Posts Tagged ‘ ranking ’

EETimes.com – Tough 2009 creates winners, losers in chip vendor ranking

EETimes.com – Tough 2009 creates winners, losers in chip vendor ranking.

LONDON — Qualcomm, Hynix and Advanced Micro Devices each climbed two places in a top ten ranking of chip vendors by 2009 revenue provided by market research company Gartner Inc. (Stamford, Conn.).The ranking was qualitatively the same as that produced by Gartner in December 2009, but the revenue numbers and market share percentages have changed to reflect corrections applied by Gartner to its individual company and total market data.

The degree to which top-ranked Intel, second-placed Samsung and third-placed Toshiba increased market share from 2008 at the expense of fourth-placed Texas Instruments and fifth-placed STMicroelectronics, was increased.

The winners in the ranking are still Qualcomm, who jumped two places from eighth to sixth, Hynix Semiconductor which rose to seventh from ninth and AMD, which came back into the top ten, ranked at number nine. The losers were Renesas Technology Corp., which dropped a place to eighth, and Infineon, which fell from sixth in 2008 to tenth in 2009.

Intel held the number one position for the 18th consecutive year. Gartner now thinks Intel increased its market share to 14.6 percent in 2009 from 13.6 percent, despite a $1.6 billion revenue decline. This performance was primarily due to the relative strength of the PC market, mobiles in particular, which sold well despite the recession.

Samsung Electronics was one of the few companies to see a revenue increase in 2009; part of the reason was that its main product lines — DRAM and NAND flash — had already seen strong declines in 2008, causing the vendors to quickly react to 2009 conditions by adjusting supply. This situation forced up pricing substantially through the year for both product areas and, combined with Samsung’s technology lead and strong financial position, resulted in revenue growth.

Hynix Semiconductor, like its rival Samsung, saw revenue growth. For Hynix, the growth came from the DRAM market, in which it was able to gain share and increase revenue in a market that saw revenue decline.


Click on image to enlarge.

Infineon’s revenue decline of 43.1 percent was due to the bankruptcy of its Qimonda memory business and the divestiture of its wireline communications into a company called Lantiq. On like comparison basis Infineon sales declined 16.1 percent, roughly inline with is peers, but still behind the overall market which Gartner estimates fell 10.5 percent to $228.4 billion in 2009,

“This is the first time the industry has seen two consecutive years of revenue declines. However, the industry performed much better than expected in the second half, setting the stage for strong 2010 growth against weak comparables,” said Gartner analyst Peter Middleton.

Asia-Pacific Semiconductor Suppliers Defy the Downturn in 2009

http://www.isuppli.com/News/Pages/Asia-Pacific-Semiconductor-Suppliers-Defy-the-Downturn-in-2009.aspx

The global semiconductor industry suffered a sharp downturn in 2009—but no one bothered to tell the Asia-Pacific-based chipmakers.

Combined revenue for semiconductor suppliers headquartered in the Asia-Pacific region actually grew by 2.3 percent in 2009 to reach $44.5 billion, up from $43.5 billion in 2008. In contrast, global semiconductor revenue in 2009 fell by 11.7 percent to $229.9 billion, down from $260.2 billion in 2008.

“In a dismal year for the chip industry, suppliers based in Asia-Pacific managed to eke out some growth in 2009 as they focused on hot semiconductor products and capitalized on strong demand from the region,” said Dale Ford, senior vice president, market intelligence services, for iSuppli. “These companies represented some of the leading players in hot-selling product segments in 2009, including NAND flash and Light-Emitting Diodes (LEDs). They also were able to cash in on semiconductor sales driven by China’s stimulus plan, which spurred massive consumer spending on a range of electronic products during the year.”

Shipments of semiconductors to Asia-Pacific declined by only 5.3 percent in 2009—by far the best performance of any major worldwide region for the year. In contrast, Japan’s revenue fell by 20.7 percent, Europe-Middle East-Africa declined by 20.5 percent and the Americas region decreased by 10.5 percent.

