© STMicroelectronics (illustration purpose only) Components | September 13, 2021
Memory suppliers, Sony, and TSMC benefit from strong demand and supply shortages
For the third quarter of this year (ending in September), sales growth outlooks for the top-25 suppliers range from 16th-ranked Sony’s 34% increase at the high end, to Intel’s 3% decline on the low end.
In advance of an expected surge in demand for 5G smartphones during the upcoming holiday season, Qualcomm and Apple anticipate significant increases in their 3Q21 semiconductor sales. Also, the big three memory IC suppliers—Samsung, SK Hynix, and Micron—are each expected to post a 10% increase and Kioxia is anticipated to show an 11% jump in 3Q21 sales as demand remains strong for memory in data center servers, enterprise computing, and for 5G smartphones and related infrastructure. In 2Q21, TSMC was the third-largest semiconductor company in terms of sales and the largest semiconductor foundry in the world. It is the go-to manufacturer for ICs based on leading-edge 7/5nm process technologies, which are in high demand and collectively accounted for about half of TSMC’s second-quarter revenue. The company reported that 18% of its 2Q21 revenue was from ICs made using its 5nm process technology while 7nm device technology accounted for 31% of its 2Q21 sales. TSMC expects its 3Q21 sales to climb 11%. IC Insights forecasts its sales will rise another 4% in 4Q21. IC Insights believes TSMC’s second-half sales will be 14% greater than its first-half sales, yielding a full-year increase of 24%. If achieved, it would mark back-to-back years of more than 20% revenue growth for the foundry giant. TSMC’s annual sales increased a whopping 31% in 2020. AMD was ranked as the 11th largest semiconductor company in 2Q21 and anticipates its sales will rise 6% in 3Q21. For the year, AMD expects to register an enormous 60% surge in sales. AMD’s sales have been rising quickly since 2Q20. The company is forecast to post sales of USD 4.10 billion and USD 4.23 billion in the third and fourth quarters respectively this year, resulting in second half sales that are 14% more than in 1H21. AMD uses TSMC to fabricate its new, Zen 3 processors using 7nm technology. A few leading companies—notably Intel and Texas Instruments—do not expect to see such rosy 3Q21 sales gains. TI is guiding for flat 3Q21 sales results. Intel, now the second-largest semiconductor supplier in the world, put its 3Q21 sales guidance at -3%, and its full-year sales guidance at -1% during its most recent earnings presentation. In a year when total semiconductor sales are forecast to grow 24%, this would be an especially weak showing for the processor giant. Moreover, Intel’s 2H21/1H21 sales expectations are also for a 1% decline. Intel’s 4Q21 sales are currently forecast to be 3% less than its 1Q20 sales, resulting in a two-year period of essentially flat results. Collectively, the top 15 companies are forecast to experience 7% growth in 3Q21. Semiconductor sales are forecast to remain robust through the end of the year, which supports IC Insights’ current forecast of 24% growth for worldwide semiconductor sales this year.
More information can be found at IC Insights.
More information can be found at IC Insights.
Qualcomm wants to acquire Veoneer The automotive technology company Veoneer, Inc. confirmed that it has received an updated non-binding proposal from Qualcomm Incorporated
Sponsored content by KerafolHeat management – is shape of material important? Everyone knows how the cellphone looks like. From outside looking like a tiny box with shiny plastics and glass but deep inside it is much more complex. Housing, electronics, cooling system and screen are connected using various systems.
Ligentec and X-FAB sign partnership agreement Ligentec and specialty semiconductor producer X-FAB Silicon Foundries have announced a strategic partnership for the large-scale supply of integrated photonic devices.
NEC Energy Solutions becomes part of LG Energy Solution NEC Corporation has transferred all shares in NEC Energy Solutions, Inc., a consolidated subsidiary, to LG Energy Solution, Ltd.
XJTAG signs Nordic distribution deal XJTAG has signed a distribution agreement with Nohau Solutions AB of Malmö, Sweden.
Sponsored content by Shenzen Kinwong ElectronicThe development trend of printed circuit board products and Kinwong's solution With the rapid development of electronic technology in recent years, printed circuit board (PCB) products are pursuing higher heat dissipation capabilities, with high voltage and high current characteristics, and are developing towards high-density interconnection technology (HDI).
Ericsson to close Nanjing research centre The Swedish telecom giant confirms to South China Morning Post that it will divest its product research and development activities in Nanjing by November 2021.
