Posts Tagged ‘samsung’
Tuesday, March 1st, 2022
2020-2022 expected to be the first 3-year period of double-digit capex growth since 1993-1995.
Figure 1 shows that after surging 36% in 2021, semiconductor industry capital spending is forecast to jump 24% in 2022 to a new all-time high of $190.4 billion, up 86% from just three years earlier in 2019. Moreover, if capital spending increases by ≥10% in 2022, it would mark the first three-year period of double-digit spending increases in the semiconductor industry since the 1993-1995 timeperiod.
Figure 1
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Tags: DRAM, Forecast, IC manufacturing, ICManufacturing, McClean Report, NAND, NVIDIA, NXP, ON Semi, Optoelectronics, qualcomm, samsung, Semiconductors, SK Hynix, Sony, ST, TI, toshiba, tsmc, umc
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Tuesday, May 4th, 2021
Intel’s lackluster performance and surging DRAM market forecast to put Samsung in the lead.
IC Insights is currently assembling its 1Q21 top-25 semiconductor supplier ranking, which includes company sales forecasts for 2Q21 that will be presented later this month in the May Update, the third monthly Update to the 500-page, 2021 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry.
As shown in Figure 1, Intel was locked in as the world’s top semiconductor manufacturer from 1993 through 2016. However, after nearly a quarter of a century, the semiconductor industry saw a new #1 supplier beginning in 2017 when the memory market surged and Samsung displaced Intel. This unseating marked a milestone achievement not only for Samsung, but also for all other competing semiconductor producers who had tried for years to supplant Intel as the world’s largest supplier.
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Tags: DRAM, IC manufacturing, ICManufacturing, intel, McClean Report, samsung, Semiconductors
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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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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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Thursday, May 16th, 2019
After 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.
Tags: Broadcom, FabLess, Foundry Market, HiSilicon, ICManufacturing, Infineon, intel, McClean Report, micron, NVIDIA, NXP, qualcomm, samsung, SK Hynix, Sony, ST, TI, toshiba, tsmc
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Thursday, May 9th, 2019
TI’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.
 Figure 1
Tags: DRAM, ICManufacturing, maxim, Microchip, NXP, ON Semi, Rensas, samsung, Semiconductors, ST, T, Texas Instruments, TI
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Wednesday, April 10th, 2019
Top-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).
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Tags: Broadcom, Foundry Market, IC manufacturing, ICManufacturing, Infineon, Nichia, O-S-D, OmniVision, ON Semi, Osram, samsung, Semiconductors, sharp, Sony, ST
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Thursday, March 7th, 2019
Steep 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
Tags: ICManufacturing, intel, McClean Report, micron, NXP, powerchip, qualcomm, samsung, TI, toshiba, tsmc
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Friday, February 22nd, 2019
Despite 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 (more…)
Tags: Foundry Market, global foundry, globalfoundaries, intel, McClean Report, samsung, Semiconductors, smic, tsmc, umc
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Tuesday, January 15th, 2019
Top 10 companies held 60% of worldwide semiconductor market in 2018, up from 45% in 2008.
IC Insights is in the process of completing its forecast and analysis of the IC industry and will present its new findings in The McClean Report 2019, which will be published later this month. Among the semiconductor industry data included in the new 400+ page report is an analysis of the top-50 semiconductor suppliers.
Research included in the new McClean Report shows that the world’s leading semiconductor suppliers significantly increased their marketshare over the past decade. The top 5 semiconductor suppliers accounted for 47% of the world’s semiconductor sales in 2018, an increase of 14 percentage points from 10 years earlier (Figure 1). In total, the 2018 top 50 suppliers represented 89% of the total $514.0 billion worldwide semiconductor market last year, up seven percentage points from the 82% share the top 50 companies held in 2008.
As shown, the top 5, top 10, and top 25 companies’ share of the 2018 worldwide semiconductor market increased 14, 15, and 11 percentage points, respectively, as compared to 10 years earlier in 2008. With additional mergers and acquisitions expected over the next few years, IC Insights believes that the consolidation could raise the shares of the top suppliers to even loftier levels.
There was a wide 66-percentage point range of year-over-year growth rates among the top 50 semiconductor suppliers last year, from +56% for Nanya to -10% for Fujitsu. Nanya rode a surge of demand for its DRAM devices to post its great full-year results. However, evidence of a cool down in the memory market last year was evident in the company’s quarterly sales results, which saw its sales drop from $826 million in 2Q18 to $550 million in 4Q18 (a 33% plunge). Overall, four of the top seven growth companies last year—Nanya, SK Hynix, Micron, and Samsung—were major memory suppliers. Although Nanya registered the highest percentage increase, Samsung had the largest dollar volume semiconductor sales increase, a whopping one-year jump of $17.0 billion!
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Tags: McClean Report, micron, Nanya, samsung, Semiconductors, SK Hynix
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