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Free Report: Semis professionals

Global Quarterly PC tracker – Q4 2023

Overview:

This tracker is part of Counterpoint’s PC research and focuses on the global PC market. It provides quarterly statistics on PC OEMs in terms of revenue, shipments and ASP. The data in this report covers from Q1 2020 to Q4 2023.

Table of Contents:

  • PC
    • PC Shipments by Vendor
    • PC Revenue by Vendor
    • PC ASP by Vendor
  • Laptop
    • Laptop Shipments by Vendor
    • Laptop Revenue by Vendor
    • Laptop ASP by Vendor
  • Desktop
    • Desktop Shipments by Vendor
    • Desktop Revenue by Vendor
    • Desktop ASP by Vendor

Published Date: February 2024

Infographic: Global Foundry Revenue Share | Q3 2023

Foundry Companies’ Share by Revenue

In Q3 2023, the global foundry industry witnessed a clear hierarchy in market share. TSMC dominated the landscape with an impressive 59% market share driven by N3 ramp-up and smartphone restocking demand. At the second position was Samsung Foundry with a 13% share. UMC, GlobalFoundries and SMIC had similar market shares with each contributing around 6%. TSMC’s significant lead underscored its technological prowess and market leadership, setting the tone for the industry’s trajectory in Q3 2023. However, some mature node foundries such as UMC started to face headwinds in Q3 2023 due to muted LDDIC and PMIC demand.

Foundry Industry Share by Technology Node

In Q3 2023, the market was prominently led by the 5/4nm segment, which had a 23% share. This dominance resulted from strong demand, particularly from AI and iPhone. The 7/6nm segment’s market share remained steady, showing early signs of order recovery in the smartphone market. On the other hand, the 28/22nm segment encountered challenges due to inventory corrections in networking applications, while the 65/55nm segment experienced a downturn due to decreasing demand in automotive applications.

Number of Pages: 1

Published Date: December 2023

Infographic: Global Smartphone AP Market Share | Q3 2023

Global Smartphone AP Share by Shipments

MediaTek dominated the smartphone SoC market in Q3 2023 with a share of 33%. MediaTek’s shipments increased in Q3 2023 as the inventory levels came down. New smartphone launches in the low- and mid-end segments have increased the shipments in the Dimensity 7000 series. MediaTek also refreshed the Dimensity 9300 with Gen AI capabilities. Qualcomm captured a 28% share during the quarter. Qualcomm’s shipments increased sequentially in Q3 2023 due to the high shipments for the Snapdragon 695 and Snapdragon 8 Gen 2 chipsets. Also, key design wins for the Snapdragon 8 Gen 2 in the Samsung Galaxy Fold/Flip series contributed to this growth.

Global Smartphone AP Share by Revenue

Qualcomm dominated the AP market in Q3 2023 with a 40% revenue share. The premium segment drove the brand’s growth due to the adoption of Snapdragon 8 Gen 2 in Samsung’s flagship smartphones and by Chinese OEMs. Apple had a 31% share in the AP SoC market in Q3 2023 in terms of revenue. Apple’s share increased by 23% QoQ due to the launch of the iPhone 15 and iPhone 15 Pro series. MediaTek captured the third position with a share of 15% in the total global smartphone AP/SoC revenues. MediaTek’s revenue increased QoQ in Q3 2023 as the inventory levels came down while the competition in the entry-level 5G segment continued to grow.

Number of Pages: 1

Published Date: December 2023

Infographic: Semiconductors Top 7 in Q3 2023

Overview:

Nvidia took the #1 spot in terms of global semiconductor revenue at the expense of Intel, which largely benefitted from its booming data center business. Nvidia is expected to continue its dominance in semiconductor revenue performance in the coming quarters due to solid AI server demand from tech giants. Intel reported QoQ revenue growth thanks to incremental PC orders. Samsung remained #3 in the quarter with QoQ growth coming from continuous recovery in its memory business. SK Hynix also benefited from this trend and reported sequential revenue growth.

