{"id":1033040,"date":"2023-12-22T19:49:40","date_gmt":"2023-12-22T10:49:40","guid":{"rendered":"https:\/\/www.counterpointresearch.com\/?post_type=insights&p=1033040"},"modified":"2023-12-22T19:50:51","modified_gmt":"2023-12-22T10:50:51","slug":"infographic-q3-2023-semiconductors-foundry-share-and-smartphone-ap-share","status":"publish","type":"insights","link":"https:\/\/www.counterpointresearch.com\/insights\/infographic-q3-2023-semiconductors-foundry-share-and-smartphone-ap-share\/","title":{"rendered":"Infographic: Q3 2023 | Semiconductors, Foundry Share and Smartphone AP Share"},"content":{"rendered":"

Infographic: Semiconductors Top 7 in Q3 2023<\/h1>\n

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.<\/p>\n

\"A
* Qualcomm revenue excludes QTL
** Excludes pure-play foundries like TSMC to avoid double-counting of industry revenue
*** Excludes Apple and Huawei developments for in-house semiconductor chip designs<\/figcaption><\/figure>\n

Use the button below to download the high resolution PDF of the infographic:<\/strong>\"Download<\/a><\/p>\n

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Infographic: Global Smartphone AP Share in Q3 2023<\/h1>\n

Global Smartphone AP Share by Shipments<\/strong><\/p>\n

MediaTek dominated the smartphone SoC market\u00a0in Q3 2023 with a share of 33%. MediaTek\u2019s 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\u2019s 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.<\/p>\n

Global Smartphone AP Share by Revenue<\/strong><\/p>\n

Qualcomm dominated the AP market in Q3 2023 with a 40% revenue share. The premium segment drove the brand\u2019s growth due to the adoption of Snapdragon 8 Gen 2 in Samsung\u2019s flagship smartphones and by Chinese OEMs. Apple had a 31% share in the AP SoC market in Q3 2023 in terms of revenue. Apple\u2019s 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\u2019s revenue increased QoQ in Q3 2023 as the inventory levels came down while the competition in the entry-level 5G segment continued to grow.<\/p>\n

\"Infographic<\/p>\n

Use the button below to download the high resolution PDF of the infographic:<\/strong>\"\"<\/a><\/p>\n

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Infographic: Foundry Revenue Share in Q3 2023<\/h1>\n

Foundry Companies\u2019 Share by Revenue<\/strong><\/p>\n

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\u2019s significant lead underscored its technological prowess and market leadership, setting the tone for the industry\u2019s 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.<\/p>\n

Foundry Industry Share by Technology Node<\/strong><\/p>\n

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\u2019s 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.<\/p>\n

\"Infographic<\/p>\n

Use the button below to download the high resolution PDF of the infographic:<\/strong>\"\"<\/a><\/p>\n

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Related Posts<\/h3>
  1. Infographic: Global Foundry Revenue Share | Q3 2023<\/a><\/div><\/li>
  2. Infographic: Global Smartphone AP Market Share | Q3 2023<\/a><\/div><\/li>
  3. Infographic: Q3-2023 | Smartphones | Mobile Market Monitor<\/a><\/div><\/li>
  4. Infographic: Q3-2023 | Smartphones | Mobile Market Monitor<\/a><\/div><\/li>
  5. Infographic: Semiconductors Top 7 in Q3 2023<\/a><\/div><\/li><\/ol><\/a><\/p>\n","protected":false},"author":43,"featured_media":1033071,"template":"","report_type":[5992],"insights_category":[654],"insights_tag":[937,753,939,938,758,674],"coverage":[6026,1275],"acf":[],"_links":{"self":[{"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/insights\/1033040"}],"collection":[{"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/insights"}],"about":[{"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/types\/insights"}],"author":[{"embeddable":true,"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/users\/43"}],"version-history":[{"count":1,"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/insights\/1033040\/revisions"}],"predecessor-version":[{"id":1033073,"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/insights\/1033040\/revisions\/1033073"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/media\/1033071"}],"wp:attachment":[{"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/media?parent=1033040"}],"wp:term":[{"taxonomy":"report_type","embeddable":true,"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/report_type?post=1033040"},{"taxonomy":"insights_category","embeddable":true,"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/insights_category?post=1033040"},{"taxonomy":"insights_tag","embeddable":true,"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/insights_tag?post=1033040"},{"taxonomy":"coverage","embeddable":true,"href":"https:\/\/www.counterpointresearch.com\/wp-json\/wp\/v2\/coverage?post=1033040"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}