Technology
Visualizing the Changing Landscape of Big Media
Big Media is in the middle of a monumental shift.
With immense pressure on revenues, market share, and distribution stemming from platforms and the migration to digital, the traditional big media players are scrambling to find new models and tactics that work.
In addition to forcing companies to evaluate new ways to monetize and distribute content, this industry turmoil has also served up the perfect environment for massive mergers and acquisitions. Big conglomerates aren’t going to go down without a fight, and as a result they are willing to “bet the farm” on M&A to try and compete.
The Big Media Landscape
Today’s visualization comes to us from Recode via media reporters Peter Kafka and Rani Molla, and it does an excellent job in summing up the changing landscape of Big Media.
Notably, it helps visualize the significance of the recent $52.4 billion merger between Disney and 21st Century Fox, as well as the $85 billion merger between AT&T and Time Warner. The latter is set to go to antitrust trials in March.
It’s worth noting that the above graphic only shows the big players in the media landscape – and new media companies like Buzzfeed ($1.7 billion valuation) and Vox Media ($1.0 billion) are “too small” to include.
As such, it focuses primarily on the conglomerates that own many different media assets, with a heavy slant towards video content and distribution.
Platform Takeover
The impetus behind much of the turmoil in the media space comes from the unrivaled success of platforms.
Netflix has quickly emerged as a $100 billion+ company, and it already outsizes content stalwarts like Time Warner and 21st Century Fox, which each have histories going back many decades.
In response? In the visualization, you can see the investments made by Disney, Comcast, 21st Century Fox, and Time Warner into video streamer Hulu in one attempt to hedge bets.
But unfortunately, it’s not only Netflix that is a threat – on the advertising side, the Google/Facebook duopoly is wreaking havoc on virtually every online media company in existence. The below graphic, which helps to contextualize the trend in global ad revenue, is from a previous chart we published last year.
To combat a shrinking share of the pie, even long-running brands like the New York Times are migrating their monetization strategy towards paid subscriptions. In other words, even the Times acknowledges that it can’t compete with the scale and targeting ability of the platforms.
That’s why, unless the dust settles in the near-term, there will be even more consolidation and attempts towards innovation in the media sector. This is especially true for the big conglomerates, who need to show shareholders that they are trying to do something to stop the bleeding.
Technology
Ranked: Semiconductor Companies by Industry Revenue Share
Nvidia is coming for Intel’s crown. Samsung is losing ground. AI is transforming the space. We break down revenue for semiconductor companies.
Semiconductor Companies by Industry Revenue Share
This was originally posted on our Voronoi app. Download the app for free on Apple or Android and discover incredible data-driven charts from a variety of trusted sources.
Did you know that some computer chips are now retailing for the price of a new BMW?
As computers invade nearly every sphere of life, so too have the chips that power them, raising the revenues of the businesses dedicated to designing them.
But how did various chipmakers measure against each other last year?
We rank the biggest semiconductor companies by their percentage share of the industry’s revenues in 2023, using data from Omdia research.
Which Chip Company Made the Most Money in 2023?
Market leader and industry-defining veteran Intel still holds the crown for the most revenue in the sector, crossing $50 billion in 2023, or 10% of the broader industry’s topline.
All is not well at Intel, however, with the company’s stock price down over 20% year-to-date after it revealed billion-dollar losses in its foundry business.
Rank | Company | 2023 Revenue | % of Industry Revenue |
---|---|---|---|
1 | Intel | $51B | 9.4% |
2 | NVIDIA | $49B | 9.0% |
3 | Samsung Electronics | $44B | 8.1% |
4 | Qualcomm | $31B | 5.7% |
5 | Broadcom | $28B | 5.2% |
6 | SK Hynix | $24B | 4.4% |
7 | AMD | $22B | 4.1% |
8 | Apple | $19B | 3.4% |
9 | Infineon Tech | $17B | 3.2% |
10 | STMicroelectronics | $17B | 3.2% |
11 | Texas Instruments | $17B | 3.1% |
12 | Micron Technology | $16B | 2.9% |
13 | MediaTek | $14B | 2.6% |
14 | NXP | $13B | 2.4% |
15 | Analog Devices | $12B | 2.2% |
16 | Renesas Electronics Corporation | $11B | 1.9% |
17 | Sony Semiconductor Solutions Corporation | $10B | 1.9% |
18 | Microchip Technology | $8B | 1.5% |
19 | Onsemi | $8B | 1.4% |
20 | KIOXIA Corporation | $7B | 1.3% |
N/A | Others | $126B | 23.2% |
N/A | Total | $545B | 100% |
Note: Figures are rounded. Totals and percentages may not sum to 100.
Meanwhile, Nvidia is very close to overtaking Intel, after declaring $49 billion of topline revenue for 2023. This is more than double its 2022 revenue ($21 billion), increasing its share of industry revenues to 9%.
Nvidia’s meteoric rise has gotten a huge thumbs-up from investors. It became a trillion dollar stock last year, and broke the single-day gain record for market capitalization this year.
Other chipmakers haven’t been as successful. Out of the top 20 semiconductor companies by revenue, 12 did not match their 2022 revenues, including big names like Intel, Samsung, and AMD.
The Many Different Types of Chipmakers
All of these companies may belong to the same industry, but they don’t focus on the same niche.
According to Investopedia, there are four major types of chips, depending on their functionality: microprocessors, memory chips, standard chips, and complex systems on a chip.
Nvidia’s core business was once GPUs for computers (graphics processing units), but in recent years this has drastically shifted towards microprocessors for analytics and AI.
These specialized chips seem to be where the majority of growth is occurring within the sector. For example, companies that are largely in the memory segment—Samsung, SK Hynix, and Micron Technology—saw peak revenues in the mid-2010s.
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