Intel maintained #1 place in Q2 2023 amid memory market slow down, which dragged down major memory players performance such as Samsung, SK Hynix and Micron. In addition, Nvidia took over the second place from Samsung due to the revenue booming on its data center business supported by strong AI server demand. Nvidia expects to see another wave of revenue growth in the upcoming quarter which could make its revenue expand again. Qualcomm’s revenue was capped by looming handset revenue and thus ranked #4 in the quarter. Broadcom and AMD’s revenues were relative resilient amid demand uncertainty.
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Infographic: Global Smartphone AP Share in Q2 2023
Global Smartphone AP Market Share by Shipments
联发科智能手机SoC市场主导a share of 30% in Q2 2023. MediaTek’s shipments slightly increased in Q2 2023 as the inventory levels came down and the competition is growing in the entry level 5G. New smartphone launches in the low and mid-end segments have increased the shipments in Dimensity 6000, Dimensity 7000 series. Qualcomm captured a 29% share in the quarter. Qualcomm shipments increased by 14.5% sequentially in Q2 2023 due to the high shipment for flagship chipset Snapdragon 8 Gen 2. Also, Key design wins for the Snapdragon 600 and 400 series have also contributed to the growth of Qualcomm’s shipment in Q2 2023.
Global Smartphone AP Market Share by Revenue
高通主导美联社市场在2023年第二季度40% revenue share. This growth is coming from the premium segment due to the adoption of snapdragon 8 gen 2 in Samsung flagship smartphones and Chinese OEMs. The launch of the Samsung Flip and Fold series has also contributed to this growth. Apple had a 33% share in the AP SoC market in Q2 2023 in terms of revenue. Apple’s share declined by 24% QoQ due to seasonality. The iPhone Pro series is doing better. MediaTek captured the third position with a share of 16% in the total global smartphone AP/SoC revenues. MediaTek revenue remained flat in Q2 2023 due to the weak demand and slow China market.
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Infographic: Foundry Revenue Share in Q2 2023
铸造Companies’ Share by Revenue
TSMC maintained its leadership in the foundry market with a stable 59% market share in Q2 2023. In contrast, Samsung Foundry’s market share dipped by nearly 1% to 11%, primarily due to ongoing smartphone inventory adjustments and the loss of smartphone AP SoC orders from a US client. On the other hand, UMC saw an increase in market share, driven by the continued strength of DDICs and automotive applications in Q2 2023.
铸造Industry Share by Technology Node
In Q2 2023, the 5/4nm segment continued to dominate the market, holding a significant 21% market share. This strength was driven by robust demand, particularly in the field of AI, with key customers like Nvidia and Broadcom fueling this momentum. In contrast, the 7/6nm segment experienced weakness due to a slower-than-expected recovery in the smartphone market. On the other hand, the 28/22nm segment remained robust, as demand for primary applications, including DDIC and automotive-related applications, remained strong throughout Q2 2023.
Use the button below to download the high resolution PDF of the infographic:
Overview:This insightful report covers key trends in Smart Home Security Cameras, Cellular IoT Connections, AI-driven transformations, revenue dynamics, and emerging technologies. It offers concise, valuable insights for informed decision-making across diverse industries.
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Global Cellular IoT Connections to Cross 6 Billion in 2030
AI & API Accelerating Digital Transformation Across Verticals
Netgear Q1 2023: Revenue Stutters as Inventory Correction Set to Spill Into Q2
India’s Smart Home Security Camera Shipments Up 48% YoY in Q1 2023
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Global Connected Agriculture Node Shipments to Reach 187 Million Units by 2030
Global Connected Construction Machine Shipments Grew 6.7% YoY in 2022
Overview:This comprehensive analysis covers global EV trends, connected car sales, regional market dynamics, key players, emerging technologies, pricing strategies, and market growth. It also provides concise, insightful automotive trends for informed decision-making.
Sign up with your corporate email below to get access to the exclusive report. We will send the report straight to your inbox.
