Research firm Counterpoint reports that in the fourth quarter of 2023, TSMC dominated the global foundry market with a 61% share; Samsung benefited from smartphone restocking and pre-orders for the Samsung Galaxy S24 series, maintaining second place, with a market share of 14%. UMC and GF have a market share of about 6%, and sluggish demand and inventory adjustments (especially in the automotive and industrial sectors) have affected the two companies, and are therefore conservative in their target expectations for 2024; SMIC ranked fifth, accounting for 5% of the share, and demand for smartphone-related components is expected to increase in the short term.
Counterpoint：2023年Q4台积电晶圆代工独占61%份额
Counterpoint: TSMC's foundry dominates 61% of Q4 in 2023
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