TrendForce集邦·2025-03-10 09:04Core Viewpoint - The global wafer foundry industry experienced a polarized development in Q4 2024, with advanced processes benefiting from the growth of emerging applications like AI servers and new flagship smartphone APs, leading to a nearly 10% quarter-on-quarter revenue increase for the top ten foundries, reaching a record high of $38.48 billion [1][2]. Group 1: Industry Overview - The advanced process segment saw growth due to increased demand from AI-related chips and new smartphone platforms, offsetting the decline in mature process demand [1]. - The top ten wafer foundries collectively achieved a revenue of $38.48 billion in Q4 2024, marking a 9.9% increase from Q3 2024 [2]. Group 2: Company Performance - TSMC's revenue grew to $26.85 billion in Q4 2024, a 14.1% increase from Q3 2024, maintaining a market share of 67.1% [2][4]. - Samsung's revenue slightly decreased by 1.4% to $3.26 billion, with a market share of 8.1% due to challenges in offsetting losses from major customer transitions [5]. - SMIC's revenue increased by 1.7% to $2.21 billion, with a market share of 5.5%, benefiting from new 12-inch capacity and optimized product mix [6]. - UMC's revenue was $1.87 billion, a slight decrease of 0.3%, maintaining a market share of 4.7% due to better-than-expected capacity utilization [7]. - GlobalFoundries reported a revenue increase of 5.2% to $1.83 billion, with a market share of 4.6% [8]. - HuaHong Group's revenue grew by 6.1% to $1.04 billion, driven by increased capacity utilization and demand from the home appliance sector [9]. - Tower's revenue increased by 4.5% to $387 million, maintaining a market share of 1.0% [10]. - VIS experienced a revenue decline of 2.3% to $357 million, with a market share of 0.9% [11]. - Nexchip's revenue grew by 3.7% to $344 million, rising to the ninth position in market share [12]. - PSMC's revenue decreased, resulting in a drop to the tenth position, although it remained slightly above Nexchip for the full year [13].