Specifically, in 2017, the total sales of the world’s top ten analog IC suppliers reached US$32.3 billion, an increase of 14% compared to US$28.4 billion in 2016. Market share increased by 2%. To be precise, of these ten suppliers, eight suppliers contribute 10% of the overall analog IC market.
In terms of specific vendor rankings, TI continued to lead the 2017 analog IC market with US$9.9 billion in sales and 18% of the market share. Compared with 17% of market share in 2016, TI increased 1%. In terms of sales, TI last year Sales increased by $1.4 billion, a year-on-year increase of 16%, and market share was more than double that of Analog Devices, the second largest analog IC supplier in 2016.
According to IC Insights, TI’s IC sales were $13 billion in 2017, total semiconductor sales were $13.9 billion, analog ICs accounted for 76% of its total sales, and accounted for 71% of its total semiconductor sales.
With regard to why it has such a large market advantage, IC Insights thinks that it is mainly due to TI being one of the first analog IC companies to produce products on 300mm wafers.
TI believes that each bare chip can increase its cost advantage by 40% compared to the traditional use of 200mm wafers for manufacturing analog ICs on 300mm wafers.
Therefore, it is not difficult to find that in 2017, half of TI's analog IC sales came from 300mm wafers.
Looking at Analog Devices, the second-ranking analog IC supplier, the company’s sales of analog ICs in 2017 increased by 14% to US$4.3 billion. Among them, ADI’s major revenues in 2016 and 2017 included Part of Linear. ADI acquired Linear in the first quarter of 2017 for US$15.8 billion.
NXP was the only company with sales decline in the top ten analog IC suppliers last year. The IC Insights report believes that part of the reason for the decline is that the company sold its Standard Products division for US$2.75 billion to Jianguang. Assets and the Chinese investment consortium consisting of private equity fund Wise Road Capital. The transaction was completed in February 2017. After the acquisition, the division was renamed Nexperia (Austem semiconductor), headquartered in the Netherlands.
Finally, it is worth noting that among the top ten analog IC companies, ON Semiconductor achieved explosive growth in 2017, with sales growth of 35%, reaching US$1.8 billion, and a market share of 3%.
In 2016, ONSIMUS sales also increased by 16%. It is not difficult to find that in the past two years, ON Semiconductor has maintained a strong growth momentum. The main reason for this increase is that ON Semiconductor took over in September 2016. The $2.4 billion acquisition of Fairchild, this acquisition greatly boosted the development of ON Semiconductor's analog IC business. In particular, ON Semiconductor's power management products for the automotive market are widely used for active safety, powertrain, body electronics and Lighting applications and other fields.