TSMC chairman Morris Chang admitted that his company will lose out to its competitors in the 14nm/16nm segment in terms of marketshare in 2015 but promised that its leading market position will be restored in 2016-2017:
Chang did not say which rivals will outperform TSMC in 2015, but industry sources pointed out that Samsung Electronics will take the lead in the 14/16nm segment as the firm has reportedly landed 14nm chip orders from Qualcomm.
However, Chang stressed that 16/20nm processes will drive revenue growth at TSMC in the next three years, with 20nm products to account for 10% total revenues in the third quarter of 2014 and to further expand to 20% in the fourth quarter. In 2015, the 20nm node will contribute over 20% of revenues, Chang added.
TSMC's 16nm process will be competitive for baseband chips, consumer ICs, GPUs, networking solutions, FPGA and server chips, Chang stressed.