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iPhone立大功!第三季前十大晶圆代工产值超350亿美元 - 站长搜索
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iPhone立大功!第三季前十大晶圆代工产值超350亿美元

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2022-12-09 00:39:47 转载来源: 网络整理/侵权必删

【CNMO新闻】12月8日晚,TrendForce集邦咨询发布的最新数据显示,受惠于iPhone新机备货需求带动苹果系供应链拉货动能,推升第三季前十大晶圆代工业者产值达到352.1亿美元(折合人民币约2454.5亿元),环比增长6%。不过需要注意的是,TrendForce集邦咨询表示,受经济表现疲弱、疫情等多重因素的影响,下半年旺季不旺,延迟库存去化,使得客户对晶圆代工业者订单修正幅度加深,预期第四季营收将因此下跌,正式结束过去两年晶圆代工产业逐季成长的盛况

【CNMO新闻】12月8日晚,TrendForce集邦咨询发布的最新数据显示,受惠于iPhone新机备货需求带动苹果系供应链拉货动能,推升第三季十大晶圆代工业者产值达到352.1亿美元(折合人民币约2454.5亿元),环比增长6%。


不过需要注意的是,TrendForce集邦咨询表示,受经济表现疲弱、疫情等多重因素的影响,下半年旺季不旺,延迟库存去化,使得客户对晶圆代工业者订单修正幅度加深,预期第四季营收将因此下跌,正式结束过去两年晶圆代工产业逐季成长的盛况。


2022年第三季全球前十大晶圆代工业者营收排名

具体来看,2022年第三季营收前五的厂商依次为台积电(TSMC)、三星(Samsung)、联电(UMC)、格芯(GlobalFoundries)、中芯国际(SMIC),合计市占率上升到89.6%。

其中,台积电凭iPhone新机主芯片带来强大备货动能,第三季营收达201.6亿美元,环比增长11.1%,其第三季市占率提升至56.1%。另一方面,虽然三星营收亦受惠部分iPhone新机零部件备货动能而有所增长,但受到韩元走弱的影响,其市占率下滑至15.5%。

除此之外,华虹集团(HuaHong Group)、力积电(PSMC)、世界先进(VIS)、高塔半导体(Tower)、晶合集成(Nexchip)也跻身前十。

标签: iPhone 大功 第三季 十大 晶圆 代工 产值 亿美元


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