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chipmonk0
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re: Samsung jumps to third spot in foundry ranking
chipmonk0   1/15/2013 5:02:57 PM
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Looks like Samsung Foundry business nearly doubled in 2012. This can't all be due to Apple. Are we sure these figures do not include Samsung's own chips ( e,g the Exynos ) ? Does Samsung have any 32 nm ( or maybe even 28 nm ) logic Fabs other than the one in Austin ?

m00nshine
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re: Samsung jumps to third spot in foundry ranking
m00nshine   1/15/2013 6:36:54 PM
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I must believe Austin fab is just shadow of Korea fab for Samsung IC foundry. It is possible only fraction of total output is from Austin.

Jay_EE
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re: Samsung jumps to third spot in foundry ranking
Jay_EE   1/16/2013 12:18:42 AM
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Apple sold roughly 130M iPhones and 60M iPads last year (2012). If we assume each costs $25, apple business itself would generates $4.5B revenue. (A5X and A6X chips would be definitely more expensive than $25 considering their huge die sizes). Samsung sold more smartphones than Apple last year - not sure how many of them used Exynos chips though.

chanj0
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re: Samsung jumps to third spot in foundry ranking
chanj0   1/16/2013 12:48:12 AM
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The increase of overall sales in 2012, about $9B, has almost gone to top 3. Samsung have done a fantastic job in capturing the market. Given the overall volume of sales in other Samsung's business, how much are those contributing to that of the foundry business?

Jay_EE
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re: Samsung jumps to third spot in foundry ranking
Jay_EE   1/16/2013 1:14:34 AM
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IC insight counted only the foundry business. Manufacturing their own designs is not counted here. Exynos business itself would be easily few billion dollars considering the sales of galaxy S3, note 2 and note 10.1.

HS_SemiPro
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CEO
re: Samsung jumps to third spot in foundry ranking
HS_SemiPro   1/16/2013 7:15:31 AM
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Looks Like GLobal made Additional $1B in revenue, where did that revnue increase come from?

gmeenus0
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re: Samsung jumps to third spot in foundry ranking
gmeenus0   1/16/2013 10:58:00 AM
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Replacing 89% of Apple's biz will not be easy. Any data/info on what makes IC Insights' analysts believe that even with Apple moving to TSMC, Samsung will still be in a good position to challenge GF for the number 2 spotin 2013?

Kresearch
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re: Samsung jumps to third spot in foundry ranking
Kresearch   1/16/2013 12:38:08 PM
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1) Replacing is initiated. Let's wait and see the result by end of this year. 2)It is tricky to be IDM and Foundry. How to let your competiors manufacture your products but without concerns? Long time ago, UMC was IDM and foundry supplier but eventually span off device segments to sustained foundry business. 3)Another example: Long time ago, a smartphone company launched an new display panel product which was manufactured by her competitor. The product was very successful then. For competition, supplier stopped delivering parts by tactics and successfully won the competition. 4)Learning from history usually gives insights.

yalanand
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re: Samsung jumps to third spot in foundry ranking
yalanand   1/18/2013 8:35:11 AM
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Its amazing to see how Samsung is capturing every market it enters. It not only did well in smartphone/tablet market but it also did very well in foundry sales. I wonder what is the secret behind this huge success ?

James Walker
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re: Samsung jumps to third spot in foundry ranking
James Walker   3/10/2013 6:54:20 PM
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Samsung's dedicated foundry IC capacity was 150,000 wafers per month in 4Q12 giving the company the potential to produce annual sales of about $5.4 billion, assuming an average revenue per wafers of $3,000, said IC Insights http://tramonto-azsearchforhomes.com/

bzy246
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Rookie
re: Samsung jumps to third spot in foundry ranking
bzy246   3/10/2013 9:08:56 PM
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kewl



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