IC Insights recently released the latest version of the 2016 McClean Report study, published in 2015 the whole chip foundries, including pure wafer foundry service providers and manufacturers foundry business IDM) list.

So far, Taiwan semiconductor manufacturing co (TSMC) is a wafer foundry industry sales leader, 2015 in sales last year reached $26.4 billion. And 2015 results in TSMC is ranked the second of GlobalFoundries five times (even if the latter's performance in the second half of 2015 collectively the wafer manufacturing business of IBM), is the fifth ranked China wafer generation industry of semiconductor manufacturing international (SMIC) twelve times.

The following chart shows, only two are in the list of the IDM factory, including Samsung (Samsung) and Fujitsu (Fujitsu), because IBM industry with South Korea Magnachip has dropped out of the list; While the loss of most of the results from Apple (Apple), samsung is still 2015 wafer foundry business leading IDM manufacturers, its performance is three times the Fujitsu.

To exchange rate fluctuations on severe impact of the sales of IC industry, from the 2015 growth rate can be seen in TSMC ─ ─ the company's annual growth rate of 6%, is home to the monetary growth rate about half (11%), so even though the company annual performance in terms of t (nt $840.5 billion) the growth rate has reached 10% of the target, even better, but the growth rate of only 6% after conversion into dollars.

From TSMC's performance also can see how important Apple order ─ ─ the company wafer foundry performance last year grew by $146.4 million, while earnings from Apple rose by $199 million, more than 2015 wafer foundry TSMC performance increase amount of 100%, so if there is no Apple, wafer foundry TSMC last year's earnings will decline 2%, than the actual growth rate decreased by 8% 6%.

Global ranking wafers factory TSMC ranks first

Whole chip foundry performance ranked second GlobalFoundries, merged in early July 2015, IBM's IC business; In this note, in addition to IBM's $515 million in 2014 to create the IDM wafer foundry of performance, the company in the year and about $1 billion in IC revenue internal transfer.

Therefore GlobalFoundries in the fourth quarter of 2015 sales of $2015 or so, annual revenue amounts (annual run - rate) for $5.6 billion, about 12% higher than the company annual sales of $2015 and $5 billion. If not applied into the second half of the IBM performance, GlobalFoundries sales decline 2% in 2015.

In the above chart shows the 2015 global top 13 wafer generation industry's total revenue of $46.7 billion, holds the annual overall wafer foundry industry sales of 93% of the $50.3 billion, more than 91% in 2013 two years ago by 2%. With the ever increase of the wafer foundry industry barriers to entry, the percentage of the IC Insights expected this to will continue to increase.