Overview: In Q3 2024, TSMC surpassed expectations with a remarkable 64% market share, bolstered by high utilization rates at its N5 and N3 nodes and fueled by robust AI accelerator demand and strong seasonal smartphone sales. Samsung Foundry retained the second position with a 12% market share, supported by incremental gains in its 4nm and 5nm platforms, though it faced headwinds from softer Android smartphone demand. SMIC ranked third, holding a 6% share, as it capitalized on a recovery in China's domestic demand and strong momentum in mature nodes like 28nm. UMC and GlobalFoundries followed with 5% each, with both benefitting from stabilization in key segments like IoT and communications infrastructure, even as the broader non-AI demand recovery remained sluggish.
Published Date: January 2025
...
Existing Subscriber?
Sign in to continue reading
New to Counterpoint?
Register to our service
Category
Industry
Semiconductors
Service
Report Type
Report
Time period
Quarterly
Contact us
Author
Team Counterpoint
Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.
Related Research
Jan 10, 2025
Jan 6, 2025
Sep 29, 2024