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:
This report provides a snapshot of Computex Taipei 2024, where Nvidia’s GB200 set the stage for the event. We have also highlighted key players in the downstream supply chain essential for the next generation of AI, including thermal producers, Baseboard Management Controllers, and AI PC OEMs/ODMs.
Table of Contents:
- Overview
- Key Finding
- Booth Review: Chipmakers, Thermal Solutions, Baseboard Management Controller, Memory Provider, AI PC OEMs/ODMs and Networking
Number of Pages: 20
Published Date: June 2024
Overview:
This comprehensive study delves into the intricate details of the semiconductor manufacturing industry, specifically focusing on the major foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. It also provides the share of major smartphone AP vendors in the primary foundry node. Understanding these critical metrics is paramount for making decisions in this dynamic market, as the semiconductor landscape continues to evolve rapidly.
Table of Contents:
- Foundry Capacity by Linewidth Tracker (28nm and below)
- Foundry Wafer Price by Linewidth Tracker (28nm and below)
- Foundry Utilization Rate by Linewidth Tracker
- Global Foundry sales/market share tracker
- Contacts
Published Date: June 2024
Overview:
This report offers a detailed analysis of the key information gleaned from COMPUTEX Taipei 2024. It delves into the major announcements from industry giants like NVIDIA, AMD, Intel, and Qualcomm, with a particular focus on the overarching theme of “Connecting AI.” The report summarizes the latest advancements in AI technology, the renewed focus on GenAI PCs, and the collaborations shaping the industry’s future.
Table of Contents:
- Computex Taipei 2024 Introduction
- Accelerating AI and GPU Innovations – NVIDIA
- AI Breakthroughs in Data Centers, Edge, and Devices – AMD
- Unprecedented Turning Point in the PC Industry – Qualcomm
- Next-generation Solutions and Open Ecosystem Integration – Intel
- Enabling AI from Cloud to Edge – Arm
- The Era of Smart Connected Robots is Here – NXP
- Advancing Semiconductor Tech and Connectivity for Ubiquitous AI – MediaTek
- Next-gen BMC Targets Modular Servers – Aspeed
- Advanced AI and Green Computing for Optimized IT Solutions – Supermicro
- India’s Initiatives for Becoming a Leading EV Manufacturing Hub – TCS
- Renesas Leveraging its Product Portfolio in the EV Era – Renesas
Number of Pages: 18
Published Date: June 2024
Overview:
The CHIPS Act initiative was crafted to strengthen the U.S. supply chain and ensure the future prosperity of the nation’s semiconductor industry. Despite delays, the grants have finally been awarded recently. This article provides a comprehensive overview of the CHIPS Act’s progress, examining its impact on the foundry environment in the U.S. and highlighting the key players in the field.
Table of Contents:
- The US Ais to Increase Domestic Share of Fab Capacity
- More on How CHIPS Act Funding was Awarded
- Semiconductor Giants Race to Make Next Generation of Cutting-edge Chips
- TSMC to Produce N2 in the US Fab by 2030, to Retain its Market Share Against Intel’s 18A Process
- The Downside Risk of the Overseas Expansion will be Higher Wafer Prices
- Conclusion
Number of Pages: 5
Published Date: May, 2024
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
Overview:
This comprehensive study delves into the intricate details of the semiconductor manufacturing industry, specifically focusing on the major foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. It also provides the share of major smartphone AP vendors in the primary foundry node. Understanding these critical metrics is paramount for making decisions in this dynamic market, as the semiconductor landscape continues to evolve rapidly.
Table of Contents:
- Foundry Capacity by Linewidth Tracker (28nm and below)
- Foundry Wafer Price by Linewidth Tracker (28nm and below)
- Foundry Utilization Rate by Linewidth Tracker
- Global Foundry sales/market share tracker
- Contacts
Published Date: January 2024
Overview:
In Q3 2023, the global wireless charging smartphone market expanded by 2% YoY, The penetration rate of wireless charging smartphones in the overall market hit a record 26%, up by 2% from the previous year. Even as the global smartphone market faced a decline, the enduring strength of the ‘premiumization’ trend remained evident. This resilience was intricately linked to the expanding wireless charging market, primarily found in flagship smartphone models. Anticipated advancements in wireless charging technology, specifically denoted as Qi 2, are poised to act as a catalyst for the surge in demand for wireless charging.
Table of Contents:
- Overview of Wireless Charging Smartphone Market
- Apple’s Position and Impact in the Wireless Charging Segment
- Wireless Charging Landscape Among Android Brands
- Power Capacity Trends
- ASP Trends
- Next Generation Technology Standard
- Top 20 Models
Published Date: December 2023
Overview:
In Q2 2023, the global foundry industry witnessed significant developments and trends across various process nodes. The Q2 2023 Global Foundry Revenues by Nodes Tracker provides a comprehensive view of the performance and changes in revenue distribution within the foundry market during this period.
Table of Contents:
- Analysis
- Global Foundry Revenues by Share
- Foundry Revenues by Share
- Foundry Revenues by Nodes
- Nodes Revenues by Foundry
- Contacts
Published Date: October 2023
