2024 has been a year full of uncertainty for chip designers. So much that the market has changed leader

2023 was a bad year for companies that are dedicated to the design of integrated circuits. The report published by the consultant Gartner in early 2024 collected that the joint revenues of companies that are dedicated to direct or indirect sales of chips They fell for 2023 11% compared to 2022. The panorama did not paint well by 2024, but there is no doubt about one thing: the year we just left behind has been better for the chips industry as a whole than 2023.

According to Gartner During 2024 the income of the semiconductor designers grew 18%. Not bad if we are in mind where they come from. However, this is not at all the only interesting fact that the detailed report that this consultant has prepared. And it foresees that 2025 will also be a very good year thanks to the push of the artificial intelligence (AI). In fact, global revenues will grow, again according to Gartner, of the 626 billion dollars from 2024 to 705,000 million in 2025.

Samsung has traced and has been placed again in front of Intel

Samsung re -leads the world classification that includes all companies that are dedicated to direct or indirect sale of integrated circuits. Presumably Gartner has not included TSMC in his report, and yes to Intel and Samsung, because the Taiwanese company only manufactures semiconductors for third parties. It does not design or market them directly or indirectly, something that both Intel and Samsung do. In any case, this last company has entered for 2024 66,524 million dollars compared to 40,942 million of 2023. These figures entail a growth of 62.5%.

Intel, meanwhile, entered during the year we had just left behind 49,189 million dollars, while in 2023 their income amounted to 49,117 million. It is evident that 2024 has been a hard year For this American company greatly due to its difficulties in compete in the hardware market for AI. The figures that we have just reviewed describe a growth of only 0.1% for 2024 compared to 2023. In fact, this bad economic result led to The company’s departure from the company.

If we stick to the gross income Nvidia already steps on Intel’s heels, which has placed it in the third position of the classification. The company led by Jensen Huang entered for 2024 45,988 million dollars, which represents an increase of no less than 83.6% compared to 2023. Behind it has positioned SK Hynix, Qualcomm, Micron Technology, Broadcom, AMD, Apple and Infineon Technologies. Anyway, the most obvious conclusion we can get is that for 2024 the semiconductor market has been promoted above all by the GPUs for AI, and surely this trend is not going to be altered in 2025.

Image | TSMC

More information | Gartner

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