2011 IC sales 2%: Who’s overachieving, who’s tanking

November 4, 2011 - While everyone’s now expecting 2011 to skid into low-single-digit growth, that overall metric hides some impressive individual results for a number of companies and a variety of reasons, notes IC Insights. The firm, one of the last optimistic holdouts, now officially shows ~2% IC growth in 2011, down from a projected ~4% as recently as mid-September.

The total top-20 semiconductor suppliers are expected to beat the industry as a whole, registering a 6% increase in sales. But six companies will actually enjoy double-digit growth, and three will actually surpass =25% growth. The winners in 2011 IC sales: Qualcomm +33%, Infineon +30%, Intel +26%, Sony +16%, Fujitsu +11%, TSMC +10%. The losers: Elpida -39%, Hynix -10%, NXP -7%, STMicro -6%, Micron -5%, UMC -5%, Renesas -3%, TI -2%.

Some observations on the list:

It’s good to be the king. Intel should extend its No.1 position thanks in part to its acquisition of Infineon’s wireless business. Intel also nearly doubles its sales level vs. Samsung: 47% in 2011, 24% in 2010. (Note to Samsung: that’s still better than the 52% gap in 2009.)

Cash is king. One big factor in 2011 IC sales is currency exchange rates, including a weak US dollar and a very strong Japanese yen. Rewinding to 2010 exchange rates, some growth would look a lot different: Infineon’s 30% (continuing operations) would be 24%, Sony’s 15% becomes 6%, Fujitsu’s 11% goes to 1%, and TSMC’s 10% sinks to 2%.

Fabless strengthens its foothold. Qualcomm is riding a 73% jump in the smartphone IC sector. Meanwhile, Nvidia jumped five spots to 18th place, thanks to healthy growth in its graphics and communications processor businesses.

Memory giveth and taketh away. A year ago memory firms were climbing up the annual IC sales lists; what a difference a punishing year makes. Samsung (6%) and Toshiba (3%) will eke by this year, but it’s been rough for everyone else: Hynix -10%, Micron -5%, and Elpida -39% (and a six-slot slide to 19th place).

2011 (forecasted) top 20 semiconductor sales leaders, in US $M. (Source: IC Insights, company reports)

POST A COMMENT

Easily post a comment below using your Linkedin, Twitter, Google or Facebook account. Comments won't automatically be posted to your social media accounts unless you select to share.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

NEW PRODUCTS

Dynaloy unveils safer cleaners
11/19/2014In response to evolving industry trends and customer preferences for products with better environmental, health, and safety (EHS) profiles, Dynaloy LLC is launching three...
Entegris' VaporSorb filter line protects advanced yield production
10/21/2014Entegris, Inc. today announced a new product for its VaporSorb line of airborne molecular contamination (AMC) filters. ...
Next-generation nanoimprint lithography technology
10/21/2014EV Group (EVG) today introduced its SmartNIL large-area nanoimprint lithography (NIL) process....