半导体存储器
智能手机是当今最重要的消费电子产品。手机的功能早已不局限于是接打电话而已。他们还提供计算摄影、实时手机游戏、实时4K视频和流媒体音频等等。这份报告解释了智能手机中使用的移动存储器的架构,以及每种架构的优势和未来的可能性。
公开报告
Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Major smartphone SoC and GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase.
See all complementary reports
Infographic: Q4-2021 / Semiconductors
Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Major smartphone SoC and GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase.
报告
- Report
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- 3月 26, 2024
In Q4 2023, TSMC maintained its dominant position in the foundry sector, commanding a formidable 61% market share driven by smartphone restocking and strong demand from AI. Samsung Foundry retained its status as the second-largest player with a 14% market share, benefiting from smartphone restocking and positive initial pre-orders for the Samsung S24 series. GlobalFoundries and UMC both captured a 6% market share. However, subdued demand and customer inventory adjustments, particularly in automotive and industrial applications, impacted the 2024 guidance for both companies. SMIC held a 5% share and anticipates increased demand for smartphone-related components in the short term. Despite this, a cautious outlook prevails for the full year due to uncertainties in demand sustainability, echoing muted sentiments across mature node foundries.
In Q4 2023, the 5/4nm node captured the top position with a 26% market share driven by strong demand for AI applications. Following closely behind was the 7/6nm node, representing 13% of the market, fueled by low-mid-end smartphone restocking demand. The 3nm node, with a 9% market share, experienced growth driven by the ramp-up of the iPhone 15. Both the 28/22nm and 16/14/12nm nodes also held a 9% market share each. The former benefited from the resurgence in smartphone restocking, particularly for AMOLED DDIC components.
- Report
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- 1月 15, 2024
This comprehensive study delves into the intricate details of the semiconductor manufacturing industry, specifically focusing on the major foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. It also provides the share of major smartphone AP vendors in the primary foundry node. Understanding these critical metrics is paramount for making decisions in this dynamic market, as the semiconductor landscape continues to evolve rapidly.
- Report
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- 12月 7, 2023
In Q3 2023, the global wireless charging smartphone market expanded by 2% YoY, The penetration rate of wireless charging smartphones in the overall market hit a record 26%, up by 2% from the previous year. Even as the global smartphone market faced a decline, the enduring strength of the ‘premiumization’ trend remained evident. This resilience was intricately linked to the expanding wireless charging market, primarily found in flagship smartphone models. Anticipated advancements in wireless charging technology, specifically denoted as Qi 2, are poised to act as a catalyst for the surge in demand for wireless charging.
Market Trend – Smartphone Memory Architecture Analysis
Report / Brady Wang / Sep 1, 2021
This report explains the architecture of mobile memory used in smartphones, as well as the advantages and future possibilities of each architecture.
Smartphones Memory Historical data and Forecast, Worldwide Demand, 2018-2024
Report / Brady Wang / Sep 1, 2021
This forecast provides detailed statistical data for DRAM and NAND flash for smartphones by density, segment and network in the short and long terms.
分析师洞察
- Blogs, Counterpoint Conversations
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- 3月 14, 2024
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- Team Counterpoint
- Blogs
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- 4月 6, 2023
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- Richard Windsor
- Blogs
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- 1月 3, 2023
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- Team Counterpoint
NAND Flash Recovery Begins on Rising Demand and Supply
Blog / Brady Wang / Sep 1, 2021
Mobile Demand Raises DRAM Revenue by 30% YoY to $19 bn in Q1 2021
Blog / Brady Wang / Sep 1, 2021
Ukraine Crisis Brings Fresh Wave of Uncertainty to Semiconductor Industry
Blog / Brady Wang / Mar 4, 2022
Samsung Takes Semiconductor Crown From Intel in 2021
Press release / William Li / Jan 28, 2022
我们的意见领袖半导体领域的意见领袖
Neil Shah
Vice President
Brady Wang
Associate Director
Parv Sharma
Senior Analyst
Ashwath Rao
Senior Analyst
我们的意见领袖半导体领域的意见领袖
Neil Shah
Vice President of Research
Brady Wang
Associate Director
Ashwath Rao
Senior Analyst
Parv Sharma
Senior Analyst