90 of the top 157 chip makers are projected to experience a
year-over-year decline in sales in 2012, according to IHS, contributing
to the upward rise of Qualcomm, Broadcom, Sony, NXP, Nvidia and
MediaTek. In fact, seven of the Top 20 chip suppliers are expected to
experience 11-to-17 percent declines in 2012, including Advanced Micro
Devices Inc. (AMD), Freescale Semiconductor Inc., TI, Toshiba Corp.,
STMicroelectronics NV, Elpida Memory Inc. and Renesas Electronics Corp.,
according to IHS.
Sony is expected to experience the second
highest growth among chip suppliers in 2012, behind Qualcomm, IHS said.
Sony's chip sales are expected to grow 20 percent this year, paced by
strong sales of CMOS imaging sensors for mobile devices, which accounts
for 60 percent of Sony's total semiconductor sales, IHS said.
is expected to make the biggest jump in the rankings—up four spots from
21 to 17—on the strength of a nearly five percent growth in 2012 over
its disappointing 2011 sales. NXP and Nvidia are each expected to move
up two positions in the top 20 ranking to 14th and 15th, respectively.
TI used to be the biggest mobile chip maker, but now Qualcomm is the third largest chip maker , and if the PC market keeps decling, and Intel with it, they will be #1, too, at least if Samsung has nothing to say about it.
 - http://techdomino.com/qualcomm-3rd-biggest-chip-maker-by-revenue/
TI long time ago have good base-band business and they are leader in DSP market with 65% market share and this was led to TI dominance in wireless telecommunication application. For comparison in back in 2008 TI DSP revenue is about $5B but now its just mere $1.1B and much of application still came from telecommunication solution. Its very hard to think why TI just gave up and kill their good revenue source. Same as the case of Sensata Technologies, I still keep searching why TI spinoff this company because Sensata is one of large MEMS player. Combined revenue of TI and Sensata MEMS revenue is about $1.1B today.
Interesting that guys like like Freescale, TI, ST Micro etc are all stagnating in spite of their "diverse" portfolio, Qualcomm is not dependent on mobile but they are dependent on telecom, internet-of-things and connectivity and their execution and focus is driving the market.
TI can grow in some other areas while Qualcomm is so depending on the mobile market. Of course, mobile is nowadays the red hot pie but who knows what will be the next revolutionary market that Qualcomm may not be able to turn around. TI on the other hands has too many different sections and their broad range of products will gain momentum when the economy rally back. Of course, this all depends very much on how good the management is performing!
I think TI will stable its business in the year of 2013 and start to grow again in the year of 2014 and in upcoming years. TI have wide range of products it can offer, and they keep churning on new and innovative products and solutions. Also they have customers base of more than 100,000. TI is surely have a great tools to grow again.
I think TI will stable its business in year of 2013 and growing back in the year of 2014 and in upcoming years. TI have wide kind of products its offer and they still keep churning new and innovative products and solution. Also with broad customers base of more than 100,000 in numbers TI surely has a tool to grow again.