Top 10 Integrated Circuit (IC) design services <span style='color:red'>suppliers</span> in the world in 2023
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Top 10 Integrated Circuit (IC) design services suppliers in the world in 2023

　　Integrated circuit, known as IC, chips, or microchips, is the foundation of most modern electronics technology. Chips are small as well as simplified design and manufacturing, for that they are manufactured on a single conductive piece of material. Today there are many companies that provide the full range of IC services from design through manufacturing.　　To assist you in your supplier search, we have compiled information of top 10 integrated circuit design services suppliers in the world in this article.　　1. TSMC　　Taiwan Semiconductor Manufacturing Company limited (TSMC) is a Taiwanese multinational semiconductor contract manufacturing and design company dedicated IC foundry. It is the world’s first dedicated semiconductor foundry and launched the semiconductor industry’s first 0.13-micron (µm) low-k, copper system-on-a-chip (SoC) process technology.　　In 2022, the annual capacity of the manufacturing facilities managed by TSMC exceeded 15 million 12-inch equivalent wafers. And it makes chips for customers with process nodes from 3 microns to 3 nanometres, which offer the most advanced foundry technology in both PPA and transistor technology. TSMC’s products and technologies are broad application in consumer electronics, computers, mobile computing, automotive electronics, IoT, and smart wearables.　　2. Synopsys　　Synopsys, Inc. (Nasdaq: SNPS), headquartered in Mountain View, California, is one of the largest software company, and has a long history of being a global leader in electronic design automation (EDA) and semiconductor IP. It’s annual revenue is up to $5+ billion, as of 2023, the company is a component of both Nasdaq-100 and S&P 500 indices.　　Synopsys supplies tools and services, including application security, semiconductor IP, verification, design, silicon engineering, to the semiconductor design and manufacturing industry. These products serve for process and device simulation, development and debugging environments. Synopsys is also active in the automotive industry, supplying IP and design tools for autonomous vehicles and advanced driver-assistance systems.　　On Oct. 12, 2020, Synopsys announces industry’s first silicon lifecycle management platform.　　3. Cadence　　Cadence Design Systems, Inc. (cādence), building upon more than 30 years of computational software expertise, founded by the merger of SDA systems and ECAD, Inc. Cadence is a pivotal leader in electronic systems design and delivers software, hardware, and silicon structures for designing integrated circuits, systems on chips (SoCs), and printed circuit boards.　　Cādence provides semiconductor and system companies Silicon design creation, simulation, implementation, and sign off of analog and digital circuits; off-the-shelf design IP; and IC packaging, including machine learning-enhanced EDA tools and machine learning-enabled EDA flows. Its electronic products from chips to boards to complete systems are widely used in hyperscale computing, 5G communications, automotive, mobile, aerospace, consumer, industrial, and healthcare.　　4. Samsung　　Samsung Electronics is a South Korean multinational electronics corporation, founded in Suwon, South Korea. Samsung is a major manufacturer of Electronic Components such as lithium-ion batteries, semiconductors, image sensors, camera modules, and displays for clients such as Apple, Sony, HTC, and Nokia and the world’s largest manufacturer of mobile phones and smartphones.　　2017 to 2018, Samsung is also the world’s largest semiconductor memory manufacturer;　　2019, is the world’s second-largest technology company by revenue, and its market capitalization stood at US$520.65 billion, the 12th largest in the world;　　2020, ranked top 5 in interbrand’s best global brands.　　5. GF　　GlobalFoundries (GF or GloFo), incorporated in the Cayman Islands and headquartered in Malta, New York, is one of the world’s leading semiconductor foundry. GF supplies technology platforms for efficient single-chip integration of digital and analog signals, for a fully integrated, monolithic electrical and optical computing and communications engine, and for volume production-proven processes.　　