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Semiconductor Companies Q1 2022 Revenue Growth (Excluding equipment, software, and materials manufacturers)

hist78

Well-known member
Now still a good time to be in the Semicon game!!

For long term investors, this might be a good time to look into those semiconductor companies with good revenue growth potential and strong products and services position in the market. But Intel is probably not one of them.
 

hist78

Well-known member
Updated 5/28/2022 morning:

Added earnings data from the company below:


Marvell Technology: 74% (Fiscal Q1 2023, ended 5/1/2022)

Q1 2022 vs. Q1 2021 Revenue (Excluding equipment, software, and materials manufacturers):

Intel: -7% (-1% non GAAP, -7% GAAP)
ams OSRAM: -3%
SkyWater Technology: 0%
Power Integrations Inc: 5%
Qorvo: 8.72% (GAAP, Fiscal Q4 2022 compare to Fiscal Q4 2021)
Powertech Technology Inc. (PTI): 13.03%
TI: 14%
Skyworks Solutions: 14% (Fiscal Q2 2022 ending 3/31/2022)
Allegro MicroSystems 14% (Fiscal Q4 2022, ended 3/25/2022)
Diodes Incorporated (Diodes): 16.7%
STMicroelectronics: 17.6%
Melexis NV: 18%
Alpha and Omega Semiconductor: 20%
Amkor Technology: 20%
ASE Group: 21%
Tower Semiconductor: 21%
JCET Group: 21.2%
Infineon: 22% (Fiscal Q2 2022, ended 3/31/2022)
NXP: 22.2%
Micron: 25% (Fiscal Quarter ended 3/3/2022)
Microchip Technology: 25.7% (Fiscal Q4 2022, ended 3/31/2022)
Realtek: 27.49%
onsemi: 31%
MediaTek: 32.1%
UMC : 34.7%
TSMC: 36%
Wolfspeed: 37% (Third quarter of fiscal 2022, ended 3/27/2022)
GlobalFoundries: 37%
Novatek Microelectronics: 38.48%
Samsung Memory: 39%
Qualcomm: 41%
SK Hynix: 43%
Nvidia: 46% (Fiscal Q1 2023, ended 5/1/2022)
Vanguard International: 47%
Silicon Laboratories: 48%
Powerchip Semiconductor: 56.42%
SMIC: 66.9%
Renesas Electronics: 70.2% (Non-GAAP)
AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)
Marvell Technology: 74% (Fiscal Q1 2023, ended 5/1/2022)
Analog Devices: 79% (YoY, Fiscal Q2 2022, ended 4/30/2022)
SiTime Corporation: 97.7%

Upcoming Earnings Announcement Dates:

Semtech Corporation 6/1/2022
Broadcom 6/2/2022
 
Last edited:

hist78

Well-known member
  • Updated 6/7/2022 afternoon.

    Added earnings data from the company below:


    Semtech Corporation: 18.7% (Fiscal Q1 2023, ended 5/1/2022)
    Broadcom: 23% (Fiscal Q2 2022, ended 5/1/2022)

    Q1 2022 vs. Q1 2021 Revenue (Excluding equipment, software, and materials manufacturers):

    Intel: -7% (-1% non GAAP, -7% GAAP)
    ams OSRAM: -3%
    SkyWater Technology: 0%
    Power Integrations Inc: 5%
    Qorvo: 8.72% (GAAP, Fiscal Q4 2022 compare to Fiscal Q4 2021)
    Powertech Technology Inc. (PTI): 13.03%
    TI: 14%
    Skyworks Solutions: 14% (Fiscal Q2 2022 ending 3/31/2022)
    Allegro MicroSystems 14% (Fiscal Q4 2022, ended 3/25/2022)
    Diodes Incorporated (Diodes): 16.7%
    STMicroelectronics: 17.6%
    Melexis NV: 18%
  • Semtech Corporation: 18.7% (Fiscal Q1 2023, ended 5/1/2022)
    Alpha and Omega Semiconductor: 20%
    Amkor Technology: 20%
    ASE Group: 21%
    Tower Semiconductor: 21%
    JCET Group: 21.2%
    Infineon: 22% (Fiscal Q2 2022, ended 3/31/2022)
    NXP: 22.2%
  • Broadcom: 23% (Fiscal Q2 2022, ended 5/1/2022)
    Micron: 25% (Fiscal Quarter ended 3/3/2022)
    Microchip Technology: 25.7% (Fiscal Q4 2022, ended 3/31/2022)
    Realtek: 27.49%
    onsemi: 31%
    MediaTek: 32.1%
    UMC : 34.7%
    TSMC: 36%
    Wolfspeed: 37% (Third quarter of fiscal 2022, ended 3/27/2022)
    GlobalFoundries: 37%
    Novatek Microelectronics: 38.48%
    Samsung Memory: 39%
    Qualcomm: 41%
    SK Hynix: 43%
    Nvidia: 46% (Fiscal Q1 2023, ended 5/1/2022)
    Vanguard International: 47%
    Silicon Laboratories: 48%
    Powerchip Semiconductor: 56.42%
    SMIC: 66.9%
    Renesas Electronics: 70.2% (Non-GAAP)
    AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)
    Marvell Technology: 74% (Fiscal Q1 2023, ended 5/1/2022)
    Analog Devices: 79% (YoY, Fiscal Q2 2022, ended 4/30/2022)
    SiTime Corporation: 97.7%

