Global semiconductors plunged 18% in the first half of the year. Intel Super Samsung returned to the first

Release on : Aug 21, 2019

In 2019, the global memory market fell sharply. In the first half of this year, the global semiconductor industry's output value was US$148.72 billion, down 18% year-on-year. However, Intel overtook Samsung to regain its first position.

In the two years of 2017 and 2018, Intel lost the throne of the world's largest semiconductor manufacturer for 25 years and was surpassed by Samsung because Samsung's main semiconductor product, memory prices, soared. Now that the winds are turning, according to the latest report from IC Isights, Intel ranked first with $32 billion in revenue in the first half of this year, but still down 2% from last year.

Samsung ranked second with revenue of 26.671 billion US dollars, while revenue in the first half of last year was as high as 39.78 billion US dollars, down 33% year-on-year. Needless to say, the continuous decline in memory prices in Q1 and Q2 this year is The culprit of Samsung’s performance slump.

SK Hynix and TSMC also ranked third because of the decline in memory prices. SK hynix ranked third last year with revenues of US$17.75 billion, but revenues for the first half of this year were US$11.56 billion, down 35% year-on-year. %.

TSMC rose from fourth place last year to third place, but revenue in the first half of the year was $14.85 billion, down 9% from the same period last year.

Image.png
The fifth place is Micron. Their rankings have not changed, but the revenue of $1.118 billion in the first half of this year still fell by 34% year-on-year.

Samsung, SK Hynix and Micron accounted for 95% of the global memory market share. They also experienced the most decline in the rankings, down 33%, 35%, and 34% respectively, which was directly reduced compared with the same period last year. 1/3 of revenue.

Among the remaining vendors, Broadcom's revenue for the first half of the year was 8.35 billion US dollars, down 7% year-on-year, ranking sixth, followed by Qualcomm, with revenue of 7.29 billion US dollars in the first half of this year, down year-on-year. 9%.

Further down is TI, Toshiba and NVIDIA. Toshiba and NVIDIA's revenues also fell by 27% and 25%, which is second only to memory companies, but the reasons for the decline are also different.

Among the 11 to 15 players, Infineon, NXP, and ST ST have not changed their rankings. The revenue has also dropped slightly by 1-5%. Sony has increased from 19 last year to 14 and revenues are 38. The $4.5 billion year-on-year increase of 13% is also the only growth among TOP15 vendors. The main reason is that Sony's CIS sensor chip has benefited from the development of the smartphone industry.

MediaTek has increased from 16 last year to 15th, but revenues fell by 1% to $3.69 billion.

If you do not consider the pure wafer foundry TSMC in TOP15, then Hisilicon of Huawei can also enter TOP15. The revenue in the first half of the year was 3.5 billion US dollars, up 25% year-on-year, but 90% of Hisilicon chips are supplied to Huawei's, therefore, is not included in the list.