Friday, April 5, 2013

Qualcomm fastest growing semiconductor company, Intel still on top says Gartner

Qualcomm, designers of the highly popular Snapdragon series of chipsets plus a wide variety of wireless tech, is the fastest-growing semiconductor company according to Gartner. The two companies at the top, Intel and Samsung, were both affected by stagnation in the market in 2012.
Intel’s revenue slipped 3.1% year over year, but the company retained its leadership position for the 21st year in a row. Market share dropped a hair to 16.4% (down from 16.5%).
Samsung’s DRAM and NAND markets took a hit, but other segments picked up and the South Korean company managed a 3.1% year over year growth.
Qualcomm jumped into third position, up from 6th, with a massive 31.8% growth in revenue. That’s 18.2% better than analysts’ expectations. The company displaced Toshiba, who ranked fifth with a revenue decline of 9.8%.
Rank 2011
Rank 2012
Vendor
2011 Revenue
2012 Revenue
2011-2012 Growth (%)
2012 Market Share (%)
1
1
Intel
50,669
49,089
-3.1
16.4
2
2
Samsung Electronics
27,764
28,622
3.1
9.5
6
3
Qualcomm
9,998
13,177
31.8
4.4
4
4
Texas Instruments
11,754
11,111
-5.5
3.7
3
5
Toshiba
11,769
10,610
-9.8
3.5
5
6
Renesas Electronics
10,650
9,152
-14.1
3.1
8
7
SK Hynix
9,388
8,965
-4.5
3.0
7
8
STMicroelectronics
9,635
8,415
-12.7
2.8
10
9
Broadcom
7,160
7,846
9.6
2.6
9
10
Micron Technology
7,643
6,917
-9.5
2.3
Others
151,343
146,008
-3.5
48.7
Total Market
307,773
299,912
-2.6
100.0
Other than Qualcomm, only NXP managed to beat analysts’ expectations by over 10%. There are several companies that performed worse than expectations by over 10% too: Freescale, STMicroelectronics and AMD.
Overall, Gartner gauged that the semiconductor industry declined 2.6% in total revenues in 2012 compared to 2011.

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