Foundry Companies’ Share by Revenue, Q1 2024
In Q1 2024, the foundry industry demonstrated mixed results with some notable shifts in market dynamics. TSMC exceeded market expectations, driven by strong AI accelerator demand. The company has raised its forecast for data center AI revenue, projecting it to double YoY in 2024, while expecting a 50% CAGR in AI revenue through 2028. Despite an expanding CoWoS capacity, it remains insufficient to meet the surging AI demand. Samsung Foundry maintained its second position, though its revenue declined due to smartphone seasonality. SMIC secured the third spot for the first time, benefiting from China’s demand recovery. Both UMC and GlobalFoundries saw consumer and smartphone demand bottoming out, with a muted outlook for auto demand in the near term. The industry started seeing signs of demand recovery, with normalized and leaner channel inventory indicating that strong AI demand and a mild recovery in the end demand could drive growth in 2024.
Foundry Industry Share by Technology Node, Q1 2024
In Q1 2024, the foundry industry’s revenue share by technology node revealed significant shifts influenced by varying demand across sectors. The 5/4nm nodes dominated with a 26% market share, driven by strong AI demand. In contrast, the 3nm node experienced the most notable drop, falling from third to fifth place with a 6% market share, primarily due to the off-season effects of iPhone production. The 7/6nm, 28/22nm and 16/14/12nm nodes also saw reductions in their proportions at 12%, 8% and 7% respectively, mainly attributed to seasonal downturns in the smartphone and PC markets. These trends underscore the current dynamics in the foundry industry, where advanced nodes benefit from AI-driven growth, while traditional nodes face challenges from cyclical consumer electronics demand.
Number of Pages: 1
Published Date: June 2024
Overview:
In Q1 2024, Samsung took the #1 spot in the global semiconductor market, with strong demand from the memory market, especially for DDR5 and storage for generative AI. NVIDIA ranked #2, recording another quarter of revenue growth (19% QoQ), thanks to its dominance in AI, which triggered a sales boom in the data center segment. Intel reported a 14% QoQ revenue decline in Q1 2024 due to soft demand at Intel foundry, Altera and Mobileye. SK hynix and Micron also benefited from the solid memory market to report sequential revenue growth and rank #4 and #7 respectively during the quarter. Qualcomm and Broadcom ranked #5 and #6 respectively in the quarter, both reporting single-digit QoQ revenue declines due to weak performance in their key businesses.
Number of Pages: 1
Published Date: June 2024
Overview:
Given the relatively nascent development status of the global AR/VR market and the volatile nature of this phase, which may be impacted by potential changes in the strategies of key market players, this report includes three forecast scenarios for the outlook of the global AR/VR market development: the base scenario, the conservative scenario, and the positive scenario. This approach aims to comprehensively showcase the potential drivers and inhibitors in the growth of the global AR/VR market.
- Base Scenario: implies a baseline or reference scenario that doesn’t lean too heavily in either direction. It represents the most likely or expected course of events based on current information and assumptions.
- Conservative Scenario: represents a cautious or risk-averse approach to present a prudent estimation of future performance under less favorable conditions.
- Positive Scenario: implies a more optimistic outlook and expectation of a more favorable outcome.
For the latest forecast on short-term and longer-term market performance, key market players, and our assumptions for the different forecasting scenarios, please refer to the full report.
Table of Contents:
- Definitions
- Short-term forecast (2024-2026F) : VR OEMs and assumptions
- Short-term forecast (2024-2026F) : AR OEMs and assumptions
- Short-term forecast (2024-2026F) : Segments
- Short-term forecast (2024-2026F) : Regions
- Long-term forecast (2024-2030F) : VR market development and assumptions
Long-term forecast (2024-2030F) : AR market development and assumptions
Published Date: June 2024
Overview:
After four quarters of impressive growth rates, the MEA market settled into a typical level of growth in Q1 2024 and was in line with global trends with a growth rate of 6% YoY. Short-term challenges like the geopolitical conflict in the Middle East, currency fluctuations in certain African countries and a busy election calendar are not expected to derail the smartphone market’s long-term growth prospects in the region. Towards the end of the quarter, brands and channels hosted sales events on account of Ramadan and Easter. These lifted sales to a certain extent but did not achieve the level of success seen in Q1 2023.
Table of Contents:
- Macroeconomic Overview
- Market Overview
- The MEA Smartphone Market’s Competitive Landscape
- 5G Analysis
- OEM Analysis
- Country Level Analysis
- Forecast
- Key Takeaways
Number of Pages: 51
Published Date: June 2024
Overview:
This report forecasts the sizing, opportunity, evolution, competitive outlook, and size of the global 5G IoT cellular module market. The forecasts include shipments, revenues, and ASP of the cellular modules by the module vendor/brand by different cellular access technologies (2G, 3G, 4G Cat 1, 4G Cat 1 bis, 4G Cat 4, 4G Cat Others, 5G, 5G RedCap, 5G eRedCap, 6G, NB-IoT, LTE-M, LPWA-Dual Mode). In-depth knowledge of more than 20 module vendors. The period covered in the report is from Q1 2021 to 2030 with twenty-quarters and five-year forecast.
Table of Contents:
- Definitions
- Module Pivot
- Module Flatfile
Published Date: June 2024
Overview:
- In Q1 2024, the global smartphone market grew by 6% year-over-year (YoY), reaching 296.9 million unit shipments.
