According to the 2023 revenue list of the world's top ten semiconductor companies released by research institute Counterpoint Research, Intel regained the championship, while Samsung was affected by the decline in the storage industry, with revenue of **38%, falling to second place. Thanks to the hot sales of artificial intelligence chips, Nvidia's revenue rose by 86%, ranking from tenth to third. In 2023, the total revenue of global semiconductor companies will be about 521.3 billion US dollars, a year-on-year decrease of 88%。
The agency believes that 2023 is a year for semiconductor companies to adjust their strategies and manage inventories to prepare for the future artificial intelligence boom. Among the world's top 20 semiconductor companies, only 6 achieved quarter-on-quarter revenue growth. In particular, the memory chip industry has encountered strong headwinds, with revenue falling by 43% year-on-year in 2023.
In addition, the world's top 20 semiconductor manufacturers contributed 71% of the market share in 2023, down from 76% in 2022, and revenue fell 14% year-on-year.
In terms of turnover, TSMC's revenue in 2023 will be $69.3 billion, which should be the first semiconductor company in the world. However, most market research companies do not include wafer foundry companies in the ranking of semiconductor turnover, so TSMC is not in the ranking.
Intel's revenue in 2023 is $50.5 billion, and although it was dragged down by the decline in PCs and servers, resulting in a 16% year-on-year decrease in revenue, it still regained the first place. Affected by the shrinking markets of NAND Flash and DRAM, Samsung's revenue in 2023 will decrease by 38% to $43.4 billion, far lower than the $70.2 billion in 2022, but it is expected that memory chips will continue to be used in 2024, driving Samsung's recovery. The revenue of the other two semiconductor memory chip giants, SK hynix and Micron, fell by 33% and 36% respectively.
The chip companies ranked fourth to tenth are: Qualcomm, Broadcom, SK hynix, AMD, Texas Instruments (TI), Infineon, and STMicroelectronics (STM). The top 10 companies accounted for 54% of the industry's revenue3%。
Due to the boom in artificial intelligence and the increased demand for powerful GPUs for cloud servers, Nvidia is one of the only semiconductor chip companies in the world with revenue growth. Nvidia's revenue in 2023 increased by a significant 86% to $30.3 billion, compared to $16.3 billion in 2022. Due to rapid growth, its ranking has risen from 10th in 2022 to 3rd in 2023.
Qualcomm ranked fourth in 2023 with revenue of $30.2 billion (NT$943 billion), down 17% from $36.3 billion in the previous year. With $30 billion in revenue, Broadcom grew 13% from 2022 and maintained its fifth place.
Samsung's biggest competitor in the memory chip market, SK hynix, posted revenue of $23.6 billion, down 33% from $35 billion in 2022.
AMD's revenue fell slightly by 4%, from US$23.6 billion (NT$736.9 billion) in 2022 to US$22.6 billion in 2023.
Texas Instruments' revenue fell 12%, from $20 billion in 2022 to $17.5 billion in 2023, ranking 7th in the global semiconductor chip market.
Counterpoint believes that Nvidia will continue to lead the growth of the semiconductor industry in 2024 due to its high market share in artificial intelligence and high-performance computing GPUs. With the industry now at the end of an inventory adjustment cycle and relatively solid customer demand, the constraints are likely to be a variable to watch going forward. At the latest quarterly earnings report, TSMC gave an optimistic outlook for 2024 and maintained a solid capacity expansion plan. Therefore, the agency also believes that the global demand for semiconductors will be very strong in 2024.
Samsung's revenue is expected to improve in 2024, as the demand for memory chips is expected to improve, and the ** memory chips are also ** compared to last year**. Both of these trends could lead to significant growth in Samsung's revenue in 2024. Samsung is also likely to reclaim the crown from Intel and once again become the world's largest semiconductor chip company.
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