全球前五大晶圆设备制造商2025年Q2业绩表现

Core Insights - The global pure wafer foundry revenue is expected to grow by 17% year-on-year in 2025, driven by demand for AI and high-performance computing chips [5] - The wafer fabrication equipment market is projected to see a net revenue increase of 21% year-on-year in the first half of 2025, supported by advanced process investments and strong HBM demand [7] - Service revenue is anticipated to grow by 20% year-on-year, primarily due to customer upgrades, automation deployments, and the widespread adoption of intelligent equipment solutions [7] Highlights for H1 2025 - The Japanese market revenue increased by 150% year-on-year, driven by domestic wafer fab expansions and capacity enhancements of major wafer fabs [7] - Despite a 17% year-on-year decline in the Chinese market revenue in the first half of 2025, a rebound in customer spending in Q2 partially offset this decline [7] - Increased R&D investment, capital expenditure, and significant technological changes are expected to further drive net revenue growth for the year [7] Outlook for H2 2025 - Equipment manufacturers will prioritize market diversification strategies in the second half of 2025 to mitigate impacts from trade restrictions and tariff uncertainties [7] - Geopolitical tensions, US-China export controls, and weak demand in cyclical markets such as IoT and automotive will pose short-term risks [7] - The sustained strong demand for AI and advanced process foundry services is expected to partially offset these pressures [7]