Pure-play foundry sales to bounce back, says IC Insights
This sequential increase to surpass $12 billion in 4Q15 will run counter to the typical sales pattern of recent years where the best growth rate for pure-play foundry sales takes place in the second quarter of the year and a sales downturn occurs in the fourth quarter, said the market research company.
Given that pure-play foundries’ sales are to IDMs and fabless companies that resell the devices they purchase from the foundry, it makes sense that the pure-play foundries’ strongest seasonal quarter (second quarter) is one quarter earlier than the overall IC industry’s strongest seasonal quarter (third quarter).
The pure-play foundry market is forecast to grow to an all-time high of $12.2 billion in 4Q15.
Quarterly pure-play foundry sales from 2012 to 2015. Source IC Insights.
The primary reason behind the unusual 2Q15 sales decline was due to foundry giant TSMC. TSMC suffered a 5 percent sequential decline that was equivalent to a $366 million drop in its revenue.
For 4Q15, IC Insights forecasts that the quarterly pure-play foundry market will show a higher than normal growth rate of 4 percent. With most of the inventory adjustments that held back growth in the first half of the year expected to be completed by the end of 3Q15, 4Q15 is forecast to register enough growth to boost the quarterly pure-play foundry market to over $12.0 billion for the first time.
Related links and articles:
News articles:
Indian fab project hires former GloFo exec
Foundry sales growing faster than chip market
Rohm opens MEMS foundry operation
If you enjoyed this article, you will like the following ones: don't miss them by subscribing to :
