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Omdia: Semiconductor market revenue stabilizes after five consecutive quarters of record

06/24/2022 Omdia, semiconductor market revenue, semiconductor components, memory, Samsung, semiconductor


  The fiery semiconductor market stabilized in the first quarter of 2022 after five consecutive quarters of record revenue growth, down just 0.03% from the previous quarter, according to Omdia's latest competitive analysis of the global semiconductor market.

  "Total semiconductor revenue has been growing every quarter since Q2 2020 and has set a new record every quarter starting in Q4 2020. But the market broke that in Q1 2022. Two trends, ushering in the first decline since the first quarter of 2020," said Cliff Leimbach, senior research analyst and author of Omdia's "Semiconductor Competitive Landscape (CLT) Focus Services".

  Leimbach added that given the size of the market, the decline was very small, with semiconductor revenue still near record highs. Revenues in the first quarter of 2022 fell to $159.30 billion from $159.35 billion in the fourth quarter of 2021, but the first quarter of 2022 remained in second place on record.

  Furthermore, the decline in the first quarter of 2022 is low by historical standards. The first quarter is typically a declining quarter as demand weakens after the holidays. Since Omdia started tracking the market on a quarterly basis in 2002, the first-quarter decline has averaged 4.4%.

  First Quarter Review

  Almost all semiconductor components experienced sequential growth of -5% to 5% in the first quarter of 2022 compared to the fourth quarter of 2022. Notable decliners included CMOS sensors, which fell 16% sequentially. Typically, this market declines in the first quarter, but this time there were other factors at play during the period:

  · Rising global raw material prices, causing inflationary pressures.

  · Consumer spending was sluggish in the first quarter, especially for smartphones.

  Continued impact of the outbreak on key markets in the first quarter, affecting supply chains for smartphones and other electronics.

  Top 10 Market Shares

  Samsung narrowly overtook Intel in the fourth quarter of 2021, but extended its lead further in the first quarter. Samsung's memory revenue held steady, while MPU revenue was heavily impacted by Intel, showing weakness in the first quarter of 2022.

  In addition to the first two companies notable, with AMD's acquisition of Xilinx completed, AMD's ranking also rose from eighth to sixth. Memory companies (Samsung, SK Hynix, Micron) remain the major influencers in the memory market, with total memory (DRAM, NAND, NOR) revenue falling only 2.2% in Q1 2022.

  About Omdia is one of the leading research and advisory groups focused on the technology industry. With clients in more than 120 countries, Omdia provides market-critical data, analysis, advice and bespoke consulting.

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