Reports: TSMC lost market share 2Q20
TSMC still has 51.5 percent of the foundry market and dominates the market. This iscompared to 54.1 percent of the market back in 1Q20, also according to TrendForce (see TSMC takes market from Samsung, GloFo, but Covid-19 impact to come).
Although the reports quote TrendFocus, the analyst has only released 2Q20 foundry data so far in a subscriber-only report.
Samsung Foundry meanwhile, according to those reports, grabbed an additional 2.9 percent market share, although Samsung’s foundry numbers include sales to Samsung. TSMC has yet to disclose its sales for the month of June so the numbers must necessarily be estimates from TrendForce.
Samsung and TSMC are the undoubted market leaders in terms of technology and both are investing heavily to prepare for production of 5G communications chips. China’s representative in the top five was also able to grab a little extra market share moving from 4.5 percent in 1Q20 to 4.8 percent in 2Q20.
TSMC is currently suffering from the loss of its leading customer HiSilicon/Huawei which took 15 percent of its output in 2019 and is a major customer on leading-edge 7nm manufacturing process. TSMC has agreed to abide by US requirements not to supply HiSilicon but a 120-day grace period means that may not have impacted 2Q20 sales.
However, some analysts reckon there is so much pent-up demand for TSMC’s leading-edge manufacturing processes at 7nm and the 5nm process being designed to now, that the company will have no problem replacing Huawei’s lost wafer sales.
1Q20 2Q20
TSMC 54.1% 51.5%
Samsung 15.9% 18.8%
Globalfoundries 7.7% 7.4%
UMC 7.4% 7.3%
SMIC 4.5% 4.8%
The rest 89.6% 89.8%
Source: TrendForce.
Related links and articles:
News articles:
TSMC takes market from Samsung, GloFo, but Covid-19 impact to come
Samsung expands foundry capacity with 5nm EUV line
Foundry SMIC working flat out, raises capex
Foundry market can still grow in 2020, despite Covid-19
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