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Infographic: Top 7 Semiconductor Companies by Revenues, Q4 2023

Overview:

In Q4 2023, Intel claimed the top spot in the global semiconductor market mainly due to the normalizing client computing sector, which saw a 12% QoQ growth. Samsung ranked second with a flattish QoQ revenue largely driven by the memory revenue rebound but capped by the mobile business weakness. NVIDIA’s dominance in AI servers continued to support its semiconductor revenue growth and thus ranking the company #3 in Q4 2023. Broadcom claimed the fourth spot mainly due to a strong demand in AI data centers and AI accelerators from hyperscalers. SK hynix also benefited from memory recovery and reported a sequential revenue growth to rank #5 in the quarter. Qualcomm and AMD also reported sequential revenue growth and ranked #6 and #7.

Number of Pages: 1

Published Date: March 2024

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

Infographic: Global Smartphone AP Market Share | Q4 2023

Global Smartphone AP Market Share by Shipments

MediaTek dominated the smartphone SoC market in Q4 2023 with a share of 36%. MediaTek had a strong fourth quarter with inventory restocking by smartphone OEMs. Growing demand for 5G and 4G SoCs and the successful ramp-up of the company’s third-generation flagship SoC, the Dimensity 9300, contributed to the growth. Qualcomm captured a 23% share in the smartphone AP/SoC market during the quarter. Qualcomm’s shipments increased in Q4 2023 due to restocking by smartphone OEMs and design wins for flagship chipsets Snapdragon 8 Gen 3 and Snapdragon 8 Gen 2 from Chinese smartphone OEMs.

Global Smartphone AP Market Share by Revenue

Apple dominated the AP market in Q4 2023 in terms of revenue with a 39% share. Apple’s revenue increased QoQ due to the launch of the iPhone 15 and iPhone 15 Pro series. Qualcomm captured the second position in the AP market in Q4 2023 with a 34% revenue share. The premium segment drove Qualcomm’s revenue with the launch of the new Snapdragon 8 Gen 3 chipset. Also, design wins for flagship chipset Snapdragon 8 Gen 2 from Chinese smartphone OEMs added to the revenues. MediaTek captured the third position with a share of 15% in the total global smartphone AP/SoC revenues. MediaTek’s revenue increased QoQ in Q4 2023 as the inventory restocking was done by smartphone OEMs.

Number of Pages: 1

Published Date: March 2024

Infographic: Q4-2023 | Smartphones | Mobile Market Monitor

Overview:

Our Q4 2023 Market Monitor report has been published. We release one infographic each quarter to summarize the smartphone market activities in a single page.

Some quick observations on the smartphone market:

  • The global smartphone market grew by 7% YoY and by 8% QoQ in Q4 2023 to reach 323.2 million units.
  • Apple grew by 2% YoY, overtaking Samsung for the top spot in Q4 2023.
  • Samsung, meanwhile, declined by 9% YoY, losing share to Apple in the premium segment, to Chinese OEMs such as Xiaomi in the mid-tier segment and to Transsion brands in the entry-level segment.
  • Samsung, nevertheless, retained its position as the world’s top smartphone player in annual terms.
  • Among the top five smartphone brands, Xiaomi grew the most in Q4 2023 at 23% YoY to reach 40.7 million units.
  • HONOR experienced a healthy double-digit growth of 27% YoY, whereas Huawei grew in triple-digits, the only top-10 OEM to do so.
  • In terms of regional performance, the Middle East and Africa (MEA) exhibited the highest annual shipment growth while Europe experienced the highest decline.

Table of Contents:

  • Global Smartphone Shipments Market Share
  • Regional Smartphone Market Share

Number of Pages: 1

Published Date: February 2024

Infographic: Global Foundry Revenue Share | Q3 2023

Foundry Companies’ Share by Revenue

In Q3 2023, the global foundry industry witnessed a clear hierarchy in market share. TSMC dominated the landscape with an impressive 59% market share driven by N3 ramp-up and smartphone restocking demand. At the second position was Samsung Foundry with a 13% share. UMC, GlobalFoundries and SMIC had similar market shares with each contributing around 6%. TSMC’s significant lead underscored its technological prowess and market leadership, setting the tone for the industry’s trajectory in Q3 2023. However, some mature node foundries such as UMC started to face headwinds in Q3 2023 due to muted LDDIC and PMIC demand.