    Upcoming Earnings Announcement Dates:

    None
 

hist78

Well-known member
The earning announcement events for all major semiconductor companies (excluding equipment, software, and materials manufacturers) have completed. The Year over Year growth for Q1 2022 (or whatever the company likes to call it) are listed. Overall it's a wonderful quarter for most of them, except Intel. Intel's negative growth can't be simply explained by supply chain constraints or the spinoff of NAND memory division to SK Hynix.
 

jms_embedded

Active member
Um, could you add Cirrus Logic (CRUS)? (sorry for late contribution, lol)



Cirrus Logic reported revenue for FY22 of $1.78 billion, up 30 percent year over year. Growth was driven by high-performance mixed-signal content gainsin smartphones and, to a lesser extent,sales of fast-charging ICs in smartphones as well as audio products in laptops. In FY22, revenue from the acquisition of Lion Semiconductor contributed $44.5 million, below our original expectations, due to weakness in the China smartphone market. Revenue for the March quarter was $490.0 million, down 11 percent sequentially but up 67 percent year over year. The decline in revenue on a sequential basis reflects a reduction in smartphone unit volumes and a shift in product mix to smartphones with less high-performance mixed-signal content. This was partially offset by higher ASPs. Growth in year-over-year sales was driven by an increase in smartphone units, highperformance mixed-signal content gains, higher ASPs and, to a lesser extent, higher sales of fastcharging ICs in smartphones as well as audio products in laptops. For both the full fiscal year and Q4 FY22, revenue derived from our audio and high-performance mixed-signal product lines represented 67 percent and 33 percent of total revenue, respectively. In FY22, high-performance mixed-signal revenue increased 124 percent year over year.
 

hist78

Well-known member
  • Updated 6/9/2022 morning.

    Added earnings data from the company below:


    Cirrus Logic: 66.95% (Fiscal Q4 2022, ended 3/26/2022)

    Q1 2022 vs. Q1 2021 Revenue (Excluding equipment, software, and materials manufacturers):

    Intel: -7% (-1% non GAAP, -7% GAAP)
    ams OSRAM: -3%
    SkyWater Technology: 0%
    Power Integrations Inc: 5%
    Qorvo: 8.72% (GAAP, Fiscal Q4 2022 compare to Fiscal Q4 2021)
    Powertech Technology Inc. (PTI): 13.03%
    TI: 14%
    Skyworks Solutions: 14% (Fiscal Q2 2022 ending 3/31/2022)
    Allegro MicroSystems 14% (Fiscal Q4 2022, ended 3/25/2022)
    Diodes Incorporated (Diodes): 16.7%
    STMicroelectronics: 17.6%
    Melexis NV: 18%
  • Semtech Corporation: 18.7% (Fiscal Q1 2023, ended 5/1/2022)
    Alpha and Omega Semiconductor: 20%
    Amkor Technology: 20%
    ASE Group: 21%
    Tower Semiconductor: 21%
    JCET Group: 21.2%
    Infineon: 22% (Fiscal Q2 2022, ended 3/31/2022)
    NXP: 22.2%
  • Broadcom: 23% (Fiscal Q2 2022, ended 5/1/2022)
    Micron: 25% (Fiscal Quarter ended 3/3/2022)
    Microchip Technology: 25.7% (Fiscal Q4 2022, ended 3/31/2022)
    Realtek: 27.49%
    onsemi: 31%
    MediaTek: 32.1%
    UMC : 34.7%
    TSMC: 36%
    Wolfspeed: 37% (Third quarter of fiscal 2022, ended 3/27/2022)
    GlobalFoundries: 37%
    Novatek Microelectronics: 38.48%
    Samsung Memory: 39%
    Qualcomm: 41%
    SK Hynix: 43%
    Nvidia: 46% (Fiscal Q1 2023, ended 5/1/2022)
    Vanguard International: 47%
    Silicon Laboratories: 48%
    Powerchip Semiconductor: 56.42%
    SMIC: 66.9%
  • Cirrus Logic: 66.95% (Fiscal Q4 2022, ended 3/26/2022)
    Renesas Electronics: 70.2% (Non-GAAP)
    AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)
    Marvell Technology: 74% (Fiscal Q1 2023, ended 5/1/2022)
    Analog Devices: 79% (YoY, Fiscal Q2 2022, ended 4/30/2022)
    SiTime Corporation: 97.7%

    Upcoming Earnings Announcement Dates:

    None
 
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