Posts Tagged ‘MediaTek’
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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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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Monday, August 20th, 2018
Samsung extends its number one ranking and sales lead over Intel to 22%.
IC Insights released its August Update to the 2018 McClean Report earlier this month. This Update included a discussion of the top-25 semiconductor suppliers in 1H18 (the top-15 1H18 semiconductor suppliers are covered in this research bulletin) and Part 1 of an extensive analysis of the IC foundry market and its suppliers.
The top-15 worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 1H18 is shown in Figure 1. It includes seven suppliers headquartered in the U.S., three in Europe, two each in South Korea and Taiwan, and one in Japan. After announcing in early April 2018 that it had successfully moved its headquarters location from Singapore to the U.S. IC Insights now classifies Broadcom as a U.S. company.
 Figure 1 As shown, all but four of the top 15 companies had double-digit year-over-year growth in 1H18. Moreover, seven companies had ≥20% growth, including the five big memory suppliers (Samsung, SK Hynix, Micron, Toshiba/Toshiba Memory, and Western Digital/SanDisk) as well as Nvidia and ST.
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Tags: boadcom, ICManufacturing, Infineon, McClean Report, MediaTek, NVIDIA, NXP, qualcomm, samsung, Semiconductors, SK Hynix, ST, TI, toshiba, WD/SanDisk
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