IC Insights Archive for the ‘Mergers & Acquisitions’ CategoryU.S. Companies Dominate Worldwide IC MarketshareWednesday, June 19th, 2019China and Taiwan companies register double-digit shares in the fabless segment but very low shares of the IDM IC segment. IC Insights will release its 200+ page Mid-Year Update to the 2019 McClean Report next month. A portion of the Mid-Year Update will examine the trends for worldwide IC company marketshare by headquarters location. Figure 1 shows the 2018 IDM and fabless company shares of IC sales as well as the total worldwide share of the IC market by company headquarters location.  Figure 1 Communications IC Market to Again Surpass Computer IC MarketWednesday, June 5th, 2019Auto IC segment to show fastest future growth but still hold less than a 10% share in 2023. IC Insights will release its June Update to the 2019 McClean Report later this month. This Update includes a 2017-2023 IC database that segments the actual 2017 and 2018 and forecasted 2019-2023 IC market by major product type by Consumer, Auto, Computer, Industrial, Communications, and Government/Military end-use applications in the Americas, Europe, Japan, and Asia-Pacific regions. Over the past 20 years, the communications IC segment almost doubled its share of the total IC market from 18.5% in 1998 to 36.4% in 2018 (Figure 1).
Figure 1
After 2Q19 Bottom, Expectations Increase for a 3Q19 IC Market ReboundTuesday, May 21st, 2019Notably, the IC market has never shown more than three sequential quarters of decline. IC Insights will release its May Update to the 2019 McClean Report later this month. This Update includes a discussion of the 1Q19 IC industry market results, a detailed quarterly IC market forecast for the remainder of this year, and a look at the top-25 1Q19 semiconductor suppliers. Over its 60-year history, the IC industry is well known for its cyclical behavior. Looking back to the mid-1970s, IC Insights cannot identify a period where the IC market declined for more than three quarters in a row. Assuming the 2Q19 IC market registers a slight decline of 1% as compared to 1Q19, the 4Q18-2Q19 timeperiod would mark the sixth three-quarter IC market drop on record (Figure 1).  Figure 1 Intel Recaptures Number One Quarterly Semi Supplier Ranking from SamsungThursday, May 16th, 2019After surpassing Samsung in 4Q18, Intel further extends its lead in 1Q19. IC Insights will release its May Update to the 2019 McClean Report later this month. This Update includes a discussion of the 1Q19 IC industry market results, an updated quarterly forecast for the remainder of this year, and a look at the top-25 1Q19 semiconductor suppliers. The top-15 1Q19 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 1Q19 is shown in Figure 1. It includes six suppliers headquartered in the U.S., three in Europe, two each in South Korea and Japan, and one each in Taiwan and China.  Figure 1 Texas Instruments Widens Its Lead As World’s Top Analog IC SupplierThursday, May 9th, 2019TI’s 2018 analog sales rise to $10.8 billion; Infineon moves into third position, ST posts strongest annual increase as top-10 suppliers collectively account for 60% of total analog market. The 10 largest suppliers of analog ICs accounted for 60% of worldwide analog sales last year, or $36.1 billion, compared to nearly 61% in 2017, or about $33.0 billion, according to IC Insights’ 2018 rankings of leading semiconductor companies. The April Update to IC Insights’ 2019 McClean Report ranks the top 50 semiconductor suppliers and lists leading companies in several major product categories, including DRAM, flash memory, microprocessors, microcontrollers, and analog ICs. Figure 1 shows IC Insights’ ranking of the largest 10 analog suppliers in 2018. 1Q19 Registers the 4th Largest Sequential IC Market Decline on RecordTuesday, April 30th, 2019Weak early year results increase downside risk to IC Insights’ -9% 2019 IC market forecast. IC Insights will report on and examine the 1Q19 worldwide IC market results in its May Update to the 500-page, 2019 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry next month. From 1Q84 through 1Q19 there have been 141 quarters, and only seven of them registered an IC market decline of ≥10%. Figure 1 ranks the largest double-digit sequential quarterly IC market declines that have occurred since 1984. As shown, the 1Q19/4Q18 IC market decline of 17.6% was the fourth largest since 1984 and the third largest first quarter decline over that same timeperiod.  Figure 1 As shown, each year in which a double-digit quarterly IC market decline occurred, the full-year IC market dropped by at least 9%. It is interesting to note that three of the seven largest quarterly IC market downturns since 1984 took place during the first three quarters of 2001, which put the 3Q01 IC market 44% below that of 4Q00. As a result, 2001’s disastrous full-year IC market decline of 33% still stands as the worst annual performance in the history of the IC industry.The first quarter is usually the weakest quarter of the year for the IC market, averaging a sequential decline of 2.1% over the past 36 years, but the severity of the 1Q19/4Q18 IC market drop has started this year off at a very low level. As a result, given the typical seasonality of the IC market, an abnormally strong second half of the year will be required in order to avoid a full-year 2019 double-digit IC market decline.
