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Infographic: Foundry Revenue Share in Q4 2023

Foundry Companies’ Share by Revenue, Q4 2023

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.

Foundry Industry Share by Technology Node, Q4 2023

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.

Number of Pages: 1

Published Date: March 2024

Foundry Capacity Tracker 2020Q1- 2023Q3

Overview:

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.

Table of Contents:

  • Foundry Capacity by Linewidth Tracker (28nm and below)
  • Foundry Wafer Price by Linewidth Tracker (28nm and below)
  • Foundry Utilization Rate by Linewidth Tracker
  • Global Foundry sales/market share tracker
  • Contacts

Published Date: January 2024

Global Wireless Charging Smartphone Market Overview

Overview:

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.

Table of Contents:

  • Overview of Wireless Charging Smartphone Market
  • Apple’s Position and Impact in the Wireless Charging Segment
  • Wireless Charging Landscape Among Android Brands
  • Power Capacity Trends
  • ASP Trends
  • Next Generation Technology Standard
  • Top 20 Models

Published Date: December 2023

Global Foundry Revenues by Nodes Tracker Q2 2023

Overview:

In Q2 2023, the global foundry industry witnessed significant developments and trends across various process nodes. The Q2 2023 Global Foundry Revenues by Nodes Tracker provides a comprehensive view of the performance and changes in revenue distribution within the foundry market during this period.

Table of Contents:

  • Analysis
  • Global Foundry Revenues by Share
  • Foundry Revenues by Share
  • Foundry Revenues by Nodes
  • Nodes Revenues by Foundry
  • Contacts

Published Date: October 2023

Market Trend – Smartphone Memory Architecture Analysis

Overview:

This report explains the architecture of mobile memory used in smartphones, as well as the advantages and future possibilities of each architecture.

Table of Contents:

  • Smartphone Market Share by Storage Interface and DRAM Type.
  • Mobile Memory Market Trend Analysis.
  • UFS 2.x and 3.x.
  • LPDDR5.
  • Use Case of High-speed Memory.
  • Computational Photography
  • Conclusion.

Number of pages: 7

Published date: September 2021

Smartphone DRAM Status Update, 2020 Q4

Overview:

DRAM densities in smartphones are growing fast to cater to customer tastes, such as life-like gaming experience and crystal-clear photography. Smartphones need additional resources to support the surging demand of users, and DRAM proves to be a critical component here.

Table of Contents:

  • Introduction.
  • Market Trends.
  • Trend 1: Smartphone DRAM Capacity Rising in High Gear.
  • Trend 2: Brand-wise RAM Size Ranking.
  • Trend 3: New Minimum for Smartphone DRAM: 4 GB.
  • Trend 4: Better Cameras need More RAM…

Authors: Brady Wang and Siddharth Bhatla
Number of pages:10
Published date: May 2021

 

Smartphone NAND Flash Status Update, Q4 2020

Overview:

This report studies the trends in smartphone NAND capacity on a quarterly basis, focusing on the key metrics for its growth evaluated in terms of time, brands and memory size variants in the 2019-20 period.

Table of Contents:

  • Introduction
  • Market Trends
  • Trend 1: Consistent Rise in Smartphone NAND Capacity
  • Trend 2: Brand-wise NAND Capacity Ranking
  • Trend 3: Growth in Global TAM Procurements
  • Trend 4: The New Sweet Spot for Smartphone NAND – 128GB
  • Conclusion

Author: Brady Wang, Siddharth Bhatla
Number of Pages: 6
Published Date: April 2021

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