今日，TrendForce集邦咨询发布最新调查报告。报告显示，2025年第二季因中国市场消费补贴引发的提 前备货效应，以及下半年智能手机、笔电/PC、Server新品所需带动，整体晶圆代工产能利用率与出货 量转强，推升全球前十大晶圆代工厂营收至417亿美元以上，季度环比增长达14.6%的新高纪录。 据TrendForce集邦咨询分析，第三季晶圆代工主要成长动能来自新品季节性拉货，先进制程迎来即将推 出的新品主芯片订单，高价晶圆将明显助力产业营收，成熟制程亦有周边IC订单加持，预期产业整体产 能利用率将较前一季提升，推动营收持续季增。 从第二季前十大晶圆代工业者个别营收表现来看，TSMC（台积电）随主要手机客户正式进入新机备货 期，且笔电/PC、AI GPU新平台开始放量出货，其总晶圆出货与平均销售价格（ASP）皆成长，营收季 增18.5%，达302.4亿美元，市占率更一举创下70.2%的纪录，稳居市场龙头。 Samsung（三星）因应智能手机和Nintendo Switch 2等新品进入备货周期，以高价制程晶圆为主，带动 相关产线的产能利用率微幅增加，第二季营收近31.6亿美元，季增9.2%，以7.3%市占排 ...

智通财经APP获悉，根据TrendForce集邦咨询最新调查，2025年第二季因中国市场消费补贴引发的提前 备货效应，以及下半年智能手机、笔电/PC、Server新品所需带动，整体晶圆代工产能利用率与出货量 转强，推升全球前十大晶圆代工厂营收至417亿美元以上，季增达14.6%的新高纪录。 第三季晶圆代工主要成长动能来自新品季节性拉货，先进制程迎来即将推出的新品主芯片订单，高价晶 圆将明显助力产业营收，成熟制程亦有周边IC订单加持，预期产业整体产能利用率将较前一季提升，推 动营收持续季增。 第二季前十大晶圆代工业者个别营收表现 | Ranking | Company | | Revenue | | | Market Share | | --- | --- | --- | --- | --- | --- | --- | | | | 2025 | 1025 | Q0Q | 2025 | 1Q25 | | 1 | 台积电(TSMC) | 30,239 | 25,517 | 18.5% | 70.2% | 67.6% | | 2 | 三星(Samsung) | 3,159 | 2,893 | 9.2% | 7.3% ...

Sept. 1, 2025 产业洞察 根据TrendForce集邦咨询最新调查，2025年第二季因中国市场消费补贴引发的提前备货效应，以及下 半年智能手机、笔电/PC、Server新品所需带动，整体晶圆代工产能利用率与出货量转强， 推升全球 前十大晶圆代工厂营收至417亿美元以上，季增达14.6%的新高纪录 。 台积电（TSMC ） TSMC（台积电）随主要手机客户正式进入新机备货期，且笔电/PC、AI GPU新平台开始放量出货，其总 晶圆出货与平均销售价格（ASP）皆成长，营收季增18.5%，达302.4亿美元，市占率更一举创下70.2%的 纪录，稳居市场龙头。 三星（Samsung） 第三季晶圆代工主要成长动能来自新品季节性拉货，先进制程迎来即将推出的新品主芯片订单，高价 晶圆将明显助力产业营收，成熟制程亦有周边IC订单加持，预期产业整体产能利用率将较前一季提 升，推动营收持续季增。 第二季前十大晶圆代工业者个别营收表现 | Ranking | Company | | Revenue | | | Market Share | | --- | --- | --- | --- | --- | --- | -- ...

Core 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].