Intel still the world's top semiconductor company, AMD climbs to 11th place

[midian182]

In brief: Despite increased competition from the likes of AMD and Apple, Intel remains the world’s number one semiconductor company in terms of revenue. Chipzilla was the only name in the top 15 that saw a year-over-year decline (-4%), but its $18.676 billion sales figure was still over two billion dollars more than what second-place Samsung managed.

IC Insights’ report on the semiconductor industry’s first-quarter of 2021 shows that the top 15 firms' sales were up 21% year-on-year; were it not for Intel’s decline, that figure would have been 29%. The thirteen companies sitting behind team blue all saw double-digit YoY increases, whereas Intel dropped from $19.5 billion in Q1 2020 to $18.676 billion in Q1 2021. The unprecedented demand for electronic consumer goods is reflected in the market’s yearly rise.

Lying in second place is Samsung. The Korean giant saw its sales rise 15% to $16.152 billion, while TSMC took the third position with a 25% jump to $12.911 billion.

The company with the largest yearly increase, and a new entry in the top 15, is AMD. Its $3.445 billion in sales marks a 93% YoY rise, securing Lisa Su’s firm the 11th position—seven places higher than its Q1 2020 ranking. AMD has been challenging Intel since the launch of its first Ryzen CPUs, though Su warned there’s still more work to do. The CEO recently said the company would be prioritizing its high-end processors over budget offerings in light of the chip shortage.

IC Insights notes that the list includes eight suppliers headquartered in the U.S., two each in South Korea, Taiwan, and Europe, and one in Japan. There are six fabless companies—Qualcomm, Broadcom, Nvidia, MediaTek, AMD, and Apple—while TSMC is the sole pure-play foundry.

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https://www.techspot.com/news/89825-intel-world-top-semiconductor-company-amd-climbs-11th.html

 

[VitalyT]

I bet most of the revenue comes from the iron-clad contracts with major corporations, to be exclusive chip supplier, without any way out, except to let the contract expire after some years.

Intel basically fixed the market, to assure that nothing can stop the profits, even the complete lack of any technological progress on their part.

 

[neeyik]

I bet most of the revenue comes from the iron-clad contracts with major corporations, to be exclusive chip supplier, without any way out, except to let the contract expire after some years.

Intel basically fixed the market, to assure that nothing can stop the profits, even the complete lack of any technological progress on their part.

Nearly 60% of Intel's revenue comes from their Client Computing Group, which is dominated by their desktop and mobile CPUs, but also includes PCH, ethernet, modem, and WiFi chips; Optane memory and DSG GPUs also slots into this group. If one ignores the latter two, almost all of the others can be found in laptops, notebooks, 2-in-1s, etc, even if they're 'AMD' models.

While Intel certainly has steady contracts with the largest of these vendors (e.g. Dell, HP, Asus, etc), but altough it was just the CCG that increased in revenue, compared to Q1 FY2020, and all the rest decreased (Data Center Group dropped by 20%), Intel pointed out a 54% YoY increase in notebook platforms. There's clearly no shortage of vendors churning out countless laptops.

 

[R00sT3R]

Pointless list.

ARM isn't on it, yet it has more of its silicon designs out there and in use than any of the others.

In fact, how many of those on the list would even be on it, if their ARM related designs, weren't included in their revenues.

 

[neeyik]

Pointless list.

ARM isn't on it, yet it has more of its silicon designs out there and in use than any of the others.

Given that the list is about discrete chip sales and not IP licencing (I.e. it's an IC manufacturing ranking), there's no reason why Arm should be on the list.

In fact, how many of those on the list would even be on it, if their ARM related designs, weren't included in their revenues.

Most of them would still be on the list, as it's really only Qualcomm that exclusively designs Arm-based chips. The likes of Apple, for example, would still be there, albeit much lower down the list, because they have their own designed products.

 

[umbala]

Pointless list.

ARM isn't on it, yet it has more of its silicon designs out there and in use than any of the others.

In fact, how many of those on the list would even be on it, if their ARM related designs, weren't included in their revenues.

Pointless comment.

ARM does not manufacture any chips, period. So how can they be listed among chip manufacturers? The list shows many semiconductor products (CPUs, modems, wifi chips, and other ICs) each company manufactured. It's not a list of ARM vs x86.

So yeah, next time you try to sound smart make sure you actually know what you're talking about.

 

[QuantumPhysics]

AMD stock is definitely undervalued right now.

 

[alexnode]

Weird list.. tmsc and Samsung manufacture for everybody except Intel.

 

[nycitykpop]

This list isn't fair. It's like comparing apples to oranges. You cant compare INTEL to AMD by revenue because INTEL has it's own foundries whereas AMD uses TSMC's foundries. Revenue does not make you the worlds top semiconductor company. Using global marketshare would have been a better indicator than revenue.