GF also manufactures integrated circuits on wafers designed for a wide range of markets such as computing and AI, mobile/consumer and automotive processors, high-end IoT applications, high-performance transceivers and wired/wireless networking applications. As of 2021, GlobalFoundries is the fourth-largest semiconductor manufacturer and produces chips for more than 7% of the $86 billion semiconductor manufacturing services industry and has 75% of silicon area in top premier smartphones in RF FE, Audio & NFC.　　6. UMC　　United Microelectronics Corporation (UMC) is a world-renowned semiconductor foundry company, founded as Taiwan’s first semiconductor company in 1980. UMC provides customers comprehensive IC fabrication services to serve all major sectors of the electronics industry, and provides comprehensive foundry process and technologies to produce various integrated circuits for major semiconductor applications.　　UMC has total 12 fabs, including 4 12-in fabs, 7 8-in fabs and a 6-in fab in production. From a foundry perspective, logic, Mixed-Mode, RF technologies provided by UMC serve for DTV, Bluetooth, Wi-Fi, ISP, RF transceiver etc, account for more than 50% of the foundry addressable market. It has developed state-of-the-art low power and RF technologies on both 300mm and 200mm manufacturing technologies to meet the needs of data processing, connectivity, communications, scanning and sensing applications in the AIoT era.　　7. Intel　　Intel Corporation (Intel) is an American multinational corporation and technology company, founded by semiconductor pioneers Gordon Moore (of Moore’s law) and Robert Noyce (1927–1990). It is the world’s largest semiconductor chip manufacturer by revenue and is one of the developers of the x86 series of instruction sets. And Intel can meet customers’ needs from the data center to the network edge.　　Intel supplies microprocessors for computer system manufacturers such as Acer, Lenovo, HP, and Dell. Intel also manufactures motherboard chipsets, network interface controllers and integrated circuits, flash memory, graphics chips, embedded processors and other devices related to communications, cloud computing, content creation, gaming, AI, automated driving.　　8. Xilinx　　Xilinx, Inc. designs, develops, and markets complete programmable logic solutions as the world’s leading provider, including integrated circuits (ICs), software design tools, predefined system functions delivered as intellectual property (IP) cores, design services, customer training, field engineering and technical support.　　Xilinx sells both FPGAs and CPLDs for electronic equipment manufacturers in end markets such as communications, industrial, consumer, automotive and data processing. And Xilinx has more than 7,500 customers and more than 50,000 design starts worldwide. Its customers include Alcatel, Cisco Systems, EMC, Ericsson, Fujitsu, Hewlett-Packard, IBM, Lucent Technologies, Motorola, NEC, Nokia, Nortel, Samsung, Siemens, Sony, Oracle, and Toshiba.　　In 2022, Xilinx was acquired by AMD and is now the AMD Adaptive and Embedded Computing Group.　　9. MediaTek　　MediaTek Inc. is a Taiwanese fabless semiconductor company. It is the market leader in developing innovative systems-on-chip (SoC) for mobile device, home entertainment, connectivity and IoT products and is the world’s 4th largest global fabless semiconductor company. MediaTek became the biggest smartphone chipset vendor with 31% market share in Q3 2020.　　For over 25 years, MediaTek provide customers reference designs and make chips in several key technology areas, including highly power-efficient mobile technologies, automotive solutions and a broad range of advanced multimedia products such as smartphones, chromebooks, smart TVs, smart home connectivity, AoT and voice assistant devices (VAD).　　10. ARM　　Arm Limited (Advanced RISC Machines Limited), at the epicenter of the world’s largest compute ecosystem, is the world’s leading provider of semiconductor intellectual property (IP), based in Cambridge, England. Arm makes chips from sensors to smartphones to servers and its primary business is in the design of ARM processors (CPUs). It also designs other chips, provides software development tools under the DS-5, RealView and Keil brands, and provides systems and platforms, system-on-a-chip (SoC) infrastructure and software.　　As the foundation of a global ecosystem of technology innovators, Arm technologies reach 70% of the global population, empower housands of partners have embedded 250+ billion Arm-based chips in products that connect people, enhance the human experience, and make anything possible.　　Arm fueled the smartphone revolution and now it’s redefining what’s possible in cloud computing, transforming the automotive industry, enabling a thriving IoT economy.
