中芯(00981.HK)首季晶圆代工市占扩至6% 迫近三星电子7.7%

阿斯达克财经
Yesterday

市场研究机构TrendForce报告显示,今年首度,全球首十大晶圆代工厂中,台积电(TSM.US)  凭借先进制程导入速度和良率控制的绝对优势,以67.6%市场份额稳居榜首。但中芯国际(00981.HK) 正迅速追赶韩国三星电子(005930.KS),市场份额已攀升至6%,并持续增长;而三星电子的市场份额则降至7.7%。
业内人士接受内媒采访指,中芯国际的增长原因是应对美国关税,和利用国内政策采取提前建立库存策略,使公司在市场整体放缓的背景下,实现逆势增长。相较之下,三星代工市场份额不升反降,原因或由于交货问题导致客户流失和订单减少。
据TrendForce最新报告显示,受季节性市场淡季影响,首季度全球前十大晶圆代工公司总收入为364.3亿美元,按季降5.4%。晶圆代工龙头台积电今年首季营收按季降5%至255.17亿美元,但市场占有率却逆势上升0.5个百分点至67.6%。
同样出现下降的还有三星电子,其2025年第一季度营收大幅下滑11.3%,降至28.93亿美元,其市场占有率从8.1%降至7.7%。
但中芯成为前三大公司中唯一一家实现营收增长的企业。按国际财务报告准则,首季销售收入22.47亿美元,按年增加28.4%,按季增加1.8%。录得纯利1.88亿美元,按年增长161.9%,按季增长74.8%。(hc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-20 12:25。) (美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)

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