TSMC loses market share in 2Q23 foundry ranking
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TSMC was one of only two foundries in the top ten to see its revenue decline sequentially in 2Q23, according to TrendForce’s ranking.
The market analysis firm added that the aggregate revenue of the top ten global semiconductor foundries could reach its lowest point in the third quarter, to be followed by gradual growth thereafter. Declining sales at TSMC in 2Q23 constrasted with booming ones at some Chinese foundries.
While some of the smaller specialist foundries were buoyed up by inventory demand for components for TV production and mobile phone repairs TSMC was hit by sluggish demand for smartphone and computer production and saw sales decline 6.4 percent, TrendForce reports.
Top ten foundries ranked by 2Q23 sales revenue (US$ milions). Source: TrendForce.
TSMC sales look set to stabilize in 3Q23 and could potentially rebound. The success of an iPhone launch in September could be key to increased sales and the start of 3nm production.
However, Samsung was able to achieve impressive revenue of US$3.23 billion, a sequential lift of 17.3 percent. Weakness in the Android mobile phone market means Samsung is unlikely to sustain strong growth into the 3Q23 but could hope to maintain its 12 percent share of the foundry market.
Nonetheless such is TSMC’s dominance that its sequential decline in 2Q23 dragged the top ten aggregate down to US$26.2 billion, down by about 1.1 percent from U$26.5 billion in 1Q23.
Demand for large-scale display driver integration (LDDI) and touch-screen and display driver integration (TDDI) components lifted Chinese startup foundry Nexchip sales by 65 percent and put that foundry back into the top ten at the expense of Dongbu Hitek.
China’s SMIC saw quarterly revenue increase by 6.7 percent. While 200mm-wafer revenue fell that for 300mm-diameter wafers increased 9 percent.
The third quarter is usually a strong on but seasonal demand is expected to be softer than in previous years, said TrendForce. It said that revenue of the top ten global semiconductor foundries could reach its lowest point in the third quarter, followed by gradual growth thereafter.
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