IC Insights: AMD leads the growth of the semiconductor industry in 2021
IC Insights recently released a new report covering the top 17 semiconductor companies in 2021. It is estimated that each of these companies will have sales of more than $10 billion in 2021, and the total sales will reach $460 billion, of which the top three Samsung, Intel, and TSMC will add up to about $210 billion.
Compared to 2020, the total sales of these semiconductor companies are expected to increase by 26%, which is one percentage point higher than the previous forecast. Among them, AMD, MediaTek, Nvidia, and Qualcomm will have sales growth of more than 50% this year. AMD has the highest growth rate, reaching 65%, and sales have increased from $9.7 billion in 2020 to $16 billion in 2021. Driven by the Arm architecture and 5G products, MediaTek’s growth rate has reached 60%.
Samsung’s sales in 2021 are expected to reach approximately $83.1 billion, $7.5 billion higher than Intel’s, and it will become the world’s largest semiconductor supplier in 2021. In fact, from the second quarter of 2021, Samsung replaced Intel, which ranked first last year and began to lead the way. As the DRAM and NAND flash memory markets show strong growth in 2021, Samsung is expected to increase its sales by 34% in 2021.
Thanks to the high global demand for semiconductors, the industry has developed vigorously, but not all companies have performed well. Intel is the only company in the top 17 with negative growth, and sales are expected to fall by 1% in 2021. Intel is currently facing long-term supply problems, and products using 10nm and 7nm process nodes have been delayed. Although Alder Lake has a good performance, it will take some time and effort to solve the long-standing problems.
