Business
Leaving TSMC, AMD joins Samsung as 4nm yield improved
As Samsung Electronics improved its 4nm process technology, major clients such as AMD started to join the Foundry. Reports say that the company’s 4nm yield is now close to 5nm-process levels, which is the latest process in chip production.
According to the info, the yield of the Samsung 4nm process has improved so rapidly that it is now close to the levels of the 5nm process. During a rare announcement, the chipmaker said that the next-generation 4nm process will provide more advanced yields.
Samsung has made significant improvements in raising the yield and production capacity altogether this year. The enhanced yield is comparable to that of TSMC, according to industry insiders. The yield improvement has helped the chipmaker to lure back its clients.
Industry sources say AMD (Advanced Micro Devices Inc.) and Samsung entered into a partnership as the US company chose the Korean chipmaker’s 4nm processor. Moreover, Samsung will also outsource the Tensor 3 chip for Google’s Pixel 8 series, using its third-generation 4nm process node.
AMD signed to use Samsung Foundry 4nm pic.twitter.com/FuWFJLpvjY
— Connor / 코너 / コナー (@OreXda) May 1, 2023
The South Korean tech giant is focusing on the production of 4nm chips, even as it kicked off the world’s first mass production of 3nm chips last month. However, Samsung struggled to ensure a high enough yield of the 4nm process at the early stage of production after the 2021 unveiling.
Business
Samsung leads Q3 smartphone market, Huawei’s entry haunts Apple
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”.
// Source
Business
Underdog phone brand jumped 50%, Samsung and Apple lost ground
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.
Business
Samsung enjoyed 2023’s last victory over Apple?
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.