With expected semiconductor sales of $83 billion in 2021, Samsung will displace Intel in the top spot of 17 companies, or “megasuppliers,” expected to have greater than $10 billion sales in 2021. The list includes six fabless companies (Qualcomm, Nvidia, Broadcom, MediaTek, AMD, and Apple) and one pure-play foundry (TSMC).
The figures compiled by IC Insights look at companies’ forecasts of worldwide semiconductor (IC and OSD — optoelectronic, sensor, and discrete) sales of greater than $10.0 billion in 2021. These megasuppliers include nine suppliers headquartered in the U.S., three in Europe, two in Taiwan and South Korea, and one in Japan. Three semiconductor companies — AMD, NXP, and Analog Devices — are expected to join this noteworthy list in 2021.
In total, the megasuppliers’ sales are expected to jump by 26% in 2021 compared to 2020. Growth rates among the 17 companies are expected to range from AMD’s 65% to Intel’s -1%. Four companies — AMD, MediaTek, Nvidia, and Qualcomm — are forecast to post a sales gain of greater than 50% for 2021.
Samsung’s semiconductor sales are forecast to be nearly $83.1 billion in 2021, making it the largest semiconductor supplier this year. IC Insights said this is driven by a resurgent memory market and relatively flat sales results from Intel, enabling Samsung to once again replace Intel as the leading semiconductor producer beginning in 2Q21. With the DRAM market NAND flash markets showing strong growth in 2021, Samsung is forecast to register a 34% increase in 2021/2020 sales and open up a $7.5 billion lead over second-ranked Intel.
In order to make the year-over-year growth rate comparisons more reflective of actual growth, the sales figures include each company’s semiconductor sales from acquisitions in 2020 and 2021 regardless of when the acquisition was finalized.
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