{"id":431496,"date":"2023-09-06T14:39:42","date_gmt":"2023-09-06T12:39:42","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=431496"},"modified":"2023-09-06T14:40:40","modified_gmt":"2023-09-06T12:40:40","slug":"tsmc-perd-des-parts-de-marche-au-t2-2023","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/tsmc-perd-des-parts-de-marche-au-t2-2023\/","title":{"rendered":"TSMC perd des parts de march\u00e9 au T2 2023"},"content":{"rendered":"

TSMC est l’un des deux seuls fondeurs parmi les dix premiers \u00e0 avoir vu son chiffre d’affaires diminuer en s\u00e9quentiel au deuxi\u00e8me trimestre 23, selon le classement de TrendForce.<\/h2>\n

Le cabinet d’analyse de march\u00e9 a ajout\u00e9 que le chiffre d’affaires cumul\u00e9 des dix premi\u00e8res fonderies mondiales de semiconducteurs pourrait atteindre son point le plus bas au cours du troisi\u00e8me trimestre, suivi d’une croissance progressive. La baisse des ventes de TSMC au deuxi\u00e8me trimestre 23 contraste avec l’essor de certaines fonderies chinoises.<\/p>\n

Alors que certaines des plus petites fonderies sp\u00e9cialis\u00e9es ont \u00e9t\u00e9 soutenues par la demande de stocks de composants pour la production de t\u00e9l\u00e9viseurs et la r\u00e9paration de t\u00e9l\u00e9phones portables, TSMC a \u00e9t\u00e9 touch\u00e9e par la faible demande de production de smartphones et d’ordinateurs et a vu ses ventes diminuer de 6,4 %, selon TrendForce.<\/p>\n

\"\"

Les dix premi\u00e8res fonderies class\u00e9es selon le chiffre d’affaires du 2T23 (en millions de dollars US). Source : TrendForce : TrendForce.<\/strong><\/em><\/p><\/div>\n

Les ventes de TSMC devraient se stabiliser au troisi\u00e8me trimestre 23 et pourraient rebondir ensuite. Le succ\u00e8s du lancement de l’iPhone en septembre pourrait \u00eatre d\u00e9terminant pour l’augmentation des ventes et le d\u00e9marrage de la production de 3 nm.<\/p>\n

Toutefois, Samsung a pu r\u00e9aliser un chiffre d’affaires impressionnant de 3,23 milliards de dollars, soit une augmentation de 17,3 % par rapport \u00e0 la m\u00eame p\u00e9riode de l’ann\u00e9e pr\u00e9c\u00e9dente. La faiblesse du march\u00e9 des t\u00e9l\u00e9phones mobiles Android signifie que Samsung ne devrait pas pouvoir maintenir une forte croissance au troisi\u00e8me trimestre 23, mais pourrait esp\u00e9rer conserver sa part de 12 % du march\u00e9 de la fonderie.<\/p>\n

N\u00e9anmoins, la domination de TSMC est telle que son d\u00e9clin s\u00e9quentiel au deuxi\u00e8me trimestre 23 a fait baisser le total des dix premiers \u00e0 26,2 milliards de dollars US, soit une baisse d’environ 1,1 % par rapport aux 26,5 milliards de dollars US du premier trimestre 23.<\/p>\n

La demande de composants \u00e0 grande \u00e9chelle pour l’int\u00e9gration des pilotes d’\u00e9cran (LDDI) et l’int\u00e9gration des \u00e9crans tactiles et des pilotes d’\u00e9cran (TDDI) a fait grimper les ventes de la startup chinoise Nexchip de 65 % et a permis \u00e0 cette fonderie de revenir dans le top 10 au d\u00e9triment de Dongbu Hitek.<\/p>\n

L’entreprise chinoise SMIC a vu ses recettes trimestrielles augmenter de 6,7 %. Alors que les revenus des wafers de 200 mm ont diminu\u00e9, ceux des wafers de 300 mm de diam\u00e8tre ont augment\u00e9 de 9 %.<\/p>\n

Le troisi\u00e8me trimestre est g\u00e9n\u00e9ralement une p\u00e9riode faste, mais la demande saisonni\u00e8re devrait \u00eatre plus faible que les ann\u00e9es pr\u00e9c\u00e9dentes, a d\u00e9clar\u00e9 TrendForce. Elle a indiqu\u00e9 que le chiffre d’affaires des dix premi\u00e8res fonderies mondiales de semiconducteurs pourrait atteindre son point le plus bas au troisi\u00e8me trimestre, suivi d’une croissance progressive.<\/p>\n

Liens et articles connexes :<\/h4>\n

www.trendforce.com<\/a><\/p>\n

Articles de presse :<\/h4>\n

La Chine va gagner des parts de march\u00e9 dans la production de puces de fonderie malgr\u00e9 les sanctions<\/a><\/p>\n

La baisse des ventes de fonderies s’acc\u00e9l\u00e8re en juin<\/a><\/p>\n

La Chine restreint l’acc\u00e8s de l’Occident au gallium et au germanium<\/a><\/p>\n

ASML envisage des contr\u00f4les \u00e0 l’exportation pour son dernier \u00e9quipement de lithographie DUV<\/a><\/p>\n

Les \u00c9tats-Unis cherchent \u00e0 \u00e9tendre l’interdiction des ventes d’ASML en Chine<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

TSMC est l’un des deux seuls fondeurs parmi les dix premiers \u00e0 avoir vu son chiffre d’affaires diminuer en s\u00e9quentiel au deuxi\u00e8me trimestre 23, selon le classement de TrendForce. Le cabinet d’analyse de march\u00e9 a ajout\u00e9 que le chiffre d’affaires cumul\u00e9 des dix premi\u00e8res fonderies mondiales de semiconducteurs pourrait atteindre son point le plus bas […]<\/p>\n","protected":false},"author":34,"featured_media":431315,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[888],"tags":[3762,2157],"domains":[47],"ppma_author":[1153,3631],"class_list":["post-431496","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marche","tag-fonderie","tag-wafers-2","domains-electronique-eci"],"acf":[],"yoast_head":"TSMC perd des parts de march\u00e9 au T2 2023 ...<\/title>\n<meta name=\"description\" content=\"TSMC est l'un des deux seuls fondeurs parmi les dix premiers \u00e0 avoir vu son chiffre d'affaires diminuer en s\u00e9quentiel au deuxi\u00e8me trimestre 23\" \/>\n<meta name=\"robots\" content=\"index, follow, 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