Infographic: Foundry Revenue Share in Q4 2023

0
Mar 26, 2024

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

...

Subscription required to
continue reading this content

Please log in to your account or click below to make purchase enquiries for this publication

Category

Industry

Semiconductors

Report Type

Report

Time period

Quarterly

Summary

Published

Mar 26, 2024

Contact us

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