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China EV Sales Defy Subsidy Cuts, Maintain Strong Growth in Q1 2023
AI Needs to Reside in the Vehicle to Work Well
US EV Sales Up 79% YoY in Q1 2023 Helped by Tax Credit Subsidy
Global Passenger Electric Vehicle Market Share, Q2 2021 – Q1 2023
Global EV Sales Up 32% YoY in Q1 2023 Driven by Price War
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Google Puts Auto Expansion in Top Gear
Huawei ADS 2.0: A Promising New ADAS in Market
Connected Car Sales Grew 12% YoY in 2022 With Volkswagen Group in Lead
Price Cuts Boost Tesla Revenue in Q1, Profit Slumps Compared to 2022
EV Sales in US up 54.5% YoY in 2022; Tesla Market Share at 50.5%
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Wearables Q2 2032
Published Date: 24th July 2023
Overview:This is a comprehensive analysis of the latest developments in the wearables industry covering product reviews, market trends, and regional insights. It also includes the Sony WH-CH720N headphones, Apple’s Vision Pro, Meta’s Quest 3, smartwatch markets in China and India, MediaTek’s expansion, AR/VR value chain in China, Apple’s device ecosystem, and wearable innovations at MWC Barcelona 2023.
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Table of contents:
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Sony WH-CH720N Review: Good Sound, Effective ANC, Long Battery Life
Vision Pro, iOS 17, New Macs: Here’s Everything Announced at Apple WWDC 2023
Apple Thinking About the Next Decade & Beyond with Vision Pro Announcement
Quest 3 to Help Maintain Meta’s XR Dominance Even as Apple Entry Looms
China’s Q1 2023 Smartwatch Shipments Drop to Lowest in 12 Quarters
India Smartwatch Market’s 121% YoY Growth Restricts Global Decline to 1.5% in Q1 2023
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Global Outsourced Manufacturing Smartwatch Shipments Rose 15% YoY in H2 2022
MediaTek Analyst Summit: Focus on Widening Portfolio, Growth in US and Europe
Analysis of the AR/VR Value Chain in China: Is China at the forefront of the industry?
Apple’s Device Ecosystem Multiplies its Brand Strength and Stickiness
Wearable Innovations Stand out at MWC Barcelona, 2023
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Semiconductors Q2 2023
Published Date: 24th July 2023
Overview:This is a comprehensive analysis of the industry, encompassing topics like international policies affecting self-reliance plans, regulatory acts in the US, earnings of major players, semiconductor manufacturing in India, emerging technologies in the market, and key events shaping the industry’s future. It provides valuable insights for stakeholders seeking a concise overview of the semiconductor landscape.
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Exhaustive table of contents below:
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Will Japan Curbs Hit China Semiconductor Self-reliance Plans?
New Layer-1 Accelerator Cards Set To Boost Open RAN Market – Or Create More Lock-In?
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MediaTek Analyst Summit: Focus on Widening Portfolio, Growth in US and Europe
Neil Shah Joins as Vice-Chairman for IC 50 Committee
Arm Platform TCS23 Sets Benchmark to Power Advanced, Holistic Mobile Computing Experiences
BoM Analysis: Samsung Galaxy S23 Ultra Costs $469 to Make
COMPUTEX 2023: AI Solutions, Capabilities in Focus
Currency Fluctuation Limits Global Wafer Fab Equipment Revenue Growth to 9% YoY in 2022
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Note: The report comprises of carefully selected aggregated insights published by our analysts during Q2 2023. The data presented herein corresponds to the Q1 2023.
Smartphones Q2 2023
Published Date: 12th July 2023
Overview:This report provides a comprehensive analysis of the global smartphone market, covering various topics and regions gathered throughout Q2. It includes insights into consumer preferences, market trends, and key players. The report offers a broad perspective on the industry, exploring topics such as foldable smartphones, market strategies, display technologies, reviews of smartphone models and much more. This report serves as a valuable resource for industry stakeholders seeking a concise overview of the global smartphone market.
Sign up with your corporate email below to get access to the exclusive report. We will send the report straight to your inbox.
