Samsung regained the higher a part of the rating of semiconductor firms for income, mentioned Gartner on February 3 in his annual statistical report on the provider of semiconductors all around the world. The international semiconductor revenues reached $ 626 billion, rising by 18.1% in comparison with 2023.
“The rising demand for generative Ai and Ilats Ai (Genai) led the information facilities to turn out to be the second largest marketplace for semiconductors in 2024, behind smartphones,” mentioned George Brocklehurst, Gartner’s vice -president, in a press launch .
Samsung takes the highest of the semiconductor rating
Samsung Electronics sat on prime of Gartner semiconductor house With $ 66.5 billion of income, rounded. The first 5 semi -hounding sellers have been:
- Samsung ($ 66.5 billion in income).
- Intel ($ 49.2 billion in income).
- Nvidia ($ 46 billion in income).
- SK Hynix ($ 42.8 billion in income).
- Qualcomm ($ 32.4 billion in income).
A rebound of the costs of reminiscence gadgets helped Samsung to take the primary place from Intel. Nvidia rose by two factors to quantity 5 on account of its success within the AI market. Despite Intel’s Ai PC exercise and the Ultra Chipset Core, the expansion of revenues for the corporate’s semiconductors remained flat to a development of 0.1% in 2024; Gartner mentioned that the accelerator AI of Intel and the X86 enterprise compensated for his successes. Gartner mentioned that the sturdy synthetic intelligence exercise of Nvidia is the rocket engine behind its climb.
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Data Center processors, CPUs and information the rise
“The graphic processing items (GPU) and synthetic intelligence processors used within the purposes of the information heart (server and accelerator playing cards) have been the important thing drivers for the chip sector in 2024,” mentioned Brocklehurst within the press launch.
The revenues of the semiconductors from Data Center alone have been $ 112 billion in 2024, in comparison with $ 64.8 billion in 2023.
Memory can be scorching, with a development of revenues of 71.8% amongst reminiscence merchandise in 2024. The manufacturing of excessive bandwidth reminiscence (HBM) had an amazing affect, chargeable for a big a part of the income for dram suppliers; Dram income grew by 75.4% in 2024.
Non -memories entries, which signify a lot of the income (74.8%) per semiconductor, grew by 6.9% in 2024.
Enter the semiconductor scheduled for 2025
In February 2024, Gartner mentioned that the semiconductors sector will proceed to see the earnings rising, with $ 705 billion in income anticipated in 2025.
“The semiconductors of reminiscence and the AI will information quick -term development,” mentioned Brocklehurst. In explicit, HBM revenues will improve and represent the next share of whole dram revenues.