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Foundry

Semiconductor Foundry provides a deep-dive view of semiconductor manufacturing. Spanning materials to services, we cover everything from wafer manufacturing through to end applications. Data and insights include manufacturing evolution, competitive dynamics between foundries, and applications of foundry services across various geometries.

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Complimentary Report

Infographic: Q4-2021 / Semiconductors

Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Major smartphone SoC and GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase.
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Reports

Handset Sales by Model January 2022 – Aug 2023

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Overview:

This report tracks quarterly global handset model sales data by OEM with the key specifications. This report gives an insightful view of the changing trends in smartphone components and driving factors in the various price segments. It covers 99% of the global handset market with specification analysis.

  • Time period: Jan 2022 to Aug 2023 with monthly granularity
  • By brand (450+) and models (6000+)
  • By regions: NAM, LATAM, WE, EE, MEA, Asia
  • Countries: USA, China, India, Indonesia, Malaysia, Philippines, Thailand, Vietnam, Russia, Turkey, Japan, Brazil, Mexico, Nigeria, Pakistan, Saudi Arabia, Canada, South Korea, France, Germany, Italy, Spain, UK
  • Specification and prices (30+)
    • Price bands
    • Chipsets by OEMs
    • Chipset by models
    • Display Size
    • Display Type
    • NAND
    • RAM
    • Rear camera counts
    • 22+ other specifications

Publication Date: October 2023

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Indonesia Mobile Telecom Market Overview, Q2 2023

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Overview:

This report gives an overview of Indonesia’s mobile telecom detailing the growth YoY for 4 MNO such as Telkomsel, IOH, XL Axiata and Smartfren.

Table of Contents:

  • Q2 2023 key takeaway
  • Revenue trend Q2 2022 vs. Q2 2023
  • Mobile data and Operators share QoQ trend
  • ARPU by the operator
  • Data traffic by the operator
  • #BTS of 3G, 4G
  • Fixed Mobile Convergence (FMC) service
  • 5G BTS and 5G smartphone trend, QoQ

Number of Pages: 13 pages

Published Date: October 2023

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Foundry Capacity Tracker 2020Q1- 2023Q2

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Overview:

In this comprehensive study, we delve into the intricate details of the semiconductor manufacturing industry, with a specific focus on foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. As the semiconductor landscape continues to evolve rapidly, understanding these critical metrics is paramount for making decisions in this dynamic market.

Table of Contents:

  • Foundry Capacity by Linewidth Tracker (28nm and below)
  • Foundry Wafer Price by Linewidth Tracker (28nm and below)
  • Foundry Utilization Rate by Linewidth Tracker
  • Global Foundry sales/market share tracker
  • Contacts

Published Date: October 2023

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Market Trend – Smartphone Memory Architecture Analysis

Report / Sep 14, 2021 / Brady Wang

This report explains the architecture of mobile memory used in smartphones, as well as the advantages and future possibilities of each architecture.

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Smartphone DRAM Status Update, Q4 2020

Report / May 13, 2021 / Brady Wang 

DRAM densities in smartphones are growing fast to cater to customer tastes, such as life-like gaming experience and crystal-clear photography. Smartphones need additional resources to support the surging demand of users, and DRAM proves to be a critical component here.

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Smartphone NAND Flash Status Update, Q4 2020

Report / Apr 13, 2021 / Brady Wang

This report studies the trends in smartphone NAND capacity on a quarterly basis, focusing on the key metrics for its growth evaluated in terms of time, brands and memory size variants in the 2019-20 period.

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Analysts Insights

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Parv Sharma

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