The Q1 semiconductor market fell about 2% to $151.5 billion, says Omdia.
Consumer fell 10.4% q-o-q, industrial fell 8.5% and auto dropped 5.1% but data processing rose 3.7%, driven by demand for NVIDIA’s chips and other AI-related products.
NVIDIA expanded its market share by more than two percentage points and now represents 14.5% of the total semiconductor market revenues overtaking Samsung and Intel who collectively hold 18.6%.
Hynix and Micron rose in their market share rankings as memory recovered.
After 13 consecutive quarters of revenue growth, starting in 3Q20, auto experienced a slight downturn decline of 0.6% in 4Q23 which deepened into a 5.1% Q1 drop.
Omdia’s Global Semiconductor Manufacturing Market Tracker (GMMT) and the Pure Play Foundry Tracker (4Q23 reports), find that the combined factory utilisations (IDM + Foundry) saw utilisation rates fall in 2H22 and, despite semiconductor revenue growing throughout 2023, fab utilization rates have remained in the low 80% figures.
“Utilization rates began a slight uptick in 2H23 as the market began seeking equilibrium,” says Omdia’s Craig Stice, “however, it has yet to materialize as traditional demand patterns have not fully emerged.”
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