Gartner research director Wang Duan recently said that in the next two years, the global foundry will be in a bitter struggle. With each major investment in capital expenditure and expansion of production capacity, the global foundry capacity utilization rate will decline quarter by quarter from this quarter to 2013. The year will be reduced to 80%, and some foundries will even be less than 80%.
However, Wang Duan believes that in the next few years, the market share of global foundry will not be expected to change much; the key to observing the success of wafer foundry lies in who can occupy a larger market share at 28 nm. At present, TSMC is still winning.
He said that the growth rate of personal computers and tablet PCs in the first quarter was 1 to 2 percentage points lower than that of Gueng, but from the recent tracking of the supply of related components and market demand, these two industries will grow better than the better in the second half of this year. Originally expected, Gu can temporarily modify the original estimate.
He emphasized that the strong earthquakes in Japan have affected the critical raw materials of the semiconductor industry. They include silicon wafers, batteries, BT resin, glass fiber, silver paste, copper foil and high-purity hydrogen peroxide. However, as Japan's major manufacturers resumed their work, Japan The impact of strong earthquakes on the semiconductor industry has not been seriously imagined.
Instead, the recent law from various foundries will maintain the original huge capital expenditure, and competing to expand the production capacity of the 12-inch fab will make it into oversupply in the next two years.
Wang Duan estimated that the foundry industry's growth rate will reach 11.1% next year, and the growth rate will slow down only 3.8% in the following year. This is because TSMC's 12-inch wafer production capacity will grow by 33% next year, and UMC will also increase by 20%.
However, Wang Duan believes that in the next few years, the market share of global foundry will not be expected to change much; the key to observing the success of wafer foundry lies in who can occupy a larger market share at 28 nm. At present, TSMC is still winning.
He said that the growth rate of personal computers and tablet PCs in the first quarter was 1 to 2 percentage points lower than that of Gueng, but from the recent tracking of the supply of related components and market demand, these two industries will grow better than the better in the second half of this year. Originally expected, Gu can temporarily modify the original estimate.
He emphasized that the strong earthquakes in Japan have affected the critical raw materials of the semiconductor industry. They include silicon wafers, batteries, BT resin, glass fiber, silver paste, copper foil and high-purity hydrogen peroxide. However, as Japan's major manufacturers resumed their work, Japan The impact of strong earthquakes on the semiconductor industry has not been seriously imagined.
Instead, the recent law from various foundries will maintain the original huge capital expenditure, and competing to expand the production capacity of the 12-inch fab will make it into oversupply in the next two years.
Wang Duan estimated that the foundry industry's growth rate will reach 11.1% next year, and the growth rate will slow down only 3.8% in the following year. This is because TSMC's 12-inch wafer production capacity will grow by 33% next year, and UMC will also increase by 20%.
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Heat pipe
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