RESEARCH BULLETIN
MAY 16, 2019Intel Recaptures Number One Quarterly Semi Supplier Ranking fromSamsung
After surpassing Samsung in 4Q18, Intel further extends its lead in 1Q19.
IC Insights will release its May Update to the 2019 McClean

Report later this month. This Update includes a discussion of
the 1Q19 IC industry market results, an updated quarterly
forecast for the remainder of this year, and a look at the top-25
1Q19 semiconductor suppliers. The top-15 1Q19 semiconductor
suppliers are covered in this research bulletin.
Thetop-15

worldwide

semiconductor(ICandMORE INFORMATIONCONTACTBill McCleanPresident
Phone: +1-480-348-1133
Email: bill@icinsights.com

O-S-D—

optoelectronic, sensor, and discrete) sales ranking for 1Q19 isshown in Figure 1. It includes six suppliers headquartered in the U.S., three in Europe, two each in South
Korea and Japan, and one each in Taiwan and China.

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	  Figure	  1	  COPYRIGHT © 2019 BY IC INSIGHTS, INC. ALL RIGHTS RESERVED.

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Intel replaced Samsung as the number one quarterly semiconductor supplier in 4Q18 after losing the leadspot to Samsung in 2Q17. While Samsung held the full-year number one ranking in 2017 and 2018, Intelis forecast to easily recapture the number one ranking for the full-year of 2019, a position it previously
held from 1993 through 2016. With the collapse of the DRAM and NAND flash markets over the pastyear, a complete switch has occurred, with Samsung having 23% more total semiconductor sales thanIntel in 1Q18 but Intel having 23% more semiconductor sales than Samsung just one year later in 1Q19!
In total, the top-15 semiconductor companies’ sales dropped by 16% in 1Q19 compared to 1Q18, threepoints worse than the total worldwide semiconductor industry 1Q19/1Q18 decline of 13%. Illustrating theextreme volatile nature of the memory market, the Big 3 memory suppliers—Samsung, SK Hynix, andMicron, each registered year-over-year revenue declines of at least 26% in 1Q19 after each company
posted greater than 40% year-over-year growth one year earlier in 1Q18.

Thirteen of the top-15

companies had sales of at least $2.0 billion in 1Q19, one company less than in 1Q18. As shown, it took
over $1.7 billion in quarterly sales just to make it into the 1Q19 top-15 semiconductor supplier list.
There were two new entrants into the top-15 ranking in 1Q19, HiSilicon and Sony. As shown, Chinabased fabless IC supplier HiSilicon jumped up 11 spots in the ranking to 14th place on the back of a 41%
surge in year-over-year sales in 1Q19. Sony also posted a solid year-over-year sales increase of 14% in
1Q19 driven by its primary product line of image sensors.
The top-15 ranking includes one pure-play foundry (TSMC) and four fabless companies. If TSMC wereexcluded from the top-15 ranking, Taiwan-based fabless supplier MediaTek ($1,711 million) would havebeen ranked in the 15th position.
IC Insights includes foundries in the top-15 semiconductor supplier ranking since it has always viewed theranking as a top supplier list, not a marketshare ranking, and realizes that in some cases thesemiconductor sales are double counted. With many of our clients being vendors to the semiconductor
industry (supplying equipment, chemicals, gases, etc.), excluding large IC manufacturers like thefoundries would leave significant “holes” in the list of top semiconductor suppliers.

As shown in thelisting, the foundries and fabless companies are identified. In the April Update to The McClean Report,
marketshare rankings of IC suppliers by product type were presented and foundries were excluded fromthese listings.
Overall, the top-15 list shown in Figure 1 is provided as a guideline to identify which companies are theleading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.
Many of the major semiconductor companies’ have provided their sales guidance for 2Q19 as well as forthe full year, which will be presented and discussed in the May Update. Overall, the 2Q19 semiconductor
revenue expectations vary widely by company and currently span a range of 20 percentage points. As
COPYRIGHT © 2019 BY IC INSIGHTS, INC. ALL RIGHTS RESERVED.

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part of the May Update, IC Insights will also discuss its expectations for worldwide quarterly IC market
growth for the remainder of this year.

Report Details: The 2019 McClean Report
Additional details on current IC market trends are provided in the May Update to The McClean Report—AComplete Analysis and Forecast of the Integrated Circuit Industry. A subscription to The McClean Report
includes free monthly updates from March through November (including a 250+ page Mid-Year Update),and free access to subscriber-only webinars throughout the year. An individual-user license to the 2019
edition of The McClean Report is priced at $4,990 and includes an Internet access password. A multi-userworldwide corporate license is available for $7,990.
To review additional information about IC Insights’ new and existing market research products andservices please visit our website: www.icinsights.com

About IC Insights
IC Insights, Inc., based in Scottsdale, Arizona USA, is dedicated to providing high-quality, cost-effective market research forthe semiconductor industry. Founded in 1997, IC Insights offers coverage of global economic trends, the semiconductor
market forecast, capital spending and fab capacity trends, product market details, and technology trends, as well ascomplete IC company profiles and evaluations of end-use applications driving demand for ICs.
Web Site: www.icinsights.com • Phone: +1-480-348-1133 • E-mail: info@icinsights.com

COPYRIGHT © 2019 BY IC INSIGHTS, INC. ALL RIGHTS RESERVED.

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