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View Document RESEARCH BULLETIN MAY 11, 2015 TI Strengthens Analog Marketshare; Skyworks Gains from Apple’s Favor Top 10 suppliers accounted for 57% of analog sales in 2014; 9 of 10 top suppliers with analog sales greater than $1.0 billion. Texas Instruments was again the leading supplier of analog devices in 2014 with $8.1 billion in sales, and increased its MORE INFORMATION analog marketshare to 18%, according to rankings of top CONTACT suppliers of major IC product categories found in IC Insights’ Brian Matas April Update to The McClean Report 2015. The top 10 analog Vice President, Market Research IC suppliers accounted for 57% of total analog sales in 2014, Phone: +1-480-348-1133 up slightly from 56% in 2013. Among the top suppliers, six Email: [email protected] companies on the list had sales in excess of $2.0 billion and three others exceeded $1.0 billion in analog sales last year. (Renesas again fell short of the $1.0 billion mark.) Among the top suppliers, Skyworks Solutions (42%), NXP (21%), and Texas Instruments (13%) showed the strongest growth and outperformed the total analog market (9%) by the widest margins. O3'QD(2%E('F+2%:*%@;--FD357%RS4T !"#$% 0% 0% *+,-'(. !"#/ !"#$ &'() *1'(23 4'5)3671'53 # 839'7%:(765;,3(67 <=#>$ ?=#"$ #/0 #?0 ! @8 !=<<A !=?/B !0 B0 / :(CD(3+( !=AA" !=<<" >0 B0 $ E('F+2%G3HDI37 !=$"> !=B#A >0 B0 A @).J+5)7%@+F;6D+(7 #=?"< !=A<" $!0 B0 B 4'9D, !="AA !="/A K#0 $0 < LMN #=$/" #=</" !#0 $0 ? OD(3'5%83I1(+F+2. #=/#< #=$/< >0 /0 > PL%@3,D #=!/> #=!># $0 /0 #" &3(37'7% ><A >#" K<0 !0 !"#$%&'(()*()+,-./0,1(%"234+5($&3"$0, Figure 1 COPYRIGHT © 2015 BY IC INSIGHTS, INC. ALL RIGHTS RESERVED. 1 TI’s analog sales represented 62% of its total corporate revenue in 2014. Since the 1990s, TI has focused on increasing its presence in the analog market. In 2009, TI purchased 300mm manufacturing tools from defunct Qimonda and put them to use to build analog ICs, becoming the first company to manufacture analog devices on 300mm equipment. In 2010, TI acquired two wafer fabs operated by Spansion in Aizu- Wakamatsu, Japan, and it acquired a fully equipped 200mm fab in China from Cension Semiconductor Manufacturing in Chengdu. Both facilities were immediately put to use making analog ICs. In April 2011, TI acquired National Semiconductor—its rival in many analog markets—for $6.5 billion. TI is boosting its analog position by transferring more manufacturing to 300mm wafers in its newer RFAB and its older DMOS 6 fab. TI says the 300mm fabs will together help reduce its total production costs by up to 40%, increase its available manufacturing capacity substantially, and give it added flexibility to respond to customer demands. TI’s 2014 analog revenue was nearly 3x larger than second place ST, whose sales grew 2% in 2014. ST accounted for 6% marketshare. ST attributed its lower analog sales to softer equipment sales (computer, consumer, automotive, industrial) among its primary customers. Third-ranked Infineon and seventh- ranked NXP were two other European-headquartered companies ranked among the top 10 analog suppliers in 2014. Collectively, these three European suppliers accounted for 16% analog marketshare last year. Skyworks enjoyed a stellar year in which its analog sales increased 42% mostly due to strong worldwide smartphone sales. Skyworks Solutions makes analog and mixed signal semiconductors for Apple, Samsung, and other suppliers of mobile devices. Multiple power amplifier components from Skyworks are found in Apple’s iPhone 6 models. It has been estimated that Skyworks supplies $4 worth of content from every new iPhone 6 handset. While Skyworks is heavily focused in mobile, CEO David Aldrich has said the company's technology is "a conduit into the Internet of Things.” In 2015, the company said it would look to the automotive, home, and wearable markets to expand its presence in applications linked to the Internet of Things. Analog ICs like audio amplifiers, op amps, are analog switches are key components and building blocks for creating innovative wearable applications. Skyworks’ wireless technology is used in some General Electric healthcare equipment, and the company recently sealed a deal to supply high-performance filter solutions to Panasonic devices. Analog Devices purchased smaller rival Hittite Microwave in mid-2014, a company that specialized in devices for RF and signal-conversion applications. ADI’s analog sales grew 9% last year. ADI is expected to provide devices that enable the 3D/Force Touch feature—currently available on the Apple Watch—to the iPhone 6s that is due out in the second half of 2015 and new generations of the iPad. The Force COPYRIGHT © 2015 BY IC INSIGHTS, INC. ALL RIGHTS RESERVED. 2 Touch feature uses tiny electrodes to distinguish between a light tap and a deep press to trigger contextually specific controls. Report Details: The 2015 McClean Report Further details on semiconductor sales rankings by company for 2014, are included in the April Update to The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry. A subscription to The McClean Report includes free monthly updates from March through November (including a 250+ page Mid-Year Report), and free access to subscriber-only webinars throughout the year. An individual- user license to the 2015 edition of The McClean Report is priced at $3,590 and includes an Internet access password. A multi-user worldwide corporate license is available for $6,590. To review additional information about IC Insights’ new and existing market research products and services please visit our website: www.icinsights.com About IC Insights IC Insights, Inc., based in Scottsdale, Arizona USA, is dedicated to providing high-quality, cost-effective market research for the semiconductor industry. Founded in 1997, IC Insights offers coverage of global economic trends, the semiconductor market forecast, capital spending and fab capacity trends, product market details, and technology trends, as well as complete IC company profiles and evaluations of end-use applications driving demand for ICs. Web Site: www.icinsights.com • Phone: +1-480-348-1133 • E-mail: [email protected] COPYRIGHT © 2015 BY IC INSIGHTS, INC. ALL RIGHTS RESERVED. 3 .
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