Collective revenue for Japanese semiconductor suppliers declined by 7.5 percent in the second quarter compared to the first quarter, IHS said. Half of the Japanese chip suppliers experienced decreases in revenue. However, deep drops in revenue by leaders such as Toshiba., Renesas, Fujitsu Semiconductor Ltd. and Mitsubishi magnified the overall decline, IHS said.
"This has become a standard pattern for revenue growth for Japanese chip suppliers, as they typically see strong growth during their fiscal year ending March each year—followed by a decline during their first fiscal quarter ending in June,” Ford said. “The expectation is that Japanese suppliers will see a rebound in their revenues in the quarter ending in September."
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Among the world’s top 10 semiconductor suppliers, Qualcomm Inc. posted the best second quarter results, increasing sales by 23.7 percent year-over-year. Qualcomm moved to No. 4 on the semiconductor supplier rankings, up from No. 7 last year. Broadcom Corp. grew 10 percent year-over-year to move to No. 9 from tenth, IHS said.
Samsung Electronics Co. Ltd., the world's No. 2 supplier of chips, grew revenue in the second quarter by 5.8 percent compared with the second quarter of 2011, boosted primarily by its acquisition of Samsung Electro-Mechanics, IHS said.