Electronics Production | May 15, 2008
Top 20 Semiconductor ranking
There are eight U.S. companies in the top 20 (including three fabless semiconductor suppliers), six Japanese, three European, two South Korean, and one Taiwanese company (IC foundry supplier TSMC) in the ranking.
As shown, it required at least $1.0 billion in first quarter sales to make the top 20 ranking. Although the top four ranked companies remained the same, there were a number of “movers and shakers” up and down the remainder of the 1Q08 ranking as compared to their full-year 2007 positions. Climbers Cell phone IC supplier Qualcomm used a 29% year-over-year 1Q/08 growth rate to jump four spots and rank as the 10th largest semiconductor supplier in 1Q/08. The third largest fabless supplier, Broadcom, also jumped four positions in the ranking and is now positioned as the 20th largest semiconductor supplier in the world. Japanese consumer electronics powerhouse Panasonic (formerly Matsushita) jumped three places and moved into the 19th position in the top 20 ranking. NEC moved up two positions in the ranking from 15th to 13th. Nvidia, the second-largest fabless supplier, registered a blistering 37% year-over-year increase in sales to move into the 18th position in the ranking, up two places from its full-year 2007 rank. Moving up one place in 1Q08 were TSMC, Renesas, Sony, and Infineon. Descenders DRAM-supplier Qimonda’s nightmare continued in 1Q/08 as the company dropped 10 positions from being ranked 19th overall in 2007 to 29th in 1Q/08. The company endured a 1Q/08-1Q/07 sales decline of 52%! IBM also fell from the top 20 ranking even though its 1Q/08-1Q/07 sales increased 12%. IC Insights estimates the company is now ranked as the 22nd largest semiconductor supplier in the world, down from 18th in 2007. Despite a moderate 4% 1Q/08-1Q/07 sales increase, NXP fell three positions in the 1Q/08 ranking to 14th from 11th. AMD posted a solid 22% increase in 1Q/08-1Q/07 sales, yet slid two positions from 10th to 12th. Memory suppliers Hynix (#9) and Micron (#15) each fell two spots in the ranking although Micron showed a 2% increase in 1Q/08-1Q/07 sales while sales at Hynix dropped 35%! ST fell one position in the ranking and now occupies the 6th spot. It should be noted that the company’s 1Q/08 and 1Q/07 figures do not include FMG (flash memory group) sales, which are now part of Numonyx’s sales. As shown, the company registered a nice 12% year-over-year growth rate in 1Q/08 and has a relatively positive outlook for its second quarter as well. Summary With many of the major DRAM and flash suppliers (e.g., Qimonda, Elpida, Spansion, Powerchip, Nanya, etc.) no longer part of the top 20 ranking, the total 1Q/08-1Q/07 sales of the top 20 semiconductor suppliers displayed a very strong 11% increase as compared to the total worldwide semiconductor market increase of 4%. Among the top 20 semiconductor suppliers, there was a 79-point swing from the fastest growing company (TSMC at +44%) to the company showing the steepest decline (Hynix at -35%)! Moreover, 14 of the top 20 companies had double-digit 1Q08/1Q07 growth rates, including the top two companies Intel and Samsung, while only two (Toshiba and Hynix) had declines. As was mentioned in IC Insights’ March Update to The McClean Report, currency fluctuations are going to play a big part in the 2008 semiconductor market figures as the strong yen and euro are converted into U.S. dollars. With the yen increasing in value 13% and the euro 14% in 1Q/08 as compared to 1Q/07, many Japanese and European companies’ results are getting a “boost” when converted to U.S. dollars. Moreover, it should be kept in mind that this currency effect will also impact the worldwide semiconductor market figures when reported in U.S. dollars this year.
Intel to reclaim No.1 semiconductor supplier ranking in 2019 IC Insights says that only three among the top-15 semiconductor suppliers are forecasted to show growth this year.
Veoneer joins Autonomous Vehicle Computing Consortium Veoneer has joined the Autonomous Vehicle Computing Consortium (AVCC) to speed autonomous driving vehicle development.
Ongoing trade issues have opened up Chinese market for Viscom According to Carsten Salewski, Chinas move towards more independence has resulted in more customers from the region; especially within the automotive sector.
Don't forget about human inclusion in industry 4.0 Michael Ford from Aegis Software is reminding the industry in the midst of connectivity that our most powerful asset is still the human employee.
Sponsored content by SourcengineComponent Aggregators vs E-Commerce Marketplaces What is the difference between electronic component aggregators and a marketplace?
