Date: 10th Aug 2010
IC Insights: DRAM vendors to rank up as
total semiconductor sales to top $204B in 2010
IC Insights has revealed that the top 20 semiconductor
companies posted sales just over $100 Billion in 1H10 and
claims that even if sales are flat in 2H10 (McClean says
they'll be a little better than that; the SIA says flat
indeed), total sales will top $204 Billion, which would
be a 29% growth.
IC Insights says most memory suppliers showed double-digit
growth in 2Q10 from the year-opening period. Both DRAM and
NAND flash markets are strong enough that several firms
(Hynix, Micron, Elpida) closed 1H10 just $1Billion away
from their entire 2009 totals, with an entire half-year
to go, including the seasonal holiday-selling peak. All
the memory suppliers except Samsung climbed the rankings
ladder. But Samsung too gained ground on top-seller Intel
reducing their sales gap at the top from 52% in 2009 to
just 21% so far in 2010.
Also doing well in 1H10 were top semiconductor foundries
TSMC and UMC, each with growth in the teens (and UMC had
the list's biggest 2Q-1Q leap, six spots). Panasonic ($1830
Million) and Nvidia ($1804 Million) finished just outside
the final top-20 spots.
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