Revenue Breakdown by Application (1) |
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Application |
2Q24 |
1Q24 |
4Q23 |
3Q23 |
2Q23 |
Computer |
15% |
13% |
13% |
13% |
9% |
Communication |
39% |
48% |
47% |
46% |
44% |
Consumer |
31% |
23% |
23% |
23% |
26% |
Others |
15% |
16% |
17% |
18% |
21% |
(1) Computer consists of ICs such as CPU, GPU, HDD controllers, DVD/CD-RW control ICs, PC chipset, audio codec, keyboard controller, monitor scaler, USB, I/O chipset, WLAN. Communication consists of handset components, broadband, bluetooth, Ethernet, LAN, DSP, etc. Consumer consists of ICs used for DVD players, DTV, STB, MP3/MP4, flash controller, game consoles, DSC, smart cards, toys, etc. |
Blended ASP Trend
Blended average selling price (ASP) remained firm in 2Q24.
( To view blended ASP trend, please click here for 2Q24 ASP)
Shipment and Utilization Rate3
Wafer shipments increased 2.6% QoQ to 831K during the second quarter, while quarterly capacity was 1,257K. Overall utilization rate in 2Q24 increased slightly to 68%.
Wafer Shipments |
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2Q24 |
1Q24 |
4Q23 |
3Q23 |
2Q23 |
|
Wafer Shipments
|
831 |
810 |
775 |
795 |
814 |
|
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Quarterly Capacity Utilization Rate |
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|
2Q24 |
1Q24 |
4Q23 |
3Q23 |
2Q23 |
Utilization Rate |
68% |
65% |
66% |
67% |
71% |
Total Capacity
|
1,257 |
1,212 |
1,204 |
1,182 |
1,167 |
Capacity4
Total capacity in the second quarter increased to 1,257K 12-inch equivalent wafers. Capacity will grow in the third quarter of 2024 to 1,274K 12-inch equivalent wafers.
Annual Capacity in thousands of wafers |
|
Quarterly Capacity in thousands of wafers |
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FAB |
Geometry
|
2023 |
2022 |
2021 |
2020 |
|
FAB |
3Q24E |
2Q24 |
1Q24 |
4Q23 |
||
WTK |
6" |
5 – 0.15 |
328 |
335 |
329 |
371 |
|
WTK |
6" |
83 |
83 |
82 |
83 |
8A |
8" |
3 – 0.11 |
811 |
765 |
755 |
802 |
|
8A |
8" |
207 |
207 |
206 |
207 |
8C |
8" |
0.35 – 0.11 |
473 |
459 |
459 |
452 |
|
8C |
8" |
119 |
119 |
119 |
119 |
8D |
8" |
0.18 – 0.09 |
440 |
410 |
380 |
371 |
|
8D |
8" |
118 |
118 |
118 |
118 |
8E |
8" |
0.6 – 0.14 |
490 |
469 |
457 |
449 |
|
8E |
8" |
131 |
131 |
130 |
131 |
8F |
8" |
0.18 – 0.11 |
570 |
550 |
514 |
485 |
|
8F |
8" |
145 |
145 |
144 |
145 |
8S |
8" |
0.18 – 0.11 |
447 |
443 |
408 |
373 |
|
8S |
8" |
114 |
114 |
113 |
114 |
8N |
8" |
0.5 – 0.11 |
996 |
952 |
917 |
917 |
|
8N |
8" |
254 |
254 |
252 |
254 |
12A |
12" |
0.13 – 0.014 |
1,305 |
1,170 |
1,070 |
1,044 |
|
12A |
12" |
403 |
386 |
358 |
346 |
12i |
12" |
0.13 – 0.040 |
655 |
655 |
641 |
628 |
|
12i |
12" |
172 |
172 |
164 |
164 |
12X |
12" |
0.080 – 0.022 |
317 |
314 |
284 |
217 |
|
12X |
12" |
80 |
80 |
79 |
80 |
12M |
12" |
0.13 – 0.040 |
438 |
436 |
395 |
391 |
|
12M |
12" |
115 |
115 |
110 |
110 |
Total (1) |
4,674 |
4,458 |
4,201 |
4,083 |
|
Total |
1,274 |
1,257 |
1,212 |
1,204 |
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YoY Growth Rate |
5% |
6% |
3% |
13% |
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