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Release time：2023-12-05 15:42 reading：2069 Continue reading>>
Huawei Mate 60 Pro: Revealing the 46 Chinese Suppliers Behind It
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Huawei Mate 60 Pro: Revealing the 46 Chinese Suppliers Behind It

　　Huawei’s Mate 60 Pro made an unconventional move by going on sale without a formal launch event, sparking intense discussions in the smartphone market. The most hotly debated topic revolves around how Huawei managed to overcome U.S. restrictions to create the Kirin 9000s chipset. However, another intriguing aspect of the Mate 60 Pro is its supply chain. According to Chinese media reports, the Mate 60 series is the smartphone with the highest domestic sourcing rate in China. The entire device is the result of collaborative efforts from 46 suppliers working together.　　According to reports from “Cailian Press,” the most significant surprise brought by the Huawei Mate 60 series is not just in its chipset processor or new communication solutions. It lies in the fact that the entire smartphone was created in collaboration with 46 Chinese suppliers, demonstrating China’s full capability to autonomously produce smartphones.　　Cailian Press also compiled a list of the supply companies involved in the Mate 60 series:　　Mechanical Parts:　　NBTM New Materials Group　　Furong Technology　　Chitwing.　　Zhaowei　　KOTL　　Everwin Precision　　Electric Connector Technology　　Anli　　SVG Tech Group　　Lens　　ODM:　　Furi Electronics　　Jame Technology　　Display Modules:　　Lianovation　　HOLITECH　　TOKEN　　Highbroad　　BOE　　Visionox　　Txd　　Optical Lenses:　　Gyz Electronic Technology　　LCE　　Costar Group　　OFILM　　W-OLF Photoelectronic Technology　　DOTI Micro　　Sales Services:　　Telling　　Aisidi　　BYBON Group　　Chargers:　　Aohai　　Equipment Supply:　　Qiangrui Technology　　Lihexin　　Acoustics:　　Goertek　　Pangu-Weather AI Model:　　TROY Information　　Digital China　　HUASU　　Satellite Communications:　　HWA Create　　Mengsheng Electronics　　Longsheng Technology　　Processors:　　P&S Information Technology　　JT　　FRD　　KINGSEMI
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Release time：2023-09-07 16:27 reading：2606 Continue reading>>
Nine Top-15 2018 semi <span style='color:red'>suppliers</span> forecast to post double-digit gains
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Nine Top-15 2018 semi suppliers forecast to post double-digit gains

IC Insights’ November Update to the 2018 McClean Report, released later this month, includes a discussion of the forecasted top-25 semiconductor suppliers in 2018 (the top-15 2018 semiconductor suppliers are covered in this research bulletin).  The Update also includes a detailed five-year forecast of the IC market by product type (including dollar volume, unit shipments, and average selling price).The expected top-15 worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 2018 is shown in Figure 1.  It includes seven suppliers headquartered in the U.S., three in Europe, two each in South Korea and Japan, and one in Taiwan.  After announcing in early April 2018 that it had successfully moved its headquarters location from Singapore to the U.S., IC Insights now classifies Broadcom as a U.S. company.In 2Q18, Toshiba completed the $18.0 billion sale of its memory IC business to the Bain Capital-led consortium. Toshiba then repurchased a 40.2% share of the business.  The Bain consortium goes by the name of BCPE Pangea and the group owns 49.9% of Toshiba Memory Corporation (TMC).  Hoya Corp. owns the remaining 9.9% of TMC’s shares.  The new owners have plans for an IPO within three years. Bain has said it plans to support the business in pursing M&A targets, including potentially large deals.As a result of the sale of Toshiba’s memory business, the 2018 sales results shown in Figure 1 include the combined sales of the remaining semiconductor products at Toshiba (e.g., Discrete devices and System LSIs) and NAND flash sales from Toshiba Memory Corporation.In total, the top-15 semiconductor companies’ sales are forecast to jump by 18% in 2018 compared to 2017, two points higher than the expected total worldwide semiconductor industry 2018/2017 increase of 16%.  