Global Semiconductor Foundry Market Share: Quarterly

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Sep 20, 2024

Global Semiconductor Foundry Revenue Share: Q2 2024

Note: Totals may not add up due to rounding.
Global Foundry Market Share (%)
Foundry Companies

Q3 2022

Q4 2022

Q1 2023

Q2 2023

Q3 2023

Q4 2023

Q1 2024

TSMC

59%

59%

59%

57%

59%

61%

62%

Samsung Foundry*

12%

13%

13%

14%

13%

14%

13%

UMC

7%

7%

6%

7%

6%

6%

6%

SMIC

6%

5%

5%

6%

6%

5%

6%

GlobalFoundries

6%

6%

7%

7%

6%

6%

5%

Others

10%

10%

10%

9%

10%

8%

9%

Read our quarterly PR here: AI Demand Stands Strong Amidst Seasonal Downturn and Slower Recovery for Global Foundry Industry in Q1 2024

Highlights:

• TSMC recorded a sequential decline of 4% in its revenue for Q1 2024 due to the smartphone market's seasonal factors, partly offset by continued AI demand.
• Despite sluggish non-AI demand and TSMC revising down growth projections for the logic semiconductor and foundry industries, inventory destocking over the past 5-6 quarters has cleared the channel, setting the stage for a potential upturn.
• Strong demand for AI semi (TSMC) and the surge in initial pre-orders for the Samsung S24 series will mitigate the foundry industry’s cyclical seasonality in Q1 2024.
• Mature node foundries suffer from low utilization and rising competition. However, our supply chain checks indicate that pricing pressure will remain under control overall.

(*) Samsung includes foundry service for its internal logic IC business
Data on this page is updated every quarter
This page provides a view on the global foundries revenue share from 2022 till 2023.
For detailed insights on the data, please reach out to us at sales(at)counterpointresearch.com. If you are a member of the press, please contact us at press(at)counterpointresearch.com for any media enquiries.

INFOGRAPHIC:

Q1 2024 | Semiconductors, Foundry Share and Smartphone AP Share

Access Here

The global foundry market share numbers are from:
Global Foundry Market Share Update
PDF File | Published Date: March 2024
This is a comprehensive database of Extended Reality (XR) headset model level shipments by quarter including retail price and 30+ specifications and features. It covers tethered as well as standalone Virtual Reality (VR) and Augmented Reality (AR) headset models. We are tracking 35+ XR brands and 70+ headset models by memory variants.

Summary

Category

Data

Published

Sep 20, 2024

Author

Team Counterpoint

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