Samsung, SK Hynix, Micron Dominate Semiconductor IDM Revenue List in Q1 2024
TapTechNews August 13th news, according to the IDC report on the 7th of this month Beijing time, the three major memory original factories, Samsung Electronics, SK Hynix, and Micron, ranked the 1st, 3rd, and 4th positions in the revenue list of semiconductor IDM (TapTechNews note: Integrated Device Manufacturing) enterprises in the first quarter of 2024, and the second position is Intel.
The report indicates that the demand for AI training and inference in data centers has soared, and the demand for HBM memory has increased particularly significantly. The high price of HBM itself and the compression of general DRAM capacity have driven the average price of DRAM to rise, resulting in significant growth in the overall memory market revenue.
In addition, the terminal equipment market has stabilized, and the AIPC and smart phones have been gradually released, which has also increased the demand for memory in consumer products and further driven the development of the overall memory industry.
The three major memory original factories all achieved more than 50% year-on-year revenue growth in the first quarter of this year, among which Samsung Electronics has firmly occupied the first place, and SK Hynix, the leader of HBM memory, has achieved an astonishing 144.3% year-on-year increase.
The revenue data of the top ten semiconductor IDM companies in the first quarter of 2024 are as follows:
Samsung Electronics: Revenue in the first quarter was 14.873 billion US dollars (about 106.751 billion yuan currently), with a year-on-year increase of 78.8%;
Intel: Revenue in the first quarter was 12.139 billion US dollars (about 87.128 billion yuan currently), with a year-on-year increase of 13.9%;
SK Hynix: Revenue in the first quarter was 9.074 billion US dollars (about 65.129 billion yuan currently), with a year-on-year increase of 144.3%;
Micron: Revenue in the first quarter was 5.824 billion US dollars (about 41.802 billion yuan currently), with a year-on-year increase of 57.7%;
Infineon: Revenue in the first quarter was 3.959 billion US dollars (about 28.416 billion yuan currently), with a year-on-year decrease of 11.8%;
Texas Instruments: Revenue in the first quarter was 3.661 billion US dollars (about 26.277 billion yuan currently), with a year-on-year decrease of 16.4%;
STMicroelectronics: Revenue in the first quarter was 3.465 billion US dollars (about 24.87 billion yuan currently), with a year-on-year decrease of 18.4%;
NXP: Revenue in the first quarter was 3.126 billion US dollars (about 22.437 billion yuan currently), with a year-on-year increase of 0.2%;
Sony: Revenue in the first quarter was 2.511 billion US dollars (about 18.023 billion yuan currently), with a year-on-year decrease of 4.5%;
Murata: Revenue in the first quarter was 2.460 billion US dollars (about 17.657 billion yuan currently), with a year-on-year increase of 12.3%.
From the perspective of the application market, in the first quarter of 2024, the largest main market of the top ten IDM companies is still Computing, accounting for 35%, an increase of 6 percentage points compared to the same period last year, and the second largest market is Wireless.
However, the Automotive market shows weak signs due to high inventory pressure; the Industrial market mainly focuses on destocking in the first quarter.
Jiang Fangyun, the head of semiconductor research in the Asia-Pacific region of IDC, said:
Memory companies will continue to play an important role in the development of the global integrated component manufacturing marke t in 2024.
And as the market inventory gradually returns to the normal water level, it is expected that the application demand in the automotive and industrial fields will also gradually recover in the second half of the year, which will have a positive contribution to the development of the global IDM market in 2024.