The three largest memory suppliers—Samsung, SK Hynix, and Micron—are each forecast to register greater than 25% year-over-year growth in 2018 with SK Hynix expected to log the highest growth among the top 15 companies with a 41% surge in sales this year.  All of the top-15 companies are expected to have sales of at least $8.0 billion in this year, two companies more than in 2017.  Nine of the top-15 companies are forecast to register double-digit year-over-year growth in 2018.  Moreover, five companies are expected to have ≥20% growth, including four of the big memory suppliers (Samsung, SK Hynix, Micron, and Western Digital/SanDisk) as well as Nvidia.Figure 1The largest move upward in the ranking is forecast to come from Western Digital/San Disk, which is expected to move up three spots to the 12th position.  In contrast, NXP is expected to fall two places to 13th with a sales increase of only 1% this year.  However, the worst-performing company in the ranking is forecast to be Qualcomm with a semiconductor revenue decline of 3% this year, the only top-15 company expected to register a drop in sales.Intel was the number one ranked semiconductor supplier in 1Q17 but lost its lead spot to Samsung in 2Q17. It also fell from the top spot in the full-year 2017 ranking, a position it had held since 1993.  With the strong surge in the DRAM and NAND flash markets over the past year, Samsung is forecast to go from having 7% more total semiconductor sales than Intel in 2017 to having 19% more semiconductor sales than Intel in 2018.Memory devices are forecast to represent 84% of Samsung’s semiconductor sales in 2018, up three points from 81% in 2017 and up 10 points from 71% just two years earlier in 2016.  Moreover, the company’s non-memory sales in 2018 are expected to be only $13.3 billion, up only 6% from 2017’s non-memory sales level of $12.5 billion. In contrast, Samsung’s memory sales are forecast to be up 31% this year and reach $70.0 billion.The top-15 ranking includes one pure-play foundry (TSMC) and three fabless companies.  If TSMC were excluded from the top-15 ranking, Taiwan-based MediaTek would have been ranked in the 15th position with forecasted 2018 sales of $7.9 billion, up only 1% from 2017.IC Insights includes foundries in the top-15 semiconductor supplier ranking since it has always viewed the ranking as a top supplier list, not a marketshare ranking, and realizes that in some cases the semiconductor sales are double counted.  With many of our 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 identified in the Figure.  In the April Update to The McClean Report, marketshare rankings of IC suppliers by product type were presented and foundries were excluded from these listings.Overall, the top-15 list is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.
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Release time：2018-11-13 00:00 reading：1493 Continue reading>>
Communications IC and Antenna Suppliers Likely to be Major Beneficiaries from the Rise of 5G Phones
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Communications IC and Antenna Suppliers Likely to be Major Beneficiaries from the Rise of 5G Phones

Global 5G smartphone shipment volume is estimated at 4.2 million units by 2019 and will not take off until 2021, according to the Taipei-based, government-backed IT research institute MIC (Market Intelligence & Consulting Institute)."This is attributed mainly to the fact that major countries around the world have set the year 2020 as their starting year of 5G commercialization," says Eddie Han, senior industry analyst with MIC."The enhancement in functions of 5G smartphones requires the increase in components and thus will bring business opportunities for suppliers of some components, particularly PAs (Power Amplifiers), baseband ICs, and antennas."
