From the application point of view, applications related to high computing volume continue to drive the semiconductor industry's demand for advanced manufacturing processes. In 2017, the 10nm process node will begin to be dived. Of the 7.1% annual growth in total semiconductor output in 2017, more than 95% of the growth momentum comes from 10nm Sales contribution, showing that the 10nm process is the most important engine for the growth of the foundry output in 2017.
To observe the world's top 10 foundry industry rankings in 2017, the overall rankings are the same as in 2016. TSMC, GLOBALFOUNDRIES and UMC separate the top three, of which TSMC is capable of large-scale production combined with a year above the global average Growth rate, market share of 55.9%, continued to widen the distance with competitors; global No. 2 Grosvenor benefit from the new capacity and capacity utilization rate of increase in revenue in 2017 showed an annual increase of 8.2 % Of the relatively high growth performance.
UMC, which ranks third in the foundry market, was the first to ship 14nm this year, accounting for only about 1% of revenue for the full year. However, the overall revenue growth and product mix led to an annual growth rate of 6.8% ; While Samsung, the same 10nm process technology leader as TSMC, ranked fourth with limited growth due to the adoption of Qualcomm as a major customer. Despite its continued expansion of capital expenditures, However, limited bottlenecks due to the limited production capacity and 28nm yield that have been actualized in 2017 have not led to a growth rate lower than the global average. TowerJazz and Hua Hong Semiconductor, through their capacity expansion, The demand for 8-inch fabs continued to boom, bringing annual growth of more than 10%; Powerchip due to increase the proportion of foundry business, turn over high-growth transcripts.
On the other hand, under the impetus of 5G and electric vehicles, foundries have been actively engaged in the development of third-generation semiconductor materials such as GaN and SiC. For example, TSMC provides GaN foundry services and X-Fab announced SiC Foundry business will contribute revenue in the fourth quarter of 2017. Looking forward to 2018, in addition to 7nm advanced process nodes will drive the overall output value, in 2018 for the 5G pilot operation important observation year, the third generation of semiconductor generation Industrial services brought about by changes in the ecological chain, with the market is worth the focus of attention.