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.
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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.
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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.
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