半导体芯闻·2025-06-11 10:08Core Viewpoint - The global semiconductor foundry market is undergoing significant shifts, with Samsung Electronics facing increasing pressure from China's SMIC, leading to a narrowing market share gap. TSMC remains the dominant player, while Samsung's position as the second-largest foundry is at risk due to various geopolitical and technological factors [1][2]. Group 1: Market Overview - According to TrendForce, the total revenue of the top ten foundries in Q1 2025 is projected to be $36.43 billion, a decrease of 5.4% from the previous quarter's $38.48 billion, attributed to seasonal market slowdowns [1][3]. - Despite the overall revenue decline, TSMC's revenue in Q1 2025 is $25.52 billion, down 5% from Q4 2024, yet its market share increased by 0.5 percentage points to 67.6%, further widening the gap with Samsung [2][3]. Group 2: Company Performance - Samsung's revenue in Q1 2025 fell significantly by 11.3% to $2.89 billion, resulting in a market share drop from 8.1% to 7.7%, primarily due to limited benefits from Chinese consumer subsidies and U.S. restrictions on advanced process nodes [4]. - In contrast, SMIC's revenue grew by 1.8% to $2.25 billion in Q1 2025, making it the only top-three foundry to achieve revenue growth, with its market share rising from 5.5% to 6%, closing the gap with Samsung to just 1.7 percentage points [5]. Group 3: Future Outlook - TrendForce forecasts a general slowdown in the global foundry market in Q2 2025, mainly due to reduced demand from tariffs. However, specific applications and policy support, such as demand driven by Chinese subsidies and high-performance computing, are expected to sustain capacity utilization among the top foundries [6].