Foundry Business and Market Trend Report ｜ September 2023
October 31, 2023
Key Takeaways:
22/28nm Capacity Expansion Updates:
- The capacity expansion for global 22/28nm was initially forecasted to grow by 15% to 20% in Y2024 and Y2025.
- However, due to the global economic downturn and subdued consumer demand, foundries have postponed the expansion plans. The revised rate for capacity expansion has been adjusted to 10% to 15% for the same period.
Nvidia’s Share on UMC’s Silicon Interposer Updates:
- In September 2023, Nvidia emerged as the primary client for UMC's Si-interposer, commanding approximately 70-75% of the total capacity, with Enflame following closely at around 16-18%.
- Anticipating stability, we project that Nvidia's share will remain largely unchanged until UMC implements an increase in Si-interposer capacity in the first half of 2024.
Huawei OLED DDI Demand Updates:
- With the strength of Huawei’s return in the global smartphone market, we expect Huawei’s OLED DDIC demand to deliver a strong growth in Y2024 with 60~70mn OLED DDIC demand from 30~40mn units in Y2023.
MediaTek 5G AP Shipment Updates:
- After the continued inventory correction from 4Q22 to 3Q23, we believe the inventory level of the low-end 5G AP may return to a healthy level in since 4Q23 and MediaTek may start to promote its new low-end 5G AP – D6100+.
Figure: Global 22/28nm Capacity Forecast (Unit: K/m)
The information we shared is only a short excerpt of our monthly report. If you have further interest in our research and findings, we would be happy to provide you with a more detailed and comprehensive report that includes additional insights and data points. Please contact us to access our full insights.
Authors
Lucy Chen
Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.
