Intel is set to get revenues worth $49.7bn from semiconductors in 2011, up 23% from $40.4bn in 2010, according to the HIS survey of IHS iSuppli Semiconductor Value Chain Service.
This will boost Intel’s market share to 15.9%, up from 13.2% in 2010. Intel managed to do this after it increased its lead over second-ranked Samsung by 6.5 percentage points.
Intel gets most of its semiconductor revenue from selling microprocessors (MPU) and NAND flash memory. These two are set to grow between 15 and 20% this year. Intel’s acquisition of Infineon Technologies also helped boost its revenues.
Samsung is benefitting from the growth of NAND memory segment in 2011. The South Korean electronics firm is also posting strong sales growth in other product lines like mobile applications processors, CMOS image sensors and display drivers. But it is losing out on the DRAM segment which may see 27% decline in total market revenue expected this year.
Texas Instruments, in also benefitted from the acquisition of National Semiconductor in 2011, which helped it to rise to displace Japan’s Toshiba as the world’s third-largest chip supplier. Its revenue is set to increase by 8.4% for the year.
Qualcomm will see its semiconductor revenue increase by 39.9% in 2011, thanks to its acquisition of Atheros Communications.
ON Semiconductor will be the largest beneficiary in this space with a growth of almost 50%. ON’s acquisition of Sanyo Semiconductor from Panasonic will boost it further. Sanyo will cede its position to Sanyo.
Hynix Semiconductor, Micron Technology and Elpida Memory will see their revenues fall by 14.2%, 17.3%, and 40.2% respectively.
