Recent #IDC news in the semiconductor industry

12 months ago
➀ The traditional PC market is expected to remain flat in 2024 with 261 million units shipped, while the tablet market is forecast to grow by 7.2% year-over-year, leading to a 2.6% overall growth for PCs + tablets. ➁ Excluding China, the global traditional PC market would have grown by 2.8%, but China's economic challenges have impacted PC sales, though Huawei has sustained domestic tablet demand. ➂ IDC predicts a 4.3% year-over-year growth for traditional PCs in 2025 due to the end of Windows 10 support, which could also benefit Apple's market share. ➃ AI PC adoption is driven by the need for new PCs rather than a specific demand for AI functionality.
AI PCAppleIDCPCTabletWindows 10market growth
about 1 year ago
1. GenAI smartphone shipments are expected to grow by 363.6% year-over-year in 2024, reaching 234.2 million units, accounting for 19% of the overall smartphone market. 2. IDC defines GenAI smartphones as devices with an SoC capable of running on-device GenAI models using an NPU with 30 TOPS or more performance. 3. The market is projected to maintain growth, with a compound annual growth rate (CAGR) of 78.4% from 2024 to 2028, reaching 912 million shipments by 2028.
AIIDCsmartphones
about 1 year ago
1. Q2 smartphone shipments increased by 6.5% year-over-year to 285.4 million units according to IDC. 2. The top 5 companies all saw year-over-year gains, with increasing competition among leaders and polarization of price bands. 3. Gen AI smartphones are expected to grow faster than any mobile innovation and capture 19% of the market this year.
IDCmarket analysissmartphones
about 1 year ago
1. Q2 PC shipments grew 3% to 64.9 million units, marking the second consecutive quarter of growth after seven quarters of decline. 2. Weak performance in China held back the global market, with growth exceeding 5% excluding China. 3. The top five companies in PC shipments include Lenovo, HP Inc., Dell Technologies, Apple, and Acer Group.
IDCLenovoPC Market
about 1 year ago
1. The automotive semiconductor market is expected to grow significantly across various segments including logic, memory, microprocessors, analogue, opto, discretes, and sensors by 2027. 2. Auto memory revenue is projected to exceed $7 billion, while auto microprocessors are anticipated to reach over $15 billion. 3. Auto analogue, logic, optoelectronic devices, discretes, and sensors are also expected to see substantial revenue growth, driven by advancements in technology and increasing demand for sophisticated vehicle functionalities.
IDCautomotive electronicssemiconductors