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2015 Foundry Rankings (Apple and TSMC)

Daniel Nenni

Admin
Staff member
I was at a keynote yesterday and for whatever reason Apple is still not listed as a fabless semiconductor company on the "Top Semiconductor Company Slides". According to industry sources Apple is buying billions of dollars worth of wafers every year from TSMC and Samsung so yes Apple is a very large fabless semiconductor company.

Here are the 2015 foundry ranking stats:


View attachment 17171

Clearly Apple is the big swing for TSMC and Samsung. Apple used TSMC exclusively for 20nm in 2014, split 14/16nm in 2015, and is back with TSMC for 16nm the 2H of this year. Next year I'm told Apple will be exclusive to TSMC for 10nm but that may change if there are 10nm delays or capacity issues of course, like it did at 14/16nm.

SMIC certainly had a good year. It will not be long before SMIC owns the China 28nm business I'm guessing. Intel is still not considered a real foundry?
 
Last edited:
UMC Q1 2016 call transcript:

United Microelectronics (UMC) Q1 216 Results - Earnings Call Transcript | Seeking Alpha

Strong 28nm demand to fuel 2Q16 revenue growth
First Quarter 2016 Overview[SUP]1[/SUP]:

  • Revenue: NT$34.40 billion (US$1.07 billion)
  • Gross margin: 14.6%
  • Foundry revenue from 28nm: 8%; Foundry operating margin: 0.5%
  • Foundry capacity utilization rate: 82%
  • Net income attributable to the stockholders of the parent: NT$0.21 billion (US$6.5 million)
  • Earnings per share: NT$0.02; earnings per ADS: US$0.003
 
From the UMC call:
we believe we are delivering the highest performance and lowest power consumption of 28-nanometer technology in the world
. So, UMC 28nm is better than TSMC 28 HPC+?
 
apple is not a fabless semiconductor company. they don't sell semiconductors. in what way are they different (apart from size) from other companies that design chips ofr themselves.

bow that fabless is so large there is a lot of double counting going on. q and t most obviously. if you added a it would be worse
 
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