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中芯(00981.HK)首季晶圓代工市佔擴至6% 迫近三星電子7.7%
市場研究機構TrendForce報告顯示,今年首度,全球首十大晶圓代工廠中,臺積電(TSM.US)憑藉先進製程導入速度和良率控制的絕對優勢,以67.6%市場份額穩居榜首。但中芯國際(00981.HK)正迅速追趕南韓三星電子(005930.KS),市場份額已攀升至6%,並持續增長;而三星電子的市場份額則降至7.7%。 業內人士接受內媒採訪指,中芯國際的增長原因是應對美國關稅,和利用國內政策採取提前建立庫存策略,使公司在市場整體放緩的背景下,實現逆勢增長。相較之下,三星代工市場份額不升反降,原因或由於交貨問題導致客戶流失和訂單減少。 據TrendForce最新報告顯示,受季節性市場淡季影響,首季度全球前十大晶圓代工公司總收入爲364.3億美元,按季降5.4%。晶圓代工龍頭臺積電今年首季營收按季降5%至255.17億美元,但市場佔有率卻逆勢上升0.5個百分點至67.6%。 同樣出現下降的還有三星電子,其2025年第一季度營收大幅下滑11.3%,降至28.93億美元,其市場佔有率從8.1%降至7.7%。 但中芯成爲前三大公司中唯一一家實現營收增長的企業。按國際財務報告準則,首季銷售收入22.47億美元,按年增加28.4%,按季增加1.8%。錄得純利1.88億美元,按年增長161.9%,按季增長74.8%。
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