Foundry Revenue for 2Q21 Reaches Historical High Once Again with 6% QoQ Growth Thanks to Increased ASP and Persistent Demand, Says TrendForce
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Foundry Revenue Projected to Reach Historical High of US$94 6 Billion in 2021 Thanks to High 5G/HPC/End-Device Demand, Says TrendForce
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Impaired Shipment of Qualcomm 5G RFIC Expected to Lower 2Q21 Smartphone Production by About 5%, Says TrendForce
March 12, 2021 GMT
TAIPEI, Taiwan (BUSINESS WIRE) Mar 12, 2021
The Line S2 fab of Samsung in Austin, Texas sustained a power interruption, which has forced it to suspend operation since mid-February, under the impact from the winter storm. TrendForce ’s latest investigations indicate that the capacity utilization rate for the entire fab is not expected to climb back to over 90% until the end of March. In particular, Samsung manufactures several products that are highly important for the production of smartphones, including the Qualcomm 5G RFIC, Samsung LSI OLED DDIC, and Samsung LSI CIS Logic IC. Supply-wise, the first two products sustained the brunt of the winter storm’s impact, and global smartphone production for 2Q21 is therefore expected to drop by about 5% as a resu
Foundry Revenue Expected to Reach New High in 2021 with Close to 6% YoY Growth as Capacities Remain Scarce Across Industry, Says TrendForce
By
Staff
3 months ago
TAIPEI, Taiwan–(BUSINESS WIRE)–#5g–Global foundry revenue is expected to reach US$84.6 billion in 2020 by undergoing a 23.7% YoY growth, which is the highest % growth in nearly 10 years, according to TrendForce’s latest investigations. This performance took place on the backs of several developments, including OEMs’ aggressive inventory procurement brought about by the COVID-19 pandemic and the “new normal” involving WFH and distance education in 1H20. The second half of the year, on the other hand, saw U.S. sanctions tilting forward Huawei’s component demand, as well as the increased penetration rate of 5G smartphones and increased 5G base station build-outs.