2022 Recap and 2023 Development of the Worldwide Semiconductor Foundry Industry

2022 Recap and 2023 Development of the Worldwide Semiconductor Foundry Industry

The global semiconductor foundry industry achieved a shipment value of US$139.5 billion in 2022, representing a growth rate of 26.7% compared to 2021. Due to the Russia-Ukraine conflict, global inflation, and COVID-19 lockdowns in China, the global economy experienced a sharp decline in consumer market demand in early 2022. 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 2022

1.1 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 GlobalFoundries

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 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 Revenue Changes by Product Applications, 2021-2022

Figure 3 Samsung Revenue Changes by Business Segments, 2021-2022

Figure 4 UMC Revenue Changes by Product Applications, 2021-2022

Figure 5 PSMC Revenue Changes by Product Applications, 2021-2022

Figure 6 Vanguard Revenue Changes by Product Applications, 2020-2021

Figure 7 SMIC 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

Table of Contents

1.Global Foundry Industry Recap 2022

1.1 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 GlobalFoundries

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 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 Revenue Changes by Product Applications, 2021-2022

Figure 3 Samsung Revenue Changes by Business Segments, 2021-2022

Figure 4 UMC Revenue Changes by Product Applications, 2021-2022

Figure 5 PSMC Revenue Changes by Product Applications, 2021-2022

Figure 6 Vanguard Revenue Changes by Product Applications, 2020-2021

Figure 7 SMIC 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