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
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
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
Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the Apple Watch Ultra 2. This will help in understanding the cost structure and components.
Coverage:
- Key components specifications.
- Function-level costs.
- Components suppliers.
- Profit margin analysis.
Published Date: January 2024
Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the Apple Watch Series 9. This will help in understanding the cost structure and components.
Coverage:
- Key components specifications.
- Function-level costs.
- Components suppliers.
- Profit margin analysis.
Published Date: January 2024
Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the OPPO Find N3 Flip. This will help in understanding the cost structure and components.
Coverage:
- Key components specifications.
- Function-level costs.
- Components suppliers.
- Profit margin analysis.
Published Date: January 2024
Overview:
The Price Tracker provides price updates for display panels, camera modules, mobile SoC/AP, DRAM and NAND memory, indicating the price trend of these component types with historical data back to 2016. This report is published at a half-yearly cadence. Our team covers pricing trends across the above categories and provides detailed component prices and specifications.
Table of Contents:
- PART 1: Summary Pivot
- PART 2: Display Price Trend
- PART 3: Camera Price Trend
- PART 4: DRAM Price Trend
- PART 5: NAND Price Trend
- PART 6: Chipset Price Trend
Published Date: January 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:
We expect that the smartphone display market’s OLED adoption rate will exceed that of LCDs for the first time in 2023
While the penetration ratio for LCDs is relatively weakening in the 2023 smartphone display market, the significant decline of LTPS LCDs leads to the immediate growth of A-Si LCDs.
Table of Contents:
Key takeaway
Global Smartphone Display Market, 2023 – New trends
- Historical Smartphone Display Share Changes
- Smartphone Display Share by Region
- Global Smartphone Display Share by Price Band
- Global Smartphone Display Share in LCDs and OLED
- Global Smartphone Display Trends by Material and OEMs
- Global Smartphone Sales Volume by Price Band
Smartphone Display Trends by Region
- North America
- China
- India
- Western Europe
- Eastern Europe
- Asia, Excluding China and India
- Latin America
- Middle East and Africa
Number of Pages: 15
Published Date: December 2023