Analysis of Revenue (Note 3)
The percentage of revenue from the Asia Pacific and Europe regions increased to 35% and 13%, respectively. This was mainly due to the stronger demand for communication chips.
Note 3: Revenue in this section represents wafer sales Revenue Breakdown by Region Region 2Q08 1Q08 4Q07 3Q07 2Q07 North America 50% 58% 51% 49% 47% Asia Pacific 35% 29% 37% 40% 43% Europe 13% 11% 10% 9% 8% Japan 2% 2% 2% 2% 2%
The percentage of revenue from advanced 90nm business increased to 31%, compared to 30% in 1Q08, mainly due to stronger demand for wireless communication chips. The percentage of revenue from 90nm and below was 36% in 2Q08.
Revenue Breakdown by Geometry Geometry 2Q08 1Q08 4Q07 3Q07 2Q07 65nm 5% 7% 3% 1% -- 90nm 31% 30% 23% 24% 17% 90nm< x <=0.13um 21% 21% 22% 23% 25% 0.13um< x <=0.18um 20% 22% 27% 26% 29% 0.18um< x <=0.35um 18% 14% 18% 20% 22% 0.5um and above 5% 6% 7% 6% 7%
The percentage of revenue from fabless customers increased to 71% in 2Q08 from 70% in 1Q08.
Revenue Breakdown by Customer Type Customer Type 2Q08 1Q08 4Q07 3Q07 2Q07 Fabless 71% 70% 76% 73% 75% IDM 29% 30% 24% 27% 25% System 0% 0% 0% 0% 0%
Revenue from the computer segment decreased to 17% of total revenue in 2Q08 due to weaker demand for PC chipsets, graphics and DVD-ROM.
Revenue Breakdown by Application (1) Application 2Q08 1Q08 4Q07 3Q07 2Q07 Computer 17% 21% 19% 18% 17% Communication 58% 56% 56% 57% 55% Consumer 22% 21% 23% 23% 26% Memory 1% 1% 1% 1% 1% Others 2% 1% 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. Blended Average Selling Price Trend The blended average selling price (ASP) decreased by 2% during 2Q08. (To view ASP trend, visit www.umc.com/english/investors/2Q08_ASP_trend.asp ) Shipment and Utilization Rate (Note 4)
875 thousand 8-inch equivalent wafers were shipped in 2Q08, a 8.4% increase from 807 thousand 8-inch equivalents shipped in the previous quarter. Overall utilization rate for the quarter was 85%.
Wafer Shipments 2Q08 1Q08 4Q07 3Q07 2Q07 Wafer Shipments ('000 8-inch eq.) 875 807 921 1,017 804 Note 4: Utilization Rate = Quarterly Wafer Out / Quarterly Capacity Quarterly Capacity Utilization Rate 2Q08 1Q08 4Q07 3Q07 2Q07 Utilization Rate 85% 73% 86% 93% 76% Total Capacity ('000 8-inch eq.) 1,107 1,100 1,100 1,095 1,070 Capacity (Note 5)