Feeds

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

...but rivals are catching up fast

  • alert
  • submit to reddit

Boost IT visibility and business value

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

The essential guide to IT transformation

More from The Register

next story
The Return of BSOD: Does ANYONE trust Microsoft patches?
Sysadmins, you're either fighting fires or seen as incompetents now
Microsoft: Azure isn't ready for biz-critical apps … yet
Microsoft will move its own IT to the cloud to avoid $200m server bill
Oracle reveals 32-core, 10 BEEELLION-transistor SPARC M7
New chip scales to 1024 cores, 8192 threads 64 TB RAM, at speeds over 3.6GHz
Docker kicks KVM's butt in IBM tests
Big Blue finds containers are speedy, but may not have much room to improve
US regulators OK sale of IBM's x86 server biz to Lenovo
Now all that remains is for gov't offices to ban the boxes
Gartner's Special Report: Should you believe the hype?
Enough hot air to carry a balloon to the Moon
Flash could be CHEAPER than SAS DISK? Come off it, NetApp
Stats analysis reckons we'll hit that point in just three years
prev story

Whitepapers

5 things you didn’t know about cloud backup
IT departments are embracing cloud backup, but there’s a lot you need to know before choosing a service provider. Learn all the critical things you need to know.
Implementing global e-invoicing with guaranteed legal certainty
Explaining the role local tax compliance plays in successful supply chain management and e-business and how leading global brands are addressing this.
Build a business case: developing custom apps
Learn how to maximize the value of custom applications by accelerating and simplifying their development.
Rethinking backup and recovery in the modern data center
Combining intelligence, operational analytics, and automation to enable efficient, data-driven IT organizations using the HP ABR approach.
Next gen security for virtualised datacentres
Legacy security solutions are inefficient due to the architectural differences between physical and virtual environments.