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Release time：2018-10-15 00:00 reading：1117 Continue reading>>
Seven Top-15 1H18 Semi Suppliers Register ≥20% Gains
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Seven Top-15 1H18 Semi Suppliers Register ≥20% Gains

IC Insights released its August Update to the 2018 McClean Report earlier this month.  This Update included a discussion of the top-25 semiconductor suppliers in 1H18 (the top-15 1H18 semiconductor suppliers are covered in this research bulletin) and Part 1 of an extensive analysis of the IC foundry market and its suppliers.The top-15 worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 1H18 is shown in Figure 1.  It includes seven suppliers headquartered in the U.S., three in Europe, two each in South Korea and Taiwan, and one in Japan.  After announcing in early April 2018 that it had successfully moved its headquarters location from Singapore to the U.S. IC Insights now classifies Broadcom as a U.S. company.Figure 1As shown, all but four of the top 15 companies had double-digit year-over-year growth in 1H18.  Moreover, seven companies had ≥20% growth, including the five big memory suppliers (Samsung, SK Hynix, Micron, Toshiba/Toshiba Memory, and Western Digital/SanDisk) as well as Nvidia and ST.The top-15 ranking includes one pure-play foundry (TSMC) and four fabless companies.  If TSMC were excluded from the top-15 ranking, U.S.-based Apple would have been ranked in the 15th position.  Apple is an anomaly in the top company ranking with regards to major semiconductor suppliers. The company designs and uses its processors only in its own products—there are no sales of the company’s MPUs to other system makers.  IC Insights estimates that Apple’s custom ARM-based SoC processors and other custom devices had a “sales value” of $3.5 billion in 1H18.IC Insights includes foundries in the top-15 semiconductor supplier ranking since it has always viewed the ranking as a top supplier list, not a marketshare ranking, and realizes that in some cases the semiconductor sales are double counted.  With many of our 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 identified in the Figure.  In the April Update to The McClean Report, marketshare rankings of IC suppliers by product type were presented and foundries were excluded from these listings.Overall, the top-15 list shown in Figure 1 is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.In May 2018, Toshiba completed the $18.0 billion sale of its memory IC business to the Bain Capital-led consortium. Toshiba then repurchased a 40.2% share of the business.  The Bain consortium goes by the name of BCPE Pangea and the group owns 49.9% of Toshiba Memory Corporation (TMC).  Hoya Corp. owns the remaining 9.9% of TMC’s shares. The new owners have plans for an IPO within three years.  Bain has said it plans to support the business in pursing M&A targets, including potentially large deals.As a result of the sale of Toshiba’s memory business, the 2Q18 sales results shown in Figure 1 include the combined sales of the remaining semiconductor products at Toshiba (e.g., Discrete devices and System LSIs) and the new Toshiba Memory’s NAND flash sales.  The estimated breakdown of these sales in 2Q18 is shown below:• Toshiba System LSI: $468M• Toshiba Discrete: $315M• Toshiba Memory Corporation: $3,107M• Total Toshiba/Toshiba Memory Corporation 2Q18 Sales: $3,890MIn total, the top-15 semiconductor companies’ sales surged by 24% in 1H18 compared to 1H17, four points higher than the total worldwide semiconductor industry 1H18/1H17 increase of 20%.  Amazingly, the Big 3 memory suppliers—Samsung, SK Hynix, and Micron, each registered greater than 35% year-over-year growth in 1H18.  Fourteen of the top-15 companies had sales of at least $4.0 billion in 1H18, three companies more than in 1H17.  As shown, it took just over $3.7 billion in sales just to make it into the 1H18 top-15 semiconductor supplier list.Intel was the number one ranked semiconductor supplier in 1Q17 but lost its lead spot to Samsung in 2Q17 as well as in the full-year 2017 ranking, a position it had held since 1993.  With the continuation of the strong surge in the DRAM and NAND flash markets over the past year, Samsung went from having only 1% more total semiconductor sales than Intel in 1H17 to having 22% more semiconductor sales than Intel in 1H18!It is interesting to note that memory devices are forecast to represent 84% of Samsung’s semiconductor sales in 2018, up three points from 81% in 2017 and up 13 points from 71% just two years earlier in 2016. Moreover, the company’s non-memory sales in 2018 are expected to be only $13.5 billion, up 8% from 2017’s non-memory sales level of $12.5 billion. In contrast, Samsung’s memory sales are forecast to be up 31% this year and reach $70.0 billion.
