Telecom Lead America: Qualcomm is likely to take third place in the global semiconductor market in 2012 with 27.2 percent growth.
IHS said this represents the highest rate of growth of any Top 10 or even any Top 20 semiconductor supplier.
It will allow Qualcomm to move up three positions and take third place in the global semiconductor business.
In 2010, Qualcomm placed only No. 9 among global semiconductor suppliers.
Dale Ford, senior director at HIS, said: “Consumers are continuing to buy more smartphones and media tablets, even as sales of other once-hot products like PCs and flat-panel TVs decelerate or decline. With its chips at the heart of countless cellphones, including Apple Inc.’s marquee iPhone 5, Qualcomm has discovered an oasis of growth in the desert that is the semiconductor market in 2012.”
| Table 1: Preliminary Worldwide Ranking of the Top 20 Suppliers of Semiconductors in 2012 (Ranking by Revenue in Millions of U.S. Dollars) |
||||||||
| 2011 Rank |
2012 Rank |
Company Name | 2011 Revenue |
2012 Revenue |
Percent Change |
Percent of Total |
Cummulative Percent |
|
| 1 | 1 | Intel | 48,721 | 47,543 | -2.4% | 15.7% | 15.7% | |
| 2 | 2 | Samsung Electronics* | 28,563 | 30,474 | 6.7% | 10.1% | 25.7% | |
| 6 | 3 | Qualcomm | 10,198 | 12,976 | 27.2% | 4.3% | 30.0% | |
| 3 | 4 | Texas Instruments | 13,967 | 12,008 | -14.0% | 4.0% | 34.0% | |
| 4 | 5 | Toshiba | 12,729 | 10,996 | -13.6% | 3.6% | 37.6% | |
| 5 | 6 | Renesas Electronics Corporation | 10,648 | 9,430 | -11.4% | 3.1% | 40.7% | |
| 8 | 7 | SK Hynix | 9,293 | 8,462 | -8.9% | 2.8% | 43.5% | |
| 7 | 8 | STMicroelectronics | 9,735 | 8,453 | -13.2% | 2.8% | 46.3% | |
| 10 | 9 | Broadcom | 7,160 | 7,840 | 9.5% | 2.6% | 48.9% | |
| 9 | 10 | Micron Technology | 7,365 | 6,955 | -5.6% | 2.3% | 51.2% | |
| 13 | 11 | Sony | 5,015 | 6,025 | 20.1% | 2.0% | 53.2% | |
| 11 | 12 | Advanced Micro Devices (AMD) | 6,436 | 5,300 | -17.7% | 1.7% | 54.9% | |
| 12 | 13 | Infineon Technologies | 5,312 | 4,826 | -9.1% | 1.6% | 56.5% | |
| 16 | 14 | NXP | 3,831 | 4,096 | 6.9% | 1.4% | 57.9% | |
| 17 | 15 | nVidia | 3,608 | 3,923 | 8.7% | 1.3% | 59.2% | |
| 14 | 16 | Freescale Semiconductor | 4,408 | 3,775 | -14.4% | 1.2% | 60.4% | |
| 21 | 17 | MediaTek | 3,309 | 3,472 | 4.9% | 1.1% | 61.6% | |
| 15 | 18 | Elpida Memory | 3,887 | 3,414 | -12.2% | 1.1% | 62.7% | |
| 22 | 19 | ROHM Semiconductor | 3,267 | 3,170 | -3.0% | 1.0% | 63.7% | |
| 19 | 20 | Marvell Technology Group | 3,393 | 3,113 | -8.3% | 1.0% | 64.8% | |
| Top 20 Companies | 200,845 | 196,251 | -2.3% | 64.8% | ||||
| All Others | 109,360 | 106,768 | -2.4% | 35.2% | ||||
| Total Semiconductor | 310,205 | 303,019 | -2.3% | 100.0% | ||||
| * Significant impact on growth due to Samsung Electronics acquisition of Samsung Electro-Mechanic’s 50% share of Samsung LED | ||||||||
| Source: IHS iSuppli Research, December 2012 | ||||||||
Decline in revenue of seven companies — Advanced Micro Devices (AMD), Freescale Semiconductor, Texas Instruments, Toshiba, STMicroelectronics, Elpida Memory and Renesas Electronics — will range from 11.4 to 17.7 percent.
Sony will attain 20.1 percent growth in semiconductor revenue.
Sony’s strong results are due to its leading position in the image sensor market, which is expected to grow by 19 percent in 2012, with the CMOS image sensor sector of the market seeing its revenue expand by 31.8 percent. Sony’s image sensor revenue, which accounts for nearly 60 percent of its semiconductor takings, is expected to expand by 48 percent. Even more amazing, its CMOS image sensor revenues are forecast to more than double.
MediaTek will jump back into the Top 20 in 2012 after stumbling in 2011. On the strength of its 4.9 percent growth, MediaTek is projected to make the biggest increase among the Top 20 as it moves up four positions from No. 21 to No. 17.
Rohm will jump into the Top 20 and move up the rankings by three positions to No.19, despite seeing its revenue fall by 3.0 percent.
NXP and nVidia will move up two positions in the rankings to No. 14 and 15, respectively.
IHS projects Panasonic will slip to No. 21 following a drop in revenue of 13.0 percent.
Meanwhile, worldwide chip sales are expected to decrease to $303 billion in 2012, down from $310 billion in 2011.
Five out of the six major application markets for semiconductors—including the key computer segment—are expected to contract in 2012, pulling down the overall performance of the chip market.
The IHS iSuppli preliminary AMFT predicts semiconductor revenue will expand by 8.2 percent in 2013 if the small improvement in worldwide GDP growth forecast for 2013 holds up.
