集邦咨询：三季度前十大晶圆代工业者产值为282.9亿美元环比增长7.9%

智通财经2023-12-06

智通财经APP获悉，根据TrendForce集邦咨询研究，随着终端及IC客户库存陆续消化至较为健康的水位，及下半年iPhone、Android阵营推出新机等有利因素，带动第三季智能手机、笔电相关零部件急单涌现，但高通胀风险仍在，短期市况依旧不明朗，故此波备货仅以急单方式进行。此外，台积电(TSM.US)、三星(Samsung)3nm高价制程贡献营收亦对产值带来正面效益，带动2023年第三季前十大...

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href=http://www.zhitongcaijing.com/content/detail/1034145.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据TrendForce集邦咨询研究，随着终端及IC客户库存陆续消化至较为健康的水位，及下半年iPhone、Android阵营推出新机等有利因素，带动第三季智能手机、笔电相关零部件急单涌现，但高通胀风险仍在，短期市况依旧不明朗，故此波备货仅以急单方式进行。此外，台积电(TSM.US)、三星(Samsung)3nm高价制程贡献营收亦对产值带来正面效益，带动2023年第三季前十大...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1034145.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0264606111.USD","symbol_name":"Janus Henderson Horizon Asian Dividend Income A2 USD","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1034145.html","article_id":"2389570020","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2389570020","pubTimestamp":1701841355,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"三星晶圆代工事业受惠先进制程Qualcomm中低端5G AP 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IoT)，其中美国航天与国防订单占比约20%。联电(UMC)受惠于急单支撑，大致抵销车用订单的修正，整体晶圆出货仍小幅下跌、营收微幅环比减少1.7%，约18亿美元，其中28/22nm营收季增近一成、占比上升至32%。中芯国际同样受惠于消费性产品季节性因素，尤以智能手机相关急单为主，第三季营收环比增长3.8%，达16.2亿美元。由于供应链持续有分流趋势，同时中国本土客户基于本土化号召回流、及智能手机零部件备货急单，营收占比增长至84%。IFS首次进榜，第三季营收成长幅度居冠第六至第十名最大变化在于世界先进(VIS)、IFS(Intel Foundry Service)排名上升，且IFS是自Intel财务拆分后首度挤进全球前十名。世界先进(VIS)第三季因应LDDI库存已落至健康水位，LDDI与面板相关PMIC投片逐步复苏，以及部分预先生产的晶圆(Prebuild)出货，营收环比增长3.8%，达3.3亿美元，排名首度超越力积电(PSMC)，上升至第八名。IFS则受惠于下半年笔电拉货季节性因素，加上自身先进高价制程贡献，第三季营收环比增长约34.1%，约3.1亿美元。其余业者如华虹集团(HuaHong Group)第三季营收环比减少9.3%，约7.7亿美元。旗下HHGrace虽晶圆出货大致与前季持平，但为维持客户投片启动让价，平均销售单价季减约一成，导致营收下跌。高塔半导体受惠季节性因素，在智能手机、车用/工控领域相关半导体需求相对稳定，第三季营收约3.6亿美元，大致持平第二季。力积电第三季营收环比减少7.5%，约3.1亿美元，其中PMIC与Power 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集邦咨询：三季度前十大晶圆代工业者产值为282.9亿美元 环比增长7.9%

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集邦咨询：三季度前十大晶圆代工业者产值为282.9亿美元环比增长7.9%