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Asian companies dominate top 20 semiconductor vendors

Posted: 10 Aug 2015 ?? ?Print Version ?Bookmark and Share

Keywords:semiconductor? foundry? IC?

Two Asian companies debuted in the top 20 semiconductor vendors as ranked by sales in the first half of 2015, according to IC Insights. The new entrants make the total number of suppliers from Asia to 10.

Japan-based Sharp and Taiwan-based pure-play foundry UMC replaced U.S.-based Nvidia and AMD. AMD saw a rough 2Q15 with sales dropping 35 per cent year-over-year. In fact, in 2Q15, the company's sales fell below $1 billion for the first time since 3Q03, almost 12 years ago. It currently appears that AMD's 2013 restructuring and new strategy programmes to focus on non-PC end-use segments have yet to pay off (in addition to its sales decline, AMD lost $361 million in 1H15 after losing $403 million in 2014).

Meanwhile, South Korean giant Samsung showed excellent growth rate in 2Q15, putting it closer to catching Intel and finally becoming the world's top semiconductor supplier.

In 2014, Intel's semiconductor sales were 36 per cent greater than Samsung's. In 2Q15, the delta dropped by a whopping 20 percentage points to only 16 per cent. However, with Intel providing guidance for a 3Q15/2Q15 sales increase of 8 per cent and Samsung facing a lackluster DRAM market (primarily due to pricing pressures), additional gains towards the number one position may be difficult for Samsung to achieve in the near future.

The top-20 worldwide semiconductor (IC and OSDoptoelectronic, sensor and discrete) sales ranking for 1H15 is depicted in Figure 1. As shown, it took just over $2.2 billion in sales just to make it into the 1H15 top-20 ranking and eight of the top 20 companies had 1H15 sales of at least $5 billion.

The ranking includes seven suppliers headquartered in the United States, four in Japan, three in Taiwan, three in Europe, two in South Korea and one in Singapore. The top-20 supplier list includes three pure-play foundries (TSMC, GlobalFoundries and UMC) and four fabless companies.

Semiconductor vendors

Figure 1

In total, the top 20 semiconductor companies' sales increased by only 1 per cent in 2Q15/1Q15, the same growth rate as the total worldwide semiconductor industry. Although the top-20 semiconductor companies registered a 1 per cent sequential increase in 2Q15, there was a 23-point spread between Samsung, the fastest growing company on the list (10 per cent growth), and Qualcomm, the worst performing supplier (13 per cent decline) in the ranking. Moreover, given Qualcomm's currently dismal guidance for 3Q15, the company is on pace to post a semiconductor sales decline of 20 per cent in calendar year 2015.

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