According to a research report released by Counterpoint on January 26, the overall revenue of the global semiconductor industry fell by 88%。The world's top 20 semiconductors** contributed 71% of market share, down from 76% in 2022, and revenue fell 14% year-over-year. Among them, only 6 semiconductor companies have achieved year-on-year revenue growth. Overall, 2023 is a year for semiconductor companies to make strategic and managed inventory adjustments in order to prepare for the coming AI boom.
In 2023, the top 10 semiconductor manufacturers in terms of revenue (**counterpoint) In terms of specific rankings, Intel surpassed Samsung and returned to the first place in semiconductor revenue.
Although the annual revenue of the two ** companies has decreased compared with 2022, Samsung's storage business will encounter a headwind cycle in 2023, resulting in a decline in Samsung's semiconductor revenue far exceeding that of Intel. The reporter learned from Samsung's third-quarter financial report that Samsung's storage business revenue in the third quarter of 2023 decreased by 44 compared with the same period in 20227%, and the revenue of the storage business in the first three quarters of 2023 decreased by 985%, almost halved.
*: China Electronics News is based on Samsung's financial report, and Intel's revenue in 2023 will drop by 14% compared with 2022. By segment, Intel's full-year revenue in the client computing division, which accounts for more than half of Intel's revenue, decreased by 8% year-on-year, the revenue of the data center and AI division, and the network and edge division decreased by 20% and 31%, respectively, and the revenue of Mobileye and foundry business increased by 11% and 103%, respectively. Among the performance highlights, Intel has high expectations for the performance of the foundry business and the fifth-generation Xeon processors released in the fourth quarter of 2023.
Nvidia and Broadcom's annual revenues are expected to grow year-over-year. Under the wave of generative AI and large models, NVIDIA is the biggest winner in the semiconductor market in 2023. Counterpoint estimates that Nvidia's annual revenue rose by 86%, ranking third among semiconductor manufacturers in terms of market share, entering the top five for the first time, and will continue to lead the growth of the semiconductor industry.
The demand for network chips in artificial intelligence has also driven the growth of Broadcom's business volume. Broadcom 2023.
The main drivers of business growth in the second and third quarters were customer demand for large-scale AI networks and AI clusters. In addition, Broadcom completed the acquisition of VMware this year, and its market value is currently among the top three semiconductor companies.
For the semiconductor market in 2024, Counterpoint believes that market demand will emerge**. William Li, senior analyst at Counterpoint, said that artificial intelligence (AI servers, AI PCs, AI smartphones, etc.) will continue to be the main growth driver for the semiconductor industry in 2024. The second is the normalization of supply and demand in the memory industry and the recovery of demand**. The automotive industry, which drove the growth of Infineon and STMicroelectronics in 2023, will also continue to be the driving force of the market.
Author丨Zhang XinyiEditor丨Zhao ChenmeiEditor丨Maria Producer丨Lian Xiaodong.