Omdia: Semiconductor market posts strong Q3, set for significant growth in 2024
The global semiconductor market demonstrated robust growth in Q3 2024, with revenues reaching $177.8 billion, an 8.5% increase from Q2 and a 25% year-over-year growth. The industry is on track for a 24% annual expansion, primarily driven by AI-related demand. The first three quarters of 2024 saw a 26% revenue increase compared to 2023, totaling approximately $494 billion.
NVIDIA and SK Hynix have emerged as major beneficiaries of the AI surge, being the only companies among 127 analyzed to more than double their revenue. However, growth remains uneven across sectors, with the industrial segment facing a projected 16% decline in 2024. The automotive sector has stabilized, while memory markets show improvement with Samsung, SK Hynix, and Micron ranking in the top six. NVIDIA maintains the leading position with over 15% market share.
Il mercato globale dei semiconduttori ha registrato una crescita robusta nel terzo trimestre del 2024, con introiti che hanno raggiunto 177,8 miliardi di dollari, un aumento dell'8,5% rispetto al secondo trimestre e una crescita del 25% su base annua. L'industria è in linea per un'espansione annuale del 24%, principalmente guidata dalla domanda legata all'AI. Nei primi tre trimestri del 2024 si è registrato un incremento del 26% dei ricavi rispetto al 2023, per un totale di circa 494 miliardi di dollari.
NVIDIA e SK Hynix si sono affermate come i principali beneficiari dell'espansione dell'AI, essendo le uniche aziende tra 127 analizzate a raddoppiare i loro ricavi. Tuttavia, la crescita rimane disomogenea tra i settori, con il segmento industriale che prevede un declino del 16% nel 2024. Il settore automobilistico si è stabilizzato, mentre i mercati della memoria mostrano miglioramenti, con Samsung, SK Hynix e Micron nelle prime sei posizioni. NVIDIA mantiene la posizione di leader con oltre il 15% di quota di mercato.
El mercado global de semiconductores demostró un crecimiento sólido en el tercer trimestre de 2024, con ingresos que alcanzaron 177.8 mil millones de dólares, un aumento del 8.5% respecto al segundo trimestre y un crecimiento del 25% interanual. La industria está en camino de una expansión anual del 24%, impulsada principalmente por la demanda relacionada con la IA. Los primeros tres trimestres de 2024 vieron un aumento del 26% en los ingresos en comparación con 2023, totalizando aproximadamente 494 mil millones de dólares.
NVIDIA y SK Hynix han emergido como los principales beneficiarios del aumento de la IA, siendo las únicas empresas entre 127 analizadas que han duplicado sus ingresos. Sin embargo, el crecimiento sigue siendo desigual entre los sectores, con el segmento industrial enfrentando una caída proyectada del 16% en 2024. El sector automotriz se ha estabilizado, mientras que los mercados de memoria muestran mejoras, con Samsung, SK Hynix y Micron ocupando los seis primeros lugares. NVIDIA mantiene la posición de liderazgo con más del 15% de participación de mercado.
글로벌 반도체 시장은 2024년 3분기에 이라는 수익을 기록하며 8.5%의 성장률을 보였습니다. 이는 2분기 대비 25%의 연간 성장률로, AI 관련 수요에 힘입어 주요한 발전을 이루고 있습니다. 2024년의 처음 세 분기는 2023년 대비 수익이 26% 증가하여 총 약 $494억에 달합니다.
NVIDIA와 SK Hynix는 AI의 급증으로 인해 큰 수혜를 입은 주요 기업으로, 분석된 127개 기업 중에서 수익을 두 배 이상 증가시킨 유일한 기업입니다. 그러나 산업 세그먼트는 2024년에 16%의 감소가 예상되며 성장세는 여전히 고르지 않습니다. 자동차 부분은 안정세를 보이고 있으며, 메모리 시장은 개선을 보이고, 삼성, SK Hynix, 마이크론이 상위 6위 안에 있습니다. NVIDIA는 15% 이상의 시장 점유율로 1위 자리를 유지하고 있습니다.
Le marché mondial des semi-conducteurs a montré une forte croissance au troisième trimestre 2024, avec des revenus atteignant 177,8 milliards de dollars, soit une augmentation de 8,5% par rapport au deuxième trimestre et une croissance de 25% par rapport à l'année précédente. L'industrie est en voie d'une expansion annuelle de 24%, principalement soutenue par la demande liée à l'IA. Les trois premiers trimestres de 2024 ont enregistré une augmentation de 26% des revenus par rapport à 2023, totalisant environ 494 milliards de dollars.