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Release time：2018-08-21 00:00 reading：1512 Continue reading>>
Chinese Suppliers May Start Selloff of Modules Due to the Oversupply, Price War May Begin in the Global Solar Industry
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Chinese Suppliers May Start Selloff of Modules Due to the Oversupply, Price War May Begin in the Global Solar Industry

According to the latest research of EnergyTrend, a division of TrendForce, Chinese domestic solar market has been shirking after the release of new PV policy. Faced with the oversupply, Chinese module makers will seek ways to export the excessive products, or even sell off the products to overseas markets. Therefore, the global solar industry has paid intense attention to the price trends of modules and when EPC companies would place orders.In the Taiwan market, for example, the government has announced PV Taiwan Plus Policy to ensure the competitiveness of Taiwan-produced products. Taiwan allows for a 6% increase in Feed-in-Tariff (FiT) for photovoltaic projects that use “High-Efficiency Modules” recognized by BSMI.Taking a 100kw corrugated roof-top PV mounting for example, EnergyTrend has compared the IRR using conventional modules and high-performance modules respectively. In the case of high-performance modules with 6% FiT premium, the IRR will have a 2% increase when module prices decrease by USD$0.10/W. In the case of conventional modules, the selloff prices are said to be USD$0.25~0.30/W, so the IRR will be around 15~16%.On the other hand, the prices of high-performance modules should be reduced to USD$0.36/W in order to increase IRR to 15~16%. For modules makers, this price level is almost impossible as they need to make profits and cover the high costs of qualification by BSMI. In the situation, Chinese low price modules, even without the 6% FiT premium, turn out to more competitive than Taiwan-made ones.As for the European markets, taking Trina Solar as an example, if the selloff price is USD$0.25/W, the market price of modules would be USD$0.39/W, 56.2% of anti-dumping and countervailing duty included. This market price would still be lower than other products in the European markets. In the case of U.S. market, where the duty is 72.54%, the market price would be USD$0.43/W, almost the same as other products in the U.S. market, but the Chinese modules would still be marginally competitive.EnergyTrend points out that China has taken over 70% of the global production capacity of solar modules. If the Chinese module makers begin the selloff, the global module prices will be lower. The impact of the selloff on global PV industry is expected to last till 2Q19.
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Release time：2018-07-05 00:00 reading：1253 Continue reading>>
Three Major Server DRAM Suppliers Score 10.3% Revenue Growth in 1Q18
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Three Major Server DRAM Suppliers Score 10.3% Revenue Growth in 1Q18

Despite the recent adjustments of product mix by suppliers, the supply of server DRAM remained tight in 1Q18, thus resulting in high average selling prices. Consequently, the total revenue of the three major server DRAM suppliers rose by 10.3% sequentially in 1Q18 to US$6.975 billion, according to DRAMeXchange, a research division of TrendForce.According to Mark Liu, senior analyst at DRAMeXchange, it is noteworthy that even with the influx of orders from data centers, the average share of advanced processes of server DRAM has remained low, as Samsung is the only supplier in the industry to have successfully expanded the share of its 18 nm technology in 2018. The migration of SK Hynix and Micron to the 18 nm and 17 nm manufacturing processes, respectively, have been constrained by their limited yield rates in Q1. Overall speaking, server DRAM supply is likely to witness an improvement in 2H18, following the inauguration of some new capacities and adjustments in product mix which will lead to higher product penetration rates.With the average content per box of server DRAM increasing along with the higher penetration rates of Intel’s Purley platform, the utilization rates of high-density and high-transmission server modules, such as DDR4 32 GB RDIMM 2666 MHz, picked up significantly in Q1 this year. The average margins of the three major DRAM suppliers for server DRAM also rose further.Samsung racked up 44.6% share on the server DRAM market in Q1, with revenues rising by 6.5% sequentially to US$3.108 billion. In terms of product development, the company has been focused on the market penetration rates of products featuring the 18 nm process, which will account for around 70% of its output by the end of this year, up from 50% now. Its focus on the advanced 18nm process has allowed it to maintain a massive lead over rivals in the cost structure and margin of server DRAM, as products based on 18 nm technologies enjoy a 20% improvement in cost over 20 nm products.In the second half, Samsung’s overall margins will also benefit from the successive launch of new DRAM capacity and continuing strong demand for contract production from data centers.SK Hynix staged a brilliant performance in Q1, when the company's overall server DRAM revenues advanced by 13.2% QoQ to US$2.251 billion, due to the large-scale shift of its capacity to server products at the end of last year, and the continuous rise of Server DRAM ASP in Q1.With regard to the company’s capacity planning, the share of SK Hynix’s cutting-edge process is still relatively low despite facing a continuous influx of server orders. Its products based on the 18 nm process accounting for a minor share in output, and the 21 nm process is expected to remain the mainstream technology for SK Hynix in the second half of this year.With strained supply boosting the sequential growth of server DRAM bit shipments, and larger-scale increases in quotes than Samsung and SK Hynix, Micron racked up US$1.616 billion in revenues for server DRAM products in Q1, a growth of 14.3% QoQ.Benefiting from the partial penetration of its 17 nm process and increased output of high-density modules, the overall sales of Micron scored significant improvements, with much of the growth coming from US data centers. Products with the 17 nm process is currently unlikely to be mass production until the first half of this year, as some problems remain unsolved.
