According to the latest IC Insight report, based on revenue, Samsung Electronics has regained its position as the largest semiconductor manufacturer in the second quarter of 2021. Macleans Report, It investigated the state of the semiconductor industry in multiple fields.
Compared with the first quarter of 2021, the South Korean company’s overall IC sales increased by 19%, achieving total sales of US$20.29 billion in the April-June period alone. Among them, 19.26 billion US dollars came from integrated circuit (IC) sales, and the remaining 1.03 billion US dollars came from optoelectronics, sensors, and discrete (OSD) sales.
On the other hand, Intel achieved a small 3% chain-over-quarter (quarter-over-quarter) growth, resulting in chip sales reaching $19.3 billion.For reference, compared with Intel, AMD, which is generally considered to have a competitive CPU portfolio, brings Pitiful 3.85 billion US dollars.
Interestingly, IC Insights has foreseen this transformation in the semiconductor kingdom Come back in may -Although both Intel and Samsung are nearly $3 billion higher than market analyst reports.
According to today’s report, Samsung’s top spot is mainly due to the increase in ASP (average selling price) of NAND and DRAM, which has a significant mass advantage over Intel, which does not produce RAM. The last time Samsung became a top manufacturer was in the third quarter of 2018-again thanks to the strong performance of NAND and DRAM in the context of market shortages. Today, the reasons for shortages and increased demand are slightly different-but the results seem to be the same.
However, Intel is still the de facto king of the hill of semiconductor companies-Intel has firmly occupied the position of the top semiconductor manufacturer for 23 years from 1993 to 2016, and still maintains the crown of logic production.
The McClean report further listed the top ten companies in the semiconductor field, which showed that TSMC ranked third with a revenue of $13.31 billion, an increase of 3% from the previous quarter. Finally, in addition to the importance of NAND manufacturing and market pricing to the bottom line of many manufacturers, Sk Hynix ranked fourth with the highest quarter-on-quarter revenue growth: a quarter-on-quarter increase of 21%, the highest ranking among the top 10 suppliers, to 9.21 billion US dollars.