2Q25 Cylinder OEM increased by 14.6% in quarterly closing, a new high, with Taiwan Electric Power Market accounting for 70%

According to the latest survey by TrendForce, in the second quarter of 2025, due to the advance preparation efficiency of China's consumer supplement distribution, as well as the needs of new products for smart phones, computers/PCs, and Server in the second half of the year, the overall crystalline foundry capacity utilization rate and shipment volume have increased, pushing the world's top ten crystalline foundry factories to more than US$41.7 billion, a quarterly increase of 14.6%.

The growth energy of the crystal circle foundry in the third quarter comes from the seasonal pull-out of new products. The advanced process is ushering in the order of new products' main chips to be launched soon. The high-priced crystals will clearly contribute to the industry's revenue, and the mature process is also supported by peripheral IC orders. The overall energy utilization rate of the expected industry will increase compared with the previous quarter, helping the continuous quarterly growth.

Personal revenue performance of the top ten crystal OEM operators in the second season:

Taiwan Electric (TSMC) has officially entered the new machine delivery period as a major mobile phone customer, and the new platforms of the computer/PC and AI GPU have begun to ship in large quantities. Its total crystal shipment and average sales price (ASP) have grown, with a quarterly increase of 18.5% to US$30.24 billion, and its market share has reached a record of 70.2%, and it is stable at the top of the market.

Samsung Foundry, due to the introduction of new products such as smartphones and Nintendo Switch 2, mainly focusing on high-priced process wafers, driving a slight increase in energy utilization rate of related lines. It closed nearly US$3.16 billion in the second quarter, up 9.2%, ranking second with 7.3%.

SMIC still benefited from advance orders for US taxes and Chinese consumer supplement drives in the second quarter, with the increase in the shipment season of Crystal Round shipment. However, the extended wafer shipment of its advanced production line problems in the first quarter and the continued impact of ASP declined, resulting in a 1.7% decrease in the second quarter, slightly falling to around US$2.21 billion. The market share was also invaded by its opponents, slightly lowering to 5.1%, maintaining third place.

UMC, which ranked fourth, benefited from double-rising crystal shipments and ASP, with a harvest of 8.2% in the second quarter, reaching US$1.9 billion, accounting for 4.4%. GlobalFoundries, as customers started new product preparations in the second quarter, saw its sales increase in the quarter and ASP also improved slightly, with a quarterly increase of 6.5% to nearly 1.69 billion US dollars, ranking fifth with 3.9%.

Tier 2 crystal OEM shipments have improved by benefiting from IC orders around new products

Under the trend of China's consumer supplement and IC domestic substitution, HHGrace, a subsidiary of HuaHong Group, increased its energy utilization rate in the second quarter and the total crystalline shipment increased quarterly, partly offset by the slight decline in ASP, with a quarterly increase of 4.6%; after the merger of HLMC and other businesses, the group's revenue increased by 5% in the quarter to US$1.06 billion, accounting for about 2.5%, maintaining sixth place.

Vanguard also benefited from double-increase in crystal shipping and ASP in the second quarter, with nearly US$380 million, a quarterly increase of 4.3%, ranking seventh. Tower maintained its eighth place in the market, and its second-quarter energy utilization improved as customers restarted the new product reserve energy in the second half of the year, with a quarterly increase of 3.9% to US$370 million. Ninth place Nexchip benefited from the red profit of Chinese consumer supplements and some customers increased the IC order volume of new products in the second half of the year, which was offset by the low price of Gync OEM, and its second quarter revenue was US$360 million, an increase of nearly 3%. PSMC's second quarter saw the increase in crystalline shipments, partly offsetting the slight decline in ASP, with a quarterly increase of 5.4% to US$350 million, ranking tenth in the market.