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Prime 10 Corporations Maintain 57% of World Semi Marketshare

In 2021, 5 of the highest 10 semiconductor corporations have been fabless suppliers. In 2008, there was one fabless firm within the rating; in 2000, there have been none.

April 26, 2022 — IC Insights’ 2Q Replace to The McClean Report 2022 can be launched in Could. It presents an evaluation of the marketshare of the foremost semiconductor suppliers excluding the pure-play foundries (Determine 1). Whereas there’s a small quantity of double-counting impact as a result of IDM foundry income included within the figures, it isn’t massive sufficient to considerably alter the pattern mentioned under.

Determine 1

In 2021, the highest 50 semiconductor suppliers, not together with the pure-play foundries, represented 89% of the full $614.6 billion worldwide semiconductor market, up eight factors from the 81% share the highest 50 corporations held in 2010. As proven, the highest 5, prime 10, and prime 25 corporations’ share of the 2021 worldwide semiconductor market elevated 8, 9, and 11 share factors, respectively, as in comparison with 2010. With further mergers and acquisitions anticipated over the following few years, IC Insights believes that the consolidation may elevate the shares of the highest suppliers to even loftier ranges.

Historical past of the Prime 10 Rating

In 2017, for the primary time since 1993, the semiconductor business witnessed a brand new primary provider. In 1993, Intel was the primary ranked provider with a 9.2% share of the worldwide semiconductor market. In 2017, Intel’s gross sales represented 13.9% of the full semiconductor market. In distinction, Samsung’s international semiconductor marketshare was 3.8% in 1993 and 14.8% in 2017. Thus, Samsung’s accession to the primary place within the semiconductor gross sales rating in 2017 had extra to do with it quickly gaining marketshare than Intel dropping marketshare.

In 2019, a steep 32% drop within the reminiscence market pulled the full semiconductor market down by 12%. Since 77% of Samsung’s semiconductor gross sales have been reminiscence units that yr, the reminiscence market plunge dragged the corporate’s complete semiconductor gross sales down by 29%. Though Intel’s semiconductor gross sales have been comparatively flat in 2019, the corporate regained its place because the primary semiconductor provider that yr (Determine 2), a place it had held from 1993 via 2016. Nevertheless, Samsung regained the primary spot within the rating in 2021 after it posted a 33% enhance in gross sales and Intel’s gross sales elevated an anemic 1%.

Excluding foundries, there have been two new entrants into the highest 10 rating in 2021—Taiwan-based fabless provider MediaTek and U.S.-based fabless provider AMD. These two corporations changed Apple and Infineon within the prime 10 rating final yr. MediaTek registered a tremendous 61% soar in gross sales, which moved the corporate up three positions within the rating (from eleventh to eighth) whereas AMD posted an excellent bigger 68% surge in gross sales in 2021 to go from the 14th place to the quantity 10 spot within the rating.

In 2021, 5 of the highest 10 semiconductor suppliers have been fabless corporations, two greater than in 2019. As proven, in 2008 there was just one fabless firm within the rating (i.e., Qualcomm) and in 2000, there have been none.

All the prime 10 corporations had gross sales of at the least $16.4 billion in 2021. As could be anticipated, given the attainable acquisitions and mergers that might happen sooner or later, the highest 10 semiconductor rating is prone to endure some vital modifications over the following few years because the semiconductor business continues alongside its path to maturity.

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Determine 2

Report Particulars: The 2022 McClean Report

The McClean Report—A Full Evaluation and Forecast of the Semiconductor Trade, is now out there. A subscription to The McClean Report service contains the January Semiconductor Trade Flash Report, which offers shoppers with IC Insights’ preliminary overview and forecast of the semiconductor business for this yr via 2026. As well as, the primary of 4 Quarterly Updates to the report was launched in February, with further Quarterly Updates to be launched in Could, August, and November of this yr. A person consumer license to the 2022 version of The McClean Report is obtainable for $5,390 and a multi-user worldwide company license is obtainable for $8,590. The Web entry password and the knowledge accessible to obtain can be out there via November 2022.

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