To: Jerome who wrote (549 ) 1/23/2014 9:51:30 AM From: Kirk © Read Replies (1) | Respond to Global IC foundry sales rise 14% in 2013, says IC InsightsWithin the total IC foundry market, pure-play foundry sales grew 16% to US$36.2 billion in 2013, said IC Insights. Major pure-play foundries include TSMC, Globalfoundries, UMC and SMIC. Meanwhile, IDM foundry sales increased 2% to US$6.6 billion in 2013, IC Insights indicated. Samsung, IBM and Fujitsu are among companies that offer foundry services in addition to manufacturing their own ICs.In 2014, the pure-play foundry market will grow 14% to US$41.2 billion and once again significantly outperform the total IC market, which is forecast to rise 7%, according to IC Insights. IDM foundry sales are forecast to grow 3% to US$6.8 billion in 2014. On an annual basis, IC Insights anticipates continued revenue growth in the pure-play foundry market throughout the forecast period rising to US$64.6 billion in 2018, which amounts to a CAGR of 12% from 2013-2018, twice the expected 6% CAGR of the total IC industry.Overall, the IDM foundry's most pressing problem is expected to be the ongoing intense competition from the major pure-play foundries, which will be especially evident as Apple begins moving a significant portion of its foundry business from IDM-foundry Samsung to pure-play foundries such as TSMC and/or Globalfoundries in 2014, IC Insights noted. Moreover, with IBM concentrating on its "specialty" RF SOI and SiGe foundry business, IC Insights believes that this leaves only Samsung and Intel as the primary high-volume leading-edge IDM IC foundries in the future, with the extent of Intel's dedication to the foundry business still unclear. www.digitimes.com
