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NvidiaNvidia(US:NVDA) 半导体行业观察·2025-04-11 00:55

Core Viewpoint - The global semiconductor industry is projected to experience significant growth in 2024, with revenues expected to increase by 21% year-on-year, reaching $655.9 billion, driven primarily by the demand for AI-related technologies and data center infrastructure [1][5]. Summary by Sections Market Overview - Gartner's data indicates that Nvidia has become the largest semiconductor company, capturing 11.7% of the market share, followed by Samsung Electronics and Intel [1][2]. - The overall semiconductor market is expected to see a total revenue of $655.9 billion in 2024, a substantial increase from $542.1 billion in 2023 [3][5]. Company Performance - Nvidia's revenue is projected to reach $76.7 billion in 2024, marking a 120.1% increase from $34.8 billion in 2023 [3]. - Samsung Electronics is expected to generate $65.7 billion in revenue, up 60.8% from $40.9 billion in 2023, maintaining its position as the second-largest vendor [3][5]. - Intel's revenue is forecasted to be $49.8 billion, showing a minimal growth of 0.8% from $49.4 billion in 2023, reflecting increased competition and missed opportunities in the AI sector [3][2]. AI and Data Center Demand - The demand for GPUs, particularly for AI workloads in data centers, has significantly boosted Nvidia's market position [2][8]. - The data center semiconductor revenue is expected to reach $112 billion in 2024, up from $64.8 billion in 2023, making it the second-largest semiconductor market after smartphones [5][12]. Memory Market Dynamics - Memory revenue is projected to grow by 73.4%, significantly impacting the overall market dynamics [1]. - The strong rebound in memory prices, particularly for DRAM and flash memory, has contributed to Samsung's revenue growth [2][5]. Future Projections - The semiconductor market is anticipated to continue its upward trajectory, with predictions of reaching $705 billion by 2025 [5]. - The top 25 semiconductor companies are expected to see a collective revenue growth of 27% in 2024, outpacing the overall market growth [3][12]. Regional Insights - The Americas are projected to account for 44.8% of semiconductor sales, while China is expected to contribute 18.3% [12]. - However, regions like Japan and Europe are experiencing declines in sales, indicating uneven growth across different markets [12].