UMC Reports 2008 Third Quarter Results: Weak Global Economic Conditions Impact Business Performance (Revenue down 2%)

 

The percentage of revenue from fabless customers increased to 74% in 3Q08 mainly due to the increased demand from North America fabless companies.

 


                                   Revenue Breakdown by Customer Type
    Customer Type                3Q08    2Q08     1Q08     4Q07     3Q07
    Fabless                       74%     71%      70%      76%      73%
    IDM                           26%     29%      30%      24%      27%
    System                         0%      0%       0%       0%       0%


 

Revenue from the communication segment increased to 59% of total revenue in 3Q08 due to the higher revenue for both wireless and wired applications.

 


                                     Revenue Breakdown by Application (1)
    Application                     3Q08    2Q08    1Q08   4Q07      3Q07
    Computer                         16%     17%     21%    19%      18%
    Communication                    59%     58%     56%    56%      57%
    Consumer                         23%     22%     21%    23%      23%
    Memory                            1%      1%      1%     1%       1%
    Others                            1%      2%      1%     1%       1%

    (1) Computer consists of ICs such as HDD controllers, DVD-ROM/CD-ROM
        drives ICs, LCD drivers, graphic processors, and PDAs. Communication
        consists of xDSL, DSP, WLAN, LAN controllers, handset components,
        caller ID devices, etc. Consumer consists of ICs used for DVD players,
        game consoles, digital cameras, smart cards, toys, etc. Memory
        consists of DRAM, SRAM, Flash, EPROM, ROM, and EEPROM.

    Note 3: Revenue in this section represents wafer sales

 

Blended Average Selling Price Trend

The blended average selling price (ASP) decreased by 1% during 3Q08, due to product mix changes.

 

    (To view ASP trend, visit
http://www.umc.com/english/investors/3Q08_ASP_trend.asp )

 

Shipment and Utilization Rate (Note 4)

883 thousand 8-inch equivalent wafers were shipped in 3Q08, a 1% increase from 875 thousand 8-inch equivalents shipped in the previous quarter. Overall utilization rate for the quarter was 79%.

 


                                            Wafer Shipments

                               3Q08     2Q08      1Q08      4Q07      3Q07
    Wafer Shipments
    ('000 8-inch eq.)           883      875       807       921     1,017



                                  Quarterly Capacity Utilization Rate

                               3Q08     2Q08      1Q08      4Q07      3Q07
    Utilization Rate            79%      85%       73%       86%       93%
    Total Capacity
    ('000 8-inch eq.)         1,149    1,107     1,100     1,100     1,095

    Note 4: Utilization Rate = Quarterly Wafer Out / Quarterly Capacity


 

Capacity (Note 5)

Total capacity during the third quarter was 1,149 thousand 8-inch equivalent wafers. Compared to 2Q08, the increase of 42 thousand 8-inch equivalent wafers was due to capacity expansion at Fab 12A, Fab 12i and some 200mm fabs. Estimated installed capacity in the fourth quarter is 1,151 thousand 8-inch equivalent wafers. 2008 full-year capacity is estimated to be 5% up from that of 2007.

 


           Annual Capacity in thousands of 8-inch wafer equivalents

         FAB                Geometry    2008E     2007     2006     2005
                                (um)
    Fab 6A       6"       3.5 - 0.45      328      328      328      344
    Fab 8AB      8"       0.5 - 0.25      816      816      816      816
    Fab 8C       8"      0.35 - 0.15      411      400        400            401
        Fab  8D              8"            0.18  -  0.09            263            260            252            274
        Fab  8E              8"              0.5  -  0.18            408            408            406            404
        Fab  8F              8"            0.25  -  0.15            372            372            372            378
        Fab  8S  (1)      8"            0.25  -  0.15            291            276            276            278
        Fab  12A          12"          0.18  -  0.065            876            847            754            597
        Fab  12i  (2)  12"          0.13  -  0.065            742            601            413            363
        Total  (3)                                                      4,507        4,308        4,017        3,855
        YoY  Growth  Rate                                                5%              7%              4%            22%



                        Quarterly  Capacity  in  thousands  of  8-inch  wafer  equivalents

              FAB                        4Q08E          3Q08          2Q08          1Q08
        Fab  6A                              82              82              82              82
        Fab  8AB                          204            204            204            204
        Fab  8C                            111            108            101            100
        Fab  8D                              60              63              66              65
        Fab  8E                            102            102            102            102
        Fab  8F                              93              93              93              93
        Fab  8S                              75              75              72              69
        Fab  12A                          222            220            218            216
        Fab  12i                          202            202            169            169
        Total  (3)                  1,151        1,149        1,107        1,100

        (1)  Former  fab  of  SiSMC,  which  was  acquired  from  Silicon  Integrated
                Systems  in  July  2004.
        (2)  Former  fab  of  UMCi,  a  UMC  wholly  owned  subsidiary  in  December  2004
                that  was  merged  into  UMC  in  April  2005
        (3)  One  6-inch  wafer  is  converted  into  0.5625(6sq/8sq)  8-inch  equivalent
                wafer;  one  12-inch  wafer  is  converted  into  2.25  (12sq/8sq)  8-inch
                equivalent  wafers.
 

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