Business
Samsung semiconductor foundry building competitive relationship with Apple
According to a report from Korean media, Taiwanese TSMC will monopolize Apple’s semiconductor product production this year after sales of semiconductor foundries ordered by Apple increased significantly.
And, Samsung and Intel are forming a competitive relationship with Apple, so negotiating foundry orders is not so easy. As per the report, Apple plans to begin storing key components, such as semiconductors, for the next iPhone in early June.
Taiwan’s TSMC, which produces Apple’s own processors for iPhones, iPads, and MacBooks, is also expected to produce next-generation system semiconductors such as the ‘A16’ and ‘M2’ as soon as possible.
With Apple’s systems semiconductor product line, being more than 20 trillion won in annual orders, TSMC’s rivals, Samsung Electronics and Intel are ultimately targeted to win orders.
Apple generally diversifies its component suppliers, relying on TSMC to produce semiconductor processors, a key component that inevitably increases the risk of disruption in the semiconductor supply chain.
However, DigiTimes said it would be difficult for Samsung to hand over Apple’s semiconductor product to Apple due to sluggish foundry microprocessing yields, and that Intel was also unlikely to win orders from Apple.
Although Samsung Electronics competes with Apple in the smartphone and mobile processor markets, it has been analyzed that the chances of winning foundry orders are much higher compared to Intel.
Finally, if Samsung’s foundry microprocessing yield problem is resolved, it is possible that Apple will hand over some semiconductors to Samsung instead of TSMC. Apple is already actively reviewing TSMC’s production of 2-nano process semiconductors, which will be used in iPhones released in 2025.
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Samsung ranked first in market share in the global smartphone market in Q3, 2023. TrendForce report says that Samsung led the global Q3 smartphone market, recording a market share of 19.5%.
Overall production in the third quarter increased by 11.5% compared to the previous quarter to 60.1 million units. During the same period, Apple’s production increased by 17.9% to 49.5 million, thanks to iPhone 15.
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Third place was taken by Xiaomi (13.9%), followed by Oppo (12.6%) and Transion (8.6%). 6th place is Vivo (8%). Meanwhile, global smartphone production reached 308 million units, a 13% increase compared to the previous quarter and a 6.4% increase from the previous year.
Huawei’s re-entry into the flagship smartphone market targeting Apple has had a significant impact in China. Huawei is aiming to expand its high-end flagship series, focusing on the Chinese domestic market next year, so Apple “We plan to attack directly”.
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In Q3 2023, Samsung and Apple’s market share slightly declined, while an underdog Chinese phone brand appeared on the top 5 chart. In a recent development, Canalys published market research data for the third quarter, revealing Tanssion as the fifth best-seller globally.
According to the info, Samsung and Apple lead total sales with 20% and 17% market share, yet both have fallen from their 22% and 18% levels in 2022. However, Tanssion, the maker of Tecno, Itel, and Infinix phones, climbed from 6% global market share last year to 9% in 2023, a 50% jump.
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Apart from this, Xiaomi matched last year’s share only by “recovering” from a terrible first half of 2023. At the same time, OPPO has fallen steadily over the past two years, while fellow BBK brand vivo lost the top-5 slot it’s owned for years.
Overall, the global smartphone market underwent a slight drop of 1% in Q3 2023. Bolstered by regional recoveries and new product upgrade demand, the smartphone market recorded a double-digit sequential growth in Q3, ahead of the sales seasons.
Recently, research agency Counterpoint Research published their latest analysis. The report reveals that Samsung continued its leadership in the third quarter of 2023, while Apple remained in the second spot. However, both OEMs faced a decline of 1 percent year over year.
According to CR, slower consumer demand is the main factor in the dwindling sales. The market did see a slight 2 percent growth in Q3 compared to Q2, likely driven by last month’s iPhone 15 series launch. Samsung secured 20 percent market share, while Apple grabbed 16 percent sales.
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The Galaxy A-series was the key driver for the South Korean smartphone maker. Apple came in second with 16 percent of the market while Xiaomi rounded out the top three with its 12 percent share. Oppo (10 percent) and vivo (8 percent) were the remaining brands in the top five charts.
The newly released iPhone 15 series will help Apple score a lead over Samsung in the fourth quarter of the year. The results will arrive by early next year, and it’s expected that the US phone maker could surpass Samsung. Major camera upgrades and USB-C helped Apple register strong sales.