Archive for November, 2019
Monday, November 18th, 2019
Sony tops among only three top-15 semiconductor suppliers to show growth this year.
IC Insights’ November Update to the 2019 McClean Report, released later this month, includes a discussion of the forecasted top-25 semiconductor suppliers in 2019 (the top-15 2019 semiconductor suppliers are covered in this research bulletin). The Update also includes a detailed five-year forecast of the IC market by product type (including dollar volume, unit shipments, and average selling price) and a forecast of the major semiconductor industry capital spenders for 2019 and 2020.
The expected top-15 worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 2019 is shown in Figure 1. It includes six suppliers headquartered in the U.S., three in Europe, two each in South Korea, Japan, and Taiwan.
 Figure 1
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Tags: Broadcom, Infineon, intel, MediaTek, micron, NVIDIA, NXP, qualcomm, samsung, SK Hynix, Sony, ST, TI, toshiba, tsmc
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Tuesday, November 12th, 2019
Despite a slowdown, combined revenues for optoelectronics, sensors/actuators, and discrete semiconductors are expected to barely set a 10th consecutive record high in 2019, followed by gradual strengthening in 2020 and 2021, says new updated forecast.
With the global economy slowing and the fallout from the U.S.-China trade war causing systems makers to draw down factory inventories, combined sales of optoelectronics, sensors and actuators, and discrete semiconductors (O-S-D) are on pace to grow just 1% in 2019 to $83.5 billion after rising 9% in 2018 and 11% in 2017, according to IC Insights’ update of the O-S-D marketplace. IC Insights believes O-S-D products will account for about 19% of total worldwide semiconductor sales in 2019 with integrated circuits representing 81% of the entire chip market this year.
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Tags: actuators, CMOS, discretes, gyroscopes, IC manufacturing, McClean Report, Optoelectronics, Semiconductors, sensors, transistors
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Tuesday, November 5th, 2019
Samsung and TSMC each expected to set new all-time highs in quarterly spending in 4Q19.
IC Insights’ November Update to The McClean Report 2019 will include a capital spending forecast for the major semiconductor companies for 2019 and 2020. In January of next year, IC Insights will release The McClean Report 2020 and present its seminars that review the five-year forecasts for the IC industry.
The share of semiconductor industry capital spending held by the top five companies’ (i.e., Samsung, Intel, TSMC, SK Hynix, and Micron) is forecast to reach an all-time high of 68% this year, surpassing the previous record high of 67% recorded in 2013 and 2018 (Figure 1). With the top five spenders holding only 25% of the total industry outlays in 1994, the trend of the big companies increasing their share of capital spending continues unabated.
 Figure 1
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Tags: Capex, Forecast, Foundry Market, McClean Report, samsung, Semiconductors, tsmc
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