Reporter Cho Sang-rok of Hello Tea |
It is speculated that Samsung Electronics will beat Intel in the third quarter and rise to the top spot in the global semiconductor market, excluding foundry (semiconductor consignment production) sales.
On September 20, market research firm Omdia predicted that Samsung Electronics’ semiconductor sales share in the third quarter of this year recorded 14.11%, ranking first in the world. This is more than 2 percentage points higher than Intel’s share (12.09%), which is second.
Omdia does not include foundry performance in semiconductor company sales surveys. According to Omdia, Samsung Electronics’ semiconductor sales share in the second quarter was 13.12%, slightly behind Intel’s (13.53%), taking second place.
However, it is expected to surpass Intel’s performance in the third quarter due to higher memory prices and increased sales volume, such as DRAM.
In third place, SK Hynix was expected to increase its market share in the third quarter to 6.80% from 6.37% in the second quarter. It was followed by Micron Technology (5.39%), Qualcomm (4.41%), Broadcom (3.40%), and MediaTek (3.09%).
Meanwhile, in an IC Insights survey that includes the foundry sector’s performance, Samsung Electronics has already overtaken Intel in the second quarter.
Samsung Electronics’ sales were 20.297 billion dollars (about 24 trillion won), and Intel’s sales were 19.34 billion dollars (22.8 trillion won). It was the first time in 11 quarters since the third quarter of 2018, when the ‘semiconductor supercycle’ was a ‘semiconductor supercycle’, that Samsung overtook Intel to become the world’s number one in quarterly sales.
IC Insights predicted that in the third quarter, Samsung Electronics’ semiconductors will maintain the top spot in the industry for two consecutive quarters with sales of $22.32 billion, a 10% increase from the second quarter.