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Coverage: Semiconductors

The CHIPS Act and Its Impact on U.S. Foundry Industry

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

BoM Analysis for vivo S17 Pro

Overview:

The report is an analysis of the Bill of Materials covering the components that constitute the vivo S17 Pro. This will help in understanding the cost structure and components.

Coverage:

  • Key components specifications
  • Function-level costs
  • Components suppliers
  • Profit margin analysis

Published date: May 2024

BoM Analysis for Sony Xperia 1 V

Overview:

The report is an analysis of the Bill of Materials covering the components that constitute the Sony Xperia 1 V. This will help in understanding the cost structure and components.

Coverage:

  • Key components specifications
  • Function-level costs
  • Components suppliers
  • Profit margin analysis

Published date: May 2024

BoM Analysis for Moto Edge 2023

Overview:

The report is an analysis of the Bill of Materials covering the components that constitute the Moto Edge 2023. This will help in understanding the cost structure and components.

Coverage:

  • Key components specifications
  • Function-level costs
  • Components suppliers
  • Profit margin analysis

Published date: May 2024

Counterpoint Quarterly: Semiconductors Q1 2024

Overview:

This report compiles all our semiconductor-related press releases and blogs published during Q1 2024.  It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

Table of Contents:

• NVIDIA GTC 2024: Analysts’ Insights and Industry Trends

• Counterpoint Conversations: Micron’s UFS 4.0 Memory Enabling Next-Gen AI Experiences at the Edge

• LeapFrog Semiconductor develops RISC-V based AI-enhanced DSP for Wireless Infrastructure

• ASML Records Highest-ever Revenue in 2023; High-NA EUV to Drive Long-term Growth

• CES 2024 Day 2: Intel, AMD’s Auto Push, Honda’s EV Plans, Amazon’s Smart Home Initiative

• Survey: 77% of Smart Device Users in India Consider Chipsets Highly Important in Shaping Experience

• Global Semiconductor Revenues Decline 8.8% in 2023; AI Promises Gains in 2024

• Strong Automotive Performance Helps GlobalFoundries Limit FY2023 Revenue Fall to 9% YoY

• Global Smartphone AP (Application Processor) Shipments Market Share: Q3 2022 To Q4 2023

• Top 5 Wafer Fab Equipment Makers’ Revenue Declined 1% YoY in 2023; ASML on Top

• Global Semiconductor Foundry Revenue Share: Q4 2023

• Infographic: Top 7 Semiconductor Companies by Revenues, Q4 2023

Number of Pages: 33

Published Date: April 2024

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

BoM Analysis for Apple Watch Ultra 2

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

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