Infographic: Q2 2024 | Semiconductors, Foundry Share and Smartphone AP Share

0
Sep 18, 2024

Infographic: Top 7 Semiconductor Companies by Revenues, Q2 2024

In Q2 2024, Samsung claimed the #1 position in the global semiconductor market, leveraging robust demand from the memory sector, particularly for DDR5 and storage solutions tailored for generative AI. NVIDIA secured the #2 position, boasting impressive revenue growth of 122% YoY driven by its leadership in AI and a sales surge in the data center segment. Meanwhile, Intel reported a net loss of $1.6 billion, as CEO Pat Gelsinger emphasized that the company was undergoing "some of the most consequential changes in our company's history", including a $10-billion cost-reduction plan involving a 15% workforce reduction. SK hynix and Micron also capitalized on the strong memory market, achieving sequential revenue growth and ranking #3 and #7, respectively. Qualcomm and Broadcom held the #4 & #5 position, respectively, both reporting stable revenues for Q2 2024.

Use the button below to download the high resolution PDF of the infographic:

Infographic: Foundry Companies' Revenue Share in Q2 2024

In Q2 2024, TSMC continued to beat market expectations, driven by Apple's iPhone restocking and robust AI accelerator demand. The strong demand in TSMC's leading-edge nodes helped the company record a 10% sequential growth in its Q2 2024 revenue and take 62% market share. Samsung Foundry's revenue also grew in double digits sequentially, driven by Qualcomm's low-mid-end AP SoC restocking for Android smartphones. This helped Samsung Foundry maintain its 13% market share. SMIC retained its third position, benefiting from China's demand recovery thanks to an earlier inventory correction and market share gains in applications such as LDDIC, NOR Flash and CIS. UMC and GlobalFoundries followed in the fourth and fifth positions respectively. Both companies saw a delay in non-AI demand recovery, though the supply chain inventory was still at relatively low levels compared to the previous peak.

Use the button below to download the high resolution PDF of the infographic:

Infographic: Global Smartphone AP Market Share in Q2 2024

MediaTek dominated the smartphone SoC market in Q2 2024 with a 34% share. Its shipments declined sequentially in Q2 2024, with LTE chipsets seeing a big drop. In MediaTek’s portfolio, 5G penetration in the low-price smartphone segment is growing, which should lead to market share gains for the company, driven by its relative strength in entry-level 5G chipsets. Qualcomm captured a 30% share of the smartphone AP/SoC market during the quarter, driven by growth in the premium and mid-price segments. The demand for the Snapdragon 8 Gen 3 remained strong, supported by the launch of the Samsung Galaxy Fold/Flip 6 series. Besides, design wins for the Snapdragon 8 Gen 2 chipsets from Chinese smartphone OEMs contributed to this growth.

Use the button below to download the high resolution PDF of the infographic:

Summary

Published

Sep 18, 2024

Author

Team Counterpoint

Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customized work on the above topics is provided for high precision projects.

Back To List