South Korean and Taiwanese Suppliers Clean Up
Only two major semiconductor product segments escaped the downturn of 2009: LEDs and NAND flash memory. With expanding demand from mobile products such as cell phones, the NAND Flash market grew by more than 15 percent in 2009. LEDs saw a rapid rise in adoption in a wide range of applications, especially in backlighting of LCD-TVs, causing their revenue to rise by more than 5 percent.

This particularly benefitted the South Korean companies that concentrate on these products. Leading NAND flash suppliers Samsung Electronics Co. Ltd. and Hynix Semiconductor Inc. were the only semiconductor suppliers among the world’s Top 10 chipmakers to achieve growth for the year. Meanwhile, LED maker Seoul Semiconductor Inc. saw its revenues leap by nearly 90 percent for the year.

South Korean-headquartered semiconductor suppliers collectively achieved 3.6 percent revenue growth in 2009. More than three-quarters of all South Korean suppliers tracked by iSuppli posted revenue growth in 2009.

The same product and demand trends also benefitted Taiwanese suppliers in 2009, with suppliers based in the country collectively expanding their revenue by 1.1 percent during the year. More than half of Taiwanese suppliers achieved revenue growth in 2009. MediaTek, Nanya Technology and Macronix International led the way for Taiwan with growth of 22.6 percent, 21.2 percent and 14.4 percent, respectively, for the year.

Silver Lining for 2009
“While 2009 was a difficult year for the semiconductor business, it could have been much worse, based on the state of the market in the first quarter,” Ford said. “However, on a sequential quarterly growth basis, the market finished the year on a very strong note.”

After seeing revenue plunge by more than 18 percent in the first quarter of 2009, the market recovered with strong quarterly sequential growth of more than 18 percent in the second and third quarters and more than 10 percent growth in the fourth quarter.

“The final three months of 2009 actually delivered the strongest fourth-quarter sequential growth the semiconductor industry has experienced in 10 years,” Ford observed.

Semi Winners
Out of approximately 300 semiconductor suppliers measured by iSuppli, two-thirds suffered falling revenues in 2009.

Only four of the Top 25 semiconductor suppliers were able to increase their revenues in 2009. Three of the four companies that were able to grow in 2009 are memory suppliers: Samsung, Hynix and Elpida Memory. MediaTek’s dramatic growth in 2009 allowed it to jump eight places in the market rankings to No. 16—its rise fueled by the company’s major success as a supplier of semiconductors into mobile handsets and wireless connectivity products in Asia.

Six other companies among the top 25 were able to perform notably better than the market in 2009.

As it continues to expand its share of the mobile handset market, Qualcomm saw its revenue decline by only 1.1 percent. Driven by a rebounding microprocessor market, Intel Corp. and Advanced Micro Devices Inc. (AMD) were able to limit their revenue declines to 4 percent and 4.6 percent, respectively.

The stronger memory market was behind the relatively robust performance of Micron Technology Inc. and Toshiba Corp. If Micron had not spun off its image sensor business, its revenue would have grown by more than 8 percent in 2009. Micron’s memory business grew by more than 13 percent. Finally, Broadcom’s growing revenues from wireless communications helped it limit its revenue decline to under 8 percent.

On a bright note, out of the 300 companies measured by iSuppli, 20 percent were able to grow their revenue by double-digit percentages and 12 companies were able to expand by more than 50 percent during the year.

In addition to MediaTek, five other companies made notable advances up the rankings of the top 25. Qualcomm and Hynix both moved up two positions, to No. 6 and No. 7, respectively. Micron moved up three places to No. 13 and Elpida Memory jumped up four places to No. 15. Freescale Semiconductor dropped four places down to No. 17 and Renesas Technology, Sony, and Panasonic Corp. all fell three places. It should be noted that when the merger of Renesas Technology and NEC Electronics is completed, the combined company would be ranked at No. 5 with combined revenues of more than $9.5 billion.

