➀ The Apple Vision Pro, launched in 2024, quickly captures a 5% market share in the VR/MR segment, becoming the third-largest player. ➁ Sales of the Apple Vision Pro in China have reportedly fallen short of expectations. ➂ AR glasses are thriving in the Chinese market, with 284K units sold in 2024.
Recent #Market Share news in the semiconductor industry
➀ Despite Microsoft's push to move Windows 10 users to Windows 11, the new OS is losing market share to its predecessor. ➁ Windows 10's market share has slightly increased while Windows 11's has decreased. ➃ Many Windows 10 devices may not meet the hardware requirements for Windows 11, potentially leading to 240 million PCs becoming obsolete.
➀ Qualcomm's Snapdragon X laptops have sold 720,000 units globally, capturing only 0.8% of the AI PC market; ➁ Despite a 180% growth in Q3 2024, they remain niche with less than 1.5% market share; ➂ Microsoft leads in shipments, followed by Dell, HP, Lenovo, Acer, and ASUS.
➀ AMD is dominating the desktop CPU market with a significant increase in market share; ➁ Amazon's top 10 best-selling CPUs are all AMD Ryzen processors; ➂ The Ryzen 7 9800X3D and 7800X3D are leading the list.
➀ Windows 11 is slowly gaining market share from Windows 10 ahead of the official support cutoff next year; ➁ Users are not upgrading to Windows 11 as expected, leaving Windows 10 machines vulnerable to security breaches; ➂ Microsoft offers a $30 one-year extension for Windows 10 updates, but millions of machines may be rendered obsolete.
➀ The October 2024 Steam Hardware & Software Survey shows NVIDIA with a 77.37% share of the GPU market, with the top 34 GPUs being GeForce products. The most popular GPU is the GeForce RTX 3060; ➁ The Radeon RX 6600 is the most popular desktop Radeon option, ranking 35th, followed by the Radeon RX 580; ➂ AMD has two RDNA 3 options in the list - the AMD Radeon RX 7900 XTX and AMD Radeon RX 7700 XT, while NVIDIA's latest GeForce RTX 40 Series has five entries in the Top 20.
➀ OLED monitor shipments have grown by a massive 181% this year; ➁ MSI has managed to carve out a sizable chunk of the market share with its line-up; ➂ TrendForce expects OLED monitor shipments to reach 1.44 million by the end of 2024.
➀ GPU shipments from AIBs increased in Q2 2024; ➁ NVIDIA and AMD see significant growth; ➂ GPU sales attributed to new card releases and price drop
➀ After two years of decline, AR/VR headset shipments grew by 10% in 2024, according to IDC.
➁ Meta leads the market with a 74.6% share, followed by Apple, Sony, ByteDance, and XREAL.
➂ Meta and XREAL are the only two among the top five companies that recorded year-over-year growth.
➀ Cyberpunk 2077 has sold over 30 million copies, with 63% of sales coming from the PC platform; ➁ The Witcher 3 saw a more even distribution of sales across systems, with PC at 40.3%; ➂ The popularity of Cyberpunk 2077 on PC is attributed to its advanced technology and graphics, as well as a poor console launch.
1. Walmart's valuation multiples surged due to market share gains and digital business excitement, which are now coming back to earth. 2. Despite strong Q4 results, Walmart's disappointing FY26 guidance, including lower sales and EPS growth, caused an 18% selloff. 3. The margin expansion story is on hold, influenced by acquisitions and FX headwinds, leading to a conservative growth outlook.
➀ The server market grew 91% year-over-year in Q4 2024, with revenue reaching a record $77.3 billion. Revenue from x86 servers increased 59.9% to $54.8 billion, and non-x86 servers increased 262.1% to $22.5 billion. Servers with embedded GPUs saw a 192.6% year-over-year growth.
➁ Nvidia dominated the server GPU market with over 90% of shipments with embedded GPUs in 2024Q4. The adoption of servers with embedded GPUs by hyperscalers and cloud service providers has been a significant driver of market growth.
➂ The U.S. was the second fastest-growing region in the server market, with China also experiencing significant growth. Dell Technologies and Supermicro tied for the number one position in the market, followed by Hewlett Packard Enterprise, IEIT Systems, and Lenovo.
➀ This article provides an overview of the top ten semiconductor companies in 2024, based on Gartner's data.
➁ The list includes the ranking, revenue, market share, and growth percentage compared to 2023.
➂ Notable companies like Samsung Electronics, Intel, NVIDIA, and Apple are highlighted.
1. Intel's investment thesis is based on the strategic importance of semiconductor production for future economies and warfare, driving U.S. efforts to boost domestic production; 2. Intel's struggles are due to past leadership decisions, with AMD and Nvidia eroding its market share and high fab costs necessitating external assistance; 3. A potential joint venture with AMD, Nvidia, Qualcomm, Broadcom, and TSMC could revitalize Intel, offering vertical integration benefits and increased market share.
➀ Advanced foundry process nodes saw a 10% q-o-q growth in Q4, driven by demand from AI servers, smartphone processors, and PCs, leading to $38.48 billion in revenues for the top ten foundries.
➁ TSMC led with $26.85 billion in revenue and a 67% market share, followed by Samsung Foundry with a 1.4% QoQ decline to $3.26 billion and 8.1% market share.
➂ SMIC's revenue increased 1.7% QoQ to $2.2 billion, securing 5.5% market share and third place.
➀ AMD's desktop GPU shipments increased to 1.43 million units in Q4 2024, its strongest result for the year.
➁ The overall GPU market saw a slight increase in shipments in Q4 2024, but a decline compared to the same quarter in 2023.
➂ Despite a modest Q4, the year 2024 was good for the discrete desktop GPU market, with Nvidia shipping 30.2 million units and AMD shipping 4.42 million units.
➀ In 2024, EV and fuel cell vehicle sales grew by 25% to reach 16.9 million units, with China's market share expanding to 67%;
➁ Tesla maintained its top position in BEV sales, followed by BYD and SAIC-GM-Wuling, which saw significant growth;
➂ BYD dominated the PHEV segment with a 38% market share, and the industry is expected to see consolidation and potential mergers in 2025.
➀ Qualcomm is facing multiple competitive pressures from MediaTek's rising share and NVIDIA's entry in the smartphone chip market.
➁ In the server CPU market, Arm's cross-industry competition is squeezing Qualcomm's market share.
➂ In the automotive cabin chip field, MediaTek and Intel's strong performance pose a threat to Qualcomm.
➃ TSMC's advanced manufacturing process technology supports chip design companies and challenges Qualcomm.
➄ Qualcomm's CFO expects the overall market to remain flat or grow in single digits by 2025.
➅ Qualcomm's CEO emphasizes the commitment to reaching a non-smartphone business revenue target of $22 billion by fiscal year 2029.
1. Amazon's cloud computing opportunity is significant, with AWS potentially regaining market share from Microsoft Azure and Google Cloud; 2. The market values AMZN highly due to its dominance in the cloud and the potential for further business diversification in areas like advertising; 3. AWS remains the top cloud player due to its strong foundation and ability to 'delight' customers.
➀ Intel's data center CPU sales reached a 13-year low in 2024 due to increased competition from AMD, the transition to higher-core count models, and a market shift to AI servers.
➁ Unit sales of Intel's data center CPUs dropped by 20% from 2011 levels and over 80% from 2021.
➂ Intel's data center average selling prices increased, but it is unclear if the company can regain market share in the AI accelerator market.
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