According to CounterpointResearch's foundry service data, in the fourth quarter of 2023, the global foundry industry's revenue increased by about 10% month-on-month 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 OEM industry with a 61% market share in the fourth quarter of 2023. As smartphone restocking continues, the Samsung foundry still occupied the second position with 14% market share in the fourth quarter of 2023. The data indicates that SMIC's market share in the fourth quarter of 2023 was 5%.
据CounterpointResearch的晶圆代工服务数据显示2023年第四季度全球晶圆代工行业收入环比增长约10%但同比下降3.5%。PC和智能手机应用程序都出现了紧急订单特别是在Android智能手机供应链中。台积电在2023年第四季度继续领先代工行业市场份额为61%。随着智能手机补货的持续进行三星代工厂在2023年第四季度仍占据第二位市场份额为14%。数据指出中芯国际2023年第四季度市场份额为5%。
According to CounterpointResearch's foundry service data, in the fourth quarter of 2023, the global foundry industry's revenue increased by about 10% month-on-month but decreased by 3.5% year-on-year. Both PC and smartphone apps have seen urgent orders, p
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