Samsung Leaps 53%, Infineon Climbs 2 Seats in Semi Ranking

Online staff -- Electronic News, 11/23/2004

Intel, Samsung, Texas Instruments and Renesas take the top four spots again in the semiconductor industry, according to IC Insights.

The firm late Monday released its prediction for the top 10 semiconductor suppliers, highlighting growth for Samsung and Infineon.

Samsung is expected to show the largest growth rate of 53 percent from last year thanks to surging DRAM and flash memory sales, and buoyed by the fact that 85 percent of its sales are memory, the firm said.

Infineon, meanwhile, will climb two spots to the number five position from seventh last year, helped out by the increasing strength of the euro. In euros, Infineon is forecast to show a 24 percent revenue increase over 2003, compared to a 35 percent increase when its sales converted into U.S. dollars.

Other highlights of IC Insights’ ranking include market leader Intel forecast to surpass $30 billion in sales this year, but with just 11 percent growth over 2003, and a 3.4 percent 1999 to 2004 revenue compound annual growth rate (CAGR), compared to an industry-wide 6.9 percent CAGR over this same time period.

Overall, worldwide top 10 semiconductor company sales for this year are forecast to grow $113.4 billion, 24 percent over last year’s $91.2 billion, compared with the total worldwide semiconductor market forecast to grow 28 percent.

Interestingly, of the top 10 semiconductor suppliers, only four companies – Samsung, TI, Infineon and TSMC – are forecast to grow faster than the total market this year.



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