Intel is expected to hold first place among the top-selling semiconductor companies this year. The market researcher IC Insights estimates that by the end of the year the chip manufacturer 73, 89 will earn billions of dollars. With a sales increase of 4 percent compared to the previous year, Intel would grow at a below-average rate.
The 15 According to IC Insights, the semiconductor companies with the highest sales have a plus of 13 percent. The biggest winners are Nvidia (+ 50%), AMD (+ 42%), MediaTek and Qualcomm (each + 35%) and TSMC (+ 31%). In the case of TSMC, the market observer evaluates the silicon chips made to order. All of the above companies except Intel have at least some of their products manufactured by TSMC.
CPUs, GPUs and SoCs in demand Nvidia earns most of its money with GeForce graphics cards and server accelerators – IC Insights apparently does not include the sales of the recently acquired network specialist Mellanox. AMD sells processors (Epyc, Ryzen, Athlon), graphics cards (Radeon) and server accelerators like the Instinct MI 100. With the 41 percent increase is AMD out of place in the first place 18 in the top 15 slipped. MediaTek and Qualcomm design systems-on-chips (SoCs) primarily for smartphones and tablets.
None of these companies still produce the chips themselves. Only Intel is sticking to its own production, giving way for years Delays in the future, however, partly due to TSMC.
The 15 Semiconductor company with the highest turnover according to IC Insights Rank Company Sales 2020 Change vs. 2019 1 Intel 73, 89 4% 2 Samsung 60, 48 9% 3 TSMC 45, 42 31% 4 SK Hynix 26, 47 14% 5 Micron 21, 66 -3% 6 Qualcomm 19, 37 35% 7 Broadcom 17, 07 -1% 8 Nvidia 15, 88 50% 9 TI 13, 09 -4% 10 Infineon 11, 07 -1% 11 MediaTek 10, 78 35% 12 Kioxia 10, 72 22% 13 Apple 10, 04 25% 14 ST 9, 95 4% 15 AMD 9, 52 41 % Total 314, 82 13% No movement at the top Nothing changes in the top 5 positions. Samsung dwells with 60, 48 billion US dollars in sales (+ 9% ) in second place, including the income from their own mobile processors, the memory division and contract manufacturing, such as the Ampere GPUs for Nvidia’s GeForce RTX – 3000 – graphics cards. The two memory manufacturers SK Hynix and Micron are in 4th and 5th place.
IC Insights estimates Apple’s semiconductor sales as good 10 Billions US -Dollars per year 2020 (+ 25%). It is about the theoretical value of the self-designed ARM processors that will be used in iPhones, iPad, Apple Watches and, in the future, Macs – Apple is the only company on the list that does not sell chips to other companies.
(mma)