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Exhaustive table of contents below:
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Survey: 28% of US Smartphone Users Highly Likely to Opt for a Foldable as Next Purchase
OPPO’s LATAM Strategy is a Success So Far But Challenges Ahead
China Premium Smartphone Market Outlook: Bright Future Ahead
Smartphone Displays Moving Towards ‘Brighter’ Future
OPPO Find X6 Pro Review: A Photographer’s Delight
Refurbished iPhone Volumes Grew 16% YoY Globally in 2022
China Smartphone Sales Fall 5% YoY in Q1 2023; Apple on Top With Highest Sales Share
India Smartphone Market Records Highest Ever Q1 Decline of 19%, 5G Smartphones Contribution at 43%
Global Smartphone Market Declines 14% YoY in Q1 2023; Apple Records Highest-Ever Q1 Share
Survey: 72% of Smartphone Users in India Experience Low-battery Anxiety
US Smartphone Shipments Decline in Q1 2023 Amid High Inflation, Inventory Correction; Apple Share Up
Europe Smartphone Shipments Dropped 23% YoY in Q1 2023; Market at Lowest Levels for Over a Decade
MEA Smartphone Shipments Fall to Lowest Q1 Level Since 2016
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LATAM Smartphone Shipments Fall 9.9% YoY in Q1 2023, But Most Leading Brands’ Volume, Share Increase
Apple Shines in a Declining Southeast Asia Smartphone Market
Transsion Updates – Full Year 2022
Festive Season Restricts Decline in Indonesia Smartphone Shipments to 8.1% YoY in Q1 2023
Colombia’s Q1 2023 Smartphone Shipments Hit Three-year Low
Philippines Smartphone Shipments Fall 9% YoY in Q1 2023; realme Leads
Strategy Trumps Sentiment as OEMs Skip Canada for New Feature Launches
Apple Thinking About the Next Decade & Beyond with Vision Pro Announcement
HONOR Bucks Market Trend With Fast Overseas Expansion
Share of OLED Smartphones at Record High
China’s <$150 Smartphone Market Posts Surprising Surge in Q1 2023
Ecuador Smartphone Shipments Up 18% YoY in Q1 2023; Xiaomi Takes Top Spot
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Note: The report comprises of carefully selected aggregated insights published by our analysts during Q2 2023. The data presented herein corresponds to the Q1 2023.
Weekly Newsletter July 27, 2023 When Will Foldables Shipments Hit 100m?
Wafer fab equipment manufacturers’ net revenue increased to a record $120 billion.
The top five suppliers’ systems and service revenue increased to a record $95 billion.
The WFE market’s total revenue is expected to decline 10% YoY in 2023.
EUV光刻前景依然强劲,尽管我们ker WFE outlook.
Weakness in wafer fab equipment spending in 2023will drive lead time normalization.
San Jose, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul – June 12, 2023
Wafer fab equipment (WFE) manufacturers’ revenue increased 9% YoY to a record $120 billion in 2022 despite themacroeconomicslowdown, currency fluctuations, component shortages and logistics disruptions. The increase was due to continued strength in investments by customers for both leading and mature node devices across segments, includingIoT,AI, HPC,automotiveand5G. The top five suppliers’ systems and service revenue increased to a record $95 billion.
TheWFEmarket’s revenue is expected to decline 10% YoY in 2023 to $108.45 billion after three consecutive years of growth. Despite a weakerWFEbackdrop for 2023, theEUVlithography outlook remains strong due to the continued penetration of EUV into memory and logic, and foundries ramping up production of 3nm process nodes by applying Gate-All-Around transistor and FinFET architectures with increased EUV technology adoption.
Associate Director Dale Gaisaid, “During the past six months,TSMChas pushed out new capacities in 7/6nm and 5/4nm in the light of weaker market demand, while the capital spending on 3nm remains nearly the same as it planned at the beginning of 2023.”
Commenting on the WFE market,Senior Analyst Ashwath Raosaid, “The size of the WFE market in US dollar terms contracted by more than 8% in 2022 due to the impact of currency fluctuations, especially depreciation in the yen and euro-denominated sales since the beginning of 2022. Increased R&D spending in 2022 ahead of the inflection positions the WFE market to outperform the semiconductor market in the long term as these new technologies transition to volume manufacturing.”
Commenting on the market dynamics playing out in 2023, Rao said, “Manufacturers are more skewed towards foundry-logic segments today unlike in 2019, and with overall backlog strength, increased visibility in terms of long-term agreements and subscription model will help limit the downside. The weakness in wafer fab equipment spending in 2023 will drive lead time and inventory normalization. The slowdown in memory-oriented investments will begin to recover gradually starting in the second half of 2023, and 2024 will be a big year for the equipment industry. Manufacturers are well positioned to take advantage of the opportunity.”
Background
Counterpoint Technology Market Research is a global research firm specializing in products in the technology, media and telecom (TMT) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.
Global Semiconductor Foundry Revenue Share: Q1 2023
Published Date: May 11, 2023
This page shows thequarterly revenue sharefor the top players in the global semiconductor foundry market from Q3 2021 to Q1 2023.
