According to CounterpointResearch's foundry service data, the global foundry industry's revenue increased by about 10% month-on-month in the fourth quarter of 2023, but decreased by 3.5% year-on-year. Both PC and smartphone apps have seen urgent orders, particularly in the Android smartphone supply chain. TSMC continued to lead the foundry industry in the fourth quarter of 2023, with a market share of 61%. As smartphone restocking continues, the Samsung foundry still occupied the second position in the fourth quarter of 2023, with a 14% market share. According to the data, SMIC's market share in the fourth quarter of 2023 was 5%.
去年Q4全球代工厂市占率：台积电61%，三星14%，中芯国际5%
Last year's Q4 global foundry market share: TSMC 61%, Samsung 14%, SMIC 5%
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