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Thursday, November 07, 2013
Big Changes Expected To 2013 Top 20 Semiconductor Supplier Ranking
SK Hynix, MediaTek, Micron, and Qualcomm are all expected to show more than 30% year-over-year growth in 2013, according to the top 25 semiconductor suppliers list for 2013 provided by IC Insights.
The list, which will be officially released later this month, will show a preliminary ranking of the top 25 semiconductor suppliers in 2013. It ranks IC and O-S-D, optoelectronic, discrete, and sensor suppliers in terms of sales. Nine of them are headquartered in the U.S., three in Japan, three in Europe, three in Taiwan, and two in South Korea.
A preview of the top 20 companies is listed below.
The top-20 ranking includes three pure-play foundries (TSMC, GlobalFoundries, and UMC) and five fabless companies. Excluding these foundries would bring Fujitsu ($3,524 million), Marvell ($3,205 million), and Sharp ($3,078 million) into the 18th, 19th, and 20th positions, respectively.
Some of the companies forecast to rise in the ranking include SK Hynix, which, despite a significant fire and production set-back at its largest memory fab in China, is taking full advantage of the surge in the DRAM market this year and is expected to move up three places and into the top 5. Also, Broadcom is forecast to edge into the top 10, Micron is expected to move up two spots, spurred by its acquisition of Elpida in 3Q13, and MediaTek is forecast to jump up six positions to 16th place and into the top-20 ranking for the first time. MediaTek is experiencing extremely strong demand for its devices in the booming low-end smartphone business in China and other Asia-Pacific locations. In fact, MediaTek expects its application processor shipments for smartphones to reach over 200 million units this year, about double the 108 million units the company shipped in 2012.
In contrast to the companies moving up in the ranking, Fujitsu is expected to drop five places to fall out of the top-20 ranking in 2013, going from being ranked 16th in 2012 to 21st this year (the company sold its analog and MCU business to Spansion in August of this year). Renesas is another "casualty" expected in the top-20 ranking and is forecast to fall to 11th place in 2013 from the 7th position it held in 2012.
In total, the top 20 semiconductor companies' sales are forecast to increase by 7% in 2013 as compared to 2012, which would be two points better than the 5% forecast for the total worldwide semiconductor market this year. It is expected to take total semiconductor sales of over $3.7 billion to make the top-20 ranking in 2013.
As shown in the figure below, there is expected to be a 60-percentage-point range of growth rates among the worldwide top 20 semiconductor suppliers in 2013 (from +44% for SK Hynix to -16% for Sony). The continued success of the fabless/foundry business model and the strong growth of the memory market (especially the 29% DRAM market surge) this year is evident when examining the nine top-20 semiconductor suppliers that are forecast to log higher growth than the total worldwide semiconductor market (5%). As shown, the top nine performers in 2013 are forecast to include three memory companies (SK Hynix, Micron, and Toshiba), two fabless companies (MediaTek and Qualcomm), and two pure-play foundries (TSMC and GlobalFoundries).
The two top-20 ranked companies that are forecast to register double-digit sales declines in 2013 are headquartered in Japan (Renesas and Sony). As previously mentioned, Japan-based Fujitsu is also expected to register a double-digit decline (-15%) in 2013 and drop out of the top 20 ranking this year. However, it should be noted that the conversion of Japanese company semiconductor sales from yen to U.S. dollars, at 96.96 yen per dollar forecast for 2013 versus the 79.70 yen per dollar rate in 2012, is expected to have a significant impact on the sales figures for the Japanese companies. Using a constant 2012 U.S. dollar versus Japanese yen exchange rate for 2013, the forecasted 2013 semiconductor sales increases of Sony, Fujitsu, and Renesas would be 4%, 3%, and 2%, respectively.