LONDON – Several Japanese semiconductor companies, former leading lights of the industry, have fallen in a first quarter 2013 ranking of semiconductor vendors from market research firm IC Insights, when compared with the same quarter a year before.
Toshiba slipped one place to fifth, but Renesas Electronics crashed out of the top ten as sales dropped 20 percent; Sony dropped three places to 16th with a 31 percent fall in quarterly sales; and Fujitsu fell from 15 th position in 1Q12 to 20 the position in 1Q13 as its sales fell 26 percent (see table below).
IC Insights pointed out that the conversion of Japanese company semiconductor sales from yen to U.S. dollars, at 79.26 yen per dollar in 1Q12 versus 92.19 yen per dollar in 1Q13, had a big impact on the sales figures. Thus, while Sony and Fujitsu would have logged a double-digit semiconductor sales decline even if their sales results were not converted to U.S. dollars, Toshiba would have posted a 5 percent increase in semiconductor sales if the figures were expressed in yen.
The top 20 worldwide semiconductor companies – including ICs, discrete, optoelectronic and sensor chips – for 1Q13 include nine suppliers headquartered in the U.S., four in Japan, three in Europe, and two each in South Korea and Taiwan, a relatively broad representation of geographic regions. IC Insight's top 20 ranking also includes three pure-play foundries and four fabless companies.
The inclusion of foundries in such rankings is contentious because it means that some sales are double counted – from foundry to fabless chip company and then from fabless chip company to customer. IC Insights excuses itself by saying that the ranking is a top supplier list, not a marketshare ranking.
In total, the top 20 semiconductor companies' sales increased by 2 percent in 1Q13 as compared to 1Q12.
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Top 20 semiconductor companies for 1Q13 ranked by sales ($M, including foundries). Source; IC Insights.
Intel remained firmly in control of the top spot in the 1Q13 ranking despite seeing its sales decline. Memory chip companies Samsung and SK Hynix achieved sales growth of 13 and 20 percent, respectively. Foundry TSMC and its fabless customer Qualcomm scored year-on-year growth of 26 and 28 percent, respectively.
Other notable performances in terms of growth – indicated in figure 2 – include the growth of sales by NXP and foundry United Microelectronics Corp. by 12 percent.
The now fabless Advanced Micro Devices is still in trouble, according to IC Insights. Rather than benefiting from the fabless trend AMD' was the worst performing of the top 20 chip vendors, seeing its 1Q13 sales decline by 31 percent.
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Top 20 semiconductor companies by sales ranked by year-on-year growth ($millions, including foundries). Source: IC Insights.Related links and articles:
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