IC Insights announced today that they had updated its 2018 McClean Report (MR18). The biggest adjustments to the origina...
Since the global economic recession of 2008-2009, the IC industry has been on a mission to pare down older capacity (i.e...
In 1Q16, Intel’s sales were 40% greater than Samsung’s, but in just over a year’s time, that lead has been erased. Intel is now expected to trail Samsung in the full-year 2017 semiconductor sales ranking by $4.6 billion. Samsung’s big increase in sales this year has been primarily driven by an amazing rise in DRAM and NAND flash average selling prices.
In 1993, Intel was the number 1 ranked supplier with a 9.2% share of the worldwide semiconductor market. In 2006, Intel still held the number 1 ranking with an 11.8% share. In 2017, Intel's sales are expected to represent 13.9% of the total semiconductor market, down from 15.6% in 2016. In contrast, Samsung's global semiconductor marketshare was 3.8% in 1993, 7.3% in 2006, 12.1% in 2016, and forecast to be 15.0% in 2017. Thus, it appears that Samsung’s accession to the number 1 position in the semiconductor sales ranking this year has had more to do with Samsung gaining marketshare than Intel losing marketshare.
For 2017, the top 10 sales leaders are forecast to hold a 58.5% share of the worldwide semiconductor market. If this occurs, this would be the largest share of the market the top 10 companies held since 1993.
Memory giants SK Hynix and Micron are expected to make the biggest moves in the top-10 ranking in 2017 as compared to the 2016 ranking. Spurred by the surge in the DRAM and NAND flash markets, each company is forecast to move up two spots in the top-10 ranking with SK Hynix occupying the third position and Micron moving up to fourth.
Excluding foundries, there is expected to be one new entrant into the top-10 ranking in 2017—U.S.-headquartered Nvidia, which is forecast to register a 44% increase in sales this year. Nvidia is expected to replace fabless supplier MediaTek, whose 2017/2016 sales are expected to be down by 11% to $7.9 billion.
Six of the top-10 companies are expected to have sales of at least $17.0 billion in 2017. As shown, it is forecast to take $9.2 billion in sales just to make it into this year’s top-10 semiconductor supplier list. It should be noted that if Qualcomm and NXP’s expected sales for this year were combined, as if Qualcomm’s pending acquisition had already occurred, the companies’ 2017 sales would be $26.3 billion, enough to place the combined entity into third place in the top 10 ranking. Moreover, Broadcom’s current attempt to acquire Qualcomm, while Qualcomm itself is in the process of attempting to acquire NXP, adds additional uncertainty with regard to the future top 10 ranking.
As would be expected, given the possible acquisitions and mergers that could/will occur over the next couple of years (e.g., Qualcomm/NXP, Broadcom/Qualcomm/NXP, etc.), as well as any new ones that may develop, the top-10 semiconductor ranking is likely to undergo some significant changes over the next few years as the semiconductor industry continues along its path to maturity.
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