Foundry revenue to grow 40% in 2010, says iSuppli
Peter Clarke
(05/11/2010 9:29 AM EDT)
URL: eetimes.com
LONDON — Pure-play foundry suppliers will see their collective revenues rise to $24.8 billion in 2010, a climb of 39.5 percent compared with the 2009 figure of $17.8 billion, according to market analysis firm iSuppli Corp. (El Segundo, Calif.).
The 2010 projected pure-play foundry revenue will also be up 24.6 percent from the 2008 level of $19.9 billion, iSuppli said. By 2013, iSuppli forecasts that foundry revenue will reach $35.9 billion displaying a compound annual growth rate (CAGR) of 12.5 percent.
"Lured by innovative new features and a renewed economy, worldwide consumers again are purchasing electronic products," said Len Jelinek, director and chief analyst for semiconductor manufacturing at iSuppli, in a statement. "Unless conditions deteriorate once more, previously pent-up need for new consumer products will fuel foundry demand, iSuppli believes."
Leading foundry manufacturers are ready to meet this demand from the consumer and wireless markets, having developed process technology capable of supporting such growth. As a result, revenue expansion in the foundry business will outperform that of the semiconductor industry in 2010. Growth won't be limited to the leading foundry vendors but will also extend to specialty foundries, iSuppli said.
GlobalFoundries, which now represents the combined manufacturing capacity of Advanced Micro Devices Inc. and Chartered Semiconductor is set to be the number two player in the pure-play foundry market by the end of 2010, iSuppli said.
The acquisition of Chartered by GlobalFoundries marks the beginning of the buying season among foundries, iSuppli said. The market researcher also sees several Tier 2 foundries examining the need to expand capacity: with many Integrated Device Manufacturers (IDMs) looking to offload manufacturing facilities in order to cut costs, many buyers could end up waiting for product. |
