Intel extends lead over Samsung in 1Q11, says IC Insights

Toshiba moves into third place, Nvidia jumps into top 20, and Elpida falls four places.

A ranking of the 1Q11 top semiconductor suppliers is included as part of IC Insights' soon-to-be-released May Update to The McClean Report. As shown in Figure 1, Intel remained firmly in control of the number one spot in the ranking. In fact, Intel extended its lead over second-ranked Samsung by registering a 44% higher sales level than Samsung in 1Q11 as compared to a 24% margin for all of 2010.

Nvidia's 1Q11/1Q10 sales declined by 6%, but it replaced Panasonic, whose 1Q11/1Q10 sales declined by 9%, in the top 20 ranking. As shown in Figure 1, there are two pure-play foundries in the top 20 ranking. Excluding these two foundry companies, Marvell and ON Semiconductor would have been included in the top 20 ranking. It should be noted that with ON's purchase of Sanyo Semiconductor in 1Q11, its 1Q11/1Q10 semiconductor sales jumped by 58% (from $550 million in 1Q10 to $$871 in 1Q11).

Figure 1

In total, the top 20 semiconductor suppliers showed an 11% increase in 1Q11 sales as compared to 1Q10. This growth rate is one point greater than IC Insights' full-year 2011 worldwide semiconductor market forecast of 10%.

As shown in Figure 2, there was a wide range of year-over-year growth rates among the top 20 suppliers in 1Q11. Unlike last year, the memory companies did not secure the top growth rate positions. In fact, the top six 1Q11/1Q10 growth rate increases were logged by non-memory suppliers.

Figure 2

Of the big five memory suppliers in the top 20 ranking (i.e., Samsung, Toshiba, Hynix, Micron, and Elpida), all but Elpida registered 1Q11/1Q10 growth. However, with strong results from their flash memory products helping to offset weakness in their DRAM segments, Samsung, Micron, and Toshiba were each able to display double-digit 1Q11/1Q10 semiconductor sales increases. In contrast, DRAM-dependent Elpida registered the worst 1Q11/1Q10 performance with a 31% drop in revenue.

Among the top 20 suppliers, only seven companies outperformed the total worldwide semiconductor industry 1Q11/1Q10 growth rate of 10%. Of the top seven performers, there was only one memory producer--Samsung. The remaining top performing companies included MPU supplier Intel, pure-play foundry TSMC, and logic-intensive suppliers like Broadcom, Qualcomm, Fujitsu, and Freescale.




Review Article Be the first to review this article
CST: Webinar November 9, 2017

Aldec

Featured Video
Editorial
Peggy AycinenaWhat Would Joe Do?
by Peggy Aycinena
DVCon Europe 2017: Munich and So much more
More Editorial  
Jobs
Technical Support Engineer EU/Germany/UK for EDA Careers at N/A, United Kingdom
Senior R&D Engineer...Timing Closure Specialist for EDA Careers at San Jose or Anywhere, CA
Senior Front-End RTL Design AE for EDA Careers at San Jose, CA
Upcoming Events
25th IFIP/IEEE International Conference on Very Large Scale Integration (VLSI-SoC 2017) at Yas Viceroy Abu Dhabi Yas Marina Circuit, Yas Island Abu Dhabi United Arab Emirates - Oct 23 - 25, 2017
ARM TechCon 2017 at Santa Clara Convention Center Santa Clara CA - Oct 24 - 26, 2017
MIPI DevCon Bangalore 2017 at The Leela Palace Bengaluru India - Oct 27, 2017
MIPI DevCon Hsinchu City 2017 at Sheraton Hsinchu Hotel Taiwan - Oct 31, 2017
CST: Webinar series



Internet Business Systems © 2017 Internet Business Systems, Inc.
25 North 14th Steet, Suite 710, San Jose, CA 95112
+1 (408) 882-6554 — Contact Us, or visit our other sites:
AECCafe - Architectural Design and Engineering TechJobsCafe - Technical Jobs and Resumes GISCafe - Geographical Information Services  MCADCafe - Mechanical Design and Engineering ShareCG - Share Computer Graphic (CG) Animation, 3D Art and 3D Models
  Privacy PolicyAdvertise