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IDMs may leapfrog growth of fabless companies in 2015

Posted: 07 Dec 2015 ?? ?Print Version ?Bookmark and Share

Keywords:IC Insights? IDM? fabless? DRAM? NAND?

IC Insights is set to release its 2016 McClean Report late next month that will include a ranking of the top-50 semiconductor suppliers for 2015 as well as the top-50 fabless semiconductor suppliers. The report could reveal that 2015 may end up being only the second year ever, after 2010, in which the IDM semiconductor suppliers overtake the fabless semiconductor suppliers in terms of YoY growth.

Unlike the relatively close annual market growth relationship between fabless semiconductor suppliers and foundries, fabless semiconductor company sales growth versus IDM semiconductor supplier growth has typically been very different. In 2010, for the first and only time on record thus far, IDM semiconductor sales growth (35 per cent) surpassed fabless semiconductor company sales growth (29 per cent). Since very few fabless semiconductor suppliers participate in the memory market, the fabless suppliers did not receive much of a boost from the surging DRAM and NAND flash memory markets in 2010, which grew 75 per cent and 44 per cent, respectively.

Fabless vs IDM sales

The IC Insights report could reveal that 2015 may end up being only the second year ever in which IDM semiconductor suppliers overtake the fabless semiconductor suppliers in terms of YoY growth.

Only three of the top-10 IDM semiconductor suppliers are forecast to register growth in 2015 and, in total, the top-10 IDMs are expected to display flat growth this year. Although flat growth by the top-10 IDMs would typically be considered poor performance, it is still forecast to be a much better result than is expected from the top-10 fabless semiconductor suppliers. In order to make direct comparisons for YoY growth, IC Insights combined the merged, or soon to be merged, companies' 2014 and 2015 semiconductor sales regardless of when the merger occurred.

Top 10 post-merger IDM sales


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