Global Semiconductor 铸造Revenue Share (%)
Q3 2021
Q4 2021
Q1 2022
Q2 2022
Q3 2022
Q4 2022
Q1 2023
TSMC
55%
53%
54%
56%
59%
59%
59%
Samsung Foundry*
15%
16%
15%
13%
12%
13%
13%
GlobalFoundries
6%
6%
6%
6%
6%
6%
7%
UMC
7%
7%
7%
8%
7%
7%
6%
SMIC
5%
5%
6%
6%
6%
5%
5%
Others
12%
12%
12%
11%
10%
10%
10%
(*)Samsung includes foundry service for its internal logic IC business
This page provides a view on the global foundries revenue share from 2021 till 2023. Here are some highlights from Q1 2023:
Inventory correction in PC, smartphone, and consumer applications keeps weighing on the near-term performance and may continue in Q3 2023.
Automotiveapplications posted growth in Q1 2023 but may see softness in H2 2023.
TSMC is positive on long-term trend inAIapplications although the revenue contribution is still too low to offset smartphone and PC weakness now.
The recovery in H2 2023 should be mild. The overall utilization rate may bottom in Q2 2023.
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(Use the buttons below to download the complete chart)
Read our foundry quarterly report for Q1 2023here.
For detailed insights on the data, please reach out to us atsales(at)www.arena-ruc.com. If you are a member of the press, please contact us atpress(at)www.arena-ruc.comfor any media enquiries.
Yet to see strong recovery signs in PC, smartphone, and consumer applications due to a slower pace of inventory digestion.
Automotive application remains on a growth trajectory but may have peaked in Q1 2023.
28nm continues as one of the key bright spots within the expected utilization rate back to 90% higher by the end of 2023.
United Microelectronics (UMC) reported $1.78 billion in revenue for Q1 2023, down 14.5% YoY and 20.1% QoQ, constrained by sluggishwafer demandand the continuing customer inventory digestion. Despite the utilization rate dropping to 70%, the average selling price (ASP) was still stable. The gross profit margin remained firm at 35.5% due to cost reduction and product mix optimization. The management indicated that demand recovery has not been strong inPCs,smartphonesand consumer applications, and customer inventory digestion has been slower than expected.
Source: Counterpoint Research
Automotive stood out but might not be sustainable in coming quarters
Theautomotive businesswas one of the key drivers that posted growth in Q1 2023, contributing to 17% of total revenue in the quarter. Revenue from integrated device manufacturer (IDM) customers also increased to 23% in Q1 2023 from 19% in Q4 2022 helped by growth in the automotive business. However, management pointed out that revenue fromautomotive applicationsmay have peaked in Q1 2023 because it has been strong for three consecutive quarters since H2 2022. Nevertheless, the automotive segment is still a long-term growth driver for UMC.
Remains positive in 28nm outlook
The utilization rate of28nmnode in Q1 2023 was relatively higher compared to other nodes despite inventory correction in thecommunicationsegment. The management guided 28nm’s utilization rate to gradually improve and exceed 90% level by the end of 2023, supported by the demand forOLEDdisplay driver ICs, digital TVs andWi-Fi 6/6E. UMC 28nm delivers better power consumption and performance versus competitors, which strengthens the company’s value proposition to customers. The management believes the technology leadership will reflect on its 28nm market share.
2023capital spending guidance unchanged
UMC reiterated its capital spending guidance of $3 billion for 2023. As for allocation, 90% will be used for 12-inch wafers and 10% for 8-inch wafers. Most of the capital spending will be on 12A P6 for the 28nm capacity. The capacity will reach 12kwpm by the end of 2023 with customer commitments on track, echoing the management’s positive demand outlook for OLED display driver ICs, digital TVs and Wi-Fi 6/6E. The remaining capital will be spent on 12i P3 in Singapore.
2023 outlook
UMC has forecastedwafer shipmentand ASP to be flat QoQ in Q2 2023 with utilization rate guided at low 70% and gross margin at mid-30%. The management pointed out that customer inventory digestion insemiconductorswill continue to linger in Q2 2023 with limited visibility into H2 2023. However, the management is still positive on the 28nm demand outlook and the structural long-term growth trend in automotive applications driven byelectrification和数字化。The company will continue to work on cost control and product mix optimization to improve profitability during the semiconductor down cycle.
Joining the US-led effort to restrict chipmaking equipment exports to China, Japan has put in place restrictions that are more draconian than that of the US and where the Japanese state has effectively taken control of the country’ssemiconductorcapital equipment market.
Japan is imposing export restrictions on 23 types of equipment used to makesemiconductors. But instead of limiting the restrictions just to China, it has flipped the entire industry on its head.
Instead of being able to ship to anyone unless told not to, now the Japanese companies can’t ship to anyone unless they are allowed to.
