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 - The global wafer foundry industry experienced a seasonal revenue decline of approximately 5.4% in Q1 2025, totaling $36.4 billion, influenced by international market conditions and preemptive inventory stocking by clients [1][2] - TSMC remains the market leader with a revenue of $25.5 billion in Q1 2025, despite a 5.0% quarter-over-quarter decline, increasing its market share to 67.6% [2] - The top ten wafer foundries collectively generated $36.4 billion in revenue, accounting for 97% of the total market share [2] Group 2 - Global smartphone production reached 289 million units in Q1 2025, reflecting a 3% decrease compared to the same period in 2024, with stable production performance across brands [3][4] - Samsung led smartphone production with 64 million units, marking a 21% quarter-over-quarter increase, while Apple saw a significant 40% decline in production to 48 million units [5] Group 3 - The top ten fabless IC design companies reported a revenue increase of approximately 6% in Q1 2025, reaching $77.4 billion, driven by strong demand for AI-related products and preemptive inventory stocking [6][8] - NVIDIA led the fabless market with a revenue of $42.4 billion in Q1 2025, reflecting a 12% quarter-over-quarter growth and a 72% year-over-year increase [8]