Source: Aijiwei

    In the second quarter of this year, Samsung Electronics of South Korea beat Intel for four consecutive quarters and won the first place in the global semiconductor market revenue. However, as the memory chip market shrinks, Samsung may lose its title in the second half of the year.
    According to Omdia‘s statistics, the global semiconductor market in the second quarter reached US $158.113 billion, a decrease of US $3.111 billion compared with the previous quarter. Among them, the revenue of Samsung Q2 Semiconductor reached USD 20.3 billion, up 0.7% quarter on quarter. Omdia believes that the increase in revenue is mainly due to the maintenance of a certain demand for server chips and the growth of system semiconductors.

    Samsung‘s global market share reached 12.8%, an increase of 0.3% over the previous quarter; Intel‘s global share is 9.4%, 3.4% behind Samsung; In the previous quarter, the gap between the two companies was 1.4%.

    Intel Q2‘s revenue was 14.8 billion US $65 million, down 16.6% quarter on quarter. Samsung Electronics overtook Intel for the first time in 2017 and won the first place until 2018. However, in 2019 and 2020, Samsung continued to lose to Intel, and won the championship again until Q3 in 2021.

    The second to fifth places are SK Hynix (6.8%), Qualcomm (5.9%), Micron (5.2%) and Broadcom (4.2%). TSMC was not included in the Omdia survey.

    The analysis points out that Samsung‘s leading position may not be guaranteed in the second half of the year due to the slowing down of the memory chip market. IC Insights had previously predicted that TSMC‘s Q3 revenue would increase by 11% quarter on quarter to US $20.2 billion, which might lead Samsung to overtake the world‘s semiconductor industry. TrendForce predicts that the Q3 price of DRAM and NAND Flash storage will decrease by 13-18% quarterly. In addition, there are also views that the CMOS market may also experience negative growth, and it is predicted that the winter of semiconductor will last until the end of 2023.

    However, Qing Guixian, the head of Samsung‘s electronic semiconductor department, said on the 7th of this month that Samsung would take the crisis as a turning point and plan to expand investment and R&D expenditure to boost market share when the market is sluggish.

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