This effectively gives the Japanese trade ministry life and death power oversemiconductorequipment, which may prove to be detrimental to the local industry’s health in the long run.
Unlike theUSDepartment of Commerce, where the presumption is denial of a license, it seems the Japanese Ministry of Trade will operate under the presumption of granting licenses.
Any other mode of operation would be highly detrimental to its own industry.
This represents a bigger step than what many analysts were expecting from Japan. It will really hinderChina’sability to manufacture chips at non-leading edge nodes below 20nm.
This was the weakness of the new measures announced by the US last October, as at 20nm-10nm, it is possible to build a fab using non-US equipment.
However, when you add Japan into the mix, this then becomes virtually impossible and there will be no point in buying machines from ASML, meaning that the combination of the US and Japan represents an effective embargo.
This means thatChinawill now have to rely on domestically produced capital equipment which is going to be a real problem.
Although Huawei claims to be able to manufacture at 14nm, it did not say whether it could do so at volume with good yields which is what is required for Huawei to be able to use these chips economically in its products.
The net result is that Japan’s actions make the US actions far more effective and deal a blow to any workarounds that the Chinese may have found to build fabs without US equipment.
This reinforces the view that China is in real trouble when it comes tosemiconductors, which will hamper and slow its rise as a technological superpower.
That being said, there will be a likely bounce in the Chinese economy in H2 2023, although the lack of action on stimulating the economy remains a cause for concern.
If it comes, the rising tide will lift all boats and especially the beleaguered technology sector.
Micron: A display of weakness
China’s review of Micron on “national security” grounds is a tit-for-tat retaliation that shows just how weak its hand is in the game ofsemiconductorbrinksmanship.
The Cyberspace Administration of China (CAC) has said it would review Micron’s imports into China to ensure that using its products would not compromise the security of its information infrastructure.
It seems that this move has nothing to do with national security but is instead an attempt to damage US interests in China without compromising its own technological ambitions.
如果中国真的很担心“国家security”, it would be reviewing many other companies. But a blockade on the import of products from many of these companies would hurt China just as much as the US, if not more.
In the case of Micron, China can still buy the same products from South Korea or Japan with no ill effects on its development of technology.
This is precisely why Micron has been targeted. It is unlikely that other companies that export chips to China will be targeted as it would do more harm than good.
The move is also unlikely to give China much in the way of negotiating leverage and so this will prove to be an isolated incident that is pretty irrelevant to the overall technological and ideological struggle.
(This is a version of a blog that first appeared on Radio Free Mobile. All views expressed are Richard’s own.)
Samsung again took the #1 place in the quarter, though its semiconductor revenue suffered headwinds on memory business performance, largely due to customers’ inventory adjustments. Intel’s revenue remained flattish compared to the previous quarter, as customers have relatively conservative views on both consumer and commercial markets. Overall, memory players reported soft results on inventory correction. Qualcomm and Broadcom, on the other hand, reported comparatively solid revenues on outperformance in the mobile/IoT and wireless/data center/broadband segments, with the former taking third place in the quarter.
Use the button below to download the high resolution PDF of the infographic:
Infographic: Global Smartphone AP Share in Q3 2022
Global Smartphone AP Share by Shipments
联发科智能手机SoC市场主导a share of 35%. It leads the low-mid-tier wholesale price segment, driven by the Helio G series and Dimensity 700 series. There was a decline in MediaTek shipments in Q3 2022 compared to the previous quarter due to ongoing customer inventory adjustments, global macroeconomic conditions and weak China market. Qualcomm captured a 29% share in the quarter. The company maintained its position in the premium segment despite tough macroeconomic conditions and declining smartphone market.
Global Smartphone AP Share by Revenue
高通主导美联社市场在2022年第三季度40% revenue share. Qualcomm’s share grew 29% YoY driven by the higher premium mix, which led to growth in the ASPs. The addition of the Snapdragon 8 Gen1 Plus in premium segments and a long-term agreement with Samsung for premium segment phones has driven the premium tier’s growth. Apple had a 28% share in the AP SoC market in Q3 2022 in terms of revenue. Apple’s smartphone revenue increased 4 % in Q3 2022 due to the launch of the new iPhone 14 Pro and its variants with the A16 Bionic chip. MediaTek captured a 21% share in the AP market. MediaTek’s revenues declined slightly YoY in Q3 2022 due to order cuts from major Chinese OEMs.