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Release time：2018-05-17 00:00 reading：1201 Continue reading>>
Thirteen Top-15 1Q18 Semi Suppliers Register Double-Digit Gains
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Thirteen Top-15 1Q18 Semi Suppliers Register Double-Digit Gains

Samsung extends its number one ranking and sales lead over Intel to 23%.IC Insights will release its May Update to the 2018 McClean Report later this month.  This Update includes a discussion of the 1Q18 IC industry market results, an update of the 2018 capital spending forecast by company, and a look at the top-25 1Q18 semiconductor suppliers (the top-15 1Q18 semiconductor suppliers are covered in this research bulletin).The top-15 worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 1Q18 is shown in Figure 1.  It includes eight suppliers headquartered in the U.S., three in Europe, two in South Korea, and one each in Taiwan and Japan.  After announcing in early April 2018 that it had successfully moved its headquarters location from Singapore to the U.S. IC Insights now classifies Broadcom as a U.S. company.The top-15 ranking includes one pure-play foundry (TSMC) and four fabless companies.  If TSMC were excluded from the top-15 ranking, Taiwan-based fabless supplier MediaTek ($1,696 million) would have been ranked in the 15th position.IC Insights includes foundries in the top-15 semiconductor supplier ranking since it has always viewed the ranking as a top supplier list, not a marketshare ranking, and realizes that in some cases the semiconductor sales are double counted.  With many of our 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.  As shown in the listing, the foundries and fabless companies are identified.  In the April Update to The McClean Report, marketshare rankings of IC suppliers by product type were presented and foundries were excluded from these listings.Overall, the top-15 list shown in Figure 1 is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.Figure 1In total, the top-15 semiconductor companies’ sales surged by 26% in 1Q18 compared to 1Q17, six points higher than the total worldwide semiconductor industry 1Q18/1Q17 increase of 20%.  Amazingly, the Big 3 memory suppliers—Samsung, SK Hynix, and Micron, each registered greater than 40% year-over-year growth in 1Q18. Fourteen of the top-15 companies had sales of at least $2.0 billion in 1Q18, four companies more than in 1Q17.  As shown, it took just over $1.8 billion in quarterly sales just to make it into the 1Q18 top-15 semiconductor supplier list.Intel was the number one ranked semiconductor supplier in 1Q17 but lost its lead spot to Samsung in 2Q17 as well as in the full-year 2017 ranking, a position it had held since 1993.  With the continuation of the strong surge in the DRAM and NAND flash markets over the past year, Samsung went from having 5% less total semiconductor sales than Intel in 1Q17 to having 23% more semiconductor sales than Intel in 1Q18!It is interesting to note that memory devices represented 83% of Samsung’s semiconductor sales in 1Q18, up six points from 77% in 1Q17 and up 12 points from 71% just two years earlier in 1Q16.  Moreover, the company’s non-memory sales in 1Q18 were only $3,300 million, up 6% from 1Q17’s non-memory sales level of $3,125 million.As would be expected, given the possible acquisitions and mergers that could occur this year (e.g., Qualcomm/NXP), as well as any memory market volatility that may develop, the top-15 ranking is likely to undergo a significant amount of upheaval over the next few years as the semiconductor industry continues along its path to maturity.
