Infographic: Q4 2024 | Semiconductors, Foundry Share and Smartphone AP Share

0
Mar 31, 2025

Infographic: Top 7 Semiconductor Companies by Revenues, Q4 2024

In Q4 2024, Samsung maintained its dominance as the #1 player in the global semiconductor market with a 10.80% share. However, it faced challenges, likely due to competitive pressures and fluctuations in memory pricing, leading to a slight decline in its share. In 2025, the company is expected to focus on advancing its HBM offerings and strengthening its position in the AI and data center markets. SK hynix claimed the #2 spot with a 7.80% market share, benefiting from robust demand for its HBM products, particularly in AI applications, which have driven significant revenue growth for the company. Qualcomm secured the #3 position with a 5.80% share, bolstered by steady growth in its automotive semiconductor segment and a recovering smartphone market. NVIDIA, ranking #4 with a 5.10% share, continued to capitalize on the AI boom. Micron, at #5 with a 4.90% share, has emerged as a key player in the AI-driven semiconductor space, benefiting from increased demand for memory solutions in data centers and enterprise applications. Intel, holding the #6 spot with a 4.80% market share, faced ongoing challenges in Q3 2024, particularly with its advanced chipmaking initiatives. However, Intel is making strides in its foundry business, leveraging advanced packaging and supporting industry standards like UCIe to foster chiplet innovation. Broadcom rounded out the list at #7 with a 4.70% market share, achieving remarkable growth in its AI-related revenue.

Bar graph of revenue size in Q4 2024 for the top seven semiconductor companies. Samsung takes the lead at 10.8% share of the revenue, not including TSMC. Source: Counterpoint Research.

Use the button below to download the high resolution PDF of the infographic:

Infographic: Foundry Companies' Revenue Share in Q4 2024

In Q4 2024, TSMC extended its market leadership, capturing a 67% revenue share on the back of sustained AI accelerator demand and a seasonal rebound in Android flagship smartphone orders. Continued strength in 5nm and 3nm shipments drove sequential growth, even amid muted demand in other consumer segments. Samsung Foundry held the second position with an 11% market share, as momentum from mid-range Android SoCs moderated slightly from the previous quarter. SMIC maintained its third position with a 5% share, supported by pre-build activity from Chinese customers ahead of potential tariffs and ongoing domestic stimulus. UMC and GlobalFoundries each held a 5% market share, rounding out the top five. Both foundries faced slower recovery in non-AI segments, with customers maintaining cautious inventory strategies despite signs of stabilization.

Infographic including a pie chart of foundry companies’ share by revenue. TSMC leads the market with 67% revenue share. A description to the right: TSMC’s sustained growth in AI accelerator demand, Android orders, and 5nm and 3nm shipments extended its market leadership. Samsung Foundry’s second position is from mid-range Android SoCs, SMIC at third because of pre-build activity from Chinese customers ahead of tariff concerns, and UMC and Global Foundries tied at 5% share because of slow recovery in non-AI segments, although showing signs of stabilization. Another pie chart below of the foundry industry share by technology node in Q4 2024. The description to the right explains that 5/4nm retained 27% market share because of AI accelerator demand and hyperscalers. 3nm node climbed to 12% from growing shipments for Intel’s Lunar Lake and Arrow Lake CPUs, as well as flagship SoCs from Qualcomm and MediaTel targeting premium Android smartphones. The 7/6 nm nodes were at 10% from low-mid-end PC and smartphones. 28/22nm maintained an 8% share from CIS and AMOLED display driver ICs. Source: Counterpoint Research.

Use the button below to download the high resolution PDF of the infographic:

Infographic: Global Smartphone AP Market Share in Q4 2024

MediaTek dominated the smartphone SoC market in Q4 2024 with a 34% share. MediaTek's overall shipments increased in Q4 2024 sequentially driven by growth in the Dimensity 9000 and Dimensity 8000 series. Premium-tier shipments are rising due to the early launch of the Dimensity 9400. Apple was the second largest contributor with a share of 23%. Apple's shipments increased sequentially due to the launch of the A18 series chipsets. Qualcomm captured a 21% share of the smartphone AP/SoC market during the quarter, driven by growth in the premium and mid-price segments. The launch of the Snapdragon 8 Elite and its design wins with Samsung and other smartphone OEMs contributed to this growth. The demand for the Snapdragon 8 Gen 3 remained strong, supported by Samsung's Galaxy Fold/Flip 6 series.

An infographic that includes a pie chart of global smartphone AP market share shipments for Q4 2024. The description beside it explains that MediaTek had 34% share because of the growth in the Dimensity 9000 and 8000 series. Apple’s second at 23% due to the A18 chipset launch. Qualcomm’s 3rd at 21% because of growth in premium and mid-price segments. Also, because of Snapdragon 8 Elite and design wins with smartphone OEMs. Another pie chart is below and is the global smartphone AP market share by revenue for Q4 2024. The description to the right explains that Apple dominated at a 40% share because of the A18 chipset launch. Qualcomm was second with a share of 34% from Snapdragon Elite 8 chipset launches and design wins, increasing revenue. MediaTek was in third place with a 13% share, driven by the premium segment and the launch of Dimensity 9400 chipsets. Source: Counterpoint Research.

Use the button below to download the high resolution PDF of the infographic:

Summary

Published

Mar 31, 2025

Author

Team Counterpoint

Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.