Chinese semiconductor foundries estimated to grow their market share in >28nm
Market researcher TrendForce projects the global ratio of mature semiconductor manufacturing nodes to advanced process nodes to stay around 7:3. TrendForce forecasts China’s mature process capacity to grow from 29% in 2023 to 33% by year 2027 driven by Chinese government policies and incentives to promote local production of domestic IC development. China-based semiconductor foundries such as SMIC, HuaHong Group, and Nexchip leading the pack.
TrendForce also sees Taiwan's share in this market to go down to 42% from 49% during this period.
The other findings shared by TrendForce includes: Expansion predominantly targets specialty processes such as Driver Ics, CIS/ISPs, and Power Discretes, with second and third-tier Taiwanese manufacturers at the forefront Within the Driver IC sector, the spotlight is on high voltage (HV) specialty processes. As companies aggressively pursue the 40/28nm HV process, UMC currently dominates, trailed by GlobalFoundries. Yet, SMIC’s 28HV and Nexchip’s 40HV are gearing up for mass production in 4Q23 and 1H24, respectively—narrowing their technological gap with other foundries. Notably, competitors with similar process capabilities and capacities, such as PSMC, and those without twelve-inch factories like Vanguard and DBHitek, are poised to face challe...
The other findings shared by TrendForce includes: Expansion predominantly targets specialty processes such as Driver Ics, CIS/ISPs, and Power Discretes, with second and third-tier Taiwanese manufacturers at the forefront Within the Driver IC sector, the spotlight is on high voltage (HV) specialty processes. As companies aggressively pursue the 40/28nm HV process, UMC currently dominates, trailed by GlobalFoundries. Yet, SMIC’s 28HV and Nexchip’s 40HV are gearing up for mass production in 4Q23 and 1H24, respectively—narrowing their technological gap with other foundries. Notably, competitors with similar process capabilities and capacities, such as PSMC, and those without twelve-inch factories like Vanguard and DBHitek, are poised to face challe...
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