Intel IFS entered the list for the first time!The latest revenue rankings in the world's top ten wafer agencies are released

IntelIFS entered the list for the first time!The latest revenue rankings in the world's top ten wafer agencies are released

In the fourth season, the output value of the top ten wafer foundry in the world is expected to continue, and the growth rate should be higher than the third quarter.

according toTrendForce Ji State Consultation Research, with the continuous digestion of the terminal and IC customer inventory to a relatively healthy water level, and the launch of new machines such as the iPhone and Android camp in the second half of the year, driving the emergency orders of the third quarter smartphones and laptops related parts and components emerging.However, the risk of high inflation is still there, and the short -term market conditions are still unclear, so the stocking is only carried out in an emergency way.In addition, TSMC (TSMC) and Samsung 3nm high -priced process contribution revenue also brought positive benefits to the output value, driving the output value of the top ten wafers in the third quarter of 2023, US $ 28.29 billion, an increase of 7.9%month -on -month.

Looking forward to the fourth quarter, under the expected psychology of the festival at the end of the year, the emergency order of smartphones and laptop supply chain chain is expected to continue, and the momentum of pulling goods with smartphones is more obvious.Although the terminal has not fully recovered, ChinaThe pre -sale kinetic energy of the Android camp mobile phone sales at the end of the year is slightly better than expected, including 5G low -end, 4G mobile phone AP, etc., and part of the new Apple iPhone new machine effect.Upper, the growth rate should be higher than the third season.

TSMC officially contributed revenue, and the market share in the third quarter rose to 58%

TSMC (TSMC) benefit from PC, smartphone parts such as iPhone and Android new machines, and 5G, 4G mid -to -low -end mobile phone inventory to replenish urgent single support, plus the 3m high -price process formal contributing revenueThe negative factor of the decline in shipments, the third quarter revenue increased by 10.2%month -on -month to US $ 17.25 billion.Among them, 3nm revenue accounted for 6%in the third quarter, while TSMC's overall advanced process (7nm included below) revenue accounted for nearly 60%.Samsung Foundry (Samsung Foundry) benefited from the advanced process Qualcomm low -end 5G AP SOC, Qualcomm 5G Modem, and mature process 28nm OLED DDI and other orders. The third quarter revenue reached 3.69 billion U.S. dollars, an increase of 14.1% month -on -month increaseEssence

Grid core (GlobalFoundries) The third quarter of the wafer shipment and the average sales unit price are flat, so the revenue is also similar to the second season, about 1.85 billion US dollars.The main support for revenue in the third quarter comes from the Home and Industrial Internet of Things (Home and Industrial IoT), of which US aerospace and national defense orders account for about 20%.UMC (UMC) benefited from emergency support, and roughly offset the correction of vehicle orders. The overall wafer shipment still fell slightly, and the revenue decreased by 1.7%month -on -month to about 1.8 billion US dollars, of which the 28/22nm revenue seasonThe increase of 10%and the proportion rose to 32%.

SMIC (SMICSMIC) also benefit from the seasonal factors of consumer products, especially the emergency orders related to smartphones. The third quarter revenue increased by 3.8%month -on -month to $ 1.62 billion.Due to the continuous diversion trend of the supply chain, the revenue proportion increased to 84%based on localization of localization of localization and smartphone parts based on localization of localization and smartphone parts.

Intel IFS entered the list for the first time, and the growth rate of revenue in the third quarter ranked

The sixth to the tenth change is the world's advanced (Vis), IFS (Intel Foundry Service) rankings have risen, and IFS is the first ten global top ten since Intel's financial split.In the third quarter of the World Advanced (VIS), due to the LDDI inventory, it has fallen to a healthy water level. The LDDI and panel -related PMIC films have gradually recovered, and some pre -produced wafer shipments have increased by 3.8%month -on -time revenue to 330 millionThe US dollar, the ranking surpassed the accumulated power for the first time, rose to the eighth place.IFS benefited from the seasonal factors of laptop and pulling goods in the second half of the year, and its advanced high -cost process contribution, the third quarter revenue increased by about 34.1%, about 310 million US dollars.

The rest of the industry, such as Hua Hong Group (HUAHONG Group) revenue decreased by 9.3%in the third quarter, about $ 770 million.Although its HHGRACE's wafer shipments are roughly the same as the previous quarter, in order to maintain the customer's investment film, the average sales unit price has decreased by about 10 %, resulting in revenue decline.The seasonal factor of high tower semiconductor benefits, the demand for semiconductors in the field of smartphones, vehicle/industrial control is relatively stable. The third quarter revenue is about 360 million US dollars, which is generally the second quarter.The third quarter revenue of Link Power decreased by 7.5%month -on -month, about 310 million US dollars. Among them, PMIC and Power Discrete's revenue decreased by nearly 10%and nearly 20%in quarterly, affecting the overall operating performance.

About Sanquan Technology

Shenzhen Sanquan Asia -Pacific Technology Co., Ltd. was established in 2000. It is an IC agent of Asian integrated circuits. It has more than 200 agent distribution product lines and is selected by many customers. It is reliable supplier of integrated circuit ICs and electronic components.Sanquan Technology Supply HBM's three major memory manufacturers in the world, SK Hynix, Micron and Samsung.domesticexcellentThe Yangtze River Storage is also its customers.It can be seen from this that Sanquan Technology's product competitiveness.In addition, the brands of Sanquan Technology's agency distribution include Richtek, ON, Microchip, TI and so on.