Compiled from outside sources; Adam Connors, DigiTimes.com [Friday 29 March 2002]
The annual ranking by supply chain management provider iSuppli of the world’s top semiconductor companies, by sales, vividly documents the beating that the industry took in 2001, with only 27 of the 172 companies covered experiencing revenue growth.
The hardest-hit sectors, according to the ranking, were those heavily dependent on the DRAM market, which suffered a “horrendous” year. Toshiba and Samsung Electronics saw their revenues decline by more than 41% in 2001, both of them dropping back one place in the top five to third and fifth, respectively. US-based Micron Technology, hit hardest by the DRAM downturn, went from 10th to 18th in the list, with negative 60.8% sales growth.
Swiss-based STMicroelectronics went from sixth to second place as its revenues declined by only 19.4%, the best performance of any of the top 10 companies from 2000.
Of the “winners” amongst the bloodshed, two companies stood out. Graphics card manufacturer Nvidia had by far the best year in sales growth amongst the top 30, achieving one of the only two positive results amongst the group with sales growth of 81.2% and a leap up the ranking from 51st to 30th. Advanced Micro Devices (AMD) moved to 10th from its 16th place in 2000.
Intel, though its sales declined by 22.1%, held the top spot as expected, as it continues to lead competitors’ sales revenues by nearly four-to-one.
Japanese companies saw their sales fall from US$61.6 billion to US$39.6 billion and the Asia-Pacific share fell from US$22 billion to US$12.9 billion. US-based companies overall dropped from US$113 billion to US$80.2 billion in sales, but clawed back to finish with a 53.3% global market share.
Out of the 49 semiconductor market subcategories surveyed, 32-bit micro-controllers was the only one showing positive sales growth. According to iSuppli, the semiconductor industry overall shrank by 31.7% in 2001.
Top 30 semiconductor companies’ worldwide revenues | |||||
2001 rank | 2000 rank | Supplier | 2001 sales (US$b) | 2000 sales (US$b) | Percent change (%) |
1 | 1 | Intel | 23.54 | 30.21 | (22.10) |
2 | 6 | STMicro | 6.36 | 7.89 | (19.40) |
3 | 2 | Toshiba | 6.07 | 10.43 | (41.80) |
4 | 3 | TI | 6.05 | 9.20 | (34.20) |
5 | 4 | Samsung | 5.24 | 8.94 | (41.50) |
6 | 7 | Motorola | 4.83 | 7.71 | (37.40) |
7 | 5 | NEC | 4.80 | 8.20 | (41.50) |
8 | 8 | Infineon | 4.56 | 6.74 | (32.40) |
9 | 9 | Philips | 4.41 | 6.27 | (29.80) |
10 | 16 | AMD | 3.89 | 4.38 | (11.20) |
11 | 11 | Mitsubishi | 3.87 | 5.79 | (33.10) |
12 | 12 | Hitachi | 3.75 | 5.69 | (34.10) |
13 | 15 | Fujitsu | 3.73 | 5.01 | (25.50) |
14 | 18 | IBM | 3.56 | 3.99 | (10.90) |
15 | 13 | Agere | 3.14 | 5.10 | (38.50) |
16 | 17 | Matsushita | 3.01 | 4.33 | (30.60) |
17 | 20 | Sony | 2.47 | 3.29 | (24.90) |
18 | 10 | Micron | 2.45 | 6.26 | (60.80) |
19 | 14 | Hynix | 2.37 | 5.10 | (53.50) |
20 | 23 | Rohm | 2.21 | 3.06 | (27.80) |
21 | 21 | Sanyo | 2.03 | 3.28 | (38.20) |
22 | 19 | Sharp | 2.02 | 3.33 | (39.30) |
23 | 24 | Analog Devices | 1.93 | 2.74 | (29.70) |
24 | 27 | Agilent | 1.65 | 2.31 | (28.30) |
25 | 26 | LSI Logic | 1.56 | 2.34 | (33.30) |
26 | 25 | National | 1.51 | 2.36 | (36.10) |
27 | 29 | Atmel | 1.48 | 2.01 | (26.50) |
28 | 37 | Qualcomm | 1.39 | 1.22 | 14.60 |
29 | 31 | Fairchild | 1.34 | 1.68 | (20.30) |
30 | 51 | Nvidia | 1.29 | 0.713 | 81.20 |
Others | 33.97 | 50.87 | (33.20) | ||
Total | 150.47 | 220.46 | (31.70) | ||
Source: iSuppli, compiled by DigiTimes, March 2002.
Global semiconductor supply market share, by revenues | ||||
2001 revenues (US$b) | 2000 revenues (US$b) | Percent change (%) | Market share (%) | |
US companies | 80.2 | 113 | (29.1) | 53.3 |
European companies | 17.7 | 23.9 | (26) | 11.8 |
Japanese companies | 39.6 | 61.6 | (35.7) | 26.3 |
Asia-Pacific companies | 12.9 | 22 | (41.4) | 8.6 |
Total | 150.5 | 220.4 | (31.7) | |
Source: iSuppli, compiled by DigiTimes, March 2002.
Related stories:
DRAM demand to grow 40-45%, South Korean supply 60% (Mar 27)
Toshiba, Fujitsu in talks to form chip partnership to become second-largest; join semiconductor industry co-op (Mar 21)
Hitachi, Mitsubishi Electric to merge chip businesses (Mar 19)
