LONDON, June 23, 2022 /PRNewswire=KYODO JBN/ --
The red-hot semiconductor market reached a plateau in the first quarter of 2022
after five straight quarters of record revenues on top of continued growth,
with the market declining just 0.03% against the prior quarter, according to
Omdia's latest competitive analysis (
) of the worldwide semiconductor market.
"Total semiconductor revenue has been growing each quarter since 2Q20, and the
market set new total revenue records each quarter beginning with 4Q20. But the
market broke both those streaks in 1Q22, declining for the first time since
1Q20," said Cliff Leimbach (
https://omdia.tech.informa.com/authors/clifford-leimbach ), Senior Research
Analyst and author of Omdia's Semiconductor Competitive Landscape (CLT)
Spotlight Service (
Leimbach added that the decline was quite small given the size of the market,
and semiconductor revenues remain near all-time highs. Revenue in 1Q22 declined
from $159.35B in 4Q21 to $159.30B in 1Q22, and 1Q22 was the second highest
revenue on record.
Moreover, the decline in 1Q22 is low by historical standards. Q1 typically is a
down quarter as demand wanes after the holiday season. Since Omdia began
tracking the market at a quarterly level in 2002, the average Q1 decline is
4.4%. (See chart.)
Nearly all semiconductor components experienced sequential growth between -5%
and 5% in 1Q22 against 4Q22. Outliers included CMOS sensors, which declined 16%
quarter-over-quarter. Typically, this market declines in 1Q, but additional
factors were at play in this period:
-- Increases in raw material prices globally, putting pressure on inflation.
-- Dampening in consumer spending in Q1, particularly for smartphones.
-- Ongoing impacts of the pandemic in key markets in Q1, which have affected
the supply chains for smartphones and other electronic products.
Top-10 Market Share
Having barely surpassed Intel in 4Q21, Samsung increased its lead in Q1.
Samsung's memory revenue held firm, while MPU revenue, influenced heavily by
Intel, experienced weakness in 1Q22.
Outside of the top two companies, of note was AMD, which rose from eighth to
sixth place as their Xilinx acquisition closed. Memory companies (Samsung, SK
Hynix, Micron) remain major influencers as the memory market held, with the
total memory (DRAM, NAND, NOR) revenue down just 2.2% in 1Q22.
Omdia is a leading research and advisory group focused on the technology
industry. With clients operating in over 120 countries, Omdia provides
market-critical data, analysis, advice, and custom consulting.
Fasiha Khan / T: +44 7503 666806 / E: firstname.lastname@example.org
Visit Omdia (