The latest industry data shows that among the top four chip makers in the world, South Korea and the United States each have two seats.
IHS Markit announced on March 28 that in 2017, global semiconductor industry sales increased by 21.7% year-on-year to US$429.208 billion, the highest increase in 14 years. Official data showed that the US semiconductor and related electronic components index increased by 8.2% in February 2018 (Monthly increase of 2.1%) To 151.8 (2012 = 100, adjusted by seasonal factors), hit a record high since 1972, the highest annual increase since January 2015.
IHS Markit pointed out that Samsung Electronics (South Korea) replaced Intel (USA) in 2017 to become the new global semiconductor industry, with annual sales growth of 53.6% year-on-year to a record US$62.231 billion, accounting for 14.5% of the global chip market. Intel Corp., which has held its 25-year chip championship title, increased sales by 11.7% year-on-year to US$61.406 billion. Global sales accounted for 14.3%. Intel is celebrating its 50th anniversary in July 2018.
Another chip maker in South Korea, SK Hynix, ranked the top 20 among the top 20 companies in terms of revenue growth in 2017. Revenue increased by 81.2% year-on-year to US$26.638 billion, ranking the 5th from the 5th in market share.
So far this year (up to the close of March 28, 2018) stock price increase (25.22%) Micron Technology's 2017 revenue growth ranking at the top of the 30 constituents of the Philadelphia Semiconductor Index is second only to the top 20 manufacturers SK Hynix, an increase of 79.7% year on year to US$22.843 billion.
The 5-10th global semiconductor industry in 2017 was Broadcom Ltd., Qualcomm, Texas Instruments, Toshiba, NXP, and NVIDIA. Of the six vendors, NVIDIA had the highest revenue growth, 2017 It increased by 42.3% year-on-year to US$8.578 billion, ranking No. 10 in market share from No. 13 promotion.
IHS Markit pointed out that the memory IC is the industry category with the strongest growth, with an increase of 60.8% in 2017. DRAM and NAND both achieved the highest growth record in 10 years, and their sales increased by 76.7% and 46.6% respectively. Craig, Senior Director of Memory and Storage at IHS Markit Stice pointed out that although prices may drop significantly, the NAND market is still expected to hit the highest sales record in history this year.
According to CBS News report on March 23, according to UBS, the following US companies have the highest degree of dependence on the Chinese market (calculated on the basis of revenue):
Skyworks Solutions, Inc. (80%) Qualcomm (63%) Qorvo, Inc. (60%) Broadcom (52%) Micron (50%) Texas Instruments (43%) AO Smith Corp. (33%) Microchip Technology Inc. (31%) Amphenol Corp. (29%) Expeditors International of Washington, Inc. (27%) Xilinx, Inc. (25%) Intel (23%) Western Digital Corp. (22%) Corning Inc. (21%) Agilent Technologies, Inc. (20%) Avery Dennison Corp. (19%) Applied Materials (18%) NVIDIA Corp. (18%) Analog Devices, Inc. (16%) Mettler-Toledo International Inc.