The top ten chip manufacturers in 2018
Time:2020.08.11
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Andrew Norwood, Gartner's vice president and analyst, said: "Due to the vigorous development of the DRAM market, Samsung Electronics, the largest semiconductor supplier, is firmly in the top position of suppliers." Although the growth in 2018 continues to be based on 2017 However, the overall growth of memory drives is only half of the growth rate in 2017, which is the storage industry has entered a recession period at the end of 2018.
In 2018, the total revenue of the top 25 semiconductor manufacturers increased by 16.3%, accounting for 79.35% of the market share, surpassing the growth of 3.6% in other industries. This is because most memory manufacturers are concentrated in the top 25.
Intel’s revenue increased by 12.2% compared with 2017, which was driven by the unit price and ASP growth. The strong memory suppliers in 2018 included DRAM giant SK hynix and Microchip Technology, which acquired Microsemi. The top four suppliers in 2017 maintained their ranking in 2018 (see Table 1).
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For example, memory suppliers will plan for future oversupply and huge profit pressures. To this end, they need to fund continuous node conversion, research and development of emerging memory technologies and new manufacturing technologies. With the emergence of Chinese companies, this will provide them with a more optimized cost structure.
Non-storage vendors must increase design business dealings with customers who have been bearing high memory prices. With the saturation of the smartphone and tablet market, application processor suppliers must be looking for neighboring opportunities in the wearable devices, Internet of Things (IoT) terminals and automobiles.
In terms of semiconductor equipment, memory is also the largest (35%) and best performing equipment category in 2018, with revenue growth of 27.2%. This is due to the fact that the ASP of DRAM is growing most of the time except for the fourth quarter of 2018.
In the field of memory, NAND flash memory has slowed down significantly. Due to oversupply, ASP has been declining for most of the year. Driven by the increased usage of solid-state drives (ssd) and the increase in smartphone content, the revenue of such devices has still increased by 6.5%.
The second largest semiconductor category-Application Specific Standard Products (ASSPs), due to the stagnation of the smartphone market and the continued decline of the tablet market, the industry only achieved a limited growth of 5.1%. Giants in this segment, including Qualcomm and MediaTek, are actively expanding into nearby markets with stronger growth prospects, including automotive and IoT applications.
Judging from the M&A events in 2018, the impact of unsettled transactions is greater than the impact of concluded transactions. Among them, with the intervention of the US government, Broadcom’s hostile acquisition of Qualcomm failed, and Qualcomm’s efforts to acquire NXP were also lost due to China’s trade war. Among the completed transactions, mainly include Toshiba's divestiture of the NAND business to Toshiba memory in June 2018, and Microchip's acquisition of Microsemi in May 2018.