Qualcomm, designers of the highly popular Snapdragon series of chipsets plus a wide variety of wireless tech, is the fastest-growing semiconductor company according to Gartner. The two companies at the top, Intel and Samsung, were both affected by stagnation in the market in 2012.
Intel’s revenue slipped 3.1% year over year, but the company retained its leadership position for the 21st year in a row. Market share dropped a hair to 16.4% (down from 16.5%).
Samsung’s DRAM and NAND markets took a hit, but other segments picked up and the South Korean company managed a 3.1% year over year growth.
Qualcomm jumped into third position, up from 6th, with a massive 31.8% growth in revenue. That’s 18.2% better than analysts’ expectations. The company displaced Toshiba, who ranked fifth with a revenue decline of 9.8%.
Rank 2011 |
Rank 2012 |
Vendor |
2011 Revenue |
2012 Revenue |
2011-2012 Growth (%) |
2012 Market Share (%) |
1 |
1 |
Intel |
50,669 |
49,089 |
-3.1 |
16.4 |
2 |
2 |
Samsung Electronics |
27,764 |
28,622 |
3.1 |
9.5 |
6 |
3 |
Qualcomm |
9,998 |
13,177 |
31.8 |
4.4 |
4 |
4 |
Texas Instruments |
11,754 |
11,111 |
-5.5 |
3.7 |
3 |
5 |
Toshiba |
11,769 |
10,610 |
-9.8 |
3.5 |
5 |
6 |
Renesas Electronics |
10,650 |
9,152 |
-14.1 |
3.1 |
8 |
7 |
SK Hynix |
9,388 |
8,965 |
-4.5 |
3.0 |
7 |
8 |
STMicroelectronics |
9,635 |
8,415 |
-12.7 |
2.8 |
10 |
9 |
Broadcom |
7,160 |
7,846 |
9.6 |
2.6 |
9 |
10 |
Micron Technology |
7,643 |
6,917 |
-9.5 |
2.3 |
Others |
151,343 |
146,008 |
-3.5 |
48.7 |
||
Total Market |
307,773 |
299,912 |
-2.6 |
100.0 |
Other than Qualcomm, only NXP managed to beat analysts’ expectations by over 10%. There are several companies that performed worse than expectations by over 10% too: Freescale, STMicroelectronics (who recently put an end to ST-Ericsson) and AMD.
Overall, Gartner gauged that the semiconductor industry declined 2.6% in total revenues in 2012 compared to 2011.
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