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研究指首季全球十大晶圓代工商收入按季跌18.6% 台積電(TSM.US)市佔率升至六成稱首
根據集邦諮詢研究顯示,受終端需求持續疲弱以及淡季效應加乘影響,第一季全球首十大晶圓代工商總收入按季跌18.6%,至273.03億美元。 當中,排名首位的為台積電(TSM.US),首季收入按季跌16.2%至167.35億美元,市佔率升1.6個百分點至60.1%。排名第二的三星收入按季跌36.1%至34.46億美元,市佔率跌3.4個百分點至12.4%。至於格芯(GlobalFoundries)收入按季跌12.4%至18.41億美元,市佔率升0.4個百分點至6.6%,超越聯電(UMC)排名第三。 排名第四至五位的分別為聯電及中芯國際(00981.HK),第六至十位的各為華虹集團、高塔半導體、力積電、世界先進及東部高科。 集邦諮詢預期,第二季首十大晶圓代工商產值將持續下跌,季度跌幅會較第一季收斂。儘管順應下半年旺季需求,供應鏈多半應在第二季陸續開始備貨,但市況反轉後供應鏈庫存堆積且目前去化緩慢,多數客戶備貨態度仍謹慎,使第二季晶圓代工生產周期較以往緩和,僅有零星急單如TV SoC、WiFi6/6E、TDDI等,整體產能利用率成長受限。
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