Intel to keep its number One in 2020

The top-15 companies semiconductor sales are broken out into IC and O-S-D (optoelectronic, sensor, and discrete) device categories for 2019 and 2020. The forecasted 2020 top-15 semiconductor supplier ranking includes eight suppliers headquartered in the U.S., two each in South Korea, Taiwan, and Europe, and one in Japan. The semiconductor industry has been one of the most resilient markets during this corona-virus plagued year. Although causing a deep global recession in 2020, the Covid-19 pandemic spurred an acceleration of the worldwide digital transformation resulting in remarkably robust semiconductor market growth. In total, the top-15 semiconductor companies’ sales are forecast to jump by 13% in 2020 compared to 2019, slightly more than twice the expected total worldwide semiconductor industry increase of 6%. In contrast, in 2019, the top-15 semiconductor suppliers registered a collective 15% decline in sales. All of the top-15 companies are forecast to have semiconductor sales of at least $9.5 billion in 2020. 2020F Top15 Semiconductor Sales Leaders ($M, including Foundries)

Rank 2020	Rank 2019	Company	2019 Total IC	2020F Total IC
1	1	Intel	70'797	73'894
2	2	Samsung	52'486	56'899
3	3	TSMC1	34'668	45'420
4	4	SK Hynix	22'578	25'499
5	5	Micron	22'405	21'659
6	7	Qualcomm2	14'391	19'374
7	6	Broadcom2	15'521	15'362
8	10	Nvidia2	10'618	15'884
9	8	TI	12'812	12'275
10	9	Infineon3	7'734	7'438
11	16	MediaTek2	7'972	10'781
12	14	Kioxia	8'760	10'720
13	15	Apple*2	8'015	10'040
14	11	ST	6'475	6'867
15	18	AMD2	6'731	9'519
-	-	Total Top-15	301'963	341'631

1: Foundry; 2: Fabless; 3: includes acquired company's sales in 2019 and 2020 results; *: Custom processors & devices for internal There are expected to be two new entrants into the top-15 semiconductor sales ranking for this year—MediaTek and AMD, with these companies forecast to register strong sales increases of 35% and 41%, respectively. As shown, MediaTek is expected to jump up five spots to 11th place while AMD is forecast to move up three positions to 15th this year. Apple is an anomaly in the top-15 ranking with regards to major semiconductor suppliers. The company designs and uses its processors and other custom ICs only in its own products—there are no sales of the company’s IC devices to other system makers. IC Insights believes that Apple’s custom ICs will have an equivalent “sales value” of $10,040 million in 2020, which would place them in the 13th position in the top-15 ranking. In order to make the year-over-year growth rate comparison more reflective of actual growth, the semiconductor sales figures for Infineon include Cypress’ sales for 2019 and 2020. Although Infineon acquired Cypress on April 16, 2020, IC Insights added Cypress’ 2019 IC sales of $2,205 million to Infineon’s 2019 semiconductor sales of $8,933 for a total of $11,138 million. Moreover, $514 million was added to Infineon’s 1Q20 sales to account for Cypress’ 1Q20 revenue with another $87 million added to Infineon’s 2Q20 sales to reflect Cypress’ semiconductor sales in the first half of April before the acquisition was finalized on April 16, 2020. With these adjustments, Infineon’s 2020/2019 semiconductor sales are forecast to decline by 1%. The top-15 ranking includes pure-play foundry TSMC, which is forecast to register a strong 31% 2020/2019 jump in revenue. Much of TSMC’s increase is due to a surge in sales of its 5nm and 7nm application processors to Apple and HiSilicon for their respective smartphones. If TSMC was excluded from the list, Sony, with $9,243 million in expected 2020 semiconductor sales, would be ranked 15th.