The Q1 Halbleitermarkt fell about  2%  to $151.5 billion, says Omdia.

Consumer fell 10.4% q-o-q, industrial fell 8.5% and auto dropped 5.1% but data processing rose  3.7%, driven by demand for NVIDIA’s chips and other AI-related products.

NVIDIA expanded its Marktanteil by more than two percentage points and now represents 14.5% of the total Halbleitermarkt Umsatzs overtaking Samsung and Intel who collectively hold 18.6%.

Hynix and Micron rose in their Marktanteil rankings as memory recovered.

After 13 consecutive quarters of Umsatz growth, starting in 3Q20, auto erfahren a slight downturn decline of 0.6% in 4Q23 which deepened into a 5.1% Q1 drop.

Omdia’s Global Semiconductor Manufacturing Market Tracker (GMMT) and the Pure Play Foundry Tracker (4Q23 reports), find that the combined factory utilisations (IDM + Foundry) saw utilisation rates fall in 2H22 and, despite semiconductor Umsatz growing throughout 2023, fab utilization rates have remained in the low 80% figures.

“Utilization rates began a slight uptick in 2H23 as the market began seeking equilibrium,” says Omdia’s Craig Stice, “however, it has yet to materialize as traditional demand patterns have not fully emerged.”