GaN Systems signs agreement with BMW Group GaN Systems has signed a capacity agreement with BMW Group. Under the terms of the agreement, GaN Systems is to provide capacity for multiple applications in series production.
Top15 semiconductor sales leaders 3Q21 forecast The big three memory IC suppliers—Samsung, SK Hynix, and Micron—are each expected to post a 10% increase and Kioxia is anticipated to show an 11% jump in 3Q21 sales.
Germany hands over EUR 120 million to Tesla The German Federal state of Brandenburg wants to contribute EUR 120 million to the funding of the planned Tesla battery factory in Grünheide near Berlin. The Ministry of Economy has confirmed that the Budget Committee has released this sum from the Future Investment Fund.
Volkswagen adds jobs in Germany Volkswagen Group Components opened a new laboratory for cell research and development in Europe in Salzgitter (Germany). From 2025 onwards, the Volkswagen unified cell is scheduled to roll off the production line in Salzgitter.
Memory suppliers, Sony, and TSMC benefit from strong demand and supply shortages For the third quarter of this year (ending in September), sales growth outlooks for the top-25 suppliers range from 16th-ranked Sony’s 34% increase at the high end, to Intel’s 3% decline on the low end.
Leoni's new Serbian plant to provide up to 5,000 jobs by 2023 Leoni has officially opened its fourth plant in Serbia, in the city of Kraljevo. The site is not only the biggest Leoni plant in Serbia, it also employs the largest number of people at full capacity (up to 5,000 by the end of 2023).
Sponsored content by Nordson ELECTRONICS SOLUTIONSThere’s a better way to dispense thermal gap filler. We hear a lot about the advancement, properties, and use of dispensable thermal interface materials (TIM) to keep devices cool. But what about the dispensing process? If you're choosing a dispensable thermal gap filler for your application, download our new guide.
Lam Research expands in Oregon Lam Research plans to expand its manufacturing footprint in Oregon with a new 45,000 square foot facility in the city of Sherwood, planned to open in December 2021. The new facility is Lam’s fifth manufacturing site in the United States.
Optomec gets repeat order from existing customer Optomec announced that one of its long-time production customers purchased another five (5) Aerosol Jet 3D Electronics Printers, bringing its total count over time to 15 systems. The USD 1+ million order is part of a production ramp plan that will grow to more than 25 systems over the next 12 months.
RMS Power vs. Average Power Question: Should I use units of root mean square (rms) power to specify or describe the ac power associated with my signal, system, or device?
Sponsored content by KyzenThe Effectiveness of IPA/DI on No-clean Flux Residues This article studies the ability of the current 75%IPA/25%DI extraction solution, commonly used to detect ion contamination since the 1960s, to detect and quantify new technology weak organic acids common in modern soldering materials employing ROSE, Gravimetric, and Ion Chromatography.
Ford India will cease manufacturing vehicles in India Ford India will cease manufacturing vehicles for sale in India immediately; manufacturing of vehicles for export will wind down at Sanand vehicle assembly plant by Q4 2021, and Chennai engine and vehicle assembly plants by Q2 2022.
Redlen becomes part of Canon Canon Inc. has reached an agreement with Redlen Technologies Inc. to conclude a share transfer agreement. Consequence: Redlen becomes a wholly owned subsidiary of Canon.
Tower and Quintessent partner on Foundry Silicon Photonics Platform Tower Semiconductor and Quintessent announced their collaboration to create a Silicon Photonics (SiPho) process with integrated quantum dot lasers, addressing optical connectivity in Artificial Intelligence/ Machine Learning and disaggregated computing (datacenter) markets.
Electro-Mobility top income source for Bosch In electromobility, Bosch is growing twice as fast as the market, and will generate more than EUR 1 billion in sales in 2021.
Global satellite revenue for 2022 to reach $295B, SpaceX leads In the global satellite market, LEO (low earth orbit) satellites currently hold the most significant advantage in terms of developmental potential due to their closer proximity with earth and their relatively lower latency, radiation, and cost compared to HEO (high earth orbit) and MEO (medium earth orbit) satellites, according to TrendForce.
Synopsys acquires BU from BISTel Synopsys, Inc. has completed the acquisition of the semiconductor and flat panel display solutions from BISTel, a specialist in engineering equipment systems and AI applications for semiconductor smart manufacturing, headquartered in South Korea.Load more news