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Release time：2018-05-17 00:00 reading：1918 Continue reading>>
Texas Instruments Expands Lead Among Top Analog Suppliers in 2017
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Texas Instruments Expands Lead Among Top Analog Suppliers in 2017

The top 10 IC suppliers in the $54.5 billion analog market last year accounted for 59% of the category’s worldwide sales in 2017, according to a recent monthly update to IC Insights’ 2018 McClean Report.  Collectively, the top 10 companies generated $32.3 billion in analog IC sales last year compared to $28.4 billion in 2016, which was a 14% increase and a gain of two percentage points in marketshare during 2017, said the 50-page April Update toThe McClean Report.  Eight of the top-10 suppliers exceeded the 10% growth rate of the total analog market in 2017, according to the update.With analog sales of $9.9 billion and 18% marketshare, Texas Instruments was again the leading supplier of analog integrated circuits in 2017.  In 2016, TI’s marketshare was 17% in analog ICs.  The company’s analog sales increased by about $1.4 billion last year—rising 16%—compared to 2016 and were more than twice that of second-ranked Analog Devices (ADI). TI’s 2017 analog revenue represented 76% of its $13.0 billion in total IC sales and 71% of its $13.9 billion total semiconductor revenue, based on IC Insights’ estimates.Figure 1TI was among the first companies to manufacture analog semiconductors on 300mm wafers.  TI has claimed that manufacturing analog ICs on 300mm wafers gives it a 40% cost advantage per unpackaged chip compared to using 200mm wafers.  In 2017, about half of TI’s analog revenue was generated on devices built using 300mm wafers.Second-place ADI registered a 14% increase in analog IC sales in 2017 to $4.3 billion, according to IC Insights’ supplier ranking. The 2016 and 2017 revenue numbers shown for ADI include sales from Linear Technology, which was acquired by the company in 1Q17 for $15.8 billion.NXP was the only supplier in the top-10 ranking that experienced a decline (-1%) in its analog sales last year.  Some of NXP’s analog revenue decline can be attributed to the sale of its Standard Products business to a consortium of Chinese investors consisting of JAC Capital and Wise Road Capital.  The $2.75 billion transaction was completed in February 2017.  The Standard Products business was renamed Nexperia and headquartered in the Netherlands.Among the top 10, ON Semiconductor showed the largest analog sales gain in 2017, with revenues increasing 35% to $1.8 billion, which represented a 3% share of the market.  This follows a 16% rise in its analog sales in 2016.  Some of the strong increases in sales during the last two years were a result of ON Semi’s acquisition of Fairchild Semiconductor in September 2016 for $2.4 billion.  ON’s analog business was also boosted in 2017 by record sales of its power management products to the automotive market, specifically for active safety, powertrain, body electronics, and lighting applications.
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Release time：2018-05-03 00:00 reading：1426 Continue reading>>
Shares of <span style='color:red'>suppliers</span> to Apple drop after an iPhone chip partner predicts ‘weak demand’ for smartphones
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Shares of suppliers to Apple drop after an iPhone chip partner predicts ‘weak demand’ for smartphones

A disappointing forecast from a key Apple chip partner drove shares of iPhone suppliers lower.Taiwan Semiconductor Manufacturing said Thursday that its revenue forecast range for the second quarter is $7.8 billion to $7.9 billion versus the Wall Street estimate of $8.8 billion."Moving into second quarter 2018, continued weak demand from our mobile sector will negatively impact our business," the company's chief financial officer, Lora Ho, said in a statement.TSMC is the world's largest semiconductor foundry company and manufactures chips for Apple and its component suppliers.Morgan Stanley said Apple's iPhone was a big reason for TSMC's poor guidance."Smartphone semi weakness [is] the main reason for the revenue shortfall," analyst Charlie Chan wrote in a note to clients Thursday. "Beside the order cuts from the current Apple iPhone X processor, we attribute the major revenue shortfall in the smartphone segment to key customer MediaTek ... and around a month's delay of Apple's new 7nm processor to July."As a result, the stock prices of Apple suppliers dropped Thursday.Skyworks Solutions, Qualcomm, Cirrus Logic, Qorvo and Analog Devices shares all declined more than 3 percent.Apple did not immediately respond to a request for comment.SymbolPriceChange%ChangeADI87.65-0.35-0.40%QCOM49.94-0.59-1.17%SWKS87.77-0.87-0.98%2330226.00-1.00-0.44%AAPL162.94-2.30-1.39%
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Release time：2018-04-25 00:00 reading：1247 Continue reading>>

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