TI tops Analog IC supplier list with room to spare

Skyworks Solutions posts the strongest sales increase in 2020 as the top-10 suppliers collectively accounted for 62% of total analog sales, reports market researcher IC Insights.

Analog ICs remain a critical component in nearly all of today’s digital-centric systems. Consumer, computing, communications, automotive, and industrial/medical systems rely on analog devices to manage power consumption and to help extend battery life in portable devices. IC Insights’ April Update to the 2021 McClean Report ranked the leading analog IC suppliers for 2020. Collectively, these 10 companies accounted for USD 35.4 billion in analog IC sales and represented 62% of the total USD 57.0 billion analog market last year, the same share they held in 2019. Leading Analog IC suppliers (USD million)


2020 Ranking	Company	2019	2020	Change	Market Share
1	Texas Instruments	10,223	10,886	6%	19%
2	Analog Devices	5,169	5,132	-1%	9%
3	Skyworks	3,205	3,970	24%	7%
4	Infineon	3,755	3,820	2%	7%
5	ST	3,283	3,259	-1%	6%
6	NXP	2,564	2,466	-4%	4%
7	Maxim	1,850	2,000	8%	4%
8	ON Semi	1,740	1,606	-8%	3%
9	Microchip	1,527	1,420	-7%	2%
10	Renesas	860	890	3	2%

*Figures include sales from acquired companies in 2019 and 2020. With analog sales of USD 10.9 billion and 19% marketshare, Texas Instruments maintained its firm grip as the leading supplier of analog devices in 2020. TI’s analog sales increased about USD 650 million or 6% compared to 2019. TI’s 2020 analog revenue accounted for 80% of its USD 13.6 billion in IC sales and 75% of its USD 14.5 billion in total semiconductor revenue. About half of TI’s analog devices were manufactured on 300mm wafers in 2020. The company has stated previously that fabricating analog ICs on 300mm wafers reduced the cost of unpackaged parts (at the die level) by 40% compared to production using 200mm wafers. Fully packaged and tested ICs made on 300mm wafers cost about 20% less than those fabricated in 200mm fabs, according to TI. With such significant cost savings, TI announced plans to build a 300mm fab in Richardson, Texas, to support future analog growth. The new fab will be located next to its existing 300mm RFAB plant. TI executives last year hinted the fab would likely begin production by 2022. Second-place Analog Device, Inc. (ADI) saw its 2020 analog IC sales decrease 1% to USD 5.1 billion, which represented 9% marketshare. ADI says its analog devices, including many of those it obtained through its 2017 acquisition of Linear Technology, address opportunities “from sensor-to-cloud, DC to 100 gigahertz and beyond, and nanowatts to kilowatts.” ADI claims more than 125,000 customers worldwide. Its 2020 sales by end-use application were industrial (53%), communication (21%), automotive (14%), and consumer (11%). Vaulting into third place in the 2020 ranking was Skyworks Solutions. Skyworks is focused on front-end modules and power amplifiers for handsets and smartphones, highly integrated SiP and SoC devices for wireless infrastructure, power management chips, precision analog components, WiFi connectivity modules and ICs, and smart energy ICs for ZigBee and Bluetooth applications. Skyworks noted that its exceptional growth in 2020 was driven primarily by an increase in overall demand for wireless connectivity products coupled with the onset of technology upgrade cycles including for 5G and Wi-Fi 6 solutions. Additionally, its average content per device for these next-generation solutions increased. The company said its devices were part of the 5G-smartphone launches at Samsung, Oppo, Vivo, Xiaomi and other Tier-1 players. Each of Europe’s three major IC suppliers—Infineon, ST, and NXP—was ranked as a top-10 analog supplier in 2020. Collectively, they accounted for 17% of global marketshare, one point less than in 2019. Infineon was the highest ranked European analog supplier with sales up 2% to USD 3.8 billion. Infineon continues to grow its presence in automotive (41% of 2020 sales) and power/sensor systems (31% of 2020 sales) applications. Industrial power control (16%) and connected security (11%) round out its other major end-use applications. ST was ranked at number five with analog sales that slipped 1% to USD 3.3 billion (6% marketshare) and NXP was ranked number six with sales of USD 2.5 billion (4% marketshare). ST’s analog focus is on motion control (motor driver ICs and high-voltage driver ICs), automation (intelligent power switches), and energy management (powerline communication ICs) applications. A key growth area for NXP is automotive, where its analog sales are essential components in emerging systems such as LiDAR, vehicle networks, and 5G.

More information on this and other reports can be found on IC Insights' website.

EDITOR'S NOTE_ It should be noted that IC Insights’ ranking of top analog sales is based on the definition established by WSTS, that reads, “Devices are classified as analog if at least 50% of the total die area of the integrated circuits(s) in the device is occupied by analog circuitry.” Some analog companies embed less than 50% analog circuitry onto their various logic chips, for example. IC Insights classifies these devices as application-specific logic or another type of component, based on WSTS definitions.

The collaboration is said to result in a powerful and energy-efficient processing solution enabling advanced driver-assistance (ADAS) functions and automated driving (AD) systems in motor vehicles.

Fabless chipmaker Mediatek announces commitment to support its first Midwest semiconductor chip design center in West Lafayette, Indiana.

Japan, along with a number of companies, has invested a lot to build up the country’s domestic chip industry. The next challenge is to find a multitude of engineers to run and operate it.

Dexerials Corporation, a provider of leading-edge technologies, materials, and devices for smartphones, automobiles, and other products, and German automobile design house SemsoTec Group, will jointly establish an Optical Solution Center for leading-edge In-Vehicle HMIs in Cham, Germany.

Arrow recently opened its new primary distribution centre (PDC) in Venlo, the Netherlands. The new centre is one of the company’s largest warehouses globally and replaces the existing facilities in the region and also provides increased capacity for future growth.

Nanya Technology Corporation has broken ground on its new semiconductor fab in New Taipei City’s Nanlin Technology Park. Once completed, the NTD 300 billion (EUR 9.6 billion) investment will result in an advanced fab with a double-deck cleanroom.

One year after breaking ground, GlobalFoundries can celebrate a significant milestone on the path to expand its semiconductor manufacturing capacity in Singapore. The first tool has been moved into the company's new facility on its Singapore campus.

Swedish Sivers Semiconductors says it has completed the integration of MixComm, creating a challenger in 5G, SATCOM and radar.

Inventronics has entered into an agreement to acquire the Digital Systems business in Europe and Asia from ams Osram, a global leader in optical solutions.

Allied Motion Technologies, a designer and manufacturer of precision and specialty controlled motion products, has acquired Airex, LLC, a privately-owned company providing high precision electromagnetic components and solutions.

Arrow Electronics has opened a new primary distribution centre (PDC) in Venlo, the Netherlands. The PDC will function as a key hub serving all customers of Arrow’s electronics components business in Europe.

The distributor of electronic components has officially opened its new global services hub in Houston, Texas. The new location adds 30,000 square feet of space for the company’s services.