Use the button below to download the high resolution PDF of the infographic:
Infographic: Foundry Revenue Share in Q3 2022
铸造Companies’ Share by Revenue
TSMC was the winner in Q3 2022 by gaining 200-300bps of market share, driven by a significant ramp-up of 4/5nm products including new iPhones AP (A16) and AMD/NVIDIA’s new HPC chips. Samsung’s sales were negatively impacted by the order cuts for Android smartphone SoCs and GPUs. Other foundries, including UMC, GF and SMIC, were relatively stable on both utilization rate and average wafer price during the quarter. Some wafer demand declined sharply, like in the case of DDIC and low-end CIS, lowering the sales on legacy 8-inch foundry vendors.
铸造Revenue Share by Technology Nodes
5/4nm replaced 7/6nm as the largest technology nodes in Q3 2022 foundry sales, as TSMC contributed over 80% of 5/4nm sales. On the other hand, we observed the weakness of 7/6nm due to slowing mid-end smartphone and discrete GPU (dGPU) sell-through in the supply chain as the inventory correction cycle seemed just in the beginning. For matured nodes, demand on 22/28nm stayed solid due to increasing new applications/new products, including wireless, MCU and driver ICs.
Use the button below to download the high resolution PDF of the infographic:
GlobalFoundries has reported strong Q3 2022 numbers with its revenue growing 22% YoY to $2.074 billion, driven by an increase in wafer shipments, richer mix of products and rise in average selling price (ASP).
The company’s focus on high-growth megatrends in the automotive and industrial segment, along with its enabling specialty semiconductor manufacturing capabilities and advancing innovation and production of next-generation GaN chips, will further aid in broadening GlobalFoundries’ portfolio of feature-rich and enablement solutions and maximize revenue in the long term.
Q3 KPIs
Net revenue was $2.074 billion, better than the guidance provided in the previous quarter.
Shipped approximately 637,300-mm equivalent wafers in kilo units, a 5% increase YoY.
Wafer revenue from end markets accounted for around 90% of total revenue.
Adjusted gross margin stood at 29.9%, a 12%-point YoY improvement driven by better fixed cost absorption, higher ASPs and improved mix.
Wafer ASP was $2,925, an increase of 14% YoY, driven by ramping up of long-term customer agreements with better pricing as well as continued improvement in product mix.
The total value of long-term agreements was above $27 billion. The amount of committed prepays increased 6% from a quarter ago, to approximately $3.8 billion.
Expect the full-year 2022 total gross capex to be between $3 billion and $3.3 billion, impacted primarily by delays in capital equipment.
Modest guidance of $2.05 billion-$2.1 billion provided for Q4 2022. 300-mm fabs fully utilized but a reduction in capacity utilization, particularly with respect to 200-mm fabs, going ahead.
Source: GlobalFoundries Earnings, Counterpoint Research
Segment-wise details:Home and industrialIoTto be the fastest-growing end market in 2022.
Source: GlobalFoundries Earnings, Counterpoint Research
Q3 key announcements and analysis
Received $30 million in US federal funding to advance the development and production of next-generation semiconductors at its Essex junction, Vermont, facility.
Funding will be utilized towards the development and production of GaN chips used in improving the performance and efficiency of applications including 5Gsmartphones射频无线基础设施、电动汽车、power grids and other technologies.
The addition of scaled GaN manufacturing to the fab’s capabilities will further boost GlobalFoundries’ leadership competencies in making chips for RF semiconductor technology and high-power applications.
Completed five technology qualifications, including a 12-nm LP customer-specific technology covered under a five-year agreement.
A proprietary automotive 40-nanometer embedded non-volatile memory product from GlobalFoundries has qualified for one of the largestautomotiveMCU suppliers in the industry.
Tapped out five new customer products on silicon photonics platform, including a photo IC device and fully monolithic co-packaged optics for GPU-to-GPU 2 terabit optical interconnect.
Successfully produced a high-performance RF GaN device through a silicon via technology solution to optimize power amplifier output and efficiency.
Sampled GaN power devices to early engagement customers.
Key takeaways
Despite the ongoing inventory correction in handsets,RF front-end模块表现良好。我们可以期待时候傅ll-year growth in the premium segment to offset declines in the low- and mid-range segments.
Home and industrial IoT to be the fastest-growing end market for GlobalFoundries in 2022.
Focus on high-growth megatrends in automotive and industrial segment with its enabling specialty semiconductor manufacturing capabilities will further boost GlobalFoundries’ leadership competencies and maximize revenue in the long term.
