TSMC noted that the proportion of 20-nm process technology in TSMC's revenue structure continued to increase (from 16% to 20%), and the company remains the most successful provider of a specific range of services. Given that the 28-nm process technology has provided 27% of revenues TSMC, combined share of the technologies, 20-nm-class has reached 47%. The previous quarter, it was 46%, so the sharp increase is not marked. TSMC simultaneously complains of reduced demand in the following sectors: telecommunications (-3%), personal computers (24%), consumer electronics (23%), industrial equipment (1%).
At present, TSMC is already engaged in mass production of 16-nm products. The rates of migration on the manufacturing process will be higher than in the case of 20-nm technology. This allows TSMC's hope that its market share in the segment of the production of 16-nm products will be the largest since 2016.
Do not forget TSMC expansion of the range of options for the 28-nm process technology. According to the company's management, allowing customers to master the production of productive processors cores from eight to ten pieces, and advanced modem with support for LTE. The company recognizes that overstocking in the second quarter forced it to reduce the degree of loading a 28-nm lines to eighty-plus percent, but in the third quarter, this figure will be able to lift up to ninety-plus percent.
The next year, TSMC customers move from the use of 20-nm technology to 16-nm using a FinFET. This will make the proceeds from the sale of the 20-nm manufacturing decline.
Talking about the properties of its 16-nm process technology, which this month gave life the first serial products, TSMC claim to leadership among competitors in performance transistors. For products with ultra-low power process technology will be offered a variety of 16FCC - it will find application in the segment of Internet of Things. The transition from 20 nm to 16 nm will save up to 95% of process equipment and tooling that will benefit not only in terms of migration, but also on production costs.