Foundry rankings: New firm emerges; Samsung, IBM lag
Mark LaPedus 1/27/2010 12:01 AM EST on EETime
SAN JOSE, Calif. -- Market research house IC Insights Inc. has released
its rankings for the top 17 foundries in terms of sales in 2009.
Most foundries lost share amid the downturn. One vendor, U.S.-based
GlobalFoundries Inc., entered the rankings picture at the No. 5 spot.
And the IDM foundries, namely IBM, Samsung and TI, lagged the field.
The pure-play vendors in Taiwan led the field. ''TSMC's sales in 2009
were more than 3x that of UMC, which in turn had more than the combined
foundry sales of Chartered and SMIC in 2009,'' according to IC
Insights.
''In 2007, SMIC moved past Chartered in sales and took over third
place. However, with SMIC's exit from the DRAM foundry business in
2008, coupled with Chartered's acquisition of the Hitachi fab in
Singapore, Chartered once again seized the third place ranking from
SMIC in 2008. In 2009, Chartered's sales were 43 percent greater than
fourth-ranked SMIC,'' according to the report.
''AMD spin-off GlobalFoundries acquired Chartered in 4Q09 and combined,
would have had sales of just over $1.6 billion in 2009,'' according to
the report. ''The combined sales of Chartered and GlobalFoundries would
have been just over $2.6 billion in 2009, enough to put the combined
company's sales only 8 percent behind second-ranked UMC.''
In 2008, the new silicon foundry spinoff from Advanced Micro Devices
Inc. (AMD) opened for business, disclosed its corporate name and
unveiled its strategy. GlobalFoundries is a joint venture between AMD
and the Advanced Technology Investment Co. (ATIC) of Abu Dhabi. Under
the current plan, AMD owns a 34.2 percent stake of the foundry venture,
while ATIC will own the remaining shares.
Last year, TowerJazz gained share. More than one year after buying Jazz
Semiconductor Inc., Israel's Tower Semiconductor Ltd.--or TowerJazz--is
now taking steps to reach its two main goals in its ongoing turnaround
efforts. It hopes to finally reach profitability and become the world's
largest player in the wide-open specialty foundry business in 2010.
The IDM foundries are lagging, including IBM and Samsung. For years,
Samsung has been in the foundry business and claims it wants to become
a major player in the arena. Samsung entered the foundry business in
2006 with sales of about $75 million. In 2007, it had sales of $385
million, according to IC Insights, although this was behind other
leading IDMs that are in the foundry arena.
Samsung, which is spending a ton in R&D, was in the ninth place in
2009. Its 2008 foundry sales were $370 million. Its 2009 foundry sales
were $325 million, down 12 percent.
Foundry rankings
Enclosed are the rankings. The rankings include the company, followed
in parentheses by 2008 sales, followed in parentheses by 2009 sales and
percentage growth.
1. TSMC--(2008--$10.556 billion)(2009--$8.989 billion -15%)
2. UMC--(2008--$3.070 billion)(2009--$2.815 billion -8%)
3. Chartered*--(2008--$1.743 billion)(2009--$1.540 billion -12%)
4. SMIC--(2008--$1.353 billion)(2009--$1.075 billion -21%)
5. GlobalFoundries--(2008--$0)(2009--$1.065 billion N/A)
6. Dongbu (2008--$490 million)(2009--$395 million -19%)
7. Vanguard (2008--$511 million)(2009--$382 million -25%)
8. IBM (2008--$400 million)(2009--$335 million -16%)
9. Samsung (2008--$370 million)(2009--$325 million -12%)
10. Grace (2008--$335 million)(2009--$310 million -7%)
11. He Jian (2008--$345 million)(2009--$305 million -12%)
12. Tower**(2008--$252 million)(2009--$292 million 16%)
13. HHNEC (2008--$350 million)(2009--$290 million -17%)
14. SSMC (2008--$340 million)(2009--$280 million -18%)
15. TI (2008--$315 million)(2009--$250 million -21%)
16. X-Fab (2008--$368 million)(2009--$223 million -39%)
17. MagnaChip (2008--$290 million)(2009--$220 million -24%)
* Purchased by GlobalFoundries in 4Q09.
** Tower bought Jazz in 2008.