NVIDIA et SK Hynix se sont imposés comme les principaux bénéficiaires de l'envolée de l'IA, étant les seules entreprises parmi 127 analysées à avoir plus que doublé leur chiffre d'affaires. Cependant, la croissance reste inégale entre les secteurs, avec le segment industriel faisant face à une prévision de déclin de 16% en 2024. Le secteur de l'automobile s'est stabilisé, tandis que les marchés de la mémoire montrent des améliorations, avec Samsung, SK Hynix et Micron classés parmi les six premiers. NVIDIA maintient la position de leader avec plus de 15% de part de marché.
Der globale Halbleitermarkt verzeichnete im dritten Quartal 2024 ein robustes Wachstum, mit Einnahmen von 177,8 Milliarden Dollar, was einem Anstieg von 8,5% im Vergleich zum zweiten Quartal und einem Wachstum von 25% im Jahresvergleich entspricht. Die Branche ist auf Kurs für eine jährliche Expansion von 24%, die hauptsächlich durch die Nachfrage im Bereich AI vorangetrieben wird. In den ersten drei Quartalen 2024 gab es einen Anstieg der Einnahmen um 26% im Vergleich zu 2023, was insgesamt etwa 494 Milliarden Dollar ausmacht.
NVIDIA und SK Hynix haben sich als wichtige Nutznießer des AI-Anstiegs herausgestellt und sind die einzigen Unternehmen unter 127 analysierten Firmen, die ihren Umsatz mehr als verdoppeln konnten. Das Wachstum bleibt jedoch in den Sektoren ungleichmäßig, mit einem prognostizierten Rückgang von 16% im Industriesektor im Jahr 2024. Der Automobilsektor hat sich stabilisiert, während die Speichersegmente Fortschritte zeigen, wobei Samsung, SK Hynix und Micron in den Top Sechs rangieren. NVIDIA behält die führende Position mit über 15% Marktanteil.
- Q3 2024 semiconductor revenue increased 8.5% QoQ to $177.8 billion
- 25% YoY growth in Q3 2024 compared to Q3 2023
- 26% revenue increase in first three quarters of 2024 vs 2023
- Memory market projected to grow by $73 billion in 2024
- NVIDIA increased revenue by 10.5% in Q3, maintaining market leadership
- Industrial sector facing 16% YoY decline in 2024
- Automotive semiconductor revenue remains flat YoY
- Industrial segment expected to see $10 billion revenue decline in 2024
- Growth largely concentrated in AI segment, showing uneven industry recovery
Insights
Aggregate semiconductor revenue for the first three quarters of 2024 increased by
Cliff Leimbach, Senior Analyst at Omdia, stated, "The high demand for AI is setting 2024 up to be a record-breaking year. Semiconductor revenue from the first three quarters of 2024, approximately
NVIDIA and SK Hynix are two companies that have greatly benefited from the AI surge: NVIDIA through its GPUs, and SK Hynix through high-bandwidth memory. Among the 127 semiconductor companies analyzed in the Competitive Landscaping Tool report, these two companies are the only ones who have more than doubled revenue in the first three quarters of 2024 compared to same period in 2023.
Semiconductor revenue is expected to continue growing = in the fourth quarter, increasing approximately
However, growth outside of AI has been challenging in certain sectors. The automotive market, saw consistent semiconductor revenue growth from Q32020 through Q32023, has stabilized as demand leveled off in 2024, with revenue expected to remain flat compared to 2023. Additionally, weak macroeconomic conditions have impacted the industrial segment, which is forecasted to experience a
Despite the unevenness performance across semiconductor segments, all top ten companies saw sequential revenue growth in Q32024 with 17 of the top twenty companies also growing quarter-over-quarter.
NVIDIA held the number one ranking in the third quarter, with a
Outside of NVIDIA, improved memory market dynamics have boosted rankings for memory companies. The memory market is forecast to grow by
ABOUT OMDIA
Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets combined with our actionable insights empower organizations to make smart growth decisions.
Contact
Fasiha Khan- fasiha.khan@omdia.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/omdia-semiconductor-market-posts-strong-q3-set-for-significant-growth-in-2024-302330477.html
SOURCE Omdia
FAQ
What was the semiconductor market revenue in Q3 2024?
How much growth is expected in the semiconductor market for 2024?
Which semiconductor companies benefited most from AI demand in 2024?
What is the projected decline in the semiconductor industrial sector for 2024?
What is NVIDIA's current market share in the semiconductor industry?
