Global foundry market share. Provided by Trend Force.
It is predicted that Samsung Electronics’ market share in the foundry (semiconductor consignment production) this year will remain at 16%, down 2 percentage points from last year (18%).
On the 26th, TrendForce, a market research firm, predicted that Taiwanese TSMC (56%) will occupy the first place in the foundry market this year, and Samsung Electronics (16%) will occupy the second place. TSMC expects to increase its market share by 3 percentage points from 53% last year to 56% this year.
When compared by country, Korea’s share is expected to decrease. It was 18% in 2021, but is expected to decline by 1 percentage point to 17% in 2022. On the other hand, Taiwan, which has foundry companies such as TSMC, UMC, and PSMC, is expected to have a market share of 66%. This is 2 percentage points higher than the 64% share in 2021.
According to TrendForce, global foundry sales this year are expected to reach $128.784 billion. This is a 20% increase from last year’s $107.54 billion.
In the market, there is also an analysis that the gap in market share between TSMC and Samsung Electronics may widen further in the future. TSMC is aggressively increasing its foundry production capacity by announcing large-scale facility investments one after another. TSMC announced that it would jointly build a semiconductor factory with Sony of Japan to produce 45,000 12-inch wafers per month, and recently announced that it would invest 1 trillion yen in Kumamoto Prefecture, Japan to start construction of a semiconductor factory.
TrendForce said, “Over the past two years, there has been a shortage of chips due to the COVID-19 pandemic and geopolitical disruption. is becoming,” he analyzed.
By Kim Nam-young, staff reporter nykim@hankyung.com
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