For the forth year in a row, Texas Inst. has retained its title as t he world’s largest supplier of analog and mixed-signal IC’s, according to an accounting of last year’s 2000 shipments by Gartner Dataquest here.
TI garnered a 11.4% share during what Dataquest senior analyst Ada Cheng called an “expansive year”. The total analog market exceeded $35B in 2000, she said, as TI shipped more than $4.1B worth of analog IC’s.
STMicroelectronics retained the No. 2 spot, with $3.7B shipped. Analog Devices climbed over Philips Semi and National Semi to become the world’s third largest supplier.
In 1999, ADI ranked roughly sixth, but last year the company’s analog growth, outpaced that of its competitors. Dataquest said ADI’s analog business grew 76%, to $2.2B, last year.
Others finishing in the top 10 included Infineon (Siemen’s spinoff), Motorola, Toshiba, Sanyo, and Maxim at number 10.
In an expansive year, said Cheng, some suppliers may be “capacity constrained,” and a small, highly focused supplier like ADI can usurp a broadline supplier on a particular product line. What Cheng called “product placement” – the ability to support customers with “the right products at the right time” – can also elevate a company’s position.
Mergers acquisitions and spin-offs also have had an effect. TI, for example, gained ground in amplifiers, thanks to its acquisition of Burr-Brown. ON Semi drew more business from cell phone suppliers Nokia and Ericsson than it would have if it had remained a subsidiary of competing cell phone supplier Motorola.
ASSP vs. building blocks
The category consists of two sectors: application-specific standard products for targeted markets such as telecom, mass storage, consumer and automotive; building blocks such as data converters, amps and voltage regulators, which serve multiple markets. Last year, ASSP’s accounted for some 60% of shipments, Cheng said.
Though Dataquest declined to cite the dollar values of IC shipments pending formal notification of its clients, the relative position of companies in specific markets was available. Among standard linear components, Analog Devices was the largest supplier of amplifiers and data converters. TI was No. 1 in voltage regulators, power management devices, and interface components.
Among ASSP’s, STMicroelectronics led in telecom, mass storage and automotive markets. Philips led in analog consumer IC shipments.
This year may be a turning point. “An expansive economy may… mask the real factors contributing to success, “ Cheng said. “In a downturn, we find out who the real leaders are. “
TXN 1999 $2.7B 2000 $4.1B
STM 1999 $2.1B 2000 $3.7B
ADI 1999 $1.3B 2000 $2.2B
Philip 1999 $1.6B 2000 $1.9B
Nat’l 1999 $1.3B 2000 $1.6B
Infin. 1999 $1.5B 2000 $1.6B
Mot 1999 $0.7B 2000 $1.2B
Tosh 1999 $0.8B 2000 $1.2B
Sayno 1999 $0.6B 2000 $1.1B
Maxim 1999 $0.3B 2000 $1.1B |
