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Infographic: Global Foundry Revenue Share | Q3 2023

Foundry Companies’ Share by Revenue

In Q3 2023, the global foundry industry witnessed a clear hierarchy in market share. TSMC dominated the landscape with an impressive 59% market share driven by N3 ramp-up and smartphone restocking demand. At the second position was Samsung Foundry with a 13% share. UMC, GlobalFoundries and SMIC had similar market shares with each contributing around 6%. TSMC’s significant lead underscored its technological prowess and market leadership, setting the tone for the industry’s trajectory in Q3 2023. However, some mature node foundries such as UMC started to face headwinds in Q3 2023 due to muted LDDIC and PMIC demand.

Foundry Industry Share by Technology Node

In Q3 2023, the market was prominently led by the 5/4nm segment, which had a 23% share. This dominance resulted from strong demand, particularly from AI and iPhone. The 7/6nm segment’s market share remained steady, showing early signs of order recovery in the smartphone market. On the other hand, the 28/22nm segment encountered challenges due to inventory corrections in networking applications, while the 65/55nm segment experienced a downturn due to decreasing demand in automotive applications.

Number of Pages: 1

Published Date: December 2023

Infographic: Global Smartphone AP Market Share | Q3 2023

Global Smartphone AP Share by Shipments

MediaTek dominated the smartphone SoC market in Q3 2023 with a share of 33%. MediaTek’s shipments increased in Q3 2023 as the inventory levels came down. New smartphone launches in the low- and mid-end segments have increased the shipments in the Dimensity 7000 series. MediaTek also refreshed the Dimensity 9300 with Gen AI capabilities. Qualcomm captured a 28% share during the quarter. Qualcomm’s shipments increased sequentially in Q3 2023 due to the high shipments for the Snapdragon 695 and Snapdragon 8 Gen 2 chipsets. Also, key design wins for the Snapdragon 8 Gen 2 in the Samsung Galaxy Fold/Flip series contributed to this growth.

Global Smartphone AP Share by Revenue

Qualcomm dominated the AP market in Q3 2023 with a 40% revenue share. The premium segment drove the brand’s growth due to the adoption of Snapdragon 8 Gen 2 in Samsung’s flagship smartphones and by Chinese OEMs. Apple had a 31% share in the AP SoC market in Q3 2023 in terms of revenue. Apple’s share increased by 23% QoQ due to the launch of the iPhone 15 and iPhone 15 Pro series. MediaTek captured the third position with a share of 15% in the total global smartphone AP/SoC revenues. MediaTek’s revenue increased QoQ in Q3 2023 as the inventory levels came down while the competition in the entry-level 5G segment continued to grow.

Number of Pages: 1

Published Date: December 2023

Infographic: Semiconductors Top 7 in Q3 2023

Overview:

Nvidia took the #1 spot in terms of global semiconductor revenue at the expense of Intel, which largely benefitted from its booming data center business. Nvidia is expected to continue its dominance in semiconductor revenue performance in the coming quarters due to solid AI server demand from tech giants. Intel reported QoQ revenue growth thanks to incremental PC orders. Samsung remained #3 in the quarter with QoQ growth coming from continuous recovery in its memory business. SK Hynix also benefited from this trend and reported sequential revenue growth.

Number of Pages: 1

Published Date: December 2023

MEA Smartphone Market Report, Q3 2023

Overview:

Smartphone shipments in MEA grew 23% YoY in Q3 2023, the fastest among all regions, building on the momentum from Q2 2023 as economies continued to recover. OEMs have been aggressive in attempting to capture market share in the MEA market, which seems to be the first hurdle in the path to recovery. The region also has huge untapped potential, especially due to urbanization, rapid digitalization and a rising services economy.

