Doug I had no idea there were so many fabs out there! Some of the industry people give out a yearly ranking - a top 10 list - of the various subsectors. We had this news for the 1996 year posted here several months ago. LSI did not grow as fast as the other players in the ASIC business - no surprise to those of us who've watched this stock move like a yo-yo. I'll see if I can pull up that report.
Here it is:
techweb.com
In standard cells, the leader is Lucent Technologies with 1996 revenue of
$960 million, up 48% over 1995, according to ICE. Second is LSI Logic
Corp. with $630 million, up 10%; followed by Texas Instruments Inc. at
$450 million, up 43%; NEC Corp. at $400 million, up 18%; VLSI
Technology Inc. at $370 million, up 19%; Symbios Logic Inc. at $330
million, up 13%; Toshiba Ltd. at $300 million, up 23%; Fujitsu Ltd. at $265
million, up 18%; IBM Corp. at $210 million, up 110%; LG Semicon Co.
Ltd. at $200 million, up 33%; and "others" at $2.27 billion, up 30%. The top
10 have 64% of the total market.
And for gate arrays:
NEC is the leader in gate-array revenue, with only $55 million in bipolar
business. The company's revenue declined 4% to $855 million in 1996, ICE
said. Second-place Fujitsu, with $185 million in bipolar arrays, saw revenue
fall 16% to $785 million, ICE said.
Toshiba, with no bipolar business, held steady at about $675 million; LSI
Logic, also with no bipolar products, fell 5% to $575 million; MOS-based
Texas Instruments grew 11% to $490 million; Hitachi, with $115 million in
bipolar products, dropped 12% to $475 million; Motorola Inc., with
relatively minuscule bipolar business, declined 4% to $240 million;
MOS-centric Mitsubishi Electric Corp. grew 15% to $230 million; IBM
grew 25% to $200 million; No. 10 Samsung jumped 19% to $185 million;
while "others" declined 1% to about $1.3 billion.
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Also of interest in the article see how well IBM is doing. And see how LSI indicates that the "inhibitor" is the design process. Hmmm... |
