Opportunity Knocks 3X for Foundry
Rising data traffic, a blossoming automotive sector, and new mobile tools have made foundry the fastest growing sector in the semiconductor industry – taking up to 20% of the semiconductor market by 2027. Let’s look at how each of these three sectors is changing, and how Samsung Foundry is helping its customers stay ahead.
From 2010 to 2020, the mobile market led foundry industry growth, pushing the foundry and semiconductor industries up at CAGRs of 9% and 4%.
The mobile foundry business will continue to make up a strong portion of the foundry market’s, and a key area of innovation – rising at a CAGR of 11% through 2027. Part of that growth is owed to recent 5G penetration, which will demand new upgrades for smartphones to keep up with improved connectivity. And with a rise in new functions like smarter cameras and AI functions that use more IC area, Samsung Foundry will focus on supporting its customers as they create newer and better chip solutions for the next generation of mobile.
New technologies in metaverse, VR, and 6G are driving developments in HPC, while the world’s growing appetite for content streaming has contributed to an explosion of data traffic.
At the same time, OEMs and Cloud Service Providers are turning foundries to develop the chips that will power a new wave of HPC devices. Meeting that growing demand for faster, more power efficient HPC and the chips that power it will be a core part of the foundry business’s work going forward. Samsung Foundry’s focus will be on helping customers keep up with increases in speed and performance, so they can remain at the forefront of innovation in every field.
The automotive market is racing towards a more intelligent, autonomous future. Driving that shift is technology changes in four major categories: autonomous systems, smart cars, electrification, and E/E architecture.
Perhaps the greatest shift for the foundry business will be from the autonomous systems sector, requiring new advanced nodes for its HPC powered solutions. Smart cars will also lift the growth of foundry services, as they integrate infotainment systems, smarter cockpit control, and more into smarter, easy-to-use systems.
At the same time, electrification in general will lead to higher overall semiconductor demand, as more systems become automated, and cars get more intelligent from bumper to bumper. And the rising demand for MCUs that can support new E/E opportunities will continue to fuel innovation in the foundry market.
Steering the Industry with Trust
Matching today’s robust market growth will call for innovative and trusted foundry partners who can adapt to changing demands, while providing the innovations that drive tomorrow.
Samsung Foundry can tap into a broad library of advanced and mature nodes ranging from 14nm to 3nm processes – nodes that provide optimal solutions to meet the most advanced needs of today’s products. On top of that, it’s developing new solutions that cater to those existing processes the changing demands of today’s customers. 3D and 2.5D advanced packages and integration of chiplets will be just a few of the solutions that give a competitive edge to Samsung’s customers, along with other tried-and-tested processes.
In the field of HPC, Samsung Foundry is responding to growing demand for CPUs, GPUs and AI accelerators with advanced process technologies, many of which are already in wide use by industry leading HPC customers. Going forward, it will utilize its experience with tools like high-performance IPs and a big die design methodology to strengthen its ecosystem and infrastructure in HPC and other areas.
In the automotive industry, Samsung’s strong track record will allow it to drive the industry forward with new innovations. Samsung’s record of zero field failures over the last 4 years in the 14nm automotive process is a clear demonstration of our capability.
Samsung Foundry mass produced its first solutions for automotive back in 2018, and is now using its expertise in mobile application processors (AP) to extend infrastructure from IVI to ADAS. Growth in this sector is focused on SoC, ADAS, MCU, Infotainment, and xEV. In line with that growth, Samsung has secured processes, FAB and design infrastructure for key auto grades.