➀ Dell'Oro Group reports that O-RAN investments have fallen by $500 million in 2023 and a further 30% y-o-y in the first three quarters of 2024. ➁ The top 3 Open RAN suppliers for 1Q24-3Q24 are Samsung, NEC, and Fujitsu, while the top 3 vRAN suppliers are Samsung, Fujitsu, and Ericsson. ➂ Short-term projections for Open RAN have been revised downward, with a mid-single-digit share of the 2024 RAN market and 8 to 10% of the combined 2025 revenues.
Recent #Market Share news in the semiconductor industry
➀ Onix Technology Limited is reportedly affiliated with Sapphire Technology Limited; ➁ Onix's new brand is seemingly associated with Sapphire; ➂ Sapphire may have chosen Intel Arc over Nvidia GPUs due to tight allocations.
➀ EV sales in Q3 2024 increased by 19.3% year-on-year, with 4.123 million units sold; ➁ Tesla held the top position with an 18.5% market share, followed by BYD with 17.5%; ➂ Chinese brands Leapmotor and Chery made notable gains in global BEV sales.
1. Nutanix is poised to gain significant market share from VMware due to Broadcom's changes, with a 'Strong Buy' rating and a $90 target price. 2. Nutanix's strong ACV and ARR growth is driven by partnerships with Dell, Cisco, and Nvidia, and its solutions on Azure and AWS platforms. 3. Nutanix's up-market focus and new AI offerings are expected to accelerate revenue growth, with a projected 18% organic revenue increase.
➀ The revenue of high-end router equipment declined for the fifth consecutive quarter; ➁ Nokia was the only manufacturer to see an increase in router revenues year-over-year, gaining five percentage points of market share; ➂ The highest decline in revenue was observed in core routers, but core router revenue was stable on a quarterly basis.
1. Amazon's Prime Video is expected to become a leading VOD service, significantly boosting Amazon's digital advertising revenue; 2. Despite Q2 earnings disappointment, Amazon's diverse strengths in e-commerce, tech, and media make it a compelling investment opportunity; 3. Prime Video's ad-supported model is predicted to generate substantial revenue, increasing Amazon's net income over the next few years.
➀ ST has revised its long-term financial targets, pushing the $20 billion revenue target from 2027 to 2030 due to weaknesses in the automotive and industrial markets. ➁ For 2027-28, the revenue target is now around $18 billion with an operating margin of 22-24%. ➂ CEO Jean-Marc Chery expects capex to decline over the next three years but emphasizes ST's position as the largest SiC chip seller and its AI revenue potential.
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.
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
1. I am initiating coverage on Nvidia with a Strong Buy rating due to robust demand for AI accelerators and the upcoming Blackwell Superchips; 2. Nvidia's Q2 FY2025 results shattered records with $30.04 billion in revenue, a 122% YoY growth; 3. Foxconn's massive manufacturing scale-up and Nvidia's $50 billion share repurchase program signal strong confidence in sustained long-term demand for Blackwell chips.
➀ The global tablet market saw a 20.4% year-over-year growth in the third quarter, with 39.6 million units shipped. Apple shipped 12.6 million units, with a 1.4% year-over-year growth. The new iPad Pro was too expensive to sell well. Samsung and Amazon also saw significant growth. ➁ The report includes a breakdown of the top five tablet companies, their shipments, market share, and year-over-year growth. ➂ The data is provided by IDC's Worldwide Quarterly Personal Computing Device Tracker.
➀ Samsung Electronics has begun supplying its most advanced high-bandwidth memory HBM3E to a major customer after passing key validation procedures.
➁ The customer is believed to be NVIDIA, a leading AI chip manufacturer.
➂ SK Hynix currently holds over 50% of the HBM market share and is the main supplier of HBM3 and HBM3E to NVIDIA and AMD.
➃ Micron started mass production of HBM3E in February and plans to capture 20-25% of the HBM market share by 2025.
➄ Micron's stock plummeted by 4.26% on October 31st following the news.
➀ Intel's Arrow Lake CPUs have sold poorly in Germany; ➁ Core Ultra 200S sales have stagnated after only one week; ➂ AMD's market share in CPUs has increased to 95% on Mindfactory.
➀ Sony holds over 52.5% of the market share in CMOS image sensors for smartphone cameras, widening the gap with Samsung to 37 percentage points.
➁ The global shipment of image sensors in 2023 was $18.589 billion, a 1.4% decrease from 2022.
➂ China's encouragement for domestic image sensors could impact future market share changes.