TI expands lead among top analog suppliers in 2017

2018-05-02 10:25:15

The top 10 IC suppliers in the $54.5 billion analog market last year accounted for 59% of the category�s worldwide sales in 2017, according to a recent monthly update to IC Insights� 2018 McClean Report. Collectively, the top 10 companies generated $32.3 billion in analog IC sales last year compared to $28.4 billion in 2016, which was a 14% increase and a gain of two percentage points in marketshare during 2017, said the 50-page April Update to The McClean Report. �Eight of the top-10 suppliers exceeded the 10% growth rate of the total analog market in 2017, according to the update.

With analog sales of $9.9 billion and 18% marketshare, Texas Instruments was again the leading supplier of analog integrated circuits in 2017. �In 2016, TI�s marketshare was 17% in analog ICs. �The company�s analog sales increased by about $1.4 billion last year�rising 16%�compared to 2016 and were more than twice that of second-ranked Analog Devices (ADI). TI�s 2017 analog revenue represented 76% of its $13.0 billion in total IC sales and 71% of its $13.9 billion total semiconductor revenue, based on IC Insights� estimates.

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TI was among the first companies to manufacture analog semiconductors on 300mm wafers. �TI has claimed that manufacturing analog ICs on 300mm wafers gives it a 40% cost advantage per unpackaged chip compared to using 200mm wafers. �In 2017, about half of TI�s analog revenue was generated on devices built using 300mm wafers.

Second-place ADI registered a 14% increase in analog IC sales in 2017 to $4.3 billion, according to IC Insights� supplier ranking. The 2016 and 2017 revenue numbers shown for ADI include sales from Linear Technology, which was acquired by the company in 1Q17 for $15.8 billion.

NXP was the only supplier in the top-10 ranking that experienced a decline (-1%) in its analog sales last year. �Some of NXP�s analog revenue decline can be attributed to the sale of its Standard Products business to a consortium of Chinese investors consisting of JAC Capital and Wise Road Capital. �The $2.75 billion transaction was completed in February 2017. �The Standard Products business was renamed Nexperia and headquartered in the Netherlands.

Among the top 10, ON Semiconductor showed the largest analog sales gain in 2017, with revenues increasing 35% to $1.8 billion, which represented a 3% share of the market. �This follows a 16% rise in its analog sales in 2016. Some of the strong increases in sales during the last two years were a result of ON Semi�s acquisition of Fairchild Semiconductor in September 2016 for $2.4 billion. �ON�s analog business was also boosted in 2017 by record sales of its power management products to the automotive market, specifically for active safety, powertrain, body electronics, and lighting applications.