是说芯语·2025-06-07 13:15Core Viewpoint - The semiconductor industry is facing significant challenges due to fluctuating tariff policies and economic uncertainty, impacting market predictions and supplier rankings [1][2]. Semiconductor Supplier Rankings Analog IC - In 2024, the top analog IC suppliers saw a decline in revenue, with only Qorvo (10% growth) and Monolithic Power Systems (21% growth) achieving increases. The top suppliers accounted for 59% of total sales [3][4]. DRAM - The DRAM market experienced an 88% growth in 2024, driven by high bandwidth memory (HBM) and the transition to DDR5. Average prices rose by 81%, while unit shipments increased by only 4%. CXMT showed the highest growth at 214% [5][6][7]. NAND - The NAND flash market grew by 69% to $66.1 billion, primarily due to price increases of 70%. Samsung maintained a 35% market share, while Solidigm's sales surged by 141% [8][9]. MCU - The MCU market declined by 22% in 2024, with NXP leading despite a 9% drop in sales. Renesas and ST also saw significant declines, while Infineon was the only supplier to grow [10][11]. MPU & APU - The MPU and APU market grew by 18.3% to $104.8 billion, with Intel and Apple leading the rankings. Qualcomm's sales increased by 28%, surpassing AMD [12][13][14]. Foundry - The global foundry market grew by 22% to $122.7 billion, driven by AI server demand. TSMC led with a 30% revenue increase, while SMIC also saw significant growth [15][16]. O-S-D - The O-S-D market declined by 9% to $91.1 billion, with major suppliers like Sony and Infineon experiencing revenue drops due to weak demand in consumer and industrial markets [17][18].