UMC Reports Second Quarter 2023 Results

Revenue from fabless customers accounted for 79% of revenue.

Revenue Breakdown by Customer Type

Customer Type

2Q23

1Q23

4Q22

3Q22

2Q22

Fabless

79%

77%

81%

83%

86%

IDM

21%

23%

19%

17%

14%

Revenue from the communication segment remained at 44%, while business from computer applications stayed unchanged at 9%. Business from consumer applications was 26% as other segments accounted for 21% of revenue.

Revenue Breakdown by Application (1)

Application

2Q23

1Q23

4Q22

3Q22

2Q22

Computer

9%

9%

12%

14%

16%

Communication

44%

44%

45%

45%

45%

Consumer

26%

24%

25%

27%

27%

Others

21%

23%

18%

14%

12%

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.

Blended ASP Trend

Blended average selling price (ASP) grew slightly in 2Q23.

( To view blended ASP trend, please click here for 2Q23 ASP)

Shipment and Utilization Rate3

Wafer shipments remained flat QoQ at 1,831K in the second quarter, while quarterly capacity was 2,626K. Overall utilization rate in 2Q23 was 71%.

Wafer Shipments

 

2Q23

1Q23

4Q22

3Q22

2Q22

Wafer Shipments
(8” K equivalents)

1,831

1,826

2,213

2,597

2,622

Quarterly Capacity Utilization Rate

 

2Q23

1Q23

4Q22

3Q22

2Q22

Utilization Rate

71%

70%

90%

100%+

100%+

Total Capacity
(8” K equivalents)

2,626

2,522

2,543

2,539

2,528


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