According to the research report released by TrendForce, due to the continued weakness of terminal demand and the addition of the off-season effect, the revenue of the world's top ten wafer OEMs fell 18.6% in the first quarter to about $27.3 billion (Note from IT Home: currently about RMB 194.649 billion). Among them, TSMC led the market with a market share of 60.1%. The biggest change in this ranking was Grosvenor, which surpassed Unicom to win the third place, and Tower Semiconductor, which surpassed Powerchip and Vanguard International Semiconductor Corporation to reach the seventh place.

TrendForce pointed out that in the first quarter, the capacity utilization rate and shipments of the top ten wafer OEMs fell. The revenue of TSMC in the first quarter was US $16.74 billion, down 16.2% month on month. Due to weak demand for mainstream applications such as laptops and smartphones, the capacity utilization rate of 7/6nm and 5/4nm declined significantly, and the revenue decreased by more than 20% and 17% month on month respectively. The second quarter is expected to briefly benefit from urgent order demand, but capacity utilization remains low, and it is expected that revenue will continue to decline in the second quarter, with the quarterly decline converging compared to the first quarter.

Samsung's 8-inch and 12-inch production capacity utilization rates have both declined, with revenue of only $3.45 billion in the first quarter, a decrease of 36.1% compared to the previous quarter, making it the industry with the highest decline in the first quarter. In the second quarter, some 3nm new product outputs will officially contribute to revenue, and it is expected that the quarterly decline will slow down. In the first quarter of this year, the revenue of Gexin was 1.84 billion US dollars, a decrease of 12.4% compared to the previous quarter. Since the reversal of market conditions in the second half of last year, orders from domestic automotive, defense, industrial control, and government have supported the stable operation of Gexin. In the first quarter of this year, the revenue officially surpassed Liandian and ranked third. In the second quarter, due to the stable orders from industrial control IoT, aerospace defense, and automotive, it will support the performance of Gexin's capacity utilization, Expected revenue is roughly the same as in the first quarter.

TrendForce Jibang Consulting expects that the output value of the top ten wafer OEMs in the second quarter will continue to decline, and the quarterly decline will converge from the first quarter. Although conforming to the demand of the peak season in the second half of the year, the supply chain should start stocking up in the second quarter in succession, but after the reversal of the market situation, the inventory of the supply chain has piled up and is currently going slowly. Most customers are still cautious about stocking up, which makes the production cycle of Foundry model in the second quarter more relaxed than before. There are only sporadic urgent orders such as TV SoC, WiFi6/6E, TDDI, etc., and the overall capacity utilization growth is limited.