EL SEGUNDO, Calif.--The ongoing IC downturn reshuffled the deck in terms of top semiconductor companies in 2002, especially for DRAM makers like Infineon, Micron, and Samsung, as well as fabless IC vendors such as Nvidia, Qualcomm, and others, according to new rankings released by iSuppli Corp. here today (see below for table).
Not surprisingly, Intel Corp. is projected to be the world's largest semiconductor supplier in terms of worldwide sales this year. In total, the microprocessor giant is expected to realize sales of $23.47 billion in 2002--roughly flat from 2001, according to iSuppli, a market research firm based in El Segundo.
The biggest winner in the rankings is Samsung, which is expected to jump from the world's fourth largest IC supplier in terms of sales in 2001, to the second spot in 2002, according to iSuppli. The South Korean company's sales are expected to hit $9.18 billion in 2002--a staggering 49.5% growth rate over 2001.
Geneva-based STMicroelectronics Inc. remained in third place in 2002, but Texas Instruments Inc. jumped from fifth to fourth in the rankings.
One of the biggest losers is Japan's Toshiba Corp., which is expected to fall to fifth place in 2002, from second in 2001. Rounding out the top ten in order are expected to be Infineon, NEC, Motorola, Philips, and Hitachi, according to iSuppli.
Other winners were two DRAM-oriented companies-Infineon Technologies AG and Micron Technology Inc. Infineon is expected to jump from eighth to sixth place with 17.5% sales growth in 2002, while Micron is projected to move from 18th to 15th with a 31.2% jump in revenues, according to iSuppli.
The largest--and rising stars--in the fabless community are Nvidia Corp. and Qualcomm Corp. Qualcomm jumped from 28th to 24th place with a projected 32.8% growth in 2002, while Nvidia is expected to move from 30th to 25th with 39.6% growth.
In 2002, however, it has been a bad year for Advanced Micro Devices Inc., Agere Systems Inc., Atmel Corp., and Fujitsu Ltd. Agere is expected to drop from 15th to 22th with a 35.5% decline in sales, while AMD fell from 12th to 16th with a 31.2% sales decline.
Atmel's sales are expected to decline by 18.5%, causing it to fall from 27th to 30th. Fujitsu's sales are projected to drop 13.3%, prompting it to drop from 13th to 14th.
Top 30 Chip Suppliers in 2002
| 2002 rank |
2001 rank |
Supplier |
2002 sales |
2001 sales |
% change |
| 1 |
1 |
Intel |
$23.47 billion |
$23.54 billion |
-0.3% |
| 2 |
4 |
Samsung |
$9.18 billion |
$6.14 billion |
49.5% |
| 3 |
3 |
STMicro |
$6.31 billion |
$6.36 billion |
-0.9% |
| 4 |
5 |
TI |
$6.20 billion |
$6.05 billion |
2.5% |
| 5 |
2 |
Toshiba |
$6.19 billion |
$6.54 billion |
-5.5% |
| 6 |
8 |
Infineon |
$5.36 billion |
$4.56 billion |
17.5% |
| 7 |
6 |
NEC |
$5.26 billion |
$5.30 billion |
-0.8% |
| 8 |
7 |
Motorola |
$4.73 billion |
$4.83 billion |
-2.0% |
| 9 |
9 |
Philips |
$4.36 billion |
$4.41 billion |
-1.1% |
| 10 |
10 |
Hitachi |
$4.05 billion |
$4.24 billion |
-4.6% |
| 11 |
11 |
Mitsubishi |
$3.62 billion |
$3.87 billion |
-6.4% |
| 12 |
14 |
IBM |
$3.39 billion |
$3.56 billion |
-4.7% |
| 13 |
16 |
Matsushita |
$3.28 billion |
$3.01 billion |
9.1% |
| 14 |
13 |
Fujitsu |
$3.24 billion |
$3.73 billion |
-13.3% |
| 15 |
18 |
Micron |
$3.22 billion |
$2.45 billion |
31.2% |
| 16 |
12 |
AMD |
$2.61 billion |
$3.79 billion |
-31.2% |
| 17 |
19 |
Hynix |
$2.57 billion |
$2.34 billion |
8.3% |
| 18 |
17 |
Sony |
$2.50 billion |
$2.47 billion |
1.1% |
| 19 |
21 |
Rohm |
$2.39 billion |
$2.21 billion |
8.3% |
| 20 |
20 |
Sharp |
$2.36 billion |
$3.36 billion |
0% |
| 21 |
22 |
Sanyo |
$2.10 billion |
$2.03 billion |
3.6% |
| 22 |
15 |
Agere |
$2.03 billion |
$3.14 billion |
-35.5% |
| 23 |
23 |
Analog Devices |
$1.94 billion |
$1.93 billion |
0.6% |
| 24 |
28 |
Qualcomm |
$1.85 billion |
$1.39 billion |
32.8% |
| 25 |
30 |
nVidia |
$1.80 billion |
$1.29 billion |
39.6% |
| 26 |
24 |
Agilent |
$1.60 billion |
$1.53 billion |
-3.2% |
| 27 |
26 |
National |
$1.57 billion |
$1.51 billion |
4.1% |
| 28 |
25 |
LSI Logic |
$1.51 billion |
$1.56 billion |
-3.5% |
| 29 |
29 |
Fairchild |
$1.35 billion |
$1.34 billion |
1.1% |
| 30 |
27 |
Atmel |
$1.21 billion |
$1.48 billion |
-18.5% |
| -- |
-- |
Other suppliers |
$34.14 billion |
$33.95 billion |
-0.6% |
| -- |
-- |
TOTAL |
$155.35 billion |
$153.06 billion |
1.5% |
| Source: iSuppli Corp. |