number of customers in the world, and the product variety is also the world's largest, which means that there are many types of chips produced, and any kind of chip can be produced.
, like Huahong, it focuses on 55nm and above processes. In addition, Huahong is the largest special process foundry in China, which can produce special chips such as RFCMOS, simulation and mixed signals, CMOS image sensors, PMICs and MEMS.
However, there has been a bad news recently, that is, TSMC is going to enter the battlefield of SMIC and Huahong, and may seize the jobs of these two mainland wafer manufacturers.
TSMC CEO Wei Zhejia revealed that due to urgent needs of customers, TSMC will continue to expand capital expenditure on special processes, and is expected to increase the capacity of mature and special nodes by 50% within three years.
TSMC's current process with above 28nm accounts for 25% of revenue. The revenue in the second quarter was 534.14 billion NT$ (equivalent to approximately RMB 120.45 billion), which is 30 billion, which is 120 billion a year. If it increases by 50%, it will increase by 60 billion.
SMIC's revenue last year was 35 billion, while Huahong's revenue last year was 10.5 billion, a total of only 45.5 billion yuan. TSMC's 50% increase in production capacity is equivalent to 60 billion yuan in revenue, which is higher than the annual revenue of SMIC and Huahong.
Where do these incomes come from? At present, the mature technology market is so big, and a large number of chips are moving towards advanced technology. Therefore, TSMC's increased production capacity is naturally to grab the market from other manufacturers, and the special technology is the main focus of SMIC and Huahong, so in the future, it will mainly grab it from SMIC and Huahong.
all say that mature processes do not make money, so why TSMC has also set its sights on it? The reason is that the process progress of the process is becoming more and more difficult. For example, from 3nm to 2nm, it takes at least 3 years, and the investment is large, so it is not easy to make money in advanced processes.
TSMC has an advanced technology and its rival Samsung is competing, so TSMC has to focus on mature technology. TSMC has also its own advantages in this regard, so it has no discussion on snatching other competitors.
