© Infineon (For illustration purposes only!) Components | November 07, 2011
Extreme results expected in 2011
Qualcomm and Elpida forecast to represent a 72-point swing in 2011 growth rates, writes IC Insights.
Although low single-digit growth is forecast for the total semiconductor market this year, there are several companies expected to register results that are quite different. Qualcomm, spurred by a smartphone market that is forecast to jump 73% this year, is expected to log a strong 33% increase in semiconductor sales in 2011! However, at the other end of the spectrum is Elpida, which is forecast to register a sales decline of 39% (a decline that is likely to be close to 50% when expressed in yen)! In total, the top 20 semiconductor suppliers are forecast to display a 6% increase in 2011 sales as compared to 2010. This growth rate is four points greater than the 2% increase forecast for the total worldwide 2011/2010 semiconductor market. Intel is expected to remain firmly in control of the number one spot in the ranking this year. In fact, Intel, helped by its acquisition of Infineon's wireless IC business, is forecast to extend its lead over second-ranked Samsung by registering a 47% higher semiconductor sales level than Samsung in 2011 as compared to a 24% margin in 2010. Healthy growth in its graphics and communications processor business is forecast to help Nvidia jump five positions and move the company to 18th place in the top 20 ranking. In contrast, Elpida is expected to fall six spots in the ranking this year (from 13th to 19th) as the collapse in the DRAM market is having a pronounced negative effect on the company (Elpida lost $629 million in 3Q11). Unlike last year, the memory companies are not expected to secure the top growth rate positions in the ranking in 2011. In fact, as shown below, the top seven 2011/2010 semiconductor sales growth rate increases are forecast to be logged by non-memory suppliers. As shown, since all of the figures are converted to U.S. dollars, the weak U.S. dollar in 2011 is expected to spur double-digit growth at Sony, Fujitsu, and TSMC. 1) Qualcomm; 33% jump due to surging smartphone IC sales 2) Infineon; 30% growth from continuing operations (24% using 2010 exchange rates) 3) Intel; 26% increase spurred in part by its acquisition of Infineon's wireless business 4) Sony; 16% growth (6% using 2010 exchange rates) 5) Fujitsu; 11% increase (1% using 2010 exchange rates) 6) Nvidia; 11% growth due to healthy sales of graphics and communications processors 7) TSMC; 10% (2% using 2010 exchange rates) Of the big five memory suppliers in the top 20 ranking (i.e., Samsung, Toshiba, Hynix, Micron, and Elpida), only Samsung and Toshiba are expected to register 2011/2010 growth. In total, 11 of the top 20 suppliers are forecast to outperform the total worldwide semiconductor industry 2011/2010 growth rate of 2% (including Infineon's 30% sales growth from continuing operations). ----- Image source: © IC Insight
Cadence to acquire AWR from NI Cadence Design Systems and National Instruments have entered into a definitive agreement under which Cadence expects to acquire AWR Corporation, a wholly owned subsidiary of National Instruments (NI).
Nidec completed acquisition of Roboteq Nidec Corporation has completed the acquisition of 90% ownership of Roboteq Inc., a U.S.-based designer of ultra-low voltage (ULV) drives, from its owners through Nidec Motor Corporation.
Vesper's ZPL technology included in Alexa-enabled headset Acoustic sensors developer, Vesper, has had its proprietary ZeroPower Listening (ZPL) technology certified by Amazon for extended battery and far-field voice interactions. Vesper's piezoelectric MEMS microphones are powering the first hands-free, extended battery life Alexa-enabled headset that uses ZPL technology.
AutoChips & X-FAB launch mass production of China’s first TPMS chipset AutoChips Inc., a Chinese automotive electronics chip design company (and a subsidiary of NavInfo), in partnership with X-FAB Silicon Foundries, has successfully initiated volume production of a Tire Pressure Monitoring System (TPMS) chipset.
Sumitomo launches 150mm GaN-on-SiC production with Aixtron system Japanese group Sumitomo Electric Device Innovations, Inc. (SEDI) has ordered an AIX G5+ tool from Aixtron, with 8x6-inch wafer configuration in order to expand the production capacity of GaN-on-SiC (gallium nitride-on-silicon carbide) radio frequency (RF) devices for wireless applications.
Green light for NXP’s acquisition of Marvell’s wireless connectivity assets NXP Semiconductors N.V. and Marvell have cleared all necessary hurdles and received the required regulatory approvals for NXP’s acquisition of the wireless connectivity portfolio from Marvell.
Murata continues to expand its Okayama operations A production building that had been under construction since October of last year has been completed at Murata’s production subsidiary Okayama Murata Manufacturing, in Setouchi City, Okayama Prefecture.
TowerJazz to maintain its TPSCo majority ownership Israeli semiconductor manufacturer, TowerJazz, says that it will not sell its stake and board control in its joint venture with Panasonic Corp in Japan, following the Japanese company's announcement that it is selling its semiconductor business.
NI invests $40M in expansion of multifunctional facility in Penang National Instruments is planning to expand its operations in Penang, Malaysia with a new investment which will create over 250 new jobs.
Rimac chooses Analog Devices to enable precision battery management Rimac Automobili is planning to incorporate Analog Devices, Inc’s precision battery management system (BMS) integrated circuits (ICs) into Rimac’s BMS.
Silicon Mobility opens subsidiary in Japan Automotive semiconductor company, Silicon Mobility, is opening a new subsidiary in Tokyo, Japan. This subsidiary will provide system integration expertise and support for local customers.
STMicro completes acquisition of SiC wafer specialist Norstel STMicroelectronics has completed the full acquisition of Swedish silicon carbide (SiC) wafer manufacturer Norstel AB.
Sunway Research Institute of North America officially opens RF connectivity solutions provider, Sunway Communication, has officially opened its North American Research Institute (NARI). The new R&D facility is located in the Sorrento Valley technology park of San Diego, close to other leading technology firms.
Data Respons receives contract for next gen communication solution Data Respons have signed a contract of NOK 20 million (EUR 1.97 million) with a Nordic customer within the space, defence and security industry.
Harbour Group acquires SpotSee Holdings SpotSee Holdings and its subsidiaries are now part of the Harbour Group family of companies. Terms of the transaction were not disclosed.
Intel’s looking to sell its connectivity chips businesses The US chipmaker is reportedly looking for potential buyers for its connected home division, a business unit providing gateway solutions to connect devices and appliances.
Panasonic to sell its chip business to Taiwanese company Panasonic Corporation says that it will transfer the semiconductor business – mainly operated by Panasonic Semiconductor Solutions – to Nuvoton Technology, a Taiwan-based semiconductor company under the umbrella of Winbond Electronics group, in a stock and asset transfer agreement.
First Sensor extends collaboration with Canadian expert for machine vision First Sensor is producing image sensors for a new camera family for a Canadian technology leader for industrial visual inspection in the field of machine vision. The project has a term of seven years.
D3 Engineering moving, expanding in NY Empire State Development (ESD), the economic development arm of New York State, has announced that D3 Engineering will move from its current location in Rochester to a new, larger location in Henrietta, New York, along the state’s northwestern border with Lake Ontario.
Kinetic acquires MegaChips’ smart connectivity division Analog and mixed-signal semiconductor company, Kinetic Technologies, has acquired MegaChips Corporation’s Smart Connectivity Division. Terms of the asset transaction were not disclosed.
Entegris unveils China technology center Entegris has opened its china technology center (CTC) in China’s Silicon Valley, Zhangjiang, Shangha
Seattle start-up to see battery tech investment Group14 Technologies announced it will receive USD 18 million in new financing from several leaders in the battery-industry.Load more news