Revenue Breakdown by Application (1) |
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Application |
4Q22 |
3Q22 |
2Q22 |
1Q22 |
4Q21 |
Computer |
12% |
14% |
16% |
17% |
17% |
Communication |
45% |
45% |
45% |
45% |
46% |
Consumer |
25% |
27% |
27% |
26% |
26% |
Others |
18% |
14% |
12% |
12% |
11% |
(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.
2 Revenue in this section represents wafer sales
Blended ASP Trend
Blended average selling price (ASP) grew slightly in 4Q22.
( To view blended ASP trend, please click here for 4Q22 ASP)
Shipment and Utilization Rate3
Wafer shipments decreased 14.8% QoQ to 2,213K in the fourth quarter, while quarterly capacity was 2,543K. Overall utilization rate in 4Q22 declined to 90%.
Wafer Shipments |
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|
4Q22 |
3Q22 |
2Q22 |
1Q22 |
4Q21 |
Wafer Shipments (8” K equivalents) |
2,213 |
2,597 |
2,622 |
2,513 |
2,546 |
Quarterly Capacity Utilization Rate |
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|
4Q22 |
3Q22 |
2Q22 |
1Q22 |
4Q21 |
Utilization Rate |
90% |
100%+ |
100%+ |
100%+ |
100%+ |
Total Capacity (8” K equivalents) |
2,543 |
2,539 |
2,528 |
2,420 |
2,419 |
3Utilization Rate = Quarterly Wafer Out / Quarterly Capacity
Capacity4
Total capacity in the fourth quarter increased to 2,543K 8-inch equivalent wafers. Capacity will decline in the first quarter of 2023 to 2,522K 8-inch equivalent wafers, reflecting the annual production maintenance across 8” and 12” facilities.
Annual Capacity in thousands of wafers |
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| FAB |
Geometry
|
2022 |
2021 |
2020 |
2019 |
|
| WTK |
6" |
5 – 0.15 |
335 |
329 |
371 |
370 |
| 8A |
8" |
3 – 0.11 |
765 |
755 |
802 |
825 |
| 8C |
8" |
0.35 – 0.11 |
459 |
459 |
452 |
436 |
| 8D |
8" |
0.18 – 0.09 |
410 |
380 |
371 |
359 |
| 8E |
8" |
0.6 – 0.14 |
469 |
457 |
449 |
426 |
| 8F |
8" |
0.18 – 0.11 |
550 |
514 |
485 |
434 |
| 8S |
8" |
0.18 – 0.11 |
443 |
408 |
373 |
372 |
| 8N |
8" |
0.5 – 0.11 |
952 |
917 |
917 |
831 |
| 12A |
12" |
0.13 – 0.014 |
1,170 |
1,070 |
1,044 |
997 |
| 12i |
12" |
0.13 – 0.040 |
655 |
641 |
628 |
595 |
| 12X |
12" |
0.080 – 0.022 |
314 |
284 |
217 |
203 |
| 12M |
12" |
0.13 – 0.040 |
436 |
395 |
391 |
98 |
| Total (1) |
10,031 |
9,453 |
9,188 |
8,148 |
||
| YoY Growth Rate |
6% |
3% |
13% |
6% |
||
| Quarterly Capacity in thousands of wafers |
|||||
| FAB |
1Q23E |
4Q22 |
3Q22 |
2Q22 |
|
| WTK |
6" |
80 |
85 |
85 |
84 |
| 8A |
8" |
189 |
192 |
192 |
192 |
| 8C |
8" |
113 |
115 |
115 |
115 |
| 8D |
8" |
101 |
103 |
103 |
103 |
| 8E |
8" |
116 |
118 |
118 |
118 |
| 8F |
8" |
136 |
138 |
138 |
138 |
| 8S |
8" |
109 |
111 |
111 |
111 |
| 8N |
8" |
244 |
245 |
242 |
235 |
| 12A |
12" |
305 |
301 |
301 |
301 |
| 12i |
12" |
162 |
164 |
164 |
164 |
| 12X |
12" |
78 |
80 |
80 |
78 |
| 12M |
12" |
108 |
110 |
110 |
110 |
| Total |
2,522 |
2,543 |
2,539 |
2,528 |
|
