Will NVIDIA rise to No. 1 in the world in 23 years? Rapid growth with AI semiconductors
This article uses automatic translation for some of its parts
According to Semiconductor Intelligence (SI), $NVIDIA (NVDA.US)$There is a high possibility that it will become the No. 1 semiconductor company in terms of sales this year. The company expects Nvidia's 2023 sales to be approximately 52.9 billion dollars, and Intel's sales to be 51.6 billion dollars.
Nvidia's sales in 2023 are 2022 sales due to the strength of AI processorsalmost 2 timesIt is expected that it will be.
$Intel (INTC.US)$Although it has occupied the top position of semiconductor companies for most of the past 21 years, 2017, 2018, and 2021 are Korea'sSamsungwas No. 1.
Despite the rapidly growing semiconductor industry and numerous start-ups, the top 10 companies in 2023 are all over 30 years old“Long-established company”It is.
Among them, Nvidia was founded30 yearsIt is a young company and is in 4th place $Broadcom (AVGO.US)$(Acquired by US Avago in 2015 for a huge amount of money) is an enterprise established 32 years ago. $Qualcomm (QCOM.US)$It grew to 5th place with IC and license revenue for mobile phones as the main source of revenue (only Qualcomm's IC revenue in the ranking). Occupy 10th place $STMicroelectronics (STM.US)$was born in 1987 as a result of the merger of Thomson Semiconductor in France and SGS Microelectronics in Italy. At that time, ST Micro was ranked 15th in the world ranking of semiconductor manufacturers, and the company size was much smaller compared to the top 10 companies, but it grew into one of the world's most powerful manufacturers through mergers and acquisitions, strategic alliances, innovative technology development, etc.
IntelIt was established 55 years ago, and initially sold storage devices.AMDIt started 54 years ago as a company that manufactures logic ICs. Currently, both companies mainly sell microprocessors, and the PC microprocessor market's95% or moreIt occupies.
If you compare the top 10 companies in 2023 with the top 10 companies in 1984 (SI began analyzing the semiconductor market), the top semiconductor companiesrelative stabilityIt is said that it can be seen.
Meanwhile, the relative stability of the semiconductor industry is shown by the market share of the top 10 companies in 1984 and 2023. TI in 19849.3%Occupying the market share of, what is Nvidia's share in 2023Approximately 10.6%It becomes. What was the market share of the top 10 companies in 198463%It was. In 2023Approximately 62%It is said that it will become Top companies are relatively stable, but the industry as a whole was in 198426 billion dollarsFrom to 2023$500 billionuntil, almost20x growthI've done it.
This article uses automatic translation for some of its parts
Source: Semiconductor Intelligence, moomoo
MooMoo News-Zoe
Source: Semiconductor Intelligence, moomoo
MooMoo News-Zoe
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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