Haha.. very valid question. I guess if you talk about chip sales, then you have to remove the fab revenue. But if you say " semiconductor supplier revenue" you can count both. Those analysts know how to play with words.
IC foundries are included in the top 25 semiconductor supplier ranking because IC Insights has always viewed the ranking as a top supplier list, not as a marketshare ranking, and realizes that in some cases semiconductor sales are double counted. With many of our clients being vendors to the semiconductor industry (supplying equipment, chemicals, gases, etc.), excluding large IC manufacturers like the foundries would leave significant “holes” in the list of top semiconductor suppliers. Foundries and fabless companies are each clearly identified in the figure. In the April Update to The McClean Report, “marketshare” rankings of IC suppliers by product type are also presented and foundries are excluded from these rankings.
It should be noted that not all foundry sales should be excluded when attempting to create marketshare data. For example, although Samsung has a large amount of foundry sales, most of its sales are to Apple. Since Apple does not re-sell these devices, counting these foundry sales as Samsung semiconductor sales does not introduce double counting.
Overall, the list shown is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.
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