Number of Pages: 1

Published Date: December 2023

Infographic: Global Foundry Revenue Share | Q2 2023

Foundry Companies’ Share by Revenue
TSMC maintained its leadership in the foundry market with a stable 59% market share in Q2 2023. In contrast, Samsung Foundry’s market share dipped by nearly 1% to 11%, primarily due to ongoing smartphone inventory adjustments and the loss of smartphone AP SoC orders from a US client. On the other hand, UMC saw an increase in market share, driven by the continued strength of DDICs and automotive applications in Q2 2023.

Foundry Industry Share by Technology Node
In Q2 2023, the 5/4nm segment continued to dominate the market, holding a significant 21% market share. This strength was driven by robust demand, particularly in the field of AI, with key customers like Nvidia and Broadcom fueling this momentum. In contrast, the 7/6nm segment experienced weakness due to a slower-than-expected recovery in the smartphone market. On the other hand, the 28/22nm segment remained robust, as demand for primary applications, including DDIC and automotive-related applications, remained strong throughout Q2 2023.

Number of Pages: 1

Published Date: September 2023

Infographic: Global Smartphone AP Market Share | Q2 2023

Global Smartphone AP Share by Shipments
MediaTek dominated the smartphone SoC market with a share of 30% in Q2 2023. MediaTek’s shipments slightly increased in Q2 2023 as the inventory levels came down and the competition is growing in the entry level 5G. New smartphone launches in the low and mid-end segments have increased the shipments in Dimensity 6000, Dimensity 7000 series. Qualcomm captured a 29% share in the quarter. Qualcomm shipments increased by 14.5% sequentially in Q2 2023 due to the high shipment for flagship chipset Snapdragon 8 Gen 2. Also, Key design wins for the Snapdragon 600 and 400 series have also contributed to the growth of Qualcomm’s shipment in Q2 2023.

Global Smartphone AP Share by Revenue
Qualcomm dominated the AP market in Q2 2023 with a 40% revenue share. This growth is coming from the premium segment due to the adoption of snapdragon 8 gen 2 in Samsung flagship smartphones and Chinese OEMs. The launch of the Samsung Flip and Fold series has also contributed to this growth. Apple had a 33% share in the AP SoC market in Q2 2023 in terms of revenue. Apple’s share declined by 24% QoQ due to seasonality. The iPhone Pro series is doing better. MediaTek captured the third position with a share of 16% in the total global smartphone AP/SoC revenues. MediaTek revenue remained flat in Q2 2023 due to the weak demand and slow China market.

Number of Pages: 1

Published Date: September 2023

Infographic: Semiconductors Top 7 in Q2 2023

Overview:

Intel maintained #1 place in Q2 2023 amid memory market slow down, which dragged down major memory players performance such as Samsung, SK Hynix and Micron. In addition, Nvidia took over the second place from Samsung due to the revenue booming on its data center business supported by strong AI server demand. Nvidia expects to see another wave of revenue growth in the upcoming quarter which could make its revenue expand again. Qualcomm’s revenue was capped by looming handset revenue and thus ranked #4 in the quarter. Broadcom and AMD’s revenues were relative resilient amid demand uncertainty.

Number of Pages: 1

Published Date: September 2023

Smartphone Replacement Cycle Forecast 2023-2027

Overview:

The smartphone replacement cycle has become longer due to COVID-19 restrictions, the Russia-Ukraine war and the subsequent rise in energy prices, and macro headwinds in recent years. On top of these, there is the continuing trend of many users being content with their existing devices as new devices are not drastically different than the previous ones in terms of the experience they offer. As a result, the global smartphone replacement cycle recorded a high in 2022. This report provides the smartphone replacement cycle forecast by region and brand for 2023-2027.

Table of Contents:

  • Introduction
  • Key Takeaways
  • Smartphone Replacement Cycle by Region
  • Smartphone Replacement Cycle by Brand
  • Definitions

Published Date: August 2023

Semi Intelligence Tracker – July 2023

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: TSMC, ASML, LAM Research, SMIC, UMC, ARM, Intel, AMD, Nvidia, Google, Microsoft, Amazon, Qualcomm, MediaTek, Samsung

Table of Contents:

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

Number of Pages: 16

Published Date: July 2023

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