삼성, 인텔 제치고 2021년2분기 최대 반도체 업체 등극

2021.08.19

'메모리 호황' 삼성, 인텔 넘어 반도체 1위…다음은 파운드리 승부 (edaily.co.kr)

https://www.icinsights.com/news/bulletins/Samsung-Passes-Intel-To-Become-Worlds-Largest-Semi-Supplier-In-2Q21/

 

Samsung Passes Intel to Become World’s Largest Semi Supplier in 2Q21

삼성전자는 인텔을 제치고 2021년2분기 세계 최대 반도체 공급업체가 되었다.

 

Top-10 semiconductor suppliers post 10% jump in 2Q21/1Q21 sales.

2021년 상반기 세계 10대 반도체업체 매출은 10% 증가했다.

 

IC Insights released its August Update to the 2021 McClean Report this month, which includes a review of the top-25 semiconductor sales leaders for 2Q21. The top-10 suppliers for 2Q are covered in this research bulletin.

Semiconductor sales include ICs and optoelectronics, sensors, and discretes (O-S-Ds).  The top-10 semiconductor sales leaders for 2Q21 are shown in Figure 1. The list includes six suppliers headquartered in the U.S., two in South Korea, and two in Taiwan and consists of four fabless companies (Qualcomm, Nvidia, Broadcom, and MediaTek) and one pure-play foundry (TSMC).

It took $4.3 billion in semiconductor sales to be ranked as a top-10 semiconductor supplier in 2Q21.  Collectively, these 10 suppliers saw their 2Q21 sales rise 10% to $95.5 billion, outpacing the 8% growth for the total semiconductor industry.

 

 

Driven by surging demand and rising prices for DRAM and flash memory, Samsung, the world’s largest memory supplier, saw its total semiconductor sales increase 19% in 2Q21 to $20.3 billion, moving it past Intel and into first place to become the world’s largest semiconductor supplier for 2Q21 (Figure 2).  

삼성의 2분기 매출은 1분기대비 19% 증가한 203억달러에 달했다.

 

Samsung was previously ranked as the top semiconductor supplier through much of 2017 and 2018 when the memory market experienced its last cyclical upturn.  And, the company last enjoyed quarterly sales in excess of $20.0 billion in 2018 during the peak of the previous memory upturn.  Demand for memory ICs is forecast to continue

this quarter with Samsung’s semiconductor sales projected to rise another 10% to $22.3 billion in 3Q21,

further widening its lead over Intel.

 

삼성전자는 2017년과 2018년에도 세계 1위 반도체업체로 등극했었다.

그 당시에는 메모리 시장의 상승 사이클의 마지막 단계였고, 분기당 매출이 200억달러를 넘었었다.

메모리 시장의 수요는 2021년3분기에도 2분기대비 10%이상 증가한 223억달러에 달하면서

인텔과의 격차를 더 벌릴 것이다.

 

 

 

Also moving up in the 2Q ranking were Nvidia and MediaTek.  Nvidia’s 14% second quarter increase came on the strength of continued growth of the company’s important data center and gaming segments.   2분기 순위가 오른 업체는 엔비디아와 미디어텍이다. 엔비디아는 데이터센터와 게이밍 부문에서 지속적인 성장으로 2분기 매출이 14% 증가하였다. Meanwhile, MediaTek’s sales increased 17% in 2Q21, continuing an impressive sales upturn driven by strong demand for 5G smartphones and consumer multimedia systems that first ramped up during the Covid-19 virus pandemic in 2020. 미디어텍은  2분기 매출이 17% 증가했는데, 이는 코비드19 사태로 증가한 소비자 멀티미디어 시스템과 5G 스마트폰 수요 증가 때문이었다. Memory suppliers SK Hynix and Micron also enjoyed strong quarterly sales increases of 21% and 16%, respectively, though their positions in the top-10 remained unchanged. Meanwhile, sales at Intel, TSMC, and Qualcomm grew by a rather unremarkable 3% in 2Q21, and Broadcom’s sales increased only 1%.  Intel’s semiconductor sales were $19.3 billion in 2Q21, far greater than most others but its 3% growth rate was far smaller than some of its key rivals. (AMD was ranked just outside the top 10 list with sales that increased 12% in 2Q21). The top-10 semiconductor companies’ also released their sales guidance for 3Q21 and these figures are presented in the August Update.  Among the top-10 companies, 3Q21 sales expectations range from -3% at Intel to +12% for Qualcomm.  These expectations continue to support IC Insights’ forecast for at least a 23% increase in the worldwide semiconductor market this year. Report Details:  The 2021 McClean Report The 2021 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry was released in January 2021. A subscription to The McClean Report includes free monthly updates from March through November (including a 180+ page Mid-Year Update), and free access to subscriber-only pre-recorded webcasts through November.  An individual user license to the 2021 edition of The McClean Report is available for $5,390 and a multi-user worldwide corporate license is available for $8,590.  The Internet access password and the information accessible to download will be available through November 2021. https://www.icinsights.com/services/mcclean-report/pricing-order-forms/

 

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