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Samsung retains prime spot in Omdia This fall 2021 semiconductor market evaluation


LONDON, 28 March, 2022 — Samsung has maintained its place atop the semiconductor trade in Omdia’s 4Q21 evaluation of the trade. In a 12 months that noticed the trade set a brand new file of greater than half-a-trillion {dollars} in income, Intel has managed to simply maintain its prime spot because the chief in annual revenues.

In keeping with the newest aggressive evaluation of the worldwide semiconductor market from Omdia, the market surpassed annual income of half-a-trillion {dollars} for the primary time ever in 2021, capping a exceptional 12 months for the trade. Moreover, practically 60% of corporations within the sector grew by greater than 20% in revenues.

Samsung maintains lead

The evaluate of quarterly efficiency confirms Samsung maintained the highest spot as the most important semiconductor firm by income within the final quarter of final 12 months and introduced in income of $19.995B in comparison with Intel’s $19.976B. Samsung was additionally the most important semiconductor agency by income in 3Q21, taking up after Intel was the most important in 1Q21 and 2Q21.

Nevertheless, on an annual foundation, Intel accomplished 2021 because the primary semiconductor firm by income in 2021, with income at $76.6B, which represented 13% of all semiconductor income for the 12 months. Notably, Intel’s 2021 income progress was practically flat from 2020, which contrasted with the next prime 9 semiconductor corporations, which all skilled year-over-year (YoY) income progress above 15%.

Intel’s fundamental income supply, MPUs, was not a semiconductor element that skilled as robust 2021 progress as different elements. MPUs total grew at 11% YoY final 12 months, a lot decrease than the entire semiconductor progress degree of 24%.

Samsung completed 2021 simply behind Intel, with semiconductor income of $75.2B, representing 12.8% of all income for the trade. Samsung considerably closed the annual income hole to Intel due to the robust enhance within the DRAM market (up 42% in 2021) and NAND market (up 23% in 2021). Samsung is the primary agency for each elements.

Samsung’s progress price of 32.1% final 12 months demonstrates that not all elements elevated similarly final 12 months. In 2020, Samsung’s semiconductor income was $19.3B behind Intel, however in 2021 they have been simply $1.4B behind.

Document trade revenues

Complete 2021 semiconductor trade income of $586.8B was $100B greater than the following highest 12 months on file, 2018, when the trade introduced in $484.7B. YoY income progress in 2021 was 24.2%, the second highest on file since Omdia started monitoring the metric in 2002.

Cliff Leimbach, Senior Analysis Analyst for the semiconductor market at Omdia, famous that the best YoY income progress price on file was in 2010 (34.1%), however this was a restoration 12 months following a ten.9% decline in 2009 associated to the Nice Recession.

“YoY progress in 2021 is critical as a result of the prior 12 months was not a restoration 12 months, however an above common 12 months with 10.4% progress,” Leimbach stated, including that the long-term YoY progress for the semiconductor market is 6.8%.” (See illustration.)

Of the 247 corporations that Omdia tracks at an annual degree, 145 (59%) had annual semiconductor income progress better than 20% in 2021. The robust 2021 was not particular to a couple of the most important semiconductor corporations however unfold via nearly all of gamers within the trade.

This fall evaluate

As 2021 was a record-breaking 12 months, it was underpinned by recording breaking quarters, and 4Q21 no exception. The final quarter of 2021 was the fifth straight quarter of file income for the trade, with quarterly income rising to $159.1B, up 3.6% from the earlier quarter – versus the long-term historic common of 0.6% QoQ enhance in semiconductor income.

“Demand continues to be robust within the work-from-home period caused by the worldwide pandemic and provide tight for a lot of elements,” stated Craig Stice, Chief Semiconductor Business Analyst at Omdia. “Provide shortages all through the semiconductor panorama resulted in rising ASPs, which helped elevate income. The ensuing robust annual income was considerably above the historic common, 24.2% versus 6.8%.”

ABOUT OMDIA:

Omdia is a number one analysis and advisory group centered on the know-how trade. With shoppers working in over 120 international locations, Omdia supplies market-critical knowledge, evaluation, recommendation and customized consulting.

Omdia was fashioned in 2020 following the merger of IHS Markit, Tractica, Ovum and Heavy Studying. Sitting on the coronary heart of the Informa Tech portfolio, Omdia reaches over 4 million know-how resolution makers, influencers and practitioners that type a part of the broader Informa Tech group and has specialist analysis practices specializing in Enterprise IT, AI, Web of Issues, Communications Service Suppliers, Cybersecurity, Parts & Gadgets, Media & Leisure and Authorities & Manufacturing.

For extra details about Omdia, please go to www.omdia.com

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