Foundry Industry Share by Technology Node

In Q3 2023, the market was prominently led by the 5/4nm segment, which had a 23% share. This dominance resulted from strong demand, particularly from AI and iPhone. The 7/6nm segment’s market share remained steady, showing early signs of order recovery in the smartphone market. On the other hand, the 28/22nm segment encountered challenges due to inventory corrections in networking applications, while the 65/55nm segment experienced a downturn due to decreasing demand in automotive applications.

Number of Pages: 1

Published Date: December 2023

Infographic: Global Smartphone AP Market Share | Q3 2023

Global Smartphone AP Share by Shipments

MediaTek dominated the smartphone SoC market in Q3 2023 with a share of 33%. MediaTek’s shipments increased in Q3 2023 as the inventory levels came down. New smartphone launches in the low- and mid-end segments have increased the shipments in the Dimensity 7000 series. MediaTek also refreshed the Dimensity 9300 with Gen AI capabilities. Qualcomm captured a 28% share during the quarter. Qualcomm’s shipments increased sequentially in Q3 2023 due to the high shipments for the Snapdragon 695 and Snapdragon 8 Gen 2 chipsets. Also, key design wins for the Snapdragon 8 Gen 2 in the Samsung Galaxy Fold/Flip series contributed to this growth.

Global Smartphone AP Share by Revenue

Qualcomm dominated the AP market in Q3 2023 with a 40% revenue share. The premium segment drove the brand’s growth due to the adoption of Snapdragon 8 Gen 2 in Samsung’s flagship smartphones and by Chinese OEMs. Apple had a 31% share in the AP SoC market in Q3 2023 in terms of revenue. Apple’s share increased by 23% QoQ due to the launch of the iPhone 15 and iPhone 15 Pro series. MediaTek captured the third position with a share of 15% in the total global smartphone AP/SoC revenues. MediaTek’s revenue increased QoQ in Q3 2023 as the inventory levels came down while the competition in the entry-level 5G segment continued to grow.

Number of Pages: 1

Published Date: December 2023

Infographic: Semiconductors Top 7 in Q3 2023

Overview:

Nvidia took the #1 spot in terms of global semiconductor revenue at the expense of Intel, which largely benefitted from its booming data center business. Nvidia is expected to continue its dominance in semiconductor revenue performance in the coming quarters due to solid AI server demand from tech giants. Intel reported QoQ revenue growth thanks to incremental PC orders. Samsung remained #3 in the quarter with QoQ growth coming from continuous recovery in its memory business. SK Hynix also benefited from this trend and reported sequential revenue growth.

Number of Pages: 1

Published Date: December 2023

Infographic: Q3-2023 | Smartphones | Mobile Market Monitor

Overview:

Our Q3 2023 Market Monitor report has been published. We release one infographic each quarter to summarize the smartphone market activities in a single page.

Some quick observations on the smartphone market:

  • The global smartphone market declined 1% YoY in Q3 2023 to reach 299.8 million units.
  • Samsung declined 8% YoY in Q3 2023 despite growing 11% QoQ and retaining its position as the top smartphone player.
  • Among the top 5 smartphone brands, Xiaomi was the only one to grow YoY in Q3 2023, shipping 41.5 million units.
  • Among the top 10 smartphone brands, HONOR, Motorola, TECNO and Huawei saw double-digit annual growth. Infinix and itel, the other Transsion brands, also experienced double-digit annual growth.
  • In terms of regional performance, the Middle East and Africa (MEA) exhibited the highest annual shipment growth while North America experienced the highest decline.

Table of Contents:

  • Global Smartphone Shipments Market Share
  • Regional Smartphone Market Share

Number of Pages: 1

Published Date: December 2023

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

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