In the third quarter of 2021, semiconductor revenues exceeded US$150 billion, the first time since the agency tracked the data, an increase of 7.6% year-on-year. Chip shortages, seasonal demand, and strong memory revenues have driven the total revenue growth.
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Omdia stated that the pandemic has caused a sudden shift in the global economy to become more technology-focused. Increasing demand for electronic products and the resulting shortage of some semiconductor components have increased the ASP and revenue of enterprises in the entire semiconductor industry. At the same time, as the semiconductor industry prepares for holiday demand, seasonal demand usually increases in the third quarter.
In addition, in the third quarter, memory (DRAM, NAND, and NOR) accounted for 29% of total semiconductor revenue, and revenue increased by 12% year-on-year. Among them, NAND market revenue hit a record high, mainly due to the needs of enterprises and data center markets, and the stable demand of the smartphone market. Due to the slight imbalance between supply and demand, ASP increased by nearly 5% from the previous quarter.
The strong performance of the memory market in this quarter also promoted changes in the ranking of the top 10 companies in the semiconductor industry. Samsung Electronics surpassed Intel to occupy first place in this quarter’s ranking.
