On July 28th, according to the latest report from market research firm Counterpoint Research, the global pure semiconductor wafer foundry industry's revenue is expected to reach $165 billion by 2025, a year-on-year increase of 17%. During the period of 2021-2025, the compound annual growth rate of this industry is 12%. This growth is mainly due to the promotion of advanced process nodes. Among them, the revenue of 3 nanometer nodes is expected to increase by over 600% year-on-year, reaching $30 billion, while the revenue of 5/4 nanometer nodes will exceed $40 billion. These advanced nodes will contribute more than half of the total revenue of pure wafer fabs by 2025.
The report points out that the increasing demand for high-end smartphones, AI PC solutions, AI ASICs, GPUs, and high-performance computing (HPC) solutions is the main factor driving the growth of advanced process revenue. In terms of corporate competition, TSMC has an advantage in advanced nodes, followed closely by Samsung and Intel. At the same time, UMC, Gexin, and SMIC still have strong demand in other nodes, although they may not be able to keep up with the pace of advanced nodes in terms of revenue growth rate. In addition, the backend packaging process is constantly innovating and generating revenue. For example, technologies such as HBM memory integration and migration to chip level packaging are bringing new growth opportunities to the industry. These innovations not only enhance the performance and reliability of products, but also open up new sources of revenue for semiconductor foundries.
Subscribe And Save Stay in touch.
