Rapid growth of artificial intelligence, the rapid increase in the number of athletes in the environment and the increasing need for graphics cards, the semiconductor industry benefited from a 18.1 % increase of its business during 2024, according to a Gartner study. – Thus, if the overall business of this market represents $ 626 billion in 2024, it can now rise to $ 705 billion in 2025.
Samsung a leader
Of course, the majority of the mid -largest players took advantage of the market blast, the big champion in this category began with Samsung. The South Korean firm is the first seller of the semiconductor in the world, with a $ 66 billion business in 2024, compared to 40 billion in 2023, which is equivalent to a 62.5 percent increase in a year. Overall, Samsung now represents 10.6 % of the semiconductor market during the year 2024.
But Samsung is not the only actor who has benefited from the industry’s good health: NVIDIA and SK Hanks get third and fourth positions, thanks to a nearly 80 % increase in their business. Thus, in 2023, Nvidia generated $ 25 billion against its semiconductor: that number is now $ 45 billion for 2024. Datto for SK Hanks: 23 billion for 2023, 42 billion for 2024.
IA forced to explode in the market
And then some companies are stagnant, or even the market share is lost: for example, Intel ranks second in the ranking of companies, which has benefited from the biggest business of 2024. But in 2023, the company is taking advantage of the first position. The firm is stagnant, with the same business for 2024: $ 49 billion during the year, or 7.9 % of the market share. The great loser of the Top 10 is Infinone Technologies, which loses 6 % turnover over 2023.
To complete this study, the analyst, vice president of Gartner George Brookly Hurst, went there from his declaration: “The growing demand in artificial intelligence and productive artificial intelligence made data centers the second largest semiconductor market behind smartphones. In 2023, the semiconductor business for data centers reached $ 112 billion in 2023, compared to 64.8 billion. HBM revenue should increase by 66.3 % in 2025, which will reach $ 19.8 billion“.
