mannerisms

Ruminations on the electronics industry from David Manners, Senior Components Editor on Electronics Weekly.

Who Has The Most 300mm Capacity?

Who will have the most 300mm capacity this year? Intel? No. TSMC? No. In fact Intel and TSMC are at No.s 4 and 5 on the table of largest owners of 300mm capacity, says IC Insights.

Samsung was by far the leader in 2012 having about 61% more 300mm capacity than second-place SK Hynix.

 

Intel was the only other company that held a double-digit share of 300mm capacity at the end of 2012.  

 

Assuming Micron is successful in acquiring Elpida in 1H13, the combined 300mm wafer capacity of the two companies will make the merged company the second-largest holder of 300mm capacity in the world behind Samsung.

 

The top twelve owners of capacity this year are:

 

Samsung                                    717

 

Micron                                       536

 

Hynix                                         450

 

Intel                                            441

 

TSMC                                        414

 

Toshiba                                      320

 

GloFo                                         150

 

Nanya                                        127

 

UMC                                          115

 

Powerchip                                    90

 

TI                                                  60

 

SMIC                                            57

 

Source IC Insights.

 

Of the top 10 companies on the list, half are primarily memory suppliers, two are pure-play foundries, and one company, Intel, focuses on MPUs.  

 

Samsung is expected to maintain its lead in installed capacity through 2017, with aggressive capital spending plans seen over the past few years continuing over the next five years.  

 

However, in terms of growth rate, IC Insights expects the largest increase in 300mm capacity to come from the pure-play foundries–TSMC, GlobalFoundries, UMC, and SMIC.  

 

In total, IC Insights expects these four companies to more than double their collective 300mm wafer starts per month by 2017.

 

IC Insights believes that the top twelve companies will represent essentially all the advanced 300mm IC production and capacity in the future.  

 

IC Insights believes that the top seven or eight companies–Samsung, “Micron-Elpida,” TSMC, SK Hynix, Intel, Toshiba/SanDisk, and GlobalFoundries–can be considered an “elite” group that is just about guaranteed to be a driving force in 300mm capacity additions.  

 

The remaining companies are likely to participate in future 300mm capacity expansion, but all have varying degrees of risk associated with fully realizing their long-term 300mm IC production capacity goals.

 

Meanwhile, there is still much uncertainty as to when the industry will make the next wafer-size transition–from 300mm to 450mm–and how much it will cost to do so, but momentum continues to build and the transition can now be considered certain to happen, says IC Insights.

 

  IC manufacturers have yet to fully optimize the high-volume manufacturing cost structure for the 300mm wafer size.  However, the potential per-die cost savings that the larger wafer can provide is enough of a motivating factor to make the transition happen.

 

Tags: elpida, ic insights, merged company, micron, Powerchip

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3 Comments

  1. cyrus
    February 22, 2013 05:43

    Seems unfair to composite a logic fab that runs wafers with 11 metal layers to a memory fan that runs wafers with 3 metal layers.

  2. David Manners
    February 20, 2013 16:08

    Sorry, I ballsed up the table. Intel should be No.4 on 441 k w/m and TSMC No.5 on 414. Apologies. I’ve corrected it on the post. Thanks for pointing that out

  3. https://www.google.com/accounts/o8/id?id=AItOawlYcQgC06N1t_tx7__rEhHzVimzpQ3NwUo
    February 20, 2013 15:29

    Somehow TSMC has got lost. 300mm capacity was 3,936,000 in 2012. I suppose the units above are wafers per hour?