Newspin News Agency, Seoul, June 10 The latest survey results show that South Korea's Samsung Electronics accounted for 7.7% of the global foundry market share in the first quarter of this year, further widening with TSMC, while the gap with SMIC narrowed to about 1 percentage point.
Data photo. [Picture = Internet]
According to data released by TrendForce, a research organization focusing on in-depth analysis of global high-tech industries, Samsung Electronics OEM sales in the first quarter of this year were US$2.89 billion, a month-on-month decrease of 11.3%. SMIC rose 1.8% to US$2.25 billion, narrowing its gap with Samsung to 1.7 percentage points.
TSMC ranked first with sales of US$25.5 billion and market share of 67.6%. Although smartphone shipments have decreased, demand for artificial intelligence (AI) and emergency orders for TVs have increased, prompting TSMC's revenue to fall by only 5%.
The decline in Samsung Electronics' OEM business revenue is mainly affected by the negative impact of China's subsidy restrictions and the United States' export control on advanced processes. SMIC has promoted revenue growth due to the increase in customer demand for stocking in advance. Despite the decline in the average selling price, shipments increased due to tariffs and subsidy policies, and the market ranked third.
Data also showed that the total global wafer foundry revenue in the first quarter of this year reached US$36.4 billion, a decrease of 5.4% month-on-month. This is mainly due to the outdated tariff exemption of US tariffs, customers place orders in a concentrated manner, and China continues to provide consumption subsidies policies, which partially offset the impact of the seasonal off-season. (End)
Korea News Agency
