GlobalFoundries Results Presentation Deck
End Market Highlights
Communications
Infrastructure &
Datacenter
Q3'21
Rev.
Y /Y
KEY HIGHLIGHTS
Smart Mobile
Devices
$849m
+45%
Ramp of 2020 DWINs in
Image sensor, 5G RF Front
End and WiFi6e new markets
Continued growth in Sub
6GHz market as 5G-enabled
handsets expected to nearly
double in 2021
Higher GF Silicon content in
5G handsets.
$285m
+34%
GF customers increasing
market share in the growing
Datacenter market
Broad-based strength from
Enterprise and Datacenter
Networking Communications
customers
Growth from customers
exposed to the cellular
infrastructure and RF
Transceiver end markets
Home and
Industrial loT
$218m
+37%
Ramp of key products in lo
in addition to increased ASPs
from key customers for
applications such as DTVs,
WiFi and wireless payments
Broad-based growth for
microcontrollers (MCUS)
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Automotive
$103m
+368%
Ramp of new designs that
have been in development
and qualification for the past
few years
GF automotive solutions
now going into a variety of
automotive products such as
in-vehicle comfort, safety and
battery management
solutions for EVs
ITT
Personal
Computing
$113m
-40%
Declining personal
computing market SAM due
to continued and expected
transition of certain customer
designs to lower nodes
GF optimizing and prioritizing
wafer capacity for higher
profits and more durable
demand from other end
markets
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