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Infographic: Global Foundry Revenue Share | Q2 2023

Foundry Companies’ Share by Revenue
TSMC maintained its leadership in the foundry market with a stable 59% market share in Q2 2023. In contrast, Samsung Foundry’s market share dipped by nearly 1% to 11%, primarily due to ongoing smartphone inventory adjustments and the loss of smartphone AP SoC orders from a US client. On the other hand, UMC saw an increase in market share, driven by the continued strength of DDICs and automotive applications in Q2 2023.

Foundry Industry Share by Technology Node
In Q2 2023, the 5/4nm segment continued to dominate the market, holding a significant 21% market share. This strength was driven by robust demand, particularly in the field of AI, with key customers like Nvidia and Broadcom fueling this momentum. In contrast, the 7/6nm segment experienced weakness due to a slower-than-expected recovery in the smartphone market. On the other hand, the 28/22nm segment remained robust, as demand for primary applications, including DDIC and automotive-related applications, remained strong throughout Q2 2023.

Number of Pages: 1

Published Date: September 2023

Infographic: Global Smartphone AP Market Share | Q2 2023

Global Smartphone AP Share by Shipments
MediaTek dominated the smartphone SoC market with a share of 30% in Q2 2023. MediaTek’s shipments slightly increased in Q2 2023 as the inventory levels came down and the competition is growing in the entry level 5G. New smartphone launches in the low and mid-end segments have increased the shipments in Dimensity 6000, Dimensity 7000 series. Qualcomm captured a 29% share in the quarter. Qualcomm shipments increased by 14.5% sequentially in Q2 2023 due to the high shipment for flagship chipset Snapdragon 8 Gen 2. Also, Key design wins for the Snapdragon 600 and 400 series have also contributed to the growth of Qualcomm’s shipment in Q2 2023.

Global Smartphone AP Share by Revenue
Qualcomm dominated the AP market in Q2 2023 with a 40% revenue share. This growth is coming from the premium segment due to the adoption of snapdragon 8 gen 2 in Samsung flagship smartphones and Chinese OEMs. The launch of the Samsung Flip and Fold series has also contributed to this growth. Apple had a 33% share in the AP SoC market in Q2 2023 in terms of revenue. Apple’s share declined by 24% QoQ due to seasonality. The iPhone Pro series is doing better. MediaTek captured the third position with a share of 16% in the total global smartphone AP/SoC revenues. MediaTek revenue remained flat in Q2 2023 due to the weak demand and slow China market.

Number of Pages: 1

Published Date: September 2023

Infographic: Semiconductors Top 7 in Q2 2023

Overview:

Intel maintained #1 place in Q2 2023 amid memory market slow down, which dragged down major memory players performance such as Samsung, SK Hynix and Micron. In addition, Nvidia took over the second place from Samsung due to the revenue booming on its data center business supported by strong AI server demand. Nvidia expects to see another wave of revenue growth in the upcoming quarter which could make its revenue expand again. Qualcomm’s revenue was capped by looming handset revenue and thus ranked #4 in the quarter. Broadcom and AMD’s revenues were relative resilient amid demand uncertainty.

Number of Pages: 1

Published Date: September 2023

Smartphone Replacement Cycle Forecast 2023-2027

Overview:

The smartphone replacement cycle has become longer due to COVID-19 restrictions, the Russia-Ukraine war and the subsequent rise in energy prices, and macro headwinds in recent years. On top of these, there is the continuing trend of many users being content with their existing devices as new devices are not drastically different than the previous ones in terms of the experience they offer. As a result, the global smartphone replacement cycle recorded a high in 2022. This report provides the smartphone replacement cycle forecast by region and brand for 2023-2027.

Table of Contents:

  • Introduction
  • Key Takeaways
  • Smartphone Replacement Cycle by Region
  • Smartphone Replacement Cycle by Brand
  • Definitions

Published Date: August 2023

Semi Intelligence Tracker – July 2023

Overview:

The Semiconductor Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the Semiconductor ecosystem (Foundry Equipment Manufacturers, Foundry, Compute, Memory, Cloud, PC and Data Center companies). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.

Companies Covered: TSMC, ASML, LAM Research, SMIC, UMC, ARM, Intel, AMD, Nvidia, Google, Microsoft, Amazon, Qualcomm, MediaTek, Samsung

Table of Contents:

  • Foundry Ecosystem
  • Chipsets Ecosystem
  • Research Snapshot of the Month
  • Other Important Developments
  • Contacts

Number of Pages: 16

Published Date: July 2023

CHIPS Act Part II: The National Semiconductor Technology Center and National Advanced Packaging and Manufacturing Program

Overview:

This report examines the role of the National Semiconductor Technology Center and the National Advanced Packaging and Manufacturing Program, both of which were authorized by the Chips Act. The goals, opportunities, and shortcomings of each program are evaluated and further actions are considered.

Table of Contents: 

  • Introduction
    • CHIPS and Science Act
  • National Semiconductor Technology Center
    • What it is
    • Who benefits
  • National Advanced Packaging Manufacturing Program
    • What it is
    • Packaging trends
    • Packaging chokepoints
  • Potential future policies

Number of Pages: 20

Publication Date: July 2023

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