2008 Semiconductor Industry Rankings
- IC Insights
1. Shakeups Rock
1H08 Top 20 Semiconductor Supplier Ranking, says
Who are winners, losers in
IC rankings? - EETimes
1. Shakeups Rock 1H08 Top 20
Semiconductor Supplier Ranking
Qualcomm, Broadcom make
biggest leaps; NXP, AMD register biggest falls
IC Insights' recent research for its Strategic
Reviews Online IC company database
uncovered a big shakeup in the 1H08 top 20
semiconductor supplier ranking (Figure 1). 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 $2.1
billion in 1H08 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 1H08 ranking as
compared to their full-year 2007 positions.
- Cell phone IC supplier Qualcomm used
a 29% year-over-year 1H08 growth rate to jump
four spots and rank as the 10th largest
semiconductor supplier in 1H08.
- The third largest fabless supplier,
Broadcom, jumped three positions and is now
positioned as the 20th largest semiconductor
supplier in the world.
- Japanese consumer electronics powerhouse
Panasonic (formerly Matsushita) and NEC
were boosted by the strong Japanese yen versus
the U.S. dollar. Each jumped three places and
moved into the 18th and 12th positions,
respectively, in the top 20 ranking.
- Moving up one place each in 1H08 were
TSMC, Renesas, and Infineon.
- DRAM-supplier Qimonda's nightmare
continued in 1H08 as the company dropped 12
positions from being ranked 18th overall in 2007
to 30th in 1H08. The company endured a
1H08/1H07 sales decline of 47% (which would have
been worse if not for the strength of the euro)
and suffered a loss of more than $2.2 billion in
its first three quarters of fiscal 2008!
- Despite a relatively flat 1H08/1H07 sales
result, NXP fell four spots to 14th from
- AMD posted a decent 9% increase in
1H08/1H07 sales, yet slid four positions from
11th to 15th.
- Eighth-ranked memory supplier Hynix
fell only one spot in the ranking although its
1H08/1H07 sales tumbled 23%, the only 1H08/1H07
sales decline of any top 20 semiconductor
- ST fell one position in the ranking
and now occupies the 6th spot. It should be
noted that the company's 1H08 and 1H07 figures
do not include FMG (flash memory group) sales,
which are now part of Numonyx's sales. As
shown, the company registered a solid 13%
year-over-year growth rate in 1H08 and has a
relatively positive outlook for its second half
- TI did not drop in the ranking but
the company registered the second-worst growth
rate of any top 20 semiconductor supplier in
1H08 (0%). TI has been a significant supplier
to the cellular handset market segment for many
years. However, in IC Insights' opinion, it
would be wise not to extrapolate the company's
weak 1H08 performance to the overall cell phone
marketplace. Moreover, the excellent 1H08
performance of Qualcomm and ST, also major IC
suppliers to the cell phone industry, appears to
indicate that TI's poor 1H08 results are more a
reflection of a TI-specific "problem" than an
overall cell phone market issue.
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 1H08/1H07 sales of the top 20
semiconductor suppliers displayed a very strong
10% increase as compared to the total worldwide
semiconductor market increase of 6%. Among the
top 20 semiconductor suppliers, there was a
58-point swing (Figure 2) from the company that
showed the fastest growth (TSMC at +35%) to the
company that registered the steepest decline
(Hynix at -23%).
As shown in Figure 2, more than half of the top
20 companies had double-digit 1H08/1H07 growth
rates. Moreover, seven companies registered
1H08 growth rates that were more than three
times the 6% growth rate of the entire 1H08
semiconductor market (TSMC, Qualcomm, Panasonic,
Nvidia, Samsung, Broadcom, and Infineon)! It
goes to show that there are still "star"
performers in a "slow" market.
mentioned in IC Insights' March Update to The
McClean Report, currency fluctuations are
playing a big part in the 2008 semiconductor
market figures as the strong yen and euro are
converted into U.S. dollars. With the yen and
euro each increasing in value 13% in 1H08 as
compared to 1H07, many Japanese and European
companies' results are getting a "boost" when
converted to U.S. dollars. Moreover, this
currency effect will also serve to inflate the
2008 worldwide semiconductor market figures when
reported in U.S. dollars.
Extensive company profiles of more than 220 IC
suppliers, including their 5-year sales, R&D, and
capital expenditures figures, key management,
product/services offered, strategic alliances,
process technology, and detailed wafer fab
information is offered in IC Insights' Strategic
Reviews Online database. The online database
recently completed a major revision and receives
ongoing updates throughout the year. A 12-month,
single-user subscription to Strategic Reviews
is priced at $2,290. Access is also available under
a multi-user corporate license for $3,990.
For more information, please visit
2. Who are winners, losers in IC rankings?
Mark LaPedus /EE Times
(08/01/2008 7:31 PM EDT)
SAN JOSE, Calif. -- Who were the winners and losers in the IC
rankings for the first half of 2008?
In terms of worldwide IC sales in the first half, Intel was in
first place, followed in order by Samsung, TI, Toshiba, TSMC,
ST, Renesas, Hynix, Sony and Qualcomm, according to IC Insights
Inc. (Scottsdale, Ariz.)
Companies on the rise:
*Qualcomm. The fabless cell-phone chip maker jumped four spots
and is ranked as the 10th largest semiconductor supplier in the
first half, according to IC Insights.
*Moving up one place each in the rankings were TSMC and Renesas,
according to IC Insights.
*Panasonic, formerly Matsushita, and NEC Electronics Corp. were
boosted by the strong Japanese yen versus the U.S. dollar. Each
jumped three places and moved into the 18th and 12th positions,
respectively, in the top 20 ranking, according to IC Insights.
*Broadcom. Fabless chip maker jumped three positions and is now
positioned as the 20th largest semiconductor supplier in the
world, according to the firm.
*DRAM-supplier Qimonda AG dropped 12 positions from being ranked
18th overall in 2007 to 30th in 1H '08, according to the firm.
*NXP fell four spots to 14th from 10th.
*AMD slid four positions from 11th to 15th.