GLOBALFOUNDRIES joins top-20 semiconductor suppliers in Q1 2012 on Elpida bankruptcy

May 14, 2012 — The top 20 semiconductor suppliers in Q1 2012, compiled in IC Insights’ May Update to The McClean Report, show Intel’s firm hold on the top of the rankings, registering a 68% higher sales level than Samsung in Q1 (compared to a 48% margin for all of 2011).

See the 2011 top semiconductor suppliers rankings here.

Table 1. Q1 2012 Top 20 semiconductor sales leaders ($M, includes foundries). SOURCE: IC Insights.

Q1 2012 rank

2011 rank

Company

HQ

2011 total semi

Q1 2011 total semi

Q1 2012 total semi

Q1 Y/Y % change

1

1

Intel

US

49697

11819

11874

0

2

2

Samsung

S. Korea

33483

8215

7067

-14

3

3

TSMC*

Taiwan

14600

3600

3568

-1

4

5

Toshiba

Japan

12745

3435

3232

-6

5

7

Qualcomm**

US

9828

1962

3059

56%

6

4

TI

US

12900

3167

2934

-7

7

6

Renesas

Japan

10653

2897

2344

-19

8

10

Micron

US

8571

2218

2120

-4

9

9

SK Hynix

S. Korea

9403

2499

2115

-15

10

8

ST

Europe

9631

2523

1997

-21

11

11

Broadcom**

US

7160

1752

1770

1

12

12

AMD**

US

6568

1613

1585

-2

13

13

Sony

Japan

6093

1520

1514

0

14

14

Infineon

Europe

5599

1362

1297

-5

15

15

Fujitsu

Japan

4430

1148

1216

6

16

17

NXP

Europe

4147

1071

1071

0

17

18

Nvidia**

US

3939

936

935

0

18

16

Freescale

US

4391

1155

912

-21

19

21

GLOBALFOUNDRIES*

US

3480

845

840

-1

20

20

UMC*

Taiwan

3760

995

834

-16

Top 10 Total

171511

42335

40310

-5

Top 20 Total

221078

54732

52284

-4

*foundry

**fabless

GLOBALFOUNDRIES replaced bankrupt Elpida on the top 20 charts. Elpida dropped 34% in year over year (Y/Y) sales. If Micron, the forerunner for Elpida’s assets, takes over the bankrupt DRAM maker, it could jump 1 or 2 positions in the rankings.

With the addition of GLOBALFOUNDRIES, 3 pure-play foundries are now in the top 20 ranking. They squeezed out Sharp, Marvell, and Rohm from the top-20 ranks.

Q1 sales from the top 20 semiconductor suppliers were “generally disappointing,” says IC Insights. The quarter had a 4% decline Y/Y, which is well below IC Insights’ total-year 2012 forecast of 6-7%. IC Insights expects much improved sequential quarterly sales performance starting in 2Q12, based on company reports and analysis. Expect a 6% increase from Q1 to Q2, and even stronger growth Q2 to Q3.

Table 2. Q1 2012 Top 20 semiconductor sales leaders by growth rate ($M, includes foundries). SOURCE: IC Insights.

Q1 2012 rank

Company

HQ

2011 total semi

Q1 2011 total semi

Q1 2012 total semi

Q1 Y/Y % change

1

Qualcomm**

US

9828

1962

3059

56%

2

Fujitsu

Japan

4430

1148

1216

6

3

Broadcom**

US

7160

1752

1770

1

4

Intel

US

49697

11819

11874

0

5

NXP

Europe

4147

1071

1071

0

6

Nvidia**

US

3939

936

935

0

7

Sony

Japan

6093

1520

1514

0

8

GLOBALFOUNDRIES*

US

3480

845

840

-1

9

TSMC*

Taiwan

14600

3600

3568

-1

10

AMD**

US

6568

1613

1585

-2

11

Micron

US

8571

2218

2120

-4

12

Infineon

Europe

5599

1362

1297

-5

13

Toshiba

Japan

12745

3435

3232

-6

14

TI

US

12900

3167

2934

-7

15

Samsung

S. Korea

33483

8215

7067

-14

16

SK Hynix

S. Korea

9403

2499

2115

-15

17

UMC*

Taiwan

3760

995

834

-16

18

Renesas

Japan

10653

2897

2344

-19

19

ST

Europe

9631

2523

1997

-21

20

Freescale

US

4391

1155

912

-21

The top 20 semiconductor suppliers saw a wide range of Y/Y growth in Q1. Memory chip companies did not secure any of the top 10 growth rate positions. Only 3 companies registered better-than-flat Y/Y growth rates: Qualcomm, Fujitsu, and Broadcom. Fabless company Qualcomm led the way with strong sales for smartphone chips, as well as an acquisition of Atheros in May 2011. Qualcomm is on pace to register over $12 billion in sales in 2012.

Each of the big four memory suppliers in the top 20 ranking — Samsung, Toshiba, SK Hynix, and Micron — saw sales decline Y/Y, most notably Samsung and SK Hynix.

IC Insights believes that the bottom of the semiconductor market slowdown occurred, for the majority of the top 20 companies, in either Q4 2011 or Q1 2012. If the worldwide economy continues on its slow growth rate trajectory, the remainder of 2012 looks bright for the semiconductor industry and its suppliers.

IC Insights’ 2012 edition of The McClean Report comes with free monthly updates by e-mail from March-November (including a Mid-Year Report). To review additional information about IC Insights’ market research, visit www.icinsights.com.

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