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17 Semiconductor Companies Forecast to Have >$10.0 Billion in Sales This Year

Daniel Nenni

Admin
Staff member
AMD, NXP, and Analog Devices are expected to join the ranks of the “megasuppliers” in 2021.

IC Insights is updating its comprehensive forecasts and analyses of the IC industry for its 25th edition of The McClean Report, which will be released in January 2022. Throughout next year, the report will include updated quarterly rankings of the worldwide top-25 semiconductor suppliers.

The 17 companies forecast to have worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales of >$10.0 billion in 2021 are shown in Figure 1. Three semiconductor companies—AMD, NXP, and Analog Devices—are expected to join the noteworthy “megasuppliers” list in 2021.

Semiconductor Revenue 2021F.png


Figure 1

These megasuppliers include nine suppliers headquartered in the U.S., three in Europe, two in Taiwan and South Korea, and one in Japan. The list includes six fabless companies (Qualcomm, Nvidia, Broadcom, MediaTek, AMD, and Apple) and one pure-play foundry (TSMC). In total, the megasuppliers’ sales are expected to jump by 26% in 2021 compared to 2020, one point greater than the forecasted total worldwide semiconductor industry 2021/2020 increase of 25%.

In order to make the year-over-year growth rate comparisons more reflective of actual growth, the sales figures include each company’s semiconductor sales from acquisitions in 2020 and 2021 regardless of when the acquisition was finalized. For example, Analog Devices officially closed its deal to acquire Maxim on August 25, 2021. However, IC Insights added Maxim’s full-year 2020 IC sales of $2,354 million to Analog Devices’ 2020 semiconductor sales for a total of $8,127 million. Moreover, $665 million was added to Analog Devices’ 1Q21 sales to account for Maxim’s 1Q21 revenue with another $720 million added to Analog Devices’ 2Q21 sales to reflect Maxim’s semiconductor sales in that timeperiod. Since the deal was finalized at the end of August, about two-thirds the way through 3Q21, $500 million in sales was added to Analog Devices’ 3Q21 sales. With these adjustments, Analog Devices’ 2021/2020 semiconductor sales are forecast to jump by 24%.

Growth rates among the 17 2021 megasuppliers are expected to range from AMD’s 65% to Intel’s -1%. Four companies—AMD, MediaTek, Nvidia, and Qualcomm—are forecast to post a sales gain of greater than 50% this year.

Samsung’s semiconductor sales are forecast to be nearly $83.1 billion in 2021, making it the largest semiconductor supplier this year. Driven by a resurgent memory market and relatively flat sales results from Intel, Samsung once again replaced Intel as the leading semiconductor producer beginning in 2Q21 (Figure 2). With the DRAM market NAND flash markets showing strong growth in 2021, Samsung is forecast to register a 34% increase in 2021/2020 sales and open up a $7.5 billion lead over second-ranked Intel this year.

Samsung Displaces Intel for top Revenue.png


Figure 2

Report Details: The 2022 McClean Report

The 2022 edition of The McClean Report—A Complete Analysis and Forecast of the Semiconductor Industry, will be released in January 2022. A subscription to The McClean Report service includes the January Semiconductor Industry Flash Report, which provides clients with IC Insights’ initial overview and annual forecast of the semiconductor industry for the upcoming year and through 2026. In addition to the January Semiconductor Industry Flash Report, Quarterly Updates to the report will be released in February, May, August, and November of next year. An individual user license to the 2022 edition of The McClean Report is available for $5,390 and a multi-user worldwide corporate license is available for $8,590. The Internet access password and the information accessible to download will be available through November 2022.

https://www.icinsights.com/services/mcclean-report/pricing-order-forms/

More Information Contact
For more information regarding this Research Bulletin, please contact Bill McClean, President at IC Insights. Phone: +1-480-348-1133 email: bill@icinsights.com

PDF Version of This Bulletin
A PDF version of this Research Bulletin can be downloaded from our website at https://www.icinsights.com/news/bulletins/
 

hist78

Well-known member
2021 is a great year for semiconductor industry. Other than Intel's 1% revenue decline, all companies among these top 17 semiconductor companies have double-digit growth for 2021. Intel's revenue performance can't be simply explained by the "supply chain" issue.

Is Intel actively cutting product price to compete against AMD?
 

Jumper

Member
2021 is a great year for semiconductor industry. Other than Intel's 1% revenue decline, all companies among these top 17 semiconductor companies have double-digit growth for 2021. Intel's revenue performance can't be simply explained by the "supply chain" issue.

Is Intel actively cutting product price to compete against AMD?
Maybe they will once ZEN3D launches. But their supply is pretty constrained and that is pretty strange considering their sales were lower than when zen3 launched.
 

Daniel Nenni

Admin
Staff member
2021 is a great year for semiconductor industry. Other than Intel's 1% revenue decline, all companies among these top 17 semiconductor companies have double-digit growth for 2021. Intel's revenue performance can't be simply explained by the "supply chain" issue.

Is Intel actively cutting product price to compete against AMD?

Based on the supply chain calls I have been on in 2021 suppliers have lost faith in Intel and are actively pursuing AMD. Price is always an issue but the ability to deliver is important as well. The supply chain needs to trust Intel again and words from Pat Gelsinger may not do it. Pat needs to deliver on the "Intel Accelerated" plan and that will take time. Just my opinion of course.
 

Xebec

Active member
I wonder how Apples sales are counted here. It seems surprising to me that Mediatek and AMD are pushing substantially more silicon than Apple in terms of dollars.
 
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