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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Ken Adams who wrote (10364)	9/18/2020 6:43:22 PM
From: Winfastorlose	Read Replies (1) \| Respond to of 26891

Don't know. No one has heard from him for a long time now. Which is very unlike him. His last post was to Kirk

To: Ken Adams who wrote (10364)	9/19/2020 2:45:16 AM
From: edward miller	1 Recommendation Recommended By Ken Adams Respond to of 26891

Have tried to contact him via private messages. No reply. So many others have wondered about Fintas. His situation is probably not good. SI does not delete those who have passed on, so unless someone actually knows him (in person) we won't know.

To: Ken Adams who wrote (10364)	10/20/2020 11:22:36 AM
From: Kirk ©	Respond to of 26891

PC memory supply falls short of demand Siu Han, Taipei; Jessie Shen, DIGITIMES Tuesday 20 October 2020 digitimes.com The supply of PC memory chips and devices has already fallen short of demand, with the tight supply unlikely to ease until the first quarter of 2021, according to sources in Taiwan's memory industry. Demand for enterprise notebooks and Chromebooks has been particularly strong this year, digesting related memory inventories, the sources indicated. The visibility of orders for Chromebooks has already been extended to the first quarter of next year, the sources said. Memory module houses generally have over two months of inventories, according to Simon Chen, chairman for Adata Technology. Nevertheless, inventories for notebook applications have been dragged down and are even insufficient to satisfy customer demand, Chen said. Chen also said that sales of enterprise and gaming notebooks will be better than those of consumer models in 2021. Adata expects gaming products to account for over 10% of company revenue next year, Chen said. Digitimes Research has forecast that worldwide notebook shipments will surge over 20% to 190 million units in 2020, while shipments of educational-purpose mobile computing devices will climb 32.3% on year to 42.1 million units. Demand for educational-purpose notebooks has been strong Photo: Digitimes file photo

To: Ken Adams who wrote (10364)

4/14/2021 12:19:07 PM

From: Kirk ©

1 Recommendation

Recommended By
Winfastorlose

Respond to of 26891

Worldwide semiconductor revenue totaled $466.2 billion in 2020, an increase of 10.4% from 2019, according to final results by Gartner, Inc.

Interesting that Intel is still larger than Samsung.

Gartner Says Worldwide Semiconductor Revenue Grew 10.4% In 2020

"Memory, GPUs and 5G chipsets led semiconductor growth, driven by hyperscale, PC, ultramobile and 5G handset end-market demand, while automotive and industrial electronics suffered due to lower spending or a pause in spending owing to COVID-19," said Andrew Norwood, research vice president at Gartner.

Intel retained its position as the No. 1 global semiconductor vendor by revenue in 2020, followed by Samsung Electronics, SK hynix and Micron (see Table 1). Intel’s semiconductor revenue grew 7.4%, driven by growth of its core client and server CPU businesses. Overall, the top performers in the top 10 were NVIDIA and MediaTek. NVIDIA’s 45.2% growth was primarily driven by the company’s gaming-related and data centre businesses. MediaTek’s revenue grew 38.1% in 2020 driven by the disruption to Huawei’s business throughout the year.

Table 1. Top 10 Semiconductor Vendors by Revenue, Worldwide, 2020 (Millions of U.S. Dollars)

2020 Rank	2019 Rank	Vendor	2020 Revenue	2020 Market Share (%)	2019 Revenue	2019-2020 Growth (%)
1	1	Intel	72,759	15.6	67,754	7.4
2	2	Samsung Electronics	57,729	12.4	52,389	10.2
3	3	SK hynix	25,854	5.5	22,297	16.0
4	4	Micron Technology	22,037	4.7	20,254	8.8
5	6	Qualcomm	17,632	3.8	13,613	29.5
6	5	Broadcom	15,754	3.4	15,322	2.8
7	7	Texas Instruments	13,619	2.9	13,364	1.9
8	13	MediaTek	10,988	2.4	7,958	38.1
9	16	NVIDIA	10,643	2.3	7,331	45.2
10	14	KIOXIA	10,374	2.2	7,827	32.5
		Others(outside top 10)	208,848	44.8	194,228	7.5
		Total Market	466,237	100.0	422,337	10.4

Source: Gartner (April 2021)

Memory Accounted for One-Third of Revenue Growth

Memory, which accounted for 26.7% of semiconductor sales in 2020, was the second best-performing device category, experiencing a 13.5% revenue increase. "Memory benefited from the key trend in 2020 — the shift to home working and learning — which fuelled increased server build from hyperscale vendors to satisfy online working and entertainment, as well as a surge in PCs and ultramobiles," said Mr. Norwood.

Within memory, NAND flash experienced the best performance with revenue growth of 25.2% due to a shortage in 1H20. "In 2021 both NAND flash and DRAM will be in shortage, sending pricing higher though the year and revenues rocketing by around 25%" said Mr. Norwood. "This sets memory focused Samsung up with a good chance of recapturing the top spot in the semiconductor market from Intel in 2021."

Gartner clients can get more information in "Market Share Analysis: Semiconductors, Worldwide, 2020."