Analysis of the trend of LED epitaxial wafer foundry

June 18, 2019

Continuing the second quarter of 2009, the semiconductor industry boomed from the bottom of the market, including the top 4 epitaxial wafer foundries such as TSMC, UMC, Chartered and SMIC. In the third quarter of 2009, the total revenue reached US$4.33 billion. Compared with the previous quarter, the growth rate was 22.1%, but compared with the same period in 2008, there was still a 5.7% decline.

Among them, UMC's third quarter revenue was US$850 million, up 22.3% from the previous quarter's US$6.9 billion, which was the best among the four major epitaxial wafer foundries, compared with US$7.7 billion in the same period in 2008. In comparison, it also grew by 11.1%. It is also the only company in the four major epitaxial wafer foundries that recovered to the same level in 2008.
Revenue growth was greater than that of its peers, and it also allowed UMC revenue to account for the total revenue share of the top four epitaxial wafer foundries from 17% in the third quarter of 2008 to more than 20%. The increase in capacity utilization rate and product mix improvement made UMC's single-quarter gross profit margin rebound to 27%, which was also better than the 17.6% in the same period of 2008.
TSMC's revenue for the third quarter of 2009 was US$2.74 billion, up 22.3% from the previous quarter's US$2.24 billion. It outperformed its peers, but it still declined compared with US$2.98 billion in the same period in 2008. 8. 1%. SMIC's third-quarter revenue was $320 million, up 21% from the previous quarter's $2.7 billion. Compared with $4.6 billion in the same period in 2008, it was down 15%, and revenue growth was slightly lower than peers. Level, but driven by increased shipments and increased capacity utilization, the single-quarter gross profit margin turned from negative to positive.
As for the third quarter of 2009, the revenue of the second quarter of 2009 was $420 million, an increase of 18.9% from the previous quarter of $350 million. The growth performance of the two consecutive quarters was in the top four epitaxial wafer factories. In the same period of 2008, compared with 460 million US dollars, the decline was 10.5%, and the annual growth performance was only better than SMIC.
The performance of the 4th epitaxial wafer foundry's single-quarter revenue has grown by a 2-digit percentage for the second consecutive quarter. Compared with the same period in 2008, there was only a small decline of 5.7%, indicating that the overall epitaxial film industry has been booming. From the shadow of the financial tsunami, and return to the track of stable growth.
Looking forward to 2010, the inventory levels of major global chip manufacturers are still low, and the demand for replenishing inventory is conducive to the recovery of the semiconductor industry. From the demand side, it also benefits from the continued boom in the global economy in 2010. The three major application markets, including computers, communications, and consumer electronics, will also grow. According to the pre-release, the global epitaxial film industry in 2010 will be booming. Will have the opportunity to launch a new wave of booming cycles

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