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Coverage: Semiconductors

Semi intelligence tracker – June 2024

Overview:

The Semiconductor Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the Semiconductor ecosystem (Foundry Equipment Manufacturers, Foundry, Compute, Memory, Cloud, PC and Data Center companies). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.

Companies Covered: Applied Materials, TSMC, ASML, Lam Research, Tokyo Electron, KLA, Qualcomm

Table of Contents:

  • Foundry Ecosystem
  • Chipsets Ecosystem
  • Research Snapshot of the Month
  • Other Important Developments
  • Contacts

Number of Pages: 15

Published Date: July 2024

Lenovo ThinkPad X13s Gen1 Teardown Analysis

Overview:

Lenovo ThinkPad X13s Gen1 is an ARM-structured laptop. The device adopts a Qualcomm Snapdragon SoC and has a cellular connectivity function. This report provides a teardown analysis, from motherboard, key ICs, power supply, and cooling solution perspectives. In addition, the report provides BoM cost estimation of motherboard and cooling parts.

Table of Contents:

  • Lenovo ThinkPad X13s Gen1 Key Specifications
  • Lenovo ThinkPad X13s Gen1 Teardown General Analysis
    • Key Parts Layout
    • Key Function Layout
    • Block Diagram
  • Lenovo ThinkPad X13s Gen1 Motherboard Analysis
    • Key ICs
    • Connectors
    • BoM Cost
    • SoC Power Delivery
    • SoC Power Supply Chain
  • Lenovo ThinkPad X13s Gen1 Cooling Solution Analysis
    • Solution Analysis
    • Cost Estimate

Number of Pages: 24

Published Date: July 2024

GenAI Smartphone Market Overview

Overview:

AI use cases in smartphones are still in the early stages, with iOS focusing on specific applications and Android adopting a broader approach. This evolution is expected to increase device costs. As AI privacy concerns grow due to user-generated data training, new business models will emerge. Future smartphones will be more personalized, potentially eliminating the need for individual apps, with voice-based interactions transforming user engagement.

This report presents an overview of Generative AI in smartphones and the emerging GenAI momentum in the coming years, including key players driving GenAI adoption. The report also includes shipment outlook and recent updates and forecasts for GenAI smartphones.

Table of Contents:

  • “GenerativeAI” Smartphone
  • Key Players likely to drive the GenAI adoption
  • Shipment Outlook
  • Key spec trends of AI era

Number of Pages: 20

Published Date: July 2024

Manufacturing Intelligence Tracker May 2024 Edition

Overview:

The Manufacturing Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles pertaining to the manufacturing ecosystem, especially related to technology-related sectors. It gives readers an idea of the current situation and potential ramifications, helping connect the dots.

Table of Contents:

  • Key Ecosystem Developments
  • Other Ecosystem Developments
  • Analyst Perspective
  • Manufacturing Ecosystem Offerings
  • Contacts

Number of pages: 20

Published Date: June 2024

AI Chip Start-Ups – Can Domain-Specific Chips Impact Nvidia’s Dominance?

Overview:

Data centre technology is evolving rapidly to meet the explosion in demand for AI training and inference. No company has benefited more from this AI boom than Nvidia. However, in 2017, the introduction of Google’s Tensor Processing Unit (TPU) – a chip designed specifically for Deep Learning – demonstrated that it was possible for new players to build domain-specific chips with better performance, lower power consumption and cost than Nvidia’s general-purpose GPUs. Now, the emergence of generative AI with its unique and heavy computational requirements presents new opportunities for domain-specific ASICs vendors.

This insights report provides an overview of the AI chip start-up market and highlights the opportunities and challenges facing new players entering this burgeoning market.

Table of Contents:

  • Snapshot
  • Introduction
  • Nvidia – A One Stop Shop For AI
  • The Compute Challenge
  • Established AI-Chip Start-ups
    • Cerebras
    • SambaNova
    • Groq
    • Tenstorrent
  • Emerging AI-Chip Start-ups
  • Key Challenges for Start-ups
    • Technical Complexity
    • Funding Difficulties
    • The Nvidia Effect
    • Developing Open Standards
    • Big Tech
  • Analyst Viewpoint

Number of Pages: 8

Published Date: June 2024

Infographic: Global Smartphone AP Market Share | Q1 2024

Global Smartphone AP Market Share by Shipments

MediaTek dominated the smartphone SoC market in Q1 2024 with a share of 40%. Increasing demand for 5G SoCs, along with the successful launch of the company’s third-generation flagship SoC, the Dimensity 9300, drove the growth. In MediaTek’s portfolio, 5G penetration is growing in the low-tier segment, which should lead to market share gains for MediaTek, driven by its relative strength in entry-level 5G chipsets. Qualcomm captured a 23% share in the smartphone AP/SoC market during the quarter, driven by the launch of flagship chipset Snapdragon 8 Gen 3 and design wins for the Snapdragon 8 Gen 2 from Chinese smartphone OEMs. Qualcomm also lost some market share to Samsung, as the new Galaxy S24 series was launched with both Qualcomm and Samsung chipsets.

Global Smartphone AP Market Share by Revenue

Qualcomm dominated the AP market with a 36% share in Q1 2024 in terms of revenue. The premium segment drove Qualcomm’s revenue with the launch of the new Snapdragon 8 Gen 3 chipset, while design wins for the Snapdragon 8 Gen 2 from Chinese smartphone OEMs added to the revenue. Apple was the second largest contributor in the AP market in Q1 2024 in terms of revenue with a 33% share. Apple’s revenue declined QoQ due to seasonality. MediaTek captured the third position with a 17% share in the total global smartphone AP/SoC revenues. MediaTek’s revenue declined QoQ in Q1 2024 due to seasonality and LTE SoC shipments declining significantly in the quarter. However, growing demand for 5G and the successful ramp-up of the company’s third-generation flagship SoC, the Dimensity 9300, contributed to the overall annual growth in shipments.

Number of Pages: 1

Published Date: June 2024

Infographic: Foundry Revenue Share in Q1 2024

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

Infographic: Top 7 Semiconductor Companies by Revenues, Q1 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

Semi Intelligence Tracker – May 2024

Overview:

The Semiconductor Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the Semiconductor ecosystem (Foundry Equipment Manufacturers, Foundry, Compute, Memory, Cloud, PC and Data Center companies). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.

Companies Covered: Applied Materials, Samsung, MediaTek, Intel, Microsoft, Nvidia

Table of Contents:

  • Foundry Ecosystem
  • Chipsets Ecosystem
  • Research Snapshot of the Month
  • Other Important Developments
  • Contacts

Number of Pages: 17

Published Date: June 2024

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