Archive for the ‘Mergers & Acquisitions’ Category
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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Friday, October 18th, 2019
Cellphone and graphics processors drive demand for leading edge processes.
Leading-edge processes (<28nm) took over as the largest portion in terms of monthly installed capacity available in 2015. By the end of 2019, <28nm capacity is forecast to represent about 49% of the IC industry’s total capacity, based on information in IC Insights’ Global Wafer Capacity 2019-2023 report. At the very leading edge, <10nm processes are now in volume production and are forecast to represent 5% of worldwide capacity in 2019. The share of <10nm capacity is forecast to jump to 25% and become the largest capacity segment by 2023 (Figure 1).
Figure 1
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Tags: Foundry Market, IC manufacturing, ICManufacturing, Semiconductors
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Friday, October 11th, 2019
MPU market being pulled down by weakness in smartphones and servers, as well as the fallout from the U.S.‑China trade war. A modest rebound is expected in 2020, followed by new all-time high sales in 2021.
The microprocessor market’s string of nine straight record-high annual sales between 2010 and 2018 is expected to end this year with worldwide MPU revenue dropping 4% to about $77.3 billion because of weakness in smartphone shipments, excess inventories in data center computers, and the global fallout from the U.S.-China trade war, according to IC Insights’ recently updated forecast. Microprocessor sales are expected to stage a modest rebound in 2020, growing 2.7% to $79.3 billion (Figure 1) and then are forecast to reach a new record-high level of about $82.3 billion in 2021, based on IC Insights’ outlook for MPUs in the Mid-Year Update to the 2019 McClean Report.
Figure 1
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Tags: ICManufacturing, McClean Report, Semiconductors
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Thursday, September 19th, 2019
This year’s merger and acquisition announcements are driven by deals in networking and wireless connectivity ICs and by suppliers adding products for automotive systems and other strong-growth end-use markets into the next decade.
After slowing in the past couple years, semiconductor merger and acquisition activity strengthened in the first eight months of 2019 with the combined value of about 20 M&A agreement announcements reaching $28.0 billion for the purchase of chip companies, business units, product lines, intellectual property (IP), and wafer fabs between January and the end of August. An analysis in the September Update to IC Insights’ 2019 McClean Report shows the dollar value of semiconductor acquisition agreement announcements in the first eight months of 2019 surpassed the $25.9 billion total for all of 2018 and was close to topping the value in 2017 (Figure 1).
 Figure 1 (more…)
Tags: ICManufacturing, McClean Report, NXP, qualcomm, Semiconductors
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Wednesday, August 28th, 2019
Economic slowdown and U.S.-China trade war will not stop CMOS image sensors from continuing their string of record sales and shipments going back to 2011, says report.
Despite an expected slowdown in growth this year and in 2020, the CMOS image sensor market is forecast to continue reaching record-high sales and unit volumes through 2023 with the spread of digital-imaging applications offsetting weakness in the global economy and the fallout from the U.S.-China trade war. CMOS image sensor sales are projected to rise 9% in 2019 to an all-time high of $15.5 billion, followed by a 4% increase in 2020 to $16.1 billion (Figure 1), according to IC Insights’ 2019 O-S-D Report—A Market Analysis and Forecast for Optoelectronics, Sensors/Actuators, and Discretes.
Figure 1
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Tuesday, August 20th, 2019
Sony was the only top-15 semiconductor supplier to register year-over-year growth in 1H19.
IC Insights released its August Update to the 2019 McClean Report earlier this month. This Update included Part 1 of an in-depth analysis of the foundry industry, an updated forecast for semiconductor capital spending this year, and a ranking of the top-25 1H19 semiconductor suppliers and their 3Q19 sales outlook. The top-15 1H19 semiconductor suppliers are covered in this research bulletin.
The top-15 worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 1H19 is shown in Figure 1. It includes six suppliers headquartered in the U.S., three in Europe, and two each in Taiwan, South Korea, and Japan.
Figure 1
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Wednesday, August 14th, 2019
The far-flung MCU market is expected to contract by 6% because of an overall slowdown in electronic systems, falloff in car purchases, and the U.S.-China trade war, says Mid-Year Update.
After reaching record-high sales in the last two years, the microcontroller (MCU) market slid lower in the first half of 2019 because of overall weakness in electronic systems, a slowdown in automobile sales, and no letup in the trade war between the U.S. and China. In the first six months of this year, worldwide sales of microcontrollers declined about 13% compared to the first half of 2018 while MCU unit shipments fell 14%, according to IC Insights’ Mid-Year Update to the 2019 McClean Report on integrated circuits.
With the MCU market showing signs of stabilizing at the midpoint of 2019, microcontroller sales are expected to pull out of the double-digit percentage slump in the next six months and end this year with a 5.8% decline to $16.5 billion compared to the all-time high of $17.6 billion in 2018 (Figure 1). Worldwide MCU unit shipments are expected to drop 4% in 2019 to 26.9 billion from 28.1 billion in 2018, says the 200-page Mid-Year Update.
Figure 1
In 2020, the microcontroller market is expected to stage a modest rebound after the 2019 decline, growing 3.2% next year to about $17.1 billion, while MCU shipments are projected to increase over 7% and set a new record-high level of 28.9 billion units (surpassing the current annual peak of 28.1 billion reached in 2018). IC Insights’ Mid-Year Update forecast shows microcontroller sales rising by a compound annual growth rate (CAGR) of 3.9% in the 2018-2023 forecast, reaching $21.3 billion in 2023. MCU unit shipments are projected to grow by a CAGR of 6.3% in the five-year forecast period to 38.2 billion in 2023.
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Friday, July 26th, 2019
Excluding memory, correlation coefficient expected to reach a very high level of 0.94 in the 2018-2023 timeframe.
In its soon to be released Mid-Year Update to The McClean Report 2019, IC Insights forecasts that the 2018-2023 global GDP and IC market correlation coefficient will reach 0.88 (0.94 when excluding memory), up from 0.87 in the 2010-2018 timeperiod. IC Insights depicts the increasingly close correlation between worldwide GDP growth and IC market growth through 2018, as well as its forecast through 2023, in Figure 1.
Figure 1
From 2010-2018, the correlation coefficient between worldwide GDP growth and IC market growth was 0.87 (0.92 excluding memory), a strong figure given that a perfect positive correlation is 1.0. In the three decades previous to this timeperiod, the correlation coefficient ranged from a relatively weak 0.63 in the early 2000s to a negative correlation (i.e., essentially no correlation) of -0.10 in the 1990s.
IC Insights believes that the increasing number of mergers and acquisitions, leading to fewer major IC manufacturers and suppliers, is one of major changes in the supply base that illustrate the maturing of the industry and helping foster a closer correlation between worldwide GDP growth and IC market growth.
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Tags: IC manufacturing, ICManufacturing, Semiconductors, worldwide
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