the market analyst Counterpoint revealed that during the first quarter of this year (Q1 2022) 7 out of 10 chips shipped around the world came from the foundries of the Taiwan semiconductor manufacturing company (TSMC), reflecting the foundry’s undisputed leadership.
To be exact, TSMC managed to grab the 69.9%only followed by Samsung Foundrywho got a share of 30 percentso 3 out of 10 chips shipped to market had been made by Samsung, mostly in NVIDIA graphics chips (GeForce RTX 30 series) and mobile chips like those of Qualcomm.
The global market for chipsets for smartphones has experienced a decrease of 5% shipments compared to the first quarter of 2021, although revenues for the same period increased by 23% on this occasion. Interestingly, TSMC’s chips are down 9% on an annual basis. Samsung took the cake in terms of smartphone chipset node share in Q1 2022, with 60%largely driven by the Snapdragon 8 Gen 1 from Qualcomm, which is perhaps the company’s shortest-lived high-end SoC.
What’s funny is that Qualcomm itself she was not happy with the end result of Samsung’s manufacturing process, so that a few months later, rumors emerged and came true: the forced launch of a Snapdragon 8+ gen 1 now made by TSMCwhich results in higher performance with lower power consumption and, therefore, easier cooling of the chip and avoids temperature problems.
TSMC, with customers of the caliber of Apple, Qualcomm and MediaTekit is clear that the superiority of Samsung Foundry as the preferred foundry of mobile device manufacturers will change significantly.