2014 Global Semiconductor Enterprise Sales Ranking
US market research firm Gartner released a preliminary report today stating that global semiconductor sales in 2014 were $339.8 billion, a 7.9% increase from $315 billion in 2013. According to Gartner's statistics, the combined sales of the top 25 semiconductor companies increased by 11.7% year-on-year, exceeding the overall industry level. These enterprises account for 72.1% of the industry's total sales, a slight increase from 69.7% in 2013. As a whole, DRAM manufacturers have surpassed other fields in the semiconductor industry. This continues the trend of 2013: due to insufficient supply and sustained price stability, DRAM sales in 2014 achieved a 31.7% growth. ” Andrew Norwood, Vice President of Research at Gartner, said, "In 2013, key equipment areas including ASICs, discrete devices, and microcontrollers experienced a decline in sales, but these products all turned to growth in 2014. However, the growth rate of these products is not as fast as that of storage chips, which increased by as much as 16.9% in 2014. Excluding sales of storage chips, the growth rate of the remaining semiconductor market is 5.4%, but this is still far better than the 0.8% in 2013. ”After two years of declining sales, Intel resumed growth in 2014, with a growth rate of 4.6%. The company was restructured into five business units in 2014, with the Data Center Group remaining its most stable division. Intel will achieve its target of shipping 40 million tablet processors in 2014, but the discounts for these processors are high. In the PC field, Intel is still taking market share from AMD, and Gartner predicts that Intel's number of laptop and desktop platforms will increase compared to 2013. Intel has become the world's largest semiconductor manufacturer for the 23rd consecutive year, with a share of 15.0% in 2014, slightly lower than the peak of 16.5% in 2011.
In addition to Intel, the top ten manufacturers also include Samsung Electronics (10.4%), Qualcomm (5.6%), Micron Technology (4.9%), SK Hynix (4.7%), Toshiba (3.4%), Texas Instruments (3.4%), Broadcom (2.5%), STMicroelectronics (2.2%), and Renesas Electronics (2.1%). After a 10.1% decline in 2013, we found that the traditional PC field resumed production growth in 2014. ”Norwood said, "The smartphone market is still performing well, with a production growth of about 34%, slightly lower than the 39.5% in 2013. However, there is still a significant shift from high-end smartphones to practical and basic smartphones. However, tablet production experienced a significant slowdown last year Norwood continued, "DRAM sales will exceed $46 billion in 2014, setting a new historical high and surpassing the record set in 1995. However, in terms of overall semiconductor market share, DRAM was about 13.5% in 2014, only half of the 27.9% in 1995. ” SK Hynix and Micron Technology have benefited the most from the strong performance in the storage market, with the strongest growth among the top 10 manufacturers. Thanks to the prosperity of the DRAM market, SK Hynix achieved the second strongest annual revenue growth in history. DRAM accounts for 80% of the company's total revenue. Thanks to a significant increase of 41%, Micron Technology's ranking rose one place in 2014. The company's acquisition of Erbida in 2013 helped it become the fastest-growing among the top 25 semiconductor manufacturers in 2014. Micron Technology's DRAM business performed slightly worse than the overall DRAM due to the company shifting Fab 7 (formerly Tech Semiconductor) from DRAM to NAND in order to balance the product composition after the acquisition of Erbida. This shift has improved the overall supply-demand balance of the DRAM market, but has led to a slight slowdown in its year-on-year growth rate. In 2014, DRAM accounted for less than 70% of Micron Technology's total revenue, while NAND flash chips accounted for slightly less than 30%. Large semiconductor manufacturers conducted far more mergers and acquisitions in 2014 than in 2013. One of the most significant transactions was Avago Technologies' acquisition of LSI, which helped it enter the top 25 in the industry for the first time. Morningstar Semiconductor has finally completed its merger with MediaTek, with ON Semiconductor acquiring Aptina Imaging. Meanwhile, Infineon's bid for International Rectifier has not yet been completed. After adjusting the data for merger and acquisition activities, the top 25 manufacturers achieved a growth of 10.0%, while the remaining manufacturers increased by 2.6%.