 

Table of Contents:

  • Macroeconomic Overview
  • Market Overview
  • The MEA Smartphone Market’s Competitive Landscape
  • OEM Analysis
  • Country Level Analysis
  • Forecast
  • Key Takeaways

Number of Pages: 51

 

Published Date: December 13, 2023

India Smartphone Monthly Model Tracker 2023 Oct (Online Channels)

Overview:

The India smartphone market grew by 16% YoY in Oct 2023, driven by the elongated Festive season sale which started early during the month. 5G smartphone models were one of the major talking points for OEMs during the sale, resulting in 5G shipments rising 2X YoY in Oct 2023. Apple and vivo were the leading 5G brands during the month.  Samsung led the India smartphone market with 16.4% share in Oct 2023, driven by its increasing focus on the premium segment. vivo was at a close second spot with 16.1% share driven by its T series and the new V series models. The online share in Oct 2023 was at 49% with Xiaomi leading brand on the channel followed by Apple. ‘Big Billion Day’ and ‘The Great India Festival’ hosted by Flipkart and Amazon were the major attractions during the month. The promotions for festive season sale were visible on both offline and online platforms with diminishing differences in offer prices between the two channels.

In this report you will find India shipments by:

  • By brand (20+) and model (700+)
  • Online and Offline shipments
  • Online shipments by top e-commerce platforms – Flipkart, Amazon, Apple.com, Mi.com and Samsung.com
  • Specifications (100+)
    • Display Size
    • Network technology
    • Operating system
    • Battery capacity
    • Number of cameras
    • And more than 95 other key specifications

Publication Date:  December 2023

Apple iPhone Sell-in vs Sell-through and ASP Q1 2017 to Q3 2023

Overview: 

Counterpoint Research uniquely tracks both sell-in and sell-through of mobile handsets in the market, giving a broader perspective of the market dynamics. This report covers quarterly sell-in vs sell-through of Apple iPhone models along with average selling price (ASP). The report provides global iPhone shipment and sales by quarter helping clients to understand the demand/supply scenario for the individual models.

Date Published: November 2023

Market Monitor | Quarterly Smartphone Vendor Region Value Share Q3 2023

Overview:

This report from Counterpoint’s Market Monitor service highlights the regional revenues and ASPs for 42 brands in the smartphone segment. These 42 brands together capture close to 95% of the total market by revenues.

Summary:

  • Global smartphone market wholesale revenue declined 2% YoY despite growing by 13% QoQ to clock a little under $97 billion in Q3 2023.
  • The top five smartphone brands contributed around 79% of the total revenue.
  • Among regions, China led the market, although with a sequentially declining revenue share which fell by around 1% to just under 25% in Q3 2023.
  • The smartphone revenue share of North America, on the contrary, grew to around 22% after falling consecutively for five quarters.

Date Published: November 2023

Market Monitor | Quarterly Vendor Revenue By ASP Q3 2023

To quickly summarise:

  • Global handset market wholesale revenue declined 2% YoY despite growing 13% QoQ to close to just under $99 billion in Q3 2023.
  • Smartphone revenue share accounts for close to 99% of the overall handset market by revenue.
  • The top five smartphone brands contributed almost 80% of the total revenue.
  • Global smartphone ASP declined by 1% YoY despite growing by 1% QoQ thanks to Apple’s shipments growing by 8% QoQ.
  • Apple led the global smartphone market in revenue terms in Q3 2023 with the new iPhone revenue share of 44.5%, a 2% increase since the same quarter last year.

Table of Contents:

  • Pivot
  • Pivot Table for Volume (Shipments)
  • Pivot Table for Value (ASP, Revenues)
  • Pivot Chart for Value (ASP, Revenues)
  • Global Handset Volumes, ASP and Revenues
  • Global Smartphone Volumes, ASP and Revenues
  • Global Feature Phone Volumes, ASP and Revenues

Date Published: November 2023

Handset Sales by Model January 2022 – Aug 2023

Overview:

This report tracks quarterly global handset model sales data by OEM with the key specifications. This report gives an insightful view of the changing trends in smartphone components and driving factors in the various price segments. It covers 99% of the global handset market with specification analysis.

  • Time period: Jan 2022 to Aug 2023 with monthly granularity
  • By brand (450+) and models (6000+)
  • By regions: NAM, LATAM, WE, EE, MEA, Asia
  • Countries: USA, China, India, Indonesia, Malaysia, Philippines, Thailand, Vietnam, Russia, Turkey, Japan, Brazil, Mexico, Nigeria, Pakistan, Saudi Arabia, Canada, South Korea, France, Germany, Italy, Spain, UK
  • Specification and prices (30+)
    • Price bands
    • Chipsets by OEMs
    • Chipset by models
    • Display Size
    • Display Type
    • NAND
    • RAM
    • Rear camera counts
    • 22+ other specifications

Publication Date: October 2023

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