According to TrendForce’s latest research report, the gap between Samsung Electronics and TSMC in the global foundry market has widened in Q3 2022. According to TrendForce, Samsung will hold a 15.5% share of the global foundry market in Q3 2022. This is less than what Samsung achieved in the fourth quarter of 2021. Samsung Electronics had a market share of 18.3% in Q4 2021, which fell to 16.3% in Q1 2022 before rising slightly to 16.5% in Q2 2022.
According to TrendForce, it has now dropped below 16% to 15.5% in Q3 2022. Samsung’s sales were $5.584 billion, a 0.1% decrease from the previous quarter. TSMC’s share of the global foundry market, on the other hand, increased from 52.1% in Q4 2021 to 56.1% in Q3 2022. Furthermore, TSMC’s share increased by 2.7 percentage points since Q2 2022.
TSMC’s sales increased by 11.1%, from $18.145 billion in Q2 2022 to $20.163 billion in Q3 2022. As a result, the gap between TSMC and Samsung has widened from 33.8 percentage points in Q4 2021 to 40.6 percentage points in Q3 2022. According to Business Korea, this gap is due to Samsung’s expansion of advanced processes.
In addition, TrendForce summarized its report, saying, “Most of the foundry companies were affected by a decrease in customer orders, but TSMC enjoyed a significant increase in order inflow due to strong demand for new iPhones.” TrendForce is currently planning a new manufacturing plant in Arizona, USA, and has announced an increase in its investment in the country from $12 billion to $40 billion.
Samsung is also collaborating with an American company to increase the yield of its semiconductor manufacturing. The South Korean company had yield issues with its 4nm and 5nm process nodes and is looking to improve yield by partnering with Silicon Frontline Technology in the United States. In addition, the South Korean conglomerate will establish new plants in Europe and outsource more chips to create a risk-free semiconductor distribution chain.