The pattern of the global semiconductor foundry industry is quietly changing suddenly, originally there were two industry giants of TSMC and Samsung, but now the gap between Samsung and TSMC is getting bigger and bigger.
According to the statistics of the research agency, TSMC's revenue share in 2021 will account for 53% of the semiconductor foundry field, while Samsung's share as the second place is only 18%, followed by 7% of UMC, 6% of GF and 5% of SMIC.
In 2022, the data predicted by the agency shows that TSMC's revenue share will further increase, reaching more than 56%, while Samsung will decline a certain share, which means that the gap between Samsung and TSMC will be further widened.
The reason for this scene is because Samsung's advanced process yield rate is too low, coupled with the technical level is not passed, resulting in high chip power consumption and serious heating problems.
Affected by this, Samsung has lost major customers such as NVIDIA and Qualcomm, and they have all turned to TSMC without exception.
Previously, the news that including the new generation of RTX 40 series graphics cards, Snapdragon 8 Gen1 Plus, Snapdragon 8 Gen2, etc., will use TSMC 4nm process.
In view of today's situation, some foreign media lamented that TSMC will be far ahead in the semiconductor field and has entered the no-man's land, and there is a reason why foreign media have such a view.
First of all, TSMC's 3nm process is ready, it will be able to produce small-scale mass production in the second half of this year, and it will achieve large-scale production in 2023, and TSMC's 2nm production line is already under construction, and it will be able to mass-produce in 2025.
And TSMC has made it clear that it is confident of maintaining its technological leadership in the 2nm process, which means that Samsung will still lag far behind TSMC in the next few years.
Secondly, TSMC has won the order of Intel, which previously produced processors in self-built fabs, but because the wafer process does lag behind TSMC, Intel hopes to be able to get the support of TSMC.
Starting from the 15th generation Of Core Arrow Lake, Intel's GPU part will be handed over to TSMC's 3nm process for production, and there is news that Intel has won the first order for TSMC's 2nm process, and the GPU of the 16th generation Core Lunar Lake will also be handed over to TSMC.
After taking down Intel's order, it is equivalent to adding considerable revenue channels to TSMC, and after eating Intel's share, TSMC's share will be further increased.
Finally, TSMC is investing in factories around the world, previously TSMC's fabs were mainly distributed in Taiwan and Chinese mainland, but in the past two years, TSMC announced a series of investment plans, including the construction of fabs in the United States, Japan, Germany and other countries.
TSMC has invested in factories around the world, mainly to absorb more local orders, which means that TSMC will not only continue to seek breakthroughs in advanced processes, but also build fabs with mature processes on a large scale.
In this way, TSMC will get more orders worldwide, and the scale of revenue will also grow a lot, and the gap between Samsung and TSMC will further expand, so foreign media believe that TSMC will be far ahead in the field of semiconductor foundry.
So do you think TSMC can always maintain such an advantage, welcome to comment, like, share, talk about your views.