As we all know, the chip is made from wafer, a wafer can be made into many chip, depending on the area of the chip.
And the price of a wafer, it depends on the kind of chips, also a piece of wafer, if it is made of 5 nm chips, it must be more expensive than 50 nm chip, this is obvious.
Every piece of wafer price comparison: 24300 # 1, TSMC smic 11500 row 2
So for wafer companies, on average, how much is the price of a wafer, can reflect the technology advancement, the higher the price, that means the most technologically advanced, relatively high threshold, the easier it is to pay customers. Instead if the price is low, means that the technology is relatively backward, the threshold is not high, so not expensive.
So the question comes, now several major foundries, who has the highest single wafer price, and whose prices are the lowest? Recently have agency for several large wafer foundry enterprise revenue, wafer capacity, can calculate the average price of every piece of wafer.
Every piece of wafer price comparison: 24300 # 1, TSMC smic 11500 row 2
As shown in the above, this research is the core thought whole out of a data, it has 2020, 2021 major wafer foundry enterprise revenue, wafer shipment equivalent.
Can see that TSMC shipments of 2021 for 14.18 million pieces of 12-inch wafer yield, and revenue of 344.9 billion yuan, on average, every piece of wafer prices as high as 24325 yuan, ranked no. 1.
Smic is second with 11504 yuan, is again umc, semiconductor manufacturing, the world's advanced, huahong semiconductor. Like huahong semiconductor average price is 7027 RMB, even less than a third of TSMC.
Every piece of wafer price comparison: 24300 # 1, TSMC smic 11500 row 2
Online has been said before, to earn money by mature technology, TSMC, main is 50/55 150/180 nm nm, these, so the technical content is not high, the threshold is too low or something.
And from this data, it may return true not, process may be more mature, but some of the characters, according to some characteristic industry, the same price will not low. Smic's gross profit margin, in fact, in the fourth quarter was 35%, quite high, it is another smic is foundries to all customers, most products in a most species.
So sometimes, perhaps to smic somewhat underestimated, what do you think?