According to the statistics of the research institute's Takuya Industry Research Institute, the demand for semiconductor components will increase from the first half of the year as the time series enters the traditional electronics industry peak season. It is estimated that the global wafer foundry output value in the third quarter will be lower than the second quarter. Growing 13%. The market share of the company was led by TSMC in a 50.5% lead, followed by Samsung with 18.5% and the third with 8%.
However, Tuoba said that due to the continued delay in the Sino-US trade war, consumer market demand is lower than the same period in 2018, and the rebounding strength of the semiconductor industry in the second half of the year may not be as strong as expected.
Tuoba further analyzed the performance of the third quarter. TSMC's 7-nanometer nodes include Apple, Huawei Hisilicon, Qualcomm, and Chaowei. The 7-nanometer process capacity utilization rate is almost full, and some mature process demand is warming up. Revenue performance is good, is expected to grow 7% annually.
Samsung relies on the demand for its own products in the foundry industry, and subdivides the foundry nano nodes to provide customers with flexibility in their choices, and resists the industry's decline. At present, in addition to Huawei and Samsung's 5G mobile phone use of self-developed chips, the rest of the brands mostly use Samsung's 10 nanometer process Qualcomm 5G modem chip X50, is expected to drive Samsung's revenue this quarter compared with the same period last year, about 3.3%.
In the near future, the company sold its plant and chip business in exchange for a stable investment in the sale target, while increasing its revenue from the communications field through silicon-on-insulator (RF-SOI) technology. However, the revenue may be reduced after the delivery of the plant in the future, and the customer's aggressive deployment of the 7-nanometer product line will affect the performance of the core in the 12/14 nm process.
UMC's second quarter benefited from communications products, including low- and mid-end mobile APs, switch components and router-related chips, and demand utilization and shipments increased steadily. The third quarter is expected to maintain revenue growth.
In the second quarter of SMIC, the demand for smartphones, Internet of Things and related applications will be boosted. The 55/65 and 40/45 nm process revenues will be excellent, and the 28-nanometer demand will recover simultaneously. The third quarter revenue is expected to continue to grow. . In addition, if the 14nm process yield in SMIC's development can maintain a certain level, with policy guidance and domestic demand market blessing, it is estimated that Huawei HiSilicon and Ziguang Zhanrui will have the opportunity to film on SMIC's 14nm process.
As for Huahong Semiconductor's domestic demand market, which benefits from power and power management components, it is estimated that revenue in the third quarter will maintain steady growth. The world's leading enterprises are also eyeing the performance of power management products, driving July revenue to a 2019 high. This demand is expected to compensate for the impact of driving ICs to 12-inch trend, pushing up the company's revenue this quarter.
Tuoba pointed out that in terms of the overall foundry market, due to the recent dramatic changes in Sino-US trade wars, the two sides are mutually restrained on tariffs, and the United States continues to include Huawei-related enterprises in the list of entities. The Huawei ban cannot be lifted in the short term. The trade impasse is expected to affect the market demand for end products such as mobile phones, notebooks, tablet computers and televisions throughout the year, leading to upstream wafer foundries, which tend to be conservative in their demand for peak seasons in the second half of the year.