In its Global Wafer Capacity 2020-2024 report, IC Insights breaks down the world’s installed monthly IC wafer capacity by geographic region (or country)...
IC Insights released its June Update to the 2020 McClean Report earlier this month. This Update indicated that automoti...
In total, the top-10 semiconductor companies’ sales surged by 16% in 1Q20 compared to 1Q19, more than twice the total worldwide semiconductor industry 1Q20/1Q19 increase of 7%. Nine of the top-10 companies had sales of at least $3.0 billion in 1Q20, one company more than in 1Q19. As shown, it took almost $2.7 billion in quarterly sales just to make it into the 1Q20 top-10 semiconductor supplier list.
There were two new entrants into the top-10 ranking in 1Q20, HiSilicon and Nvidia. These two companies replaced Infineon and Kioxia in the top-10 listing. HiSilicon is the semiconductor design division of China-based telecommunications giant Huawei and over 90% of HiSilicon’s sales go to its parent company.
As shown, China-based fabless IC supplier HiSilicon jumped up five spots in the ranking to 10th place, making it the first China-based semiconductor supplier to be ranked in the worldwide top-10 listing. HiSilicon’s year-over-year sales surged 54% in 1Q20. Nvidia also posted a solid year-over-year sales increase of 37% in 1Q20.
The top-10 ranking includes one pure-play foundry, TSMC, which registered a strong 45% 1Q20/1Q19 jump in revenue. Much of this increase was due to a surge in sales of 7nm application processors to Apple and HiSilicon for their respective smartphones. As shown in Figure 2, HiSilicon has become an increasingly important customer for TSMC and represented 14% of its sales last year, up from holding only a 5% share in 2017. It is interesting to note that HiSilicon and Apple combined to represent 37% of TSMC’s total sales in 2019.
IC Insights includes foundries in the top-10 semiconductor supplier ranking since it has always viewed the ranking as a top supplier list, not a marketshare ranking, and realizes that in some cases the 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.
Overall, the top-10 list shown in Figure is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.
Many of the major semiconductor companies’ have provided their sales guidance for 2Q20, which will be presented and discussed in the May Update. Overall, the 2Q20 semiconductor revenue expectations vary widely by company, as would be expected during the height of the current pandemic, and currently span a range of 17 percentage points. As part of the May Update, IC Insights will also discuss its expectations for worldwide quarterly IC market growth for the remainder of this year.
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