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TSMC's Japan Expansion and Japanese Semiconductor Vendors Deployment Strategies

  • Report
  • 18 Pages
  • December 2021
  • Region: Japan
  • Market Intelligence & Consulting Institute (MIC)
  • ID: 5514145

After TSMC, the world's largest fab foundry, announced the establishment of a US$12 billion factory in the United States in 2020, the company recently said it will set up a new fab, called JASM (Japan Advanced Semiconductor Manufacturing) with Sony in Kumamoto, Japan. Pursuant to the agreement, Sony will invest US$500 million to seize a stake of less than 20% in JASM while TSMC will spend US$2.12 billion and the Japanese government will provide financial support through 400 billion Yen (US$3.5 billion; US$1 = 114.1 Yen) subsidies. This report looks into Japanese semiconductor vendor's deployment plans such as Sony, Renesas, and Denso and analyzes TSMC's motive to set up a new fab in Japan from the perspective of cooperation between wafer foundries and their customers.


List of Topics:

  • Development of top-10 Japanese semiconductor companies by revenue and chip offerings
  • Deployment plans and strategies of three major Japanese semiconductor vendors: Sony, Renesas, and Denso

 


Table of Contents

1. Ranking of Japanese Semiconductor Companies by Revenue


2. CMOS Image Sensor Leader Sony Shifts to A Fab-Lite Model


3. Automotive MCU Leader Renesas Sticks to Fab-Lite


4. Denso Expands to Autonomous Driving with a Fabless Business Model
4.1 Autonomous Driving Prompts Changes in Japan's Automotive Supply Chain
4.2 Toyota/Denso Develop Next-gen Automotive Semiconductors with a Fabless Business Model


5. Perspective
5.1 AI and Autonomous Driving Urges Japanese Semiconductor Companies to Transition to Fab-lite/Fabless Business Models
5.2 Win-win Cooperation between Japanese and Taiwanese Semiconductor Industries


Appendix
List of Companies


List of Tables
Table 1 Japanese Semiconductor Companies’ Revenues and Chip Offerings in 2020
Table 2. Japanese Semiconductor Companies’ Transformation Driven by AI and Autonomous Driving


List of Figures
Figure 1. Sony's CMOS Image Sensor Deployment Strategy
Figure 2. Renesas; Automotive MCU Deployment Strategy
Figure 3. C.A.S.E and Autonomous Driving Prompt Japanese Companies to Adjust Automotive Supply Chain
Figure 4. Denso Develops Next-Gen Automotive Semiconductors with a Fabless Model


Companies Mentioned

A selection of companies mentioned in this report includes:

  • Advics
  • Aeva Technologies
  • Aisin Seiki
  • Altair Semiconductor
  • Blaize
  • Bosch
  • Canon
  • Denso
  • Dialog
  • Fuji Electric
  • Galaxycore
  • GlobalFoundries
  • IDT
  • Insightness
  • Intersil
  • J-QuAD
  • Jtekt
  • Kioxia 
  • Metawave
  • MIRISE Technologies
  • Mitsubishi Electric
  • Nichia 
  • Nikkei
  • NSITEXE
  • OmniVision
  • ON Semiconductor
  • Panasonic
  • Prophesee
  • Renesas
  • Rohm Semiconductor
  • Samsung
  • Sanken Electric
  • SK Hynix
  • SmartSens
  • Socionext
  • Sony Semiconductor
  • STMicroelectronics
  • Toshiba
  • Toyota
  • TSMC
  • Woven Planet
  • ZongWu Technology

Methodology

Primary research with a holistic, cross-domain approach

The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.

Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:

Method

  • Component supplier interviews
  • System supplier interviews
  • User interviews
  • Channel interviews
  • IPO interviews
  • Focus groups
  • Consumer surveys
  • Production databases
  • Financial data
  • Custom databases

Methodology

  • Technology forecasting and assessment
  • Product assessment and selection
  • Product life cycles
  • Added value analysis
  • Market trends
  • Scenario analysis
  • Competitor analysis

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