Taiwan Became World Leader of Installed Capacity in 2011
With 21% of global wafer capacity, Taiwan passed Japan and Korea on way to top spot
Taiwan captured the distinction of being the country/region with the largest share of installed wafer capacity in 2011 according to IC Insights' recently released Global Wafer Capacity 2011-12 report.
As of mid-2011, Taiwan held 21% of global capacity, surpassing Japan (19.7%) and Korea (16.8%) to take over top spot for the first time (Figure 1). The Americas region with 14.7% share and China with 8.9% of capacity rounded out the top five. Also worth noting is that China accounts for more wafer capacity than Europe!
To clarify what the data represents, each regional number is the total installed monthly capacity of fabs located in that region regardless of the headquarters location for the companies that own the fabs. For example, the wafer capacity that Korea-based Samsung has installed in the U.S. is counted in the Americas capacity total, not the Korea capacity total. The ROW "region" consists primarily of Singapore, Israel, Malaysia, but also includes countries such as Russia, Belarus, India, South Africa, and Australia.
The new a Global Wafer Capacity report also notes that Taiwan has the industry's largest share of capacity for the biggest wafer size (i.e., 300mm). In 2011, Taiwan held 25.4% share of worldwide 300mm wafer capacity, 18.7% of 200mm wafer capacity, and 11.4% of 150mm wafer capacity. In 2011, 300mm wafers represented 64.6% of the country's installed capacity, 200mm wafers, 29.2%; and 150mm wafers accounted for 6.1%.
Taiwan also holds the industry's largest share of capacity dedicated to "not so leading-edge" 40nm-60nm process geometries. This is to be expected, given Taiwan's focus on providing foundry services to a large variety of fabless IC suppliers, "fab-lite" IDMs, and electronic system producers.
Detailed analysis and a forecast of the IC industry's wafer fab capacity through 2016 is provided in the 2011-12 edition of IC Insights' Global Wafer Capacity Report.