Omdia: The downward trend in the semiconductor market continued into the fifth quarter
Time:2023-07-21
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Omdia‘s latest research reveals that the semiconductor market has seen a continuous decline in returns from the first quarter of 2023 to the fifth quarter. This is the longest period of decline since Omdia began tracking the semiconductor market in 2002. The revenue for the first quarter of 2013 was $120.5 billion, a decrease of 9% compared to the fourth quarter of 2012. The semiconductor market has a cyclical feature. The global COVID-19 has driven the increase of demand for semiconductors. From the fourth quarter of 20 to the fourth quarter of 21, the revenue of the semiconductor market each quarter reached a record level, but since then, the revenue of the semiconductor market has continued to decline.
Quarter on quarter semiconductor revenue from Q1 2020 to Q1 2023
The memory and microprocessor (MPU) market is the main area leading to a decline in the semiconductor market. The size of the MPU market in the first quarter of 2023 was $13.1 billion, only 65% of the first quarter of 2022 ($20 billion). The performance of the memory market is even worse, with a market size of $19.3 billion in the first quarter of 2023, only 44% of the first quarter of 2022 ($43.6 billion). The MPU and memory markets fell a total of 19% in the first quarter of 2023, with a month on month decrease of 9%.
Senior analyst Cliff Leimbach commented on Omdia‘s latest analysis: ‘The semiconductor market has been plagued by insufficient demand, which has been ongoing for multiple quarters, resulting in average selling prices (ASP) for many components.‘ Descending. However, due to generative artificial intelligence, there is still demand in the semiconductor market. NVIDIA‘s revenue growth is strong due to its leading position in the field of generative artificial intelligence, reversing the performance decline faced by most semiconductor companies starting from 2023, but other semiconductor companies have not yet utilized this field in a similar way. “
The memory market has shown a shrinking trend in the past three quarters, resulting in a change in market share ranking. A year ago, three of the top five semiconductor companies in terms of revenue were memory companies: Samsung, SK Hynix, and Micron. Currently, only Samsung is still in the top ten. SK Hynix and Micron last failed to make it to the top ten in 2008, indicating that semiconductor companies focused on memory are facing difficulties.
After the release of the CLT report, NVIDIA announced its financial performance, which exceeded expectations due to the continued popularity of generative AI, driving strong demand for AI chips.
Infineon‘s strong strength in the automotive industry has led to an 11% month on month growth this year, thus squeezing it into the top ten.
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June 2023 CLT Tracker Top 10 Companies
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