Have to say, on the premise of iron core lead to large price increases, for all of the chip companies in 2021, is really a year make a lot of money, not letter you see 2021 semiconductor sales revenue situation, almost all companies are on the rise, and are high amplitude increases.

Especially the foundries, everyone is gearing up to produce chips, capacity utilization is close to 100% or even more than 100%, plus the wafer price increases, so also are all made of the rich.

TSMC VS smic: revenue, profit, technology, production capacity, comprehensive gap?

Today for everyone to look at the whole chip foundry leader, as well as the foundry in mainland leading smic's revenue, profit, technology, capacity, etc., let everyone see how large is the gap between the two big cock.

Say first revenue and profits, in 2021, TSMC revenue in 15874. T $200 million (about 3605. 0.3 billion yuan), 18 year-on-year growth. 5%, while the net profit of 5965. Nt $400 million (about 1354. 7.4 billion yuan), year-on-year growth of 15. 2%.

Smic's revenue 54. 43.1 billion dollars (about 35 billion yuan), year-on-year growth of 39% year-on-year. Profit of 17. 0.2 billion dollars (about 10.7 billion yuan), rose 138% year-on-year.

So calculate down, TSMC revenue is smic 10. Three times, and the profit is 12. 7 times, why is higher profits, nature is higher profit margins.

TSMC VS smic: revenue, profit, technology, production capacity, comprehensive gap?

Look at technology, TSMC is now level is 5 nm, and smic is 14 nm, difference among at least three generations, the gap between conservative estimate is more than 5 years.

And revenue accounts for aspects of the process than the situation is, TSMC is mainly rely on advanced technology, of which 5 nm accounted for 19%, 7 nm accounted for 31%, 16-14%, 28 nm accounted for 11%, that is to say, the same is 7 nm and accounted for 50% of the following process.

And smic mainly by mature backward (process), 14/28 nm accounted for less than 20%, most of the revenue is 55/65 nm and 150 nm / 180 nm contribution, the two parts accounted for more than 50%.

TSMC VS smic: revenue, profit, technology, production capacity, comprehensive gap?

Finally, capacity, TSMC's wafer shipments in 2021 is about 14.18 million pieces of 12 inch wafer equivalent, and smic is about 3 million pieces of 12 inch wafer equivalent, means that the capacity of TSMC smic is 4. 73 times.

Why capacity were similar, revenue, profits will vary so much? Is process problems, TSMC technology is advanced, mainly composed of 5 nm, 7 nm, the high cost of natural generation of labor, high profit, single chip wafer income up to 2. 40000 yuan.

Smic is a mature technology, low cost, of course, profit is low, and only 1 single wafer top. 20000 yuan, so the most