- Samsung dethroned Apple to become the top global smartphone player, accounting for a 20% shipment share.
- Apple’s shipments declined by 13% YoY respectively. However, the brand’s ASP reached a record high for the first quarter, driven by the improved performance of the Pro models.
- Among the top five Original Equipment Manufacturers (OEMs), Xiaomi registered the fastest growth, with a 34% YoY shipment increase.
- With an annual growth of 22%, CALA (Caribbean and Latin America) became the fastest-growing smartphone market globally, ending the quarter with 34.5 million shipments.
Counterpoint’s Market Monitor – Market Analysis and Insights is a quarterly insightful report providing detailed analysis of the vendor activity and performance, measuring both volume and revenue by sell-in by major region and key countries (70+) and top (140+) vendors covering close to 96% of the global handset shipments. It is one of the detailed industrywide services providing an analysis of the key market drivers broken out by volume and value – which OEMs, brands, and models are performing well, in which markets and why. Based on the in-depth analysis and primary knowledge, the report also gives the smartphone industry shipments forecast.
This robust quarterly report with fact-based deep analysis covering multiple dimensions and the robust forecast will help players across the handset value chain to holistically analyze the current state of the global handset market and plan ahead of the competition.
The report is Relevant to:
- Smartphone OEMs
- Feature Phone OEMs
- Component players
- Smartphone Industry Investors
Table of Contents:
- Introduction
- Key Takeaways
- Global Market Analysis
- Overview
- Revenue by Device Type and Revenue Share by Key OEMs
- Smartphone and Feature Phone Shipment Share by Price Band
- Smartphone and Feature Phone Market Share by Region
- Smartphone and Feature Phone Market Growth by Region
- Smartphone and Feature Phone Share by Key OEMs
- Smartphone Market and Feature Phone OEM Share
- Smartphone and Feature Phone Market Key OEM Growth
- Smartphone and Feature Phone Market – Country Share
- Smartphone Market Share by Brand Category
- Global Top 10 Best-Selling Smartphone Models
- Market Analysis by Air Interface: LTE, WCDMA, GSM
- Handset Shipment by Tech – Growth of 5G
- Penetration of Air Interface by Region
- Smartphone – Regional-Deep Dive
- North America, Europe, Central, and Latin America, Asia Pacific, MEA – Handset Shipment, smartphone share by country and OEMs
- Top Selling Smartphones by Region
- Smartphone ASP by Region
- Smartphone – Market Analysis by Key OEMs
- Top 5 Smartphone OEMs by Region
- Chinese Brands: Top 5 Smartphones OEMs by Region
- Local Brands: Top 5 Smartphones OEMs by Region
- Top 5 Smartphone OEMs Analysis by Price Band
- Top 5 Smartphone OEMs Analysis by ASP
- Key Smartphone OEM Analysis
- Apple, Samsung, Huawei, Xiaomi, vivo – Regional and country analysis, top 10 models by shipments
- Growth Arenas
- Smartphone – Specification Analysis – Camera setup, Megapixels, Battery Capacity, DRAM, NAND, OS, and SoC
- Featured Report: Global Secondary Smartphone Market
- Contacts
Number of Pages: 87
Published Date: June 2024
Overview:
This report gives insight on evolution of autonomous level by brands across the models by powertrain in India. The report will help to understand the OEMs’ approach to offering advanced driving assistance features (standard/optional) across its trims. Furthermore, it helps to understand the Indian market trends for ADAS and gives insight on which brand is leading in ADAS offerings. The time period covered in this report is Q1 2022 to Q1 2024.
Table of Contents:
- Definition
- Autonomous Vehicle Pivot
- Autonomous Vehicle Flatfile
Published Date: June 2024
Overview:
NAD modules perform similar functions in terms of connectivity as an IoT module except they are configured for automotive-grade applications. This report forecasts the sizing, opportunity, evolution, competitive outlook, and size of the automotive NAD module market. The forecasts include shipments, ASP, and revenues of NAD module by the module vendors across different cellular access technologies (2G, 3G, 4G, 5G, 5G Redcap, 6G,). We are further splitting 4G technology into 4G Cat 1, 4G Cat 4 and 4G Cat others. The period covered in this report is Q1 2022 to 2030 with eight quarterly and seven yearly forecasts.
Table of Contents:
NAD Module Shipments, ASP & Revenue Forecast
- By Module Vendor (20+ vendors)
- By Connectivity Technology (5+ connectivity tech)
- By Price Band (10 price band)
Published Date: June 2024
Overview:
NAD modules perform similar functions in terms of connectivity as an IoT module except they are configured for automotive-grade applications. This report forecasts the sizing, opportunity, evolution, competitive outlook, and size of the automotive NAD chipset market. The forecasts include shipments, ASP, and revenues of NAD chipset by chipset vendors across different cellular access technologies (2G, 3G, 4G, 5G, 5G Redcap, 6G,). We are further splitting 4G technology into 4G Cat 1, 4G Cat 4 and 4G Cat others. The period covered in this report is Q1 2022 to 2030 with eight quarterly and seven yearly forecasts.
Table of Contents:
NAD Chipset Shipments, ASP & Revenue Forecast
- By Chipset Vendor (10+ vendors)
- By Connectivity Technology (5+ connectivity tech)
Published Date: June 2024