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Sony Easily Maintains Its Number 1 Ranking in the Diverse O-S-D MarketWednesday, April 10th, 2019Top-10 companies held 39% of the worldwide O-S-D market in 2018, the same level as in 2017. IC Insights’ new 2019 O-S-D Report—A Market Analysis and Forecast for Optoelectronics, Sensors/Actuators, and Discretes was released at the end of March. Among the O-S-D industry data included in the new 350-page report is an analysis of the top-30 O-S-D suppliers (the top-10 ranking is discussed in this Research Bulletin). Companies selling optoelectronics currently dominate the ranking of the top-10 O-S-D suppliers. Figure 1 shows that nine of the top-10 companies sell optoelectronics, while six offer sensor/actuator semiconductors, and five provide discrete products. Only four of the top-10 companies sell products in all three O-S-D market segments. The 10 largest suppliers in the ranking accounted for 39% of combined worldwide O-S-D revenues in 2018, which is the same percentage as in 2017 (in contrast, the top-10 IC suppliers held a 70% share of the total IC market in 2018). Optoelectronics, Sensors/Actuators, and Discretes Hit Record Sales AgainTuesday, April 2nd, 2019After a strong increase in 2018, O-S-D growth is expected to pull back in the next two years because of slowing economic growth, but optoelectronics, sensors/actuators, and discretes are each forecast to reach their third straight year of record-high revenues in 2019. Combined sales of optoelectronics, sensors and actuators, and discrete semiconductors (known collectively as O-S-D) increased 9% in 2018 to reach a ninth consecutive record-high level of $82.4 billion, according to IC Insights’ new 2019 O-S-D Report—A Market Analysis and Forecast for Optoelectronics, Sensors/Actuators, and Discretes. The new annual report shows total O-S-D sales growing 6% in 2019 to reach a record-high $87.1 billion. For the second year in a row, all three segments of O-S-D achieved all-time high sales in 2018 with different growth rates being driven by a variety of factors and market conditions in the year, says the new 350-page report. O-S-D products accounted for 16% of the world’s $504.1 billion in total semiconductor sales in 2018 with the rest of the revenues coming from integrated circuits. The 2018 increase in total O-S-D sales was nearly 1.5x the average annual growth rate for these semiconductors since the mid-1990s. The O-S-D Report’s five-year forecast shows revenue growth in optoelectronics, sensors/actuators, and discretes declining in 2019 and 2020 with the global economy slowing in the next two years (Figure 1). All three O-S-D market segments are once again forecast to reach record-high revenues in 2019 with a “soft landing” expected to occur in most product categories during the slowdown in 2020. Intel Expected to Recapture #1 Semi Supplier Ranking in 2019Thursday, March 7th, 2019Steep memory market plunge likely to push Samsung’s 2019 semiconductor sales down by 20%. IC Insights is currently updating its 2019-2023 semiconductor market forecasts that will be presented later this month in the March Update, the first monthly Update to the 500-page, 2019 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry (released in January 2019). For 2019, a steep 24% drop in the memory market is forecast to pull the total semiconductor market down by 7%. With 83% of Samsung’s semiconductor sales being memory devices last year, the memory market downturn is expected to drag the company’s total semiconductor sales down by 20% this year. Although Intel’s semiconductor sales are forecast to be relatively flat in 2019, the company is poised to regain the number 1 semiconductor supplier ranking this year (Figure 1), a position it held from 1993 through 2016.  Figure 1 (more…) Advances in Logic IC Process Technology Move ForwardFriday, February 22nd, 2019Despite increasing development costs, IC manufacturers continue to make great strides. The advancement of the IC industry hinges on the ability of IC manufacturers to continue offering more performance and functionality for the money. As mainstream CMOS processes reach their theoretical, practical, and economic limits, lowering the cost of ICs (on a per-function or per-performance basis) is more critical and challenging than ever. The 500-page, 2019 edition of IC Insights’ McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry (released in January 2019) shows that there is more variety than ever among the logic-oriented process technologies that companies offer. Figure 1 lists several of the leading advanced logic technologies that companies are presently using. Derivative versions of each process generation between major nodes have become regular occurrences.  Figure 1 |
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