Posts Tagged ‘AMD’
Friday, September 10th, 2021
Memory suppliers, Sony, and TSMC benefitting from strong demand and supply shortages.
IC Insights’ recently released its compilation of third-quarter sales growth expectations for the top-25 semiconductor suppliers. For the third quarter of this year (ending in September), sales growth outlooks for the top-25 suppliers range from 16th-ranked Sony’s 34% increase at the high end, to Intel’s 3% decline on the low end.
Third-quarter growth expectations for the top-15 suppliers are shown in Figure 1. In advance of an expected surge in demand for 5G smartphones during the upcoming holiday season, Qualcomm and Apple anticipate significant increases in their 3Q21 semiconductor sales. Also, the big three memory IC suppliers—Samsung, SK Hynix, and Micron—are each expected to post a 10% increase and Kioxia is anticipated to show an 11% jump in 3Q21 sales as demand remains strong for memory in data center servers, enterprise computing, and for 5G smartphones and related infrastructure.
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Tags: AMD, Apple, Broadcom, ICManufacturing, Infineon, intel, Kioxia, MediaTek, micron, NVISDIA, NXP, qualcomm, Semiconductors, SK Hynix, SKY Hynix, smasung, ST, TI, tsmc
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Tuesday, May 25th, 2021
Excluding Intel, the group would have shown a 29% jump in 1Q21/1Q20 sales.
IC Insights released its May Update to the 2021 McClean Report last week. This Update included a discussion of the 1Q21 IC industry market results, an updated quarterly forecast for the remainder of this year, and a look at the top-25 1Q21 semiconductor suppliers. The top-15 1Q21 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 1Q21 is shown in Figure 1. It includes eight suppliers headquartered in the U.S., two each in South Korea, Taiwan and Europe, and one in Japan. The ranking includes six fabless companies (Qualcomm, Broadcom, Nvidia, MediaTek, AMD, and Apple) and one pure-play foundry (TSMC).
Figure 1
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Tags: AMD, Apple, Broadcom, foundry, Infineon, intel, Kioxia, McClean Report, MediaTek, NVIDIA, NXP, qualcomm, TI, tsmc
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Thursday, June 4th, 2020
Six companies expect an increase in 2Q sales while 15 companies anticipate flat or declining sales.
As part of its May Update to the 2020 McClean Report, IC Insights compiled a list of semiconductor companies that have provided 2Q20 sales guidance. The list included companies from across all geographic regions and all product categories.
Because of uncertainty regarding the impact of Covid-19 on business in the second half of this year, many semiconductor companies have not provided full year 2020 guidance. However, several provided an outlook for 2Q20 (Figure 1). Of those that issued quarterly guidance, most expanded the range of their projections to be wider than normal due to uncertainty surrounding the impact of the coronavirus pandemic. The numbers shown in Figure 1 represent the mid-point of the guidance.
Collectively, the 21 companies on the list anticipate a sequential sales decline of 5% in the second quarter of 2020. Despite tentative economic conditions, six companies expect to see their sales rise in 2Q, and 15 anticipate a sales decline.
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Tags: AMD, Analog Devices, Infineon, intel, Media tek, Microchip, NVIDIA, NXP, ON Semi, Qorvo, qualcomm, Renesas, Rohm, skyworks, smic, ST, TI, tsmc, umc, WD/SanDisk, Xilinx
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Thursday, February 1st, 2018
Though accounting for less than half of total MPU sales, data-handling cellphones, tablets, and MPUs for embedded processing applications to keep MPU market active through 2022.
Microprocessors, which first appeared in the early 1970s as 4-bit computing devices for calculators, are among the most complex integrated circuits on the market today. During the past four decades, powerful microprocessors have evolved into highly parallel multi-core 64-bit designs that contain all the functions of a computer’s central processing unit (CPU) as well as a growing number of system-level functions and accelerator blocks for graphics, video, and emerging artificial intelligence (AI) applications. MPUs are the “brains” of personal computers, servers, and large mainframes, but they can also be used for embedded processing in a wide range of systems, such as networking gear, computer peripherals, medical and industrial equipment, cars, televisions, set-top boxes, video-game consoles, wearable products and Internet of Things applications. The recently released 2018 edition of IC Insights’ McClean Report shows that the fastest growing types of microprocessors in the last five years have been mobile system-on-chip (SoC) designs for tablets and data-handling cellphones and MPUs used in embedded-processing applications (Figure 1).
 Figure 1 (more…)
Tags: Acquisitions, AMD, chip, IC, Mergers, MobileSystem, MPU, Semiconductors
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