April 17, 2012 — Total worldwide semiconductor revenue reached $306.8 billion in 2011, up $5.4 billion, or 1.8% from 2010, according to Gartner Inc.
The top 25 semiconductor vendors’ revenues grew faster, at 3.1%, than the industry as a whole, accounting for a larger portion of the industry’s total revenue in 2011 (69.2%) than in 2010 (68.3%). However, about half of this growth was the result of mergers and acquisitions.
Table. Top 10 semiconductor vendors by revenue, worldwide, 2011 ($M). SOURCE: Gartner, April 2012.
|
Rank 2010 |
Rank 2011 |
Vendor |
2010 Revenue |
2011 Revenue |
2010-2011 Growth (%) |
2011 Market Share (%) |
|
1 |
1 |
Intel1 |
41,988 |
50,669 |
20.7% |
16.5% |
|
2 |
2 |
Samsung Electronics |
27,094 |
27,366 |
1.0% |
8.9% |
|
3 |
3 |
Toshiba |
12,360 |
11,769 |
-4.8% |
3.8% |
|
4 |
4 |
Texas Instruments2 |
11,827 |
11,754 |
-0.6% |
3.8% |
|
6 |
5 |
Renesas Electronics3 |
10,204 |
10,650 |
4.4% |
3.5% |
|
9 |
6 |
Qualcomm4 |
7,204 |
9,998 |
38.8% |
3.3% |
|
5 |
7 |
STMicroelectronics |
10,262 |
9,635 |
-6.1% |
3.1% |
|
7 |
8 |
Hynix Semiconductor |
9,884 |
9,388 |
-5.0% |
3.1% |
|
8 |
9 |
Micron Technology |
8,224 |
7,643 |
-7.1% |
2.5% |
|
10 |
10 |
Broadcom5 |
6,604 |
7,160 |
8.4% |
2.3% |
|
|
|
Others |
155,807 |
150,811 |
-3.2% |
49.1% |
|
|
|
Total Market |
301,458 |
306,843 |
1.8% |
100.0% |
1Infineon’s 2011 revenue excludes its wireless division, which was sold to Intel, effective in the first quarter of 2011.
2Texas Instruments acquired National Semiconductor in September 2011. The estimated calendar third and fourth quarters of National’s 2011 revenue are attributed to Texas Instruments in 2011.
3Renesas Electronics’ 2010 revenue excludes Renesas Technology’s first-quarter-of-2010 revenue.
4Qualcomm’s 2011 revenue includes three quarters of Atheros’ revenue.
5Broadcom acquired Provigent in the second quarter of 2011.
Also read: Top 25 fabless IC companies in 2011 and IC Insights’ Top 10 (which include foundries) list
Intel recorded a 20.7% revenue gain, easily retaining its #1 rank for the 20th consecutive year and increasing its market share to a record 16.5%.
Second-place Samsung was held back by DRAM weakness in 2011, so it was unable to close the gap with Intel. Toshiba and Texas Instruments retained their third- and fourth-place rankings respectively, while Renesas Electronics moved into the top five during its first full year as a combined company.
Sixth-placed Qualcomm’s semiconductor business increased 39% in 2011 and nearly reached $10 billion in revenue. Qualcomm continued to take share in the rapidly growing smartphone market, and it was one of the fastest-growing semiconductor companies in 2011.
At #10, Broadcom had a solid year, outperforming the overall semiconductor market, with particular strength in the mobile and wireless division, which recorded another year of double-digit growth.
Gartner’s Relative Industry Performance index measures the difference between industry-specific growth for a company and actual growth, showing which are transforming their businesses by growing share or moving into new markets and choosing their customers wisely. "Of the major device segments, microcomponents performed best in 2011 after a relative underperformance in 2010," said Peter Middleton, principal research analyst at Gartner. "Within microcomponents, the subcategory that really drove this performance was computing microprocessors, which grew 14.2 percent year over year as a result of strong average selling prices (ASPs). This was driven both by servers and PCs, with the PC microprocessor market strongly benefiting from graphics integration."
Market leaders in Gartner’s Relative Industry Performance index include Qualcomm (which grew 17% better than expected), Hynix (which grew 13% better than expected) and Infineon (which grew 12% better than expected). Disappointments in the Relative Industry Performance index include Panasonic, Elpida Memory (which declared bankruptcy early in 2012) and MediaTek.
Gartner’s annual semiconductor market share analysis examines and ranks the worldwide and regional revenue for more than 290 semiconductor suppliers in 62 separate product categories and 8 major market categories. Additional information is provided in the Gartner report "Market Share Analysis: Total Semiconductor Revenue, Worldwide, 2011." The report provides data and analysis for the top 25 vendors in 2011. The report is available on Gartner’s website at http://www.gartner.com/resId=1981515.