mannerisms

Ruminations on the electronics industry from David Manners, Senior Components Editor on Electronics Weekly.

Winners And Losers In Semis In 2012

The top 25 semiconductor companies’ sales declined by 1% in 2012, two points less than the total worldwide semiconductor market decline of 3%.  

                      $bn     % vs 2011

Intel                 49          -1

Samsung         32          -4

TSMC              17       +18

Qualcomm       13       +34

TI                    12          -6

Toshiba           11         -12

Renesas           9         -13

Hynix                9          -4

ST                    8         -13

Micron              8           -7

Broadcom         7.8        +9

Sony                5.7         -6

AMD                5.4        -17

Infineon            5           -11

GloFo              4.5        +31

Nvidia              4.2          +7

Fujitsu              4            -6

NXP                 4              0

Freescale         3.7        -15

UMC               3.7          -1

MediaTek        3.4       +13

Sharp               3.3      +14

Marvell            3.2          -8

Elpida              3          -21

Rohm               3           -8

 

The big growth companies were Qualcomm up 34%, GloFo up 31%, TSMC up 18%, Sharp up 14% and MediaTek up 13%.

 

Biggest fallers were Elpida down 27%, AMD down 17%, Freescale down 15%, ST down 13% and Renesas down 13%

 

 NXP had zero growth in 2012 and its position in the world rankings sank from No.17 to No.18 – statistics which sit oddly beside statements from NXP CFO, Peter Kelly, who told EW recently: “Our revenues are growing and growing in excess of the market,” and: “We are gaining market share.”

 

NXP had 2012 revenues of $4.157bn and 2011 revenues of $4.147bn according to IC Insights. When it was taken over by private equity in 2006 NXP reported full year revenues of $4.92bn.

Tags: infineon, Intel, mediatek, tsmc, worldwide semiconductor market

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2 Comments

  1. David Manners
    March 28, 2013 13:47

    A very good point, martijn to which the reply of the compilers of the data, IC Insights, is: ‘IC foundries are included in the top 25 semiconductor supplier ranking because IC Insights has always viewed the ranking as a top supplier list, not as a marketshare ranking, and realizes that in some cases semiconductor sales are double counted. With many of our clients being vendors to the semiconductor industry (supplying equipment, chemicals, gases, etc.), excluding large IC manufacturers like the foundries would leave significant “holes” in the list of top semiconductor suppliers. It should be noted that not all foundry sales should be excluded when attempting to create marketshare data. For example, although Samsung has a large amount of foundry sales, most of its sales are to Apple. Since Apple does not re-sell these devices, counting these foundry sales as Samsung semiconductor sales does not introduce double counting. Overall, the list shown is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.’

  2. martijn
    March 28, 2013 13:37

    weird stats, if you count foundry revenue and then again the revenue of their customers then what does the total even mean?