re: Semiconductor Industry - Top 30 Chip Suppliers in 2001
Intel 3.7 X its next nearest competitor
Two cheers for Qualcomm (moved into top 30 + grew revenue).
* Global semiconductor revenues dropped 31.7% in 2001 to $150.47 billion from $220.46 billion in 2000.
* The median "growth rate" in 2001 for the 172 companies covered was -26.8%.
* Only one semiconductor market segment grew out of 49 subcategories last year--32-bit microcontrollers.
* The hardest-hit chip companies included those that were heavily dependent on DRAM products, which suffered a horrendous year in 2001. Toshiba and Samsung Electronics both saw their revenues decline by more than 41% in 2001.
* The shuffle in chip ranking also vaulted STMicroelectronics of Europe to the No.2 position, leaping over NEC, Samsung, Texas Instruments, and Toshiba.
* Only 27 out of 172 companies covered in its study experienced revenue growth in 2001.
* The report found that only five out of 50 semiconductor companies with revenues more than $500 million achieved growth in 2001. Just three of those five chip companies grew purely "organically,"
Qualcomm only one of 2 in the Top 30 ... which they made for the first time
>> Top 30 Chip Companies In 2001, According To iSuppli
Semiconductor Business News
03/27/02
During the 2001 industry downturn, American-based chip suppliers slightly gained market share to 53.3% of the world's semiconductor revenues, according to a new report from iSuppli Corp.
The market research firm today issued its Top 30 ranking of semiconductor companies in 2001 (see table below).
The new ranking shows a great deal of movement among semiconductor companies, with DRAM suppliers taking the worst beating. However, all but 27 companies out of 172 suppliers reviewed by iSuppli saw revenues shrink in 2001. (see related story at bottom of this post).
A breakdown of regional sales shows American-based chip companies holding 53.3% of the semiconductor revenues in 2001 vs. 51.3% in 2000.
European chip suppliers had an 11.8% share in 2001 vs. 10.8% in 2000, said iSuppli.
Japanese chip makers saw their share slip to 26.3% from 27.9% in 2000, and Asian Pacific region suppliers had an 8.6% share in 2001 vs. 10% in the previous year, the report said.
Top 30 Chip Suppliers in 2001
01 00 Supplier 2001 Sales 2000 Sales % change
Billions Billions
1 1 Intel $23.54 $30.21 -22.1%
2 6 STMicro $6.36 $7.89 -19.4%
3 2 Toshiba $6.07 $10.43 -41.8%
4 3 TI $6.05 $9.20 -34.2%
5 4 Samsung $5.24 $8.94 -41.5%
6 7 Motorola $4.83 $7.71 -37.4%
7 5 NEC $4.80 $8.20 -41.5%
8 8 Infineon $4.56 $6.74 -32.4%
9 9 Philips $4.41 $6.27 -29.8%
10 16 AMD $3.89 $4.38 -11.2%
11 11 Mitsubishi $3.87 $5.79 -33.1%
12 12 Hitachi $3.75 $5.69 -34.1%
13 15 Fujitsu $3.73 $5.01 -25.5%
14 18 IBM $3.56 $3.99 -10.9%
15 13 Agere $3.14 $5.10 -38.5%
16 17 Matsushita $3.01 $4.33 -30.6%
17 20 Sony $2.47 $3.29 -24.9%
18 10 Micron $2.45 $6.26 -60.8%
19 14 Hynix $2.37 $5.10 -53.5%
20 23 Rohm $2.21 $3.06 -27.8%
21 21 Sanyo $2.03 $3.28 -38.2%
22 19 Sharp $2.02 $3.33 -39.3%
23 24 Analog Dev $1.93 $2.74 -29.7%
24 27 Agilent $1.65 $2.31 -28.3%
25 26 LSI Logic $1.56 $2.34 -33.3%
26 25 National $1.51 $2.36 -36.1%
27 29 Atmel $1.48 $2.01 -26.5%
28 37 Qualcomm $1.39 $1.22 +14.6%
29 31 Fairchild $1.34 $1.68 -20.3%
30 51 Nvidia $1.29 $.713 +81.2%
-- -- Other $33.97 $50.87 -33.2%
-- -- TOTAL $150.47 $220.46 -31.7%
>> STMicro Becomes No.2 chip Supplier; AMD in Top 10, Says New Ranking
Semiconductor Business News
03/27/02
An extensive analysis of the damage done by the 2001 semiconductor downturn shows widespread changes in the world order of the top semiconductor companies, said iSuppli Corp. today in releasing its new industry ranking.
The research firm found that only 27 out of 172 companies covered in its study experienced revenue growth in 2001.
The iSuppli report also said only one semiconductor market segment grew out of 49 subcategories last year--32-bit microcontrollers. The report found that only five out of 50 semiconductor companies with revenues more than $500 million achieved growth in 2001. Just three of those five chip companies grew purely "organically," without relying on acquisitions, said the El Segundo research firm.
"The seismic forces that rocked the semiconductor industry last year reshaped the competitive landscape, bringing major changes in the rankings of the leading semiconductor suppliers," said Dale Ford, director of Market Intelligence Services at iSuppli and co-author of the chip market share report. "Only three of the top 10 semiconductor suppliers, and just six of the top 30, retained the same ranking in 2001 that they had in 2000."
The new report shows global semiconductor revenues dropped 31.7% in 2001 to $150.47 billion from $220.46 billion in 2000. The median "growth rate" in 2001 for the 172 companies covered by iSuppli's research was -26.8%, according to the report.
The hardest-hit chip companies included those that were heavily dependent on DRAM products, which suffered a horrendous year in 2001, noted iSuppli. Toshiba Corp. of Japan and Samsung Electronics Co. Ltd. of South Korea both saw their revenues decline by more than 41% in 2001.
The shuffle in chip ranking also vaulted STMicroelectronics of Europe to the No.2 position, leaping over NEC, Samsung, Texas Instruments, and Toshiba.
Another surprise was Advanced Micro Devices Inc., which moved from 16th in 2000 into the top 10 with revenues only slipping 11.2% to $3.89 billion in 2001 from $4.38 billion in the prior year, said the ranking. Meanwhile, Micron Technology Inc. was hammered by the DRAM downturn, knocking it from No.10 in 2000 down to No. 18 in iSuppli's 2001 ranking. .
"As companies learn from the lessons of 2001, they are developing new strategies for survival -- and survival probably is the most accurate word to describe the mindset of many companies," noted Joe D'Elia, director of Market Intelligence Services for iSuppli Europe and co-author of the market share report.
"While this report has described the final market share rankings based on product revenues, many companies are turning their attention to a more critical analysis of their business and developing scorecards and comparisons based on key metrics such as profitability, cash flow, and return on invested capital," D'Elia noted. <<
- Eric - |