TSMC gained 200 bps in terms of market share in Q2 2022, driven by leading technology nodes for iPhone AP and HPC-related ICs. The capacity utilization rate in Q2 in leading nodes was still at 95%-100% at TSMC. Samsung lost 100-200 bps during the quarter due to weaker demand for Qualcomm’s flagship smartphone SoCs. UMC, GF and SMIC managed to maintain their shares with high capacity utilization rates.
铸造Revenue Share by Technology Nodes
5/4nm became the second largest node in Q2 2022 in terms of revenue share, accounting for 15% of industry sales, which were driven by smartphone SoCs (Apple, Qualcomm and MediaTek), ARM-based CPUs (Apple) and newly launched GPU accelerators from NVIDIA. 7/6nm remained the largest node, with increasing applications from CPU, GPU and networking processors. Sales from matured nodes started slowing down in Q2 2022 due to inventory adjustment from driver ICs and CMOS sensors.
Use the button below to download the high resolution PDF of the infographic:
Mobile and wearables, IT and industrial segments currently contribute around 80% of the semiconductor revenues in India.
‘Make in India’ and Production Linked Incentive schemes will boost local sourcing of semi-components in the coming years.
Further policy reforms and building of a semiconductor ecosystem will reduce reliance on imports going forward.
New Delhi, Seoul, San Diego, Buenos Aires, London, Hong Kong, Beijing – August 16, 2022
India’ssemiconductor componentmarket will see its cumulative revenues climb to$300 billion during 2021-2026, according to the‘India Semiconductor Market Report, 2019-2026’, a joint research by the India Electronics & Semiconductor Association(IESA)andCounterpoint Research. IESA is the premier industry body representing the ESDM and intelligent electronics industry in India. It acts as a trusted knowledge partner to the central and state governments, helping devise policies and incentives for the industry to attract investments into India. The comprehensive research on India’s半导体市场focuses on the bottom-up modelling unit as well as revenue demand for semiconductor components covering the entireBill of Materials (BoM)of multiple end-device and equipment categories across seven major sectors in India –MobileandWearables,Information Technology,Automotive,Industrial,Telecom, Aerospace and Defence, andConsumer Electronics– from domestic consumption as well as export perspective. The report provides detailed recommendations, potential policies and a framework for building a robust domestic semiconductor ecosystem to boost local production and sourcing.
Source: India Semiconductor Market Report
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IESA CEO and PresidentKrishna Moorthysaid, “Before the end of this decade, there will be nothing that will not be touched by electronics and the ubiquitous ‘chip’. Be it fighting carbon emissions, renewable energy, food safety, or healthcare, thesemiconductorchipwill be all-pervasive. Imagine this – all children all over India get educated in virtual classrooms by the country’s best teachers.The chip makes it possible. Again, imagine everyone in the country gets quality healthcare and diagnostics done remotely. Medicines are delivered by drones at your doorstep, even in the farthest villages of India. Thechipwill make it possible, and we will see this in front of our eyes very soon. Let us make India the semiconductor nation.”
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India is poised to be the second largest market in the world from the perspective of scale and growing demand for semiconductor components across several industries and applications.这种需求正在推by the increasing pace of digital transformation among the country’s consumers, enterprises and public sector through the adoption of new technologies, from advanced connectivity to content consumption to the cloud. These coversmartphones, PCs, wearables, cloud data centers, Industry 4.0 applications, IoT, smart mobility, and advancedtelecomand public utility infrastructure.
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Mobile and wearables, IT and industrial sectors alone contributed to almost 80% of the semiconductor revenues in India in 2021. Commenting on the mobile and wearables industry,Research Director at Counterpoint ResearchTarun Pathaksaid, “The mobile and wearables sector was the biggest contributor to India’s semiconductor industry in 2021.Mobile deviceshave become a primary tool for internet connectivity given that broadband andlaptop/PCpenetration remains low. In the last five years, the ‘consumer digital transformation’ has accelerated with the availability of cheap mobile internet, andmobile deviceshave connected a big part of the Indian population. Also, the gradual shift from feature phones tosmartphoneshas been generating increased proportions of advanced logic processors, memory, integrated controllers, sensors and other components. This will continue to drive the value of the semiconductor content insmartphones, which is still an under-penetrated segment in India, aided by the rise of wearables such assmartwatchandTWS.”
