Feeds

Intel to retain top chip maker title on 04...

...but rivals are catching up fast

  • alert
  • submit to reddit

High performance access to file storage

Don't expect to see a major shake-up among the world's ten biggest chip makers this year, market watcher IC Insights forecast this week, but do anticipate lesser players to get ever closer to market leader Intel, the researcher warned.

Yes, the chip giant remains at the top of totem pole with calendar 2004 sales coming in at $30.05bn, up 11 per cent on 2003's total. The company has no cause for complacency, however. With growth less than half the top ten's total - 24 per cent - Intel growth rate is the lowest among all the top-ten players.

Take Samsung, still at number two in the chart, but set to show year-on-year revenue growth of 53 per cent, going from just over a third of Intel's revenue in 2003 to more than half in 2004: $15.93bn. The reason: surging DRAM and Flash sales, said IC Insights.

Other chip makers seeing solid growth were Infineon - which IC Insights reckons will move two places up the chart, from seven to five, displacing Toshiba and STMicroelectronics - Texas Instruments and TSMC, with anticipated revenue increases of 35 per cent, 32 per cent and 31 per cent, respectively.

To be fair, Infineon's lead comes more from currency exchange rate advantages than real-terms sales hikes. In its native euro, it is expected to see only 24 per cent growth, the researcher admitted.

Eighth-placed TSMC is the only foundry in the chart. Focusing solely on companies who design as well as make semiconductors excludes TSMC, allowing Philips to enter the top ten at number ten. It too is likely to benefit from the euro-dollar exchange rate in IC Insights' calculations, as is STMicro.

Overall, the top ten will grow 24 per cent in 2004, the researcher forecast, but that's below the industry-wide figure of 28 per cent, so for now at least, the big names are starting to lose their dominance.

 

IC Insights' Forecasted 2004 Top Ten Semiconductor Ranking
2004 Rank 2003 Rank Company 2004 Sales ($m) 2003 Sales ($m) Change
1 1 Intel $30,050 $27,030 11%
2 2 Samsung $15,930 $10,400 53%
3 3 Texas Instruments $10,885 $8250 32%
4 4 Renesas $9475 $7970 19%
5 7 Infineon $9365 $6925 35%
6 5 Toshiba $9030 $7355 23%
7 6 STMicro $8715 $7170 22%
8 8 TSMC $7665 $5855 31%
9 9 NEC $6660 $5605 19%
10 10 Freescale $5650 $4630 22%
    Total $113,425 $91,910 24%

Related stories

Intel is killing Itanium one comment at a time
Intel prepares to kill off last few 130nm P4s
Intel CEO touts 'much improved' H1 '05 growth
Intel's Barrett looks for chip sales growth in '05
Nvidia signs Intel bus licence deal
Elpida offers 800MHz 1Gb DDR 2 chip
Chip trade body revises 2004 sales downward

High performance access to file storage

More from The Register

next story
Seagate brings out 6TB HDD, did not need NO STEENKIN' SHINGLES
Or helium filling either, according to reports
European Court of Justice rips up Data Retention Directive
Rules 'interfering' measure to be 'invalid'
Dropbox defends fantastically badly timed Condoleezza Rice appointment
'Nothing is going to change with Dr. Rice's appointment,' file sharer promises
Cisco reps flog Whiptail's Invicta arrays against EMC and Pure
Storage reseller report reveals who's selling what
Bored with trading oil and gold? Why not flog some CLOUD servers?
Chicago Mercantile Exchange plans cloud spot exchange
This time it's 'Personal': new Office 365 sub covers just two devices
Redmond also brings Office into Google's back yard
Just what could be inside Dropbox's new 'Home For Life'?
Biz apps, messaging, photos, email, more storage – sorry, did you think there would be cake?
IT bods: How long does it take YOU to train up on new tech?
I'll leave my arrays to do the hard work, if you don't mind
prev story

Whitepapers

Securing web applications made simple and scalable
In this whitepaper learn how automated security testing can provide a simple and scalable way to protect your web applications.
Five 3D headsets to be won!
We were so impressed by the Durovis Dive headset we’ve asked the company to give some away to Reg readers.
HP ArcSight ESM solution helps Finansbank
Based on their experience using HP ArcSight Enterprise Security Manager for IT security operations, Finansbank moved to HP ArcSight ESM for fraud management.
The benefits of software based PBX
Why you should break free from your proprietary PBX and how to leverage your existing server hardware.
Mobile application security study
Download this report to see the alarming realities regarding the sheer number of applications vulnerable to attack, as well as the most common and easily addressable vulnerability errors.