2023 is a year of both opportunities and challenges. ChatGPT has given rise to an explosion of new demand for AI. GPUs and HBM are being scrambled. The rise of Huawei Kirin 9000s in China has encouraged more companies to innovate independently. In the past, there was a price war for MCUs and analog chips, and later, memory chip production was reduced and prices rose against the trend. In order to survive, or to no longer sell chips at a loss, everyone tried their best.
The sales of the semiconductor industry continued to decline last year, and the decline will narrow by 2023. There are constant sounds of bottoming out, and we are waiting for the dawn to come.
The U.S. Semiconductor Industry Association (SIA) said global semiconductor sales posted monthly revenue growth for the first time in more than a year, the latest sign that customer demand for semiconductors is beginning to rebound, driven by emerging technologies such as artificial intelligence.
Global semiconductor revenue reached US$48 billion in November 2023, an increase of 5.3% over the same period last year and a month-on-month increase of 2.9%
Source: SIA
Manufacturers’ 2023 full-year performance or forecasts have been released one after another. Revenues are still in decline, with some experiencing serious declines. Only a few large manufacturers have achieved growth, and the recovery of each company is very uneven. The following is a summary of the 2023 performance and 2024 forecasts of major chip manufacturers in the semiconductor industry (including chip distribution).
