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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
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Category
Industry
Semiconductors & Other Components
Report Type
Report
Time period
Quarterly
Summary
Published
Mar 26, 2024
Author
Team Counterpoint
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