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Commenting on the potential opportunity in the mid-to-long term,CounterpointResearch Vice PresidentNeil Shahsaid, “The next big boom for semiconductor components will come from across sectors. However, thetelecomsector with the advent of5Gand fiber network rollout will be a key catalyst in boosting the semiconductor components consumption. This consumption will not only come from the advanced semiconductor-heavy 5G andFTTH networkinfrastructure equipment, which will contribute to more than 14% of the total semiconductor consumption in 2026, but also from the highly capable AI-driven5Gendpoints, fromsmartphones,tablets,PCs, connected cars, industrial robotics to private networks. Also, ongoing efforts to embrace cleaner and greener vehicles (electric vehicles) will provide an impetus for theautomobile industryto adopt advanced technologies, which in turn will boost the demand for semiconductor components in India.Consumer electronics, industrial, andmobile and wearableswill be the other key industries for the growth of the semiconductor market in India. Further, this semiconductor demand will not only be driven by domestic consumption but also by the growing share of exports.”
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In 2021, India’s end equipment market stood at $119 billion in terms of revenue. It is expected to grow at a CAGR of 19% from 2021 to 2026.The Electronic System Design and Manufacturing (ESDM) sector in India will play a major role in the country’s overall growth, from sourcing components to design manufacturing. Thesemiconductor industryin India is on a path to immense growth over the next few years to help India’s economy reach the next stage for both domestic consumption and exports.While the country is becoming one of the largestconsumers of electronic and semiconductor components, most components are imported, offering limited economic opportunities for the country. Currently, only 9% of this semiconductor requirement is met locally.
The demand for semiconductors is growing astronomically worldwide. However, multiple factors, including the pandemic and global geopolitical events, have heavily impacted the manufacturing of the components. This research is aimed at analyzing the market situation, manufacturing supply chain, and prospects for India as a premier manufacturing destination not only for finished goods but also forsemiconductor components. While the local production is currently low, India has immense potential to become a leading semiconductor component supplier in the coming years, provided the talent pool and resources are utilized correctly. The government’s initiatives, from‘Make in India’ to Production Linked Incentive (PLI), will help accelerate this journey but will need some additional reforms to increase local manufacturing and sourcing of semiconductor components.If this is done, the semiconductor market can be a major contributor to economic growth, and India’s push to become a $5-trillion economy.
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IESAVice PresidentSunil G Acharyasaid, “Semiconductorswill be inside everything intelligent. India is becoming a tech-centered growth story with advancing technologies and innovation being integral to democratizing access. The semiconductor study will play a major role inIndia’sgrowth. A large young population combined with an increased focus on digitalization, advancing skill levels, growing manufacturing and foreign investment traction will take India’s semiconductor industry to the next level in the coming years.”
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Commenting on the current stage of local manufacturing,Research Analyst at Counterpoint ResearchShivani Parasharsaid, “To achieveIndia’ssemiconductor vision, a robust and indigenous technology ecosystem will be required to build on the existing policy foundation throughPLI-like schemes. Renewed focus is needed for incentivizing the country’s design ecosystem in a manner that helps create a stronger foundation for design-led manufacturing and allied sectors, be it for local consumption or exports. This strategy will transform the landscape in the coming years to drive local sourcing trends.The share of local sourcing is expected to grow to over 17% by 2026. This translates into a six-fold rise in potential locally-sourcedsemiconductorrevenues.”
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IESA Vice President (Public Policy, Government and Corporate Relations)Anurag Awasthisaid, “From safety razors to space shuttles, everything will be powered by thechip. Let us ensure ourchipsare not down in the world of tomorrow! Keeping this as an aim, MeitY is working further towards makingIndiaone of the next technology powerhouses, especially in apandemic-struckworld where there has been a realization of the need for more flexible and diverse supply chain ecosystems. The government is keen to leverage India’sexisting strengths inmobile manufacturing, software and start-up hubs for other critical industries in the ESDM sector.”
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Research Analyst at Counterpoint ResearchPriya Josephadded, “Government policies includingPLI, New Electronics Policy, 2019, Electronics Manufacturing Clusters, and Scheme for Promotion of manufacturing of Electronic Components andSemiconductors(SPECS) are all being equipped to boost domestic design, manufacturing and assembly. To help drive more initiatives under the themes of Make inIndiaand Digital India, thegovernment, in its last budget, pushed the total allocation to $936.2 million. This step not only aims to incentivize India-based manufacturing but also catalyze investments in the sector to support job creation, ease of doing business, import reduction and export promotion.”
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To access the full report, please contact IESA at the coordinates below.
Feel free to contact us atpress(at)www.arena-ruc.comfor questions regarding semiconductor research and insights.
Background
Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media, and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.
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