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Qualcomm biggest gainer in IC ranking

Posted: 15 May 2013     Print Version  Bookmark and Share

Keywords:IC Insights  semiconductor suppliers  IC manufacturers  fabless  foundry 

IC Insights' updated The 2013 McClean Report to be released later this month will reveal the top 25 ranking of semiconductor suppliers for the first quarter of 2013. The sales leaders of global semiconductor (includes IC, optoelectronic, discrete and sensors) suppliers for 1Q13 gave a broad representation of geographic regions. Nine of the suppliers are based in the U.S, four come from Japan, three in Europe, and two each from South Korea and Taiwan.

The top-ranked suppliers also include pure-play foundries and fabless companies.

1Q13 sales leaders

Source: IC Insights' Strategic Review Database

IC foundries are included in the top-20 semiconductor supplier ranking because IC Insights has always viewed the ranking as a top supplier list, not as a marketshare ranking, and realises that in some cases semiconductor sales are double counted. With many of IC Insights' clients being vendors to the semiconductor industry (supplying equipment, chemicals, gases, etc.), excluding large IC manufacturers like the foundries would leave significant "holes" in the list of top semiconductor suppliers. Foundries and fabless companies are each clearly identified the figure above. The above list is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.

It should be noted that not all foundry sales should be excluded when attempting to create marketshare data. For example, although Samsung has a large amount of foundry sales, most of its sales are to Apple. Since Apple does not re-sell these devices, counting these foundry sales as Samsung semiconductor sales does not introduce double counting.

In total, the top 20 semiconductor companies' sales increased by 2 per cent in 1Q13 as compared to 1Q12, one point better than the total 1Q13/1Q12 worldwide semiconductor market increase of 1 per cent. It took semiconductor sales of almost Rs.4,891.30 crore ($900 million) in 1Q13 to make the top-20 ranking.

Intel remained firmly in control of the number one spot in the 1Q13 ranking. However, Intel lost some of its lead over second-ranked Samsung by registering 45 per cent greater semiconductor sales than Samsung in 1Q13 as compared to a 68 per cent margin in 1Q12. The only movement with regard to the top five spots in the 1Q13 ranking was that fabless supplier Qualcomm, riding the continued success of the smartphone market, reported a 28 per cent surge in sales (highest among the top 20 companies) and moved up one position to replace Toshiba as the fourth-largest semiconductor supplier.

Micron's acquisition of Elpida is expected to be completed sometime in 2Q13. It is interesting to note that if Micron and Elpida's 1Q13 sales were combined, the "new" company would have had Rs.16,630.43 crore ($3,060 million) in total sales and would have been ranked as the fifth-largest semiconductor supplier.

Ranking by growth

Source: IC Insights' Strategic Review Database

As shown in the second figure, there was a wide range of growth rates among the worldwide top 20 semiconductor suppliers in 1Q13. The continued success of the fabless/foundry business model is evident when examining the top 20 semiconductor suppliers ranked by growth rate. As shown, the top nine performers included three fabless companies (Qualcomm, Broadcom, and Nvidia) and three pure-play foundries (TSMC, UMC, and GlobalFoundries).

The second figure illustrates that four of the five top-20 ranked companies that registered a double-digit sales decline in 1Q13 were headquartered in Japan (Toshiba, Renesas, Fujitsu, and Sony). However, it should be noted that the conversion of Japanese company semiconductor sales from yen to U.S. dollars, at Rs.44.03 (¥79.26) per dollar in 1Q12 versus Rs.51.22 (¥92.19) per dollar in 1Q13, had a big impact on the sales figures for the Japanese semiconductor suppliers. Thus, while Sony and Fujitsu would have logged a double-digit semiconductor sales decline even if their sales results were not converted to U.S. dollars, Toshiba would have posted a 5 per cent increase in semiconductor sales if the figures were expressed in yen. Unfortunately for AMD, it cannot attribute its extremely poor performance to currency conversion issues.

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