According to the latest semiconductor industry competition tracking report from Omdia, a market research firm, the
vilsion, Sep, 13, 2023
— According to the latest semiconductor industry competition tracking report from Omdia, a market research firm, the semiconductor industry has reversed its trend and resumed revenue growth in the second quarter of 2023 after five consecutive quarters of revenue decline. Among the top ten semiconductor companies with global revenue, although only three have resumed growth in the second quarter of 2023 compared to the same period in 2022, two have not resumed revenue growth compared to the first quarter of 2022.
Research indicates that quarterly revenue increased by 3.8% to $124.3 billion. This growth is consistent with the historical pattern of the entire semiconductor market, with re...
The storage industry has passed its revenue trough and is expected to improve its profit margin as the industry&
vilsion, Aug, 25, 2023
— The storage industry has passed its revenue trough and is expected to improve its profit margin as the industry's supply and demand balance gradually recovers.
Overall, the financial reports of the world's top storage companies in the second quarter generally showed varying degrees of increase or decrease compared to the previous quarter. Of course, in 2022, which had a higher year-on-year base, there was still a significant decline.
From a historical cycle perspective, the storage industry has a cycle of approximately 3-4 years. This cycle began in Q1 2020 and reached its peak in Q1 2022. Currently, it has been continuously reducing prices for 6 quarters and is in the...
According to BusinessKorea, South Korea& 39;s market share in the global non storage semiconductor sector in 2022
vilsion, Sep, 25, 2023
— According to BusinessKorea, South Korea's market share in the global non storage semiconductor sector in 2022 was only 3.3%, only one-third of Japan's.
The total size of the global non storage semiconductor market in 2022 is 593 trillion won. Market share by country/region: United States (323 trillion won 54.5%); Europe (70 trillion won, 11.8%); Taiwan, China (61 trillion won, 10.3%); Japan (55 trillion won, 9.2%); Chinese Mainland (39 trillion won, 6.5%); South Korea (20 trillion won, 3.3%).
The report points out that in 2022, the sales of non storage semiconductors in South Korea reached 151 billion US dollars (approximately 20 trillion Korean won), with Samsung Electronics...
