每周观察| 1Q25晶圆代工产业营收达364亿美元；1Q25全球前六大智能手机品牌产量；1Q25全球前十大IC设计厂营收季增6%

Group 1: Wafer Foundry Industry - In Q1 2025, the global wafer foundry industry revenue decreased by approximately 5.4% to $36.4 billion, influenced by international circumstances and early inventory preparations by some companies [1][2] - TSMC remains the market leader with a revenue of $25.5 billion, holding a market share of 67.6%, despite a 5.0% quarter-over-quarter decline [2] - Samsung's revenue dropped by 11.3% to $2.9 billion, reducing its market share to 7.7% [2] Group 2: Smartphone Production - Global smartphone production reached 289 million units in Q1 2025, a decrease of about 3% compared to the same period in 2024, with stable performance across various brands [3][4] - Samsung led production with 64 million units, showing a 21% quarter-over-quarter increase, while Apple experienced a significant decline of 40% to 48 million units [4] Group 3: IC Design Industry - The top ten fabless IC design companies saw a revenue increase of approximately 6% in Q1 2025, totaling $77.4 billion, driven by strong demand for AI and early inventory preparations [6][8] - NVIDIA led the segment with a revenue of $42.4 billion, marking a 12% increase quarter-over-quarter and a 72% year-over-year growth [8]