Global chip sales down 33 pct in worst year ever-Gartner
SAN JOSE, Calif., Dec 19 (Reuters) - Global sales of semiconductors dropped by 33 percent in 2001, the sharpest decline in the history of the industry and one that sets the stage for a further shakeout among major vendors next year, according to a study released on Wednesday.
Dataquest Inc., a unit of Gartner Inc. (NYSE:IT - news), said that based on preliminary statistics, all of the 10 largest chip vendors had seen double-digit percentage declines in revenue in the past year as total sales fell to $152 billion in 2001 from $227 billion in 2000.
``As is evident in the sizable declines by most of the top vendors, the industry has undergone tremendous destabilization,'' said Mary Olsson, chief semiconductor analyst for Gartner Dataquest in a statement. ``We expect further consolidation for the industry during 2002.''
Intel Corp. (NasdaqNM:INTC - news) had an estimated $23.5 billion in sales in 2001, making it the No. 1 vendor again with a market share that increased amid the downturn to 15.5 percent and was larger than its three largest rivals combined, the study showed.
Intel's sales were down an estimated 22 percent in the year, a better performance than any of the largest chip vendors except STMicroelectronics , Europe's largest chip maker.
ST took market share as its sales fell just 19 percent to $6.4 billion, a strong enough showing to make it No. 3 chip maker globally in 2001 after having ranked as just the sixth largest a year earlier, the study said.
Toshiba Corp , which announced a deal to sell its memory chip business to Micron Technology Inc (NYSE:MU - news) on Tuesday, was the No. 2 chip maker in 2001 with $7.1 billion in sales, the study said.
The other top-ranked vendors by revenue, according to Dataquest: Samsung Electronics , the market leader in DRAM chips, which was No. 4 overall with $6.3 billion in sales; Texas Instruments (NYSE:TXN - news), No. 5 with $6 billion in sales; NEC Corp , No. 6 with $5.4 billion; and Motorola Inc (NYSE:MOT - news), with $5 billion in sales.
Preliminary Top 10 Worldwide Semiconductor Vendors by Revenue Estimates
(Millions of U.S. Dollars)
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--- 2001 2001 Market 2000 2000 Market
2001-2000
Rev shr (%) Rev shr (%)
Growth (%) Company
biz.yahoo.com
---Intel 23,499 15.5 30,298 13.3
-22.4 Toshiba 7,136 4.7 10,864 4.8
-34.3 STMicroelectronics 6,360 4.2 7,890 3.5
-19.4 Samsung 6,320 4.2 10,585
4.7 -40.3 Texas Instruments 6,000 3.9 9,202
4.1 -34.8 NEC (1) 5,389 3.5 10,643
4.7 -49.4 Motorola 5,000 3.3 7,678
3.4 -34.9 Hitachi 4,724 3.1
7,286 3.2 -35.2 Infineon Technologies (2) 4,538
3.0 6,711 3.0 -32.4 Philips Semiconductor
4,440 2.9 6,275 2.8 -29.2 Total Market
152,000 100.0 227,000 100.0 -33.0
------ Note (1): DRAM revenue associated with Hitachi and NEC production is attributed to Elpida.
Note (2): In some cases, such as Infineon's, Gartner Dataquest's vendor estimates differ from those publicly reported by a company as it is Gartner Dataquest policy to include or exclude revenue associated with acquired or divested companies or business units for the whole calendar year, regardless of when the acquisition or divestment took place.
Source: Gartner Dataquest (December 2001)
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