Gartner Research

Forecast Overview: Semiconductor Foundry Services, Worldwide, 2014

Published: 16 July 2014

ID: G00263321

Analyst(s): Samuel Wang

Summary

The foundry industry has grown rapidly due to market share gains by fabless companies over IDMs in mobile applications. The growth rate will soften from 2015 with the saturation of smartphones, and some IDMs are flexing their technology and capacity muscles to take on the dedicated foundries.

Table Of Contents
  • Overview
  • Companion Documents

Market Description

  • Increasing Role of Foundry in the Semiconductor Industry
  • Mobile Replaced PC as Foundry Driver
  • ASICs and ASSPs as Chip Drivers of Foundry Growth
  • Foundry Market Is Not Viable for Mass-Production Markets Like CPU or Memory
  • Foundry Wafer Pricing
  • High Capex Wins as Advanced Technologies Require Massive Investments in Foundry Fabs
  • Foundry Capacity Expansion on 300 mm Wafers
  • Concentrated Foundry Suppliers
  • Stratification of Market Into Three Tiers

Foundational Assumptions

  • Foundry Supply-and-Demand Balance by Technology
  • End-Market Demand
  • Foundry Pricing and Profitability
  • Foundry Capital Spending
  • Foundry Capacity by Technology
  • Technology Road Map

Market Model or Methodology

  • Forecast Components
    • Foundry Shipment Forecast
    • Foundry Wafer ASP Forecast
    • Foundry Revenue Forecast
  • Demand-Side Influencing Factors
    • Macroeconomy
    • Consumer Spending
    • Enterprise Budgets and Spending
    • Business Strategies and Objectives
    • Channel Demand and End-Market Demand
    • Electronic Equipment Production
    • IDMs Become Fab Lite, Fabless or Vice Versa
    • IDM/Fabless Market Share Change
  • Supply-Side Influencing Factors
    • Foundry Capital Spending
    • Fab Equipment and IP Lead Times
    • Wafer Capacity by Technology
    • Technology Road Map
    • Capacity Utilization
    • Foundry Profitability
    • Wafer Cost Structure
    • IDM Becomes New Foundry
    • More ASICs Designed by System Companies
  • Sufficiency Influencing Factors
    • Foundry Supply
    • Foundry Demand
    • Foundry Inventory
    • Foundry Sufficiency

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