Memory and Foundry Account For More Than Half of Worldwide IC Capacity

Logic, Micro, and Analog each represent about 10% of wafer fab capacity.

July 10, 2013 -- At the end of 2012, memory products and foundries accounted for a combined 54% of the IC industry’s installed monthly capacity of 14,497K wafers (200mm-equivalent wafers), according to data in IC Insights’ Global Wafer Capacity 2013 report (Figure 1).  Logic represented 12.4%, Microcomponents (MPU, MCU, DSP) represented 10.3%, and Analog devices accounted for 9.6% of capacity.  The “other” segment is comprised mainly of capacity used in the fabrication of optoelectronic, sensor, and discrete (O-S-D) devices as well as some R&D functions in fabs that are otherwise used primarily for the volume production of IC products.

Figure 1

Large-scale production of DRAM and flash memory helped drive installed capacity for all memory to 36.1% of installed capacity in December 2012, while the growing foundry segment represented 27.5% of capacity.  In terms of sales, virtually all pure-play foundry business is in the fabrication of logic and mixed-signal ICs.  Memory product wafers accounted for only about 1% of total pure-play foundry sales in 2012.

Figure 2 shows that on a regional basis, capacity for analog products is fairly evenly distributed among Japan, Europe, and the Americas regions.  In memory, capacity is held mainly by South Korea, Taiwan, and Japan.  The largest portion of logic capacity is located in Japan, with the Americas, South Korea, and Europe holding smaller, but still sizeable, shares.  The Americas region is tops in microcomponent capacity due mostly to high-volume MPU production from Intel.  In foundry, Taiwan is by far the largest shareholder of capacity having about 48% of the world’s capacity dedicated of foundry work.  China also has a large amount of foundry capacity, with SMIC being responsible for most of that.

Figure 2

Report Details:  Global Wafer Capacity 2013

Additional details and a forecast of the IC industry’s wafer fab capacity through 2017 are provided in IC Insights’ Global Wafer Capacity 2013—Detailed Analysis and Forecast of the IC Industry’s Wafer Fab Capacity report. Released in December 2012, the Global Wafer Capacity report assesses the IC industry’s capacity by wafer size, minimum process geometry, technology type, geographic region, and by device type through 2017. The report also includes detailed profiles of the companies most likely to build 450mm wafer fabs and gives detailed specifications on existing wafer fab facilities.  Coupled with IC Insights’ Strategic Reviews database of more than 220 company profiles, the two products provide a tremendous resource for researching, evaluating, and comparing wafer fab facilities and industry capacity. Global Wafer Capacity 2013 is priced at $4,290 for an individual user password.  A multi-user worldwide corporate license is available for $6,990.