© IC Insights Analysis | August 23, 2019
Top-15 semiconductor suppliers’ sales fall by 18% in 1H19
Sony was the only top-15 semiconductor supplier to register year-over-year growth in 1H19. IC Insights details the development.
Intel replaced Samsung as the number one quarterly semiconductor supplier in 4Q18 after losing the lead spot to Samsung in 2Q17. While Samsung held the full-year number one ranking in 2017 and 2018, Intel is forecast to easily recapture the number one ranking for the full year of 2019, a position it previously held from 1993 through 2016. With the collapse of the DRAM and NAND flash markets over the past year, a complete switch has occurred. In 1H18, Samsung had 22% more total semiconductor sales than Intel, but Intel had 20% more semiconductor sales than Samsung in 1H19. In total, the top-15 semiconductor companies’ sales dropped by 18% in 1H19 compared to 1H18, four points worse than the total worldwide semiconductor industry 1H19/1H18 decline of 14%. Illustrating the extremely volatile nature of the memory market, the Big 3 memory suppliers—Samsung, SK Hynix, and Micron—each registered year-over-year revenue declines of at least 33% in 1H19 after each company posted greater than 36% year-over-year growth one year earlier in 1H18. Nine of the top-15 companies had semiconductor sales of at least $5.0 billion in 1H19, one company less than in 1H18. As shown, it took about $3.7 billion in first half sales just to make it into the 1H19 top-15 semiconductor supplier list. There were two new entrants into the top-15 ranking in 1H19 as compared to 1H18. Fabless IC supplier MediaTek moved up one spot from 16th to 15th and IDM Sony, which was the only top-15 supplier to register year-over-year growth, jumped up five positions to rank as the 14th largest semiconductor supplier in 1H19. As shown, 90% of Sony’s total semiconductor sales are from O-S-D devices, primarily image sensor components for smartphones. The 1H19 top-15 ranking includes one pure-play foundry (TSMC) and four fabless companies. If TSMC was excluded from the ranking, China-based fabless IC supplier HiSilicon ($3,500 million) would have been ranked 15th. HiSilicon’s sales surged 25% in 1H19 as compared to 1H18. However, since over 90% of HiSilicon’s IC sales are internal transfers to Huawei, Huawei’s “blacklisting” by the U.S. government is likely to slow HiSilicon’s sales growth rate in the second half of this year. IC Insights includes foundries in the top-15 semiconductor supplier ranking since it has always viewed the ranking as a top supplier list, not a marketshare ranking, and realises that in some cases the semiconductor sales are double counted. Many of the major semiconductor companies have provided their sales guidance for 3Q19. Overall, the 3Q19/2Q19 revenue growth expectations for the top-25 major semiconductor suppliers varies widely by company and currently spans a range of 23 percentage points, from +21% to -2%.
For more information visit IC Insights
For more information visit IC Insights
Co-operation negotiations completed at Etteplan Etteplan initiated co-operation negotiations on March 18th 2020 due to temporary changes in customer demand caused by the COVID-19 pandemic. Now, the negotiations have come to a complete.
Indian electronics company support the fight against COVID-19 Indian engineering and technology solutions company, Cyient, says it’s received clearance for its Mysore facility to run its MedTech manufacturing lines to support the production of medical equipment critical in the fight against COVID-19
Tesvolt kickstarts production at new German factory Semi-automated production began today in Europe’s first gigafactory for commercial battery storage systems, located in Wittenberg, Germany.
Global semiconductor materials market revenues slip 1.1% in 2019 Global semiconductor materials market revenues edged down 1.1% in 2019, SEMI reported in its Materials Market Data Subscription (MMDS).
Cirexx Int’l posts COVID-19 update Santa Clara, California-headquartered Cirexx International has released a statement penned by President and CEO Philipp Menges concerning status of operations during the coronavirus pandemic.
Abbott gets OK for fast, portable COVID-19 test Abbott has been granted emergency use authorization (EUA) from the U.S. Food and Drug Administration (FDA) for a rapid molecular point-of-care test for the detection of novel coronavirus (COVID-19).
COVID-19 limits viability for AT&S Considering current events and the effects that the global pandemic is having on logistics and production chains worldwide, AT&S is preparing itself for a decline in demand in some of its customer segments.
Neways provides update on COVID-19 impact The EMS provider says it has taken various measures to limit the risks to the health of its employees, as well as its clients and suppliers. In addition, the company has taken measures to safeguard business continuity.
Samsung Display plans to stop all LCD production in 2020 The South Korean company has reached the decision to end all of its production of LCD panels in its home country and in China by the end of 2020.
Orbit One updates machine park with new selective soldering machine Swedish EMS provider, Orbit One, has invested in a new ERSA selective soldering machine for the production unit in Ronneby, Sweden.
ZOLL pivots to focus on volume for ventilator production Massachusetts-based ZOLL Medical Corporation has shot capacity up to 10,000 ventilators per month in response to the COVID-19 pandemic, representing a nearly 25-fold increase from normal volume production.
Computrol ramps output for ventilator production As the coronavirus pandemic continues its spread through the U.S., Idaho-based Computrol is joining a growing list of electronics manufacturers who are adjusting operations to support companies producing critical healthcare products.
ABB adding jobs, new distribution center in Arizona ABB has announced the creation of a new distribution center in Phoenix, in a move that will bring the company closer to Western U.S. distributors, contractors, industrial customers, and retailers.
8% growth in 2019 drives tenth consecutive year of EDA growth The Electronic System Design (ESD) Alliance Market Statistics Service (MSS) says that the Electronic Design Automation (EDA) industry revenue increased 2.2% for Q4 2019 to USD 2626.3 million, compared to USD 2570.1 million in Q4 2018.
Polestar 2 production begins in Luqiao, China Production of Polestar 2 has officially begun in Luqiao, China. The new electric performance fastback is the first electric vehicle to be produced by the facility.
Kimball Electronics updates on the impact of COVID-19 COVID-19 has disrupted the company’s global operations since its initial outbreak. While Kimball Electronics' facilities in China were initially adversely impacted, they have now resumed normal operations.
First Solar says that it's still operational First Solar says that its manufacturing operations will continue at each of the company’s Wood County, Ohio, Kulim, Malaysia and Ho Chi Minh City, Vietnam facilities at this time
100 IC wafer fabs closed or repurposed since 2009 The hardest hit are ≤200mm wafer fabs, 70% of the closures are found in Japan and North America.
Westermo signs contract with North American rail company Beijer Electronics Group has through its business entity Westermo signed a contract with a large North American rail company with an estimated value during the contract period of SEK 80 million (EUR 7.24 million).
Royal Flex Circuits boosts effort to support healthcare Santa Fe Springs, California-based Royal Flex Circuits is ramping up capacity at its year-old manufacturing facility to be produce more of the printed circuits needed in the production of ventilators used specifically in the treatment of Coronavirus.
Lam Research reacts to COVID-19 situation Fremont, California-based Lam Research Corporation has issued a business update for its quarter ending March 31, 2020.
Panasonic,Tesla scaling down production in Nevada In response to Panasonic’s announcement this week of a temporary, full suspension of production of its operations at Tesla’s Gigafactory in Nevada, Tesla also issued a statement that it would significantly decrease production at the site.
NOTE temporarily suspends production at Windsor plant Swedish EMS provider NOTE has, in line with the UK authorities' decision to limit all non-essential travel and work, temporarily halted its production at its manufacturing facility in Windsor.
Texas Instruments adjusting operations in Texas Texas Instruments is following a Dallas County shelter-in-place order and reducing operations at the company’s Dallas-area plants.Load more news