Infographic: Q2 2023 | Semiconductors, Foundry Share and Smartphone AP Share

Infographic: Semiconductors Top 7 in Q2 2023

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

MediaTek dominated the smartphone SoC market with 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.

美联社全球智能手机市场份额的收入

Qualcomm dominated the AP market in Q2 2023 with a 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

Foundry 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.

Foundry 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.

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Infographic: Q1-2023 | Smartphones | Mobile Market Monitor

Our Q1 2023 Market Monitor report has been published. We release one infographic each quarter to summarize the global smartphone market activities in a single page.

Some quick observations on the smartphone market:

The global smartphone market declined by 14% YoY to reach 280.2 million units in Q1 2023.
Samsung surpassed Apple as the leading smartphone player in Q1 2023, driven by the success of its mid-tier A series and the recently launched S23 series.
Among the top five brands, Apple experienced the least YoY shipment decline, resulting in its highest-ever Q1 market share of 21%.
OnePlus emerged as the fastest-growing top-10smartphonebrand globally, with significant contributions to this growth from China and India.
In terms of regional performance, the Middle East and Africa (MEA) market exhibited the only single-digit decline at 8%, although this was based on a relatively small market size.
Europe saw the largest decline for any region, with a 41% decrease, primarily driven by Russia and Central and Eastern Europe.

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Infographic: Q4-2022 | Smartphones | Mobile Market Monitor

Our Q4 2022 Market Monitor report has been published. We release one infographic each quarter to summarize the global smartphone market activities in a single page.

Some quick observations on the smartphone market:

Theglobal smartphone marketdeclined by 19% YoY to 302.64 million units in Q4 2022.
Applereplaced Samsung as the top smartphone player in Q4 2022, driven by the recent launch of the iPhone 14 series.
Samsung’s shipments declined by 16% YoY and 9% QoQ to 58.3 million.
Apple and OPPO were the only top-five smartphone brands to grow QoQ, with shipments increasing 42% and 4% respectively.
The 2022 annualglobal smartphone shipmentsdeclined by 12% to 1.2 billion units, the lowest since 2013.

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Infographic: Q3 2022 | Semiconductors, Foundry Share and Smartphone AP Share

Infographic: Semiconductors Top 7 in Q3 2022

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.

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Infographic: Global Smartphone AP Share in Q3 2022

Global Smartphone AP Share by Shipments

MediaTek dominated the smartphone SoC market with 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

Qualcomm dominated the AP market in Q3 2022 with a 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.

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Infographic: Foundry Revenue Share in Q3 2022

Foundry 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.

Foundry 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.

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Infographic: Global Smartphone AP Market Share | Q2 2022

Global Smartphone AP Market Share by Shipments

MediaTek dominated the smartphone SoC market with a share of 39%. MediaTek leads the low-mid tier wholesale price segment, driven by its Helio G series and Dimensity 700 series. There is a slight decline in MediaTek shipments in Q2 2022 compared to the previous quarter due to order cuts from major Chinese OEMs. Qualcomm captured a 29% share in the quarter. Qualcomm maintained its position in the premium segment despite tough macroeconomic situations and the declining smartphone market.

美联社全球智能手机市场份额的收入

Qualcomm has dominated the AP market by 44% in terms of revenue in Q2 2022. The share for Qualcomm has grown 56% YoY in Q2 2022 driven by the higher premium mix which has led to growth in the ASPs. Also, the recently announced partnership between Qualcomm and Samsung for the galaxy s22 family will support the revenues for the premium tier. MediaTek has captured a 22% share in the AP market. Qualcomm further gains revenues from baseband shipped to Apple. MediaTek’s revenue was driven by the higher 5G ASP and entry into the premium market with Dimensity 9000 series.

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Infographic: Smartwatch Market | Q1 2022

Smartwatch Market Share by Brand

The global smartwatch market grew 13% YoY, reaching shipments at 33.7 million units in Q1 2022 and continued double-digit growth for the fifth consecutive quarter. Apple maintained a solid lead and increased 14% YoY in Q1 2022. Some shipments carried over to Q1 2022 due to a month late launch of Apple Watch 7, which helped continue the strength of the brand.

Smartwatch Market Share by Region

While most major regions grew YoY, only Europe recorded flat growth. Although Apple and Samsung continued to grow year-over-year, other major brands such as Garmin and Fitbit performed weakly in the European market during this period.

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Infographic: Q1-2022 | Global Smartphone AP Market Share

Global Smartphone AP Market Share by Shipments

MediaTek led the smartphone SoC market with a share of 38%. The company has recorded an impressive set of numbers, 5G shipments grew 20% YoY in Q1 2022. MediaTek dominates the low-mid tier wholesale price segment, driven by its Dimensity 700 and Dimensity 900 series.

美联社全球智能手机市场份额的收入

Qualcomm has dominated the AP market in terms of revenue in Q1 2022 owing to strong premium-tier sales. Supply improved and Qualcomm made flagship design wins with all major Chinese brands. These devices are now hitting the market. It is a feather in Qualcomm’s cap that Samsung has increased the variants of its Galaxy S22 line-up powered by Snapdragon.

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Infographic: Global Foundry Revenue Share | Q1 2022

Foundry Revenue Share by Vendors

台积电报道强2022年一季度收入由HPC (clients including Apple, AMD, Nvidia) which exceeded smartphone as its largest business segment for the first time of company history. Also the upside results came from UMC and SMIC, both delivered higher sales from increasing wafer price and local client demand. Relatively, the market share on Samsung and GF were stable, due to the constrains of capacities and lower production yields from some products in the advnaced nodes.

Foundry Revenue Share by Technology Nodes

最大的技术节点(收入)是7/6 nanometer during Q1 2022, accounting for 18% of the total foundry industry TAM. The main products in 7/6nm include smartphone AP/SoC, tablet APUs, GPUs, and CPUs that TSMC
dominated the market. The node of 16/14/12nm is the second largest node, primiarily for smartphone RF IC / 4G SoCs, wearable processors, SSD controller, and PC-related ICs. TSMC, Samsung and GlobalFoundries are the major vendors in 1xnm.

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Infographic: Top 5 Smartphone Model Share For 8 Countries: January 2022

Our latest infographic summarizing the best-selling smartphones from 8 countries in January 2022 is out now.

Some quick observations:

iPhone took the top 3 spots in 6 out of 8 countries. It took the top 5 spots in Japan.
Jio Phone Next managed to climb to be the top selling smartphone in India since its launch in Nov 2021.
Samsung captured the top spot in South Korea with its Galaxy Z Flip 3 5G.

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Infographic: Global Refurbished Smartphone Market | 2021

Highlights:

全球翻新的智能手机市场增长了15%YoY in 2021.
The LATAM and India markets registered the highest growth.
All ecosystem players focused on increasing supply to meet demand.
Apple led with more than 40% share in the global market. Samsung was a distant second but growing in volume.
Chinese brands saw a growth spurt in select markets like China and India.
Refurbished models are increasingly being sold through carriers in mature markets. However, retail channels are growing in most key countries.

For more insights into the global refurb smartphone market in 2021, read our analyst Glen Cardoza’sblog.

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Insights Tag:Infographic

Infographic: Q2 2023 | Semiconductors, Foundry Share and Smartphone AP Share

Infographic: Semiconductors Top 7 in Q2 2023