Casualties of the Downturn
The hardest hit companies among the Top 25 suppliers were Sony Corp. and Freescale Semiconductor Inc. with revenue declining by more than 30 percent during the year. Sony suffered from its struggles in the consumer electronics market while Freescale’s revenue was hit by its exit from the mobile handset market.

Six other companies among the Top 25 saw their revenues drop by more than 20 percent: Renesas Technology, Infineon Technologies, NEC Electronics, Panasonic Corporation, NXP and ROHM Semiconductor. It should be noted that Infineon’s revenue was impacted by its spinoff of Lantiq. The combined revenues of Infineon and Lantiq fell by less than 17 percent.

Analog Clocked
A total of 12 major semiconductor segments saw revenues decline by more than 20 percent in 2009. The hardest-hit segments were laser diodes, Charge-Coupled Devices (CCDs), ASICs, NOR flash memory and SRAM, all with declines of more than 25 percent. Among the major semiconductor market segments of memory, microcomponents, logic Integrated Circuits (ICs), analog ICs, discretes, optical and sensors, it was analog ICs that saw the biggest drop in 2009 with revenue falling by 16.9 percent.

Less Pain for Wireless
Sales of semiconductors into the wireless communications and data processing markets suffered the smallest declines in 2009 with decreases of 7.0 percent and 8.6 percent, respectively. The hardest-hit market was automotive electronics, where semiconductor sales fell by 23.8 percent in 2009.

EETimes.com – Which chip makers will rule in 2018?

EETimes.com – Which chip makers will rule in 2018?.

Which chip makers will rule in 2018?
SAN JOSE, Calif. — There have been a number of changes in the top 10 chip rankings over the last 30 years.In 1978, Texas Instruments Inc. and Motorola Inc. were the top two chip companies, followed by NEC Corp. and Hitachi Ltd.. In 1988, Japanese companies occupied the top 3 spots. Ten years later, Intel Corp. was No. 1, where it remains today. (See chart below)

Which companies will be in the top 10 in 2018? Not a startup or a broadline supplier, according to an analyst.

”I think it is safe to say Intel and Samsung will be there,” said Bill Jewell, principal of Semiconductor Intelligence LLC (Dallas), a research firm.

”A few other current top 10 companies should make the list, although some of them could be in other forms due to mergers or other combinations. A few new companies should make the top 10 by 2018 from the ranks of today’s number 11 to 50,” he said.

”Could a new company not ranked today be in the top 10 by 2018? Not likely; even though companies in this industry can grow quickly, it would be extremely difficult for a company in less than ten years to go from startup to the $10 billion or so in revenue required to make the top 10 in 2018,” he said.

It is also unlikely a broadbased chip maker will rule in 2018. ”The key trend over the last 30 years is not the country in which the companies are based. All of the top 10 companies are multinational. The key trend is the disappearance of the broadline semiconductor company,” he said.

”In 1978, all top 10 companies were basically broadline semiconductor suppliers. Of the 2008 top 10, only Toshiba and Infineon can be considered broadline suppliers,” he said. ”Several companies which were formerly broadline are now focused on a few product areas: Intel — MPU; TI — analog and DSP; ST — application specific analog and logic. Samsung and Hynix are primarily memory companies. Sony mostly supplies consumer ICs, largely for internal use. Qualcomm is a wireless IC company.”

The trend toward focused companies will continue. ”The high costs of fabs, R&D, and IC design make it difficult for any company to sustain a broad product line. Many of the previous advantages of having a broadline company supported by a large sales force, market communications and advertising are diminished by the electronic availability of semiconductor product information,” he said.

”The semiconductor market is moving toward two major product types: commodity and application specific. Commodity devices, such as DRAM and flash memory, are dependent on economies of scale. The major memory companies need huge capital investment for their memory fabs, thus they generally do not have the resources to develop other product lines,” he said.

”Application specific devices require design expertise for the end application, requiring a significant amount of engineering resources. Most of the companies focused on application specific devices are small to medium sized and use wafer foundries. Intel is an exception, a large application specific IC producer with its own fabs,” he added.


Click on image to enlarge.
Follow

Get every new post delivered to your Inbox.