Semiconductor industry forecast sees huge gains for AMD, losses for Intel and Sony

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Semiconductor market research firm IC Insights released its November update, which ranks the top 25 semiconductor companies based on expected year-over-year sales, and also includes forecasts for the future. In its ranking of the top 25 companies based on expected sales, AMD leads the way with expected 65% year-over-year growth, thanks to its strong product line for both its GPUs and processors. , as well as the gains made in the data center business with its Epyc processors. In 25th place is Sony, which is expected to show a slight decline in activity at -3 percent, with Intel just above at -1 percent. The two tech giants were the only companies on the list to post negative performance expected for the year.

Overall, the report paints a bright picture for the industry as a whole, with expected annual growth of 23%. He notes that this strong growth is due to several factors: the changing habits caused by the pandemic and its rebound, a 20% increase in semiconductor shipments and an average selling price (ASP) of 3% more raised. The report highlights the fact that such growth has not been recorded in the industry since 2010, when it increased by 34% following the economic recession of 2008/2009.

Top 25 IC Insights Companies by Projected Sales (Image: IC Insights)

As for Intel and Sony, the report describes that the performance expected from these two behemoths in the midst of a boom period is “quite incredible”, but that doesn’t mean that in a good way. He notes that Intel, which is the world’s second-largest semiconductor supplier, faces several challenges, the main ones being persistent supply chain issues. This has resulted in reduced sales of Intel laptops, as its partners have not been able to get all the parts they need from their suppliers. The report says Intel is not standing still, however, as its Intel foundry department has just started shipping chips to paying customers, and the company hopes this new business unit will become a significant revenue stream in the years to come. .

Sony’s ranking is also the result of supply chain issues, according to the report. He notes that the company has not been able to manufacture enough Playstation 5 game consoles due to a shortage of parts, resulting in lower than expected revenues. In addition, it was also previously reported that Sony is looking to partner with TSMC for a joint venture that will hopefully alleviate some of the pressure on chip supplies and also help protect the company in the event of disruption. futures. However, this facility will not go live until 2024 at the earliest, by which time we hope to have overcome current issues affecting the global supply chain.

The first four on the list are completed by all the “factory-less” companies that outsource the production of silicon wafers that make chips the heart of their products. Tech giants Mediatek, Nvidia and Qualcomm sit just below AMD, all of which are expected to post gains of over 50% for the year, which is indeed impressive. Nvidia’s appearance at the top of this list is no surprise, as it just reported record third quarter revenue.

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