#ETOP05-0045 Exor Uniop ETOP05-0045 New Exor Uniop ETOP05-0045 Touch Screen New & Original 60 days warranty , ETOP05-0045 pictures, ETOP05-0045 price, #ETOP05-0045 supplier ——————————————————————- Ema...
AMD, MediaTek, Nvidia, and Qualcomm lead the growth with declines at Intel and Sony.
An increase of 23% would be the largest gain in the global Semiconductor market since 2010 when semiconductor sales soared 34% following the financial meltdown and global recession in 2008 and 2009.
A great majority of semiconductor companies—led by AMD, MediaTek, Nvidia, and Qualcomm—have been riding the wave of strong market growth this year.
These four fabless companies are deeply entrenched in the race to provide leading edge IC solutions for AI and ML applications, and 5G smartphones/infrastructure systems.
Figure 1 shows that AMD is expected to top the list with sales growth of 65% this year.
The company has been firing on all cylinders with marketshare gains in many segments, but particularly in processors used in data centre servers, where it has emerged as a leading supplier in this booming market.
In addition, AMD is serving mass markets for consumer PCs and game consoles.
IC Insights believes fabless MediaTek is on track to post revenue gains of 60% this year. MediaTek’s chips are found in some of the biggest brands of smartphones, TVs, and voice assistants, as well as in Chromebooks, fitness equipment, Wi-Fi routers, and many other systems.
MediaTek has established itself as a leader by providing 4nm-based, 5G technology in its chips for these applications. Throughout 2021, MediaTek increased its output of networking ICs to meet strong market demand and to help offset falling sales of mobile SoCs in 4Q21.
Nvidia is expected to post revenue growth of 54% in 2021. Nvidia was a pioneer in graphics processing units, or GPUs, that make video games more realistic. Since then, the company has expanded into artificial intelligence chips used in supercomputers, data centers, for drug development, weather and long-term climate change forecasting, and in driverless cars. Its chips are also widely used in Bitcoin mining applications. In 4Q21, a new growth driver emerged for its processors—the metaverse, an immersive, next-generation Internet platform.
Qualcomm is the biggest maker of chips that run smartphones. IC Insights forecasts its 2021 IC sales will jump 51%.
Even though Qualcomm is the world’s leading smartphone IC supplier, it is trying to reduce its dependence on smartphones and transition into higher-growth opportunities in automotive, wireless home broadband, and industrial applications.
In its most recent quarterly earnings outlook, Qualcomm gave an upbeat sales forecast for the next few years, fueled by growth in these new markets.
Combined, these top four growth companies are expected to increase their sales from $54.8 billion in 2020 to $85.4 billion in 2021, a surge of 56%.
Amazingly, the forecasted combined sales increase of $30.6 billion by these four companies this year would represent 31% of the $97.4 billion increase expected for the total worldwide IC market this year.
Further, it should come as no surprise that the major foundries (TSMC, UMC, GlobalFoundries, and SMIC) producing the ICs for the fabless companies are also forecast to register strong sales gains this year.
Of the 25 largest semiconductor companies, IC Insights forecasts 10 will increase their semiconductor revenue by more than 30% this year and 23 are expected to post double-digit gains.
What is utterly amazing, however, is that during a year when global semiconductor sales are forecast to rise 23%, semiconductor revenue at Intel—the world’s second-largest semiconductor supplier—is forecast to decline 1%.
Sony, the world’s 18th largest semiconductor supplier, expects to post a revenue decline of 3%.
One problem for Intel in 2021 has been the ongoing strain on IC supplies, which has limited laptop computer sales.
Intel says its partners have been unable to source enough components to build as many laptops as they’d like, which has reduced orders for Intel CPUs.
Meanwhile, Intel’s newly established IFS (Intel Foundry Service) group shipped its first wafers for revenue in 3Q21. Intel is betting mightily on its foundry service group becoming a critical part of its future sales. Shipping customers’ chips for revenue is an important first step in that process.
A similar story is behind the sales decline forecast at Sony. Shipments of Sony’s PS5 game console have not met targets in 2021 largely because of chip shortages due to the effects of Covid-19 infections in Southeast Asia.
With fewer consoles shipped, fewer game-consoles processors are needed. In 4Q21, Sony revealed it was in talks with TSMC to produce computer chips in Japan to ensure a steady supply.