Semiconductor Companies by Industry Revenue Share

Mr.Believer posted on 09/04/2024

We analyze the market shares of leading semiconductor companies based on their revenue contribution in 2023, utilizing insights from Omdia research.

Intel remains the dominant force in the semiconductor industry, surpassing $50 billion in revenue in 2023, comprising 10% of the sector's total revenue. However, recent challenges, including significant losses in its foundry business, have impacted its stock performance, with a year-to-date decline of over 20%.

Nvidia, on the other hand, is on the verge of overtaking Intel, reporting a revenue of $49 billion in 2023, doubling its 2022 revenue and capturing 9% of the industry's revenue share. Nvidia's remarkable growth has garnered significant investor support, propelling it to trillion-dollar stock status and setting new records in market capitalization.

Despite these successes, many chipmakers, including Intel, Samsung, and AMD, have faced setbacks, with 12 of the top 20 semiconductor companies failing to match their 2022 revenues.

While all these companies operate in the same industry, their focus areas differ significantly.

As outlined by Investopedia, the semiconductor industry comprises four main chip types: microprocessors, memory chips, standard chips, and complex systems on a chip.

Nvidia, once primarily known for GPUs in computers, has notably transitioned towards microprocessors for analytics and AI, reflecting the trend towards specialized chips driving sector growth.

Companies specializing in memory chips, such as Samsung, SK Hynix, and Micron Technology, experienced peak revenues in the mid-2010s.

Source: Visual Capitalist

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