67% of a buyer’s journey is now done digitally. Learn how marketplaces emerged as full-cycle procurement platforms and challenged the traditional component aggregators.
East West Manufacturing acquires Adcotron EMS East West Manufacturing has acquired Adcotron EMS, a provider of specialized electronics manufacturing services, including advanced printed circuit board assemblies, box-build assemblies, testing, and new product introduction services.
Benchmark's Thailand facility earns MedAccred PCBA accreditation The EMS provider announces that its facility in Ayutthaya, Thailand has earned the MedAccred Printed Circuit Board Assembly accreditation.
HZO unveils larger HQ in North Carolina HZO, known for protective nano coatings designed to help electronics withstand corrosive liquid environments, held an open house at its new headquarters in Raleigh, North Carolina this week.
Luminator Technology relocates some production to Texas Luminator Technology Group has relocated production of its Apollo Video Technology RoadRunner mobile video security solutions to Luminator’s headquarters in Plano, Texas.
Sponsored content by EsemdaContract manufacturer Esemda opens new facility in Vilnius and expands EMS The new facility has been built with reserved space for future expansions. As Esemda constantly grows, it is of great importance to be able to rapidly increase production capacity in large volumes.
Kurtz Ersa invests heavily in development to stay on top With more than 30 percent of its employees involved in research and development, the company is making sure that it is able to respond to its customers needs at all times.
BMW's new battery cell centre to handle everything from material to prototyping The BMW Group is looking fortify its position in the world of electric mobility and has pooled its many years of experience with battery cells and extensive knowledge in the field in a new Competence Centre.
Cicor selected as production partner for drug delivery system Cicor announces that it has won a major new customer in the medical technology sector, one of the company's strategic target markets.
Keysight, FormFactor and CompoundTek to collaborate Keysight, FormFactor and CompoundTek, have formed a joint plan to provide an advanced photonics on-wafer testing solution to include automated alignment, simultaneous optical-optical and optical-electrical device tests.
Sponsored content by Z ElektronikaZ Elektronika opens new factory in Pécs To keep up with rapid growth of the company, on the 13th September Z Elektronika celebrated the grand opening of its new electronic design and manufacturing facility close to the highway in Pécs, Hungary, which adds new features and production site to its nearby location.
Wireless Telecom buys Holzworth Instrumentation Wireless Telecom Group Inc. has signed a definitive agreement to acquire Holzworth Instrumentation Inc., a Boulder, Colorado-based provider of specialty phase noise analyzers and signal generators.
NCAB Group acquires Altus-PCB in USA Altus-PCB is a full-service supplier of PCBs based in New Jersey, USA, that has a business model similar to NCAB’s. The US company has a high level of technical expertise and sells mainly to original equipment manufacturers (OEMs).
Mycronic's Thomas Stetter looks back at a successful year As the company is moving more and more towards becoming a full solutions provider, business is taking off and the numbers show very much confirms that the Mycronic's strategy is working.
IBL Löttechnik reviews 2019 IBL Löttechnik GmbH is staying on top of the market thanks to continues R&D investments.
Second install for EFI at Mid America Display Silicon Valley’s EFI will install a second EFI Nozomi C18000 single-pass inkjet, direct-to-board printer later this month to Mid America Display.
Ron Jakeman of Electrolube looks back at a successful 2019 Electrolube has been growing, both in terms of its footprint and financially, for a number of years not; Ron Jakeman details the company's progress.
Etteplan and Scanfil to start strategic cooperation in joint customer projects Engineering company Etteplan and contract manufacturer Scanfil have today agreed to enter a strategic partnership in Finland.
The lovechild of ACE Production and InterSelect Carlos Bouras of Nordson Select gave us the rundown of the result of the integration and combination of ACE Production and InterSelect GmbH - the new Integra.
American Battery Metals, U.S. lawmakers convene American Battery Metals Corporation has completed a series of meetings with lawmakers and personnel in the Department of Energy and Department of the Interior in Washington, D.C., to discuss issues critical to the domestic battery production and storage industry.
Cogiscan, Critical Mfg. form strategic partnership Quebec, Canada-based Cogiscan and Critical Manufacturing, headquartered in Portugal, have forged a strategic partnership to deliver smart factory solutions for electronics manufacturers.
Collins Aerospace expanding in North Africa Collins Aerospace Systems, a unit of United Technologies Corp., has taken the first step toward the expansion of its existing site in Casablanca, Morocco.
The advantage of Vantage - Garrett Wong tells the tale Nordson Asymtek's Garrett Wong gives us a rundown of the business year and also details the Vantage AdvantageLoad more news