The latest ranking of the world's top ten analog IC manufacturers is released! TI reigns in first place with strongest Skyworks growth
Analog ICs remain a key component in almost all digital-centric systems today. Consumer, computing, communications, automotive, and industrial/medical systems rely on analog devices to manage power consumption and help extend the battery life of portable devices.?
From May to June every year, IC Insights will summarize the sales ranking of global analog IC manufacturers in the previous year according to the financial reports of major companies.
On June 2, IC Insights released a list of the top 10 suppliers for analog IC sales revenue in 2020. These 10 companies had combined analog IC sales of $35.4 billion, accounting for 62% of the total analog IC market of $57 billion last year, the same share as in 2019.
Among them, Skyworks Solutions will have the strongest sales growth in 2020, with the top 10 suppliers collectively accounting for 62% of total simulated sales.
With $10.9 billion in analog sales and a 19% market share, Texas Instruments maintains its strong position as a leading supplier of analog equipment in 2020. Compared to 2019, TI's analog sales increased by approximately $0.65 billion or 6%. Texas Instruments' analog revenue in 2020 accounts for 80% of its $13.6 billion integrated circuit sales and 75% of its $14.5 billion semiconductor revenue.
In 2020, about half of TI's analog devices will be manufactured on 300mm wafers. The company has previously said that manufacturing analog ICs on 300mm wafers reduces the cost of unpackaged components (die-level) by 40% compared to production using 200mm wafers. According to TI, the cost of a fully packaged and tested IC manufactured on a 300mm wafer is about 20% lower than that of an IC manufactured in a 200mm fab.
With such significant cost savings, TI announced plans to build a new 300mm fab in Richard, Texas, to support future analog IC growth. The new facility will be located next to its existing 300mm RFAB facility. Executives at Texas Instruments hinted last year that the plant could begin production in 2022.
Second-ranked ADI, analog IC sales fell 1% to $5.1 billion in 2020, accounting for 9% of the market share. ADI says its analog devices, including many it acquired through its 2017 acquisition of the company, address opportunities "from sensors to the cloud, from DC to 100 GHz and above, and from nanowatts to kilowatts. ADI claims to have more than 125,000 customers worldwide. Its 2020 sales are split by end application into industrial (53%), communications (21%), automotive (14%) and consumer (11%).
ADI acquired Meixin in July last year. This time, the turnover of the two companies is still counted separately. If Meixin's revenue is merged, ADI's total revenue last year will reach 7.1 billion US dollars.
Skyworks Solutions jumped to third place in the 2020 ranking. Skyworks focus on front-end modules and power amplifiers for mobile phones and smartphones, highly integrated SiP and SoC devices for wireless infrastructure, power management chips, precision analog components, WiFi connectivity modules and ICs, and smart energy ICs for ZigBee and Bluetooth applications.
Skyworks pointed out that its extraordinary growth in 2020 was mainly due to the increase in overall demand for wireless connectivity products and the beginning of the technology upgrade cycle including 5G and Wi-Fi 6 solutions. In addition, the average device usage per device for these next-generation solutions has increased. The company said its devices are part of 5G smartphone launches from Samsung, Oppo, Vivo, Xiaomi and other tier-one vendors.
Europe's top three IC suppliers-Infineon, ST and NXP-are among the top 10 analog suppliers for 2020. Together, they account for 17% of the global market share, one point less than in 2019. Infineon was the top-ranked European analog supplier, with sales up 2 percent to $3.8 billion. Infineon's position in automotive (41% of 2020 sales) and power/sensor systems (31% of 2020 sales) applications continues to grow. Industrial power control (16%) and networked security (11%) are its other major end-use applications.
ST ranked fifth, with analog IC sales falling 1% to $3.3 billion (6% market share), while NXP ranked sixth with sales of $2.5 billion (4% market share). ST's analog ICs focus on motion control (motor driver ICs and high voltage driver ICs), automation (smart power switching) and energy management (power line communication ICs) applications. A key growth area for NXP is automotive, where sales of analog ICs are an important part of emerging systems such as lidar, vehicle networks and 5G.
Tender Letter of Guangdong Fenghua Core Electric Technology Co., Ltd.
Semiconductor wafer production capacity is in short supply, coupled with the tight automotive chips, resulting in the back-end sealing capacity burst. Semiconductor production capacity is in short supply, capacity plug explosion situation from wafer foundry extended to the packaging and testing industry, the original tight supply of packaging materials is not enough, delivery time and price increase, affecting the packaging and testing capacity, IC designers must ensure the packaging and testing capacity through price increases or signing long contracts.