In The Second Quarter, The Supply Chain Emergency Single Help The Wafer Foundry Utilization, The Output Value Of The Top Ten Wafer Foundry In The World Increased By 9.6% Quarterly

Season 2 ChinaThe arrival of the consumer season in the middle of 618 and the consumer terminal inventory have returned to the health level. Customers have successively launched consumer parts to be stored or replenished in inventory to promote the obtaining urgent orders of the wafers.Obviously improved.At the same time, the relevant needs of the AI server are renewed, and the top ten global top ten in the second seasonWallive foundry output value increases quarterly9.6%to $ 32 billion.

From the perspective of ranking, the first five wafer founders remain unchanged in the second season, in orderTSMC (TSMC), SAMSUNG (Samsung), SMIC (SMIC), UMC (UMC) and GlobalFoundries.Among the six to ten, VIS (World Advanced) benefits DDI (display driver chip) emergency orders and PMIC (electricitySource management chip) Dividends drive shipment growth, rising to eighth place;PSMC (Liji Power) and NEXCHIP have fallen to ninth and tenth respectively.The rankings are HUAHONG Group (Hua Hong Group), Tower (Tower Semiconductor), VIS, PSMC and Nexchip.

TSMC has entered the stock preparation cycle due to Apple (Apple), and the demand for HPC (high -performance calculation) related to AI servers has increased. In the second quarter, wafer shipments increased by 3.1%, and the proportion of contributions to the advanced process of high prices increased significantly.Increased by 10.5%to $ 20.82 billion, and the market share stabilized at 62.3%.The second season of SAMSUNG wafer foundry business in the second season of the Apple iPhone and related ICs such as Qualcomm & Nbsp; 5/4nm & Nbsp; 5G & Nbsp; Modem, 28/22nm & Nbsp; DDI and other needs, revenue increased by 14. 2%, reached 38.3For 100 million US dollars, the market accounted for stable in 11.5%.

Driven by the 618 sales season of China, SMIC has a strong demand for consumer terminals. The number of wafer shipments in the second quarter increased by 17.7%, revenue increased by 8.6%to $ 1.9 billion, and the market share was 5.7%.Third place.UMC's second season is also supported by the consumption season in some year, especially the TV -related ICs is more significant, and the low -level required for consumer electronicsMCU (microcontroller)Waiting for driving, wafer shipments increase slightly2.6%, the revenue quarterly increased by 1.1%to 1.76 billion US dollars, with a market share of 5.3%, ranking fourth.

GlobalFoundries' second quarter wafer shipment has improved compared with the previous quarter. Although some of the ASP (average sales price) declined, the revenue still increased slightly by 5.4%to 1.63 billion yuan, and the market share was 4.9%.EssenceHUAHONG Group was affected by the emergency effects of the mid -year promotion season. Both production capacity utilization and shipment performance increased compared with the previous quarter. The revenue season increased by 5.1%to $ 710 million, and the market share was 2.1%, ranking sixth.The second season of TOWER benefited from the improvement of the total wafer shipment and product portfolio, the revenue season increased by 7.3%to 350 million US dollars, and the market share was 1.1%, ranking seventh.

Driven by the increase of VIS in the 618 consumption season stock preparation and PMIC customers, the capacity utilization rate has been significantly improved compared with the previous quarter, the number of wafer shipments increased by 19%, and the revenue increased by 11.6%to 340 million US dollars.The accounting rate is 1%,Go beyondPSMC and NEXCHIP jumped eighth.PSMC memory business has recovered, while logical chip foundry has not yet improved. In the second quarter, revenue increased by 1.2%to 320 million US dollars, and the market share was 1%, ranking ninth.Nexchip secondSeason revenue is$ 300 million, a slight decrease of about 3.2%compared with the previous quarter, the market share was 0.9%, ranking tenth.

It is worth noting that, in, inIn the third quarter of 2023, I once ranked ninth in Foundry's IFS (Intel FoundryService, although the IFS revenue has been redefined since the first quarter of this year, the revenue of the first and second quarters reached 4.4 billion US dollars and 4.3 billion US dollars, but its operating interest rates lost 57%and 66 in the two quarters, respectively.%, Because the revenue of 98-99%comes from the inside, only about 1%is an external customer revenue (sales equipment materials and seal testing business).Within the ranking of the top ten wafers.

TRENDFORCE Jibang Consulting pointed out that in the third season, entering the traditional peak season for stocking, although the global total state is uncertain to suppress consumer confidence, the release of new smartphones and PC/NB products in the second half of the year can still promote a certain degree of main chip (SOC) and surrounding IC needs.In addition, the AI server -related HPC is in the period of high -speed growth. It is expected that the relevant needs will continue until the end of the year, and even some advanced process orders have continued to 2025, becoming a key momentum for supporting 2024 output value growth.TRENDFORCE Jifang Consultation expects that due to the improvement of the advanced process and mature production capacity in the third quarter, the use of the top ten wafer foundry output value in the world will be expected to further increase, and the quarterly increase is expected to be the same as the second quarter.