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Texas Instruments remains top with 18% marketshare, while Infineon moves into 3rd place
Time: 2019-05-15  |    |  15

TI’s 2018 analog sales rise to $10.8 billion; Infineon moves into third position, ST posts strongest annual increase as top-10 suppliers collectively account for 60% of total analog market. The 10 largest suppliers of analog ICs accounted for 60% of worldwide analog sales last year, or USD 36.1 billion, compared to nearly 61% in 2017, or about USD 33.0 billion, according to IC Insights’ 2018 rankings of leading semiconductor companies. 

 

With analog sales of USD 10.8 billion and 18% marketshare, Texas Instruments maintained its firm grip as the world’s leading supplier of analog devices. TI’s 2018 analog sales increased USD 0.9 billion and were nearly twice those of second-ranked Analog Devices and more than 10x those of tenth-ranked Renesas, one of two companies among the top 10 to experience a decline in analog sales. TI’s 2018 analog revenue accounted for 78% of its USD 13.9 billion in IC sales and 72% of its USD 14.9 billion total semiconductor revenue, writes market researcher IC Insights in their latest report.

 

Leading Analog IC suppliers (USD million)
Rank 2018 Company 2017 2018 Change Marketshare
1 Texas Instruments 9,900 10,801 9% 18%
2 Analog Devices* 5,159 5,505 7% 9%
3 Infineon 3,355 3,810 14% 6%
4 Skyworks Solutions 3,710 3,686 -1% 6%
5 ST 2,551 3,208 26% 5%
6 NXP 2,415 2,645 10% 4%
7 Maxim 2,025 2,125 5% 4%
8 ON Semi* 1,800 1,990 11% 3%
9 Microchip* 1,140 1,389 22% 2%
10 Renesas* 915 900 -2% 1%

 

TI primarily targets industrial applications (36% of 2018 revenue), personal electronics (23% of 2018 revenue), and automotive applications (20% of revenue) with its analog products. All three are highly profitable and afford it the best opportunities for future growth, the company said. It is worth noting that industrial and automotive applications represented 56% of TI’s revenue in 2018, up from 42% just five years ago.  Maintaining second place in the analog ranking was ADI, which registered a 7% increase in analog IC sales to USD 5.5 billion in 2018. Revenue numbers shown for ADI include sales from Linear Technology, which ADI acquired in 1Q17 for USD 15.8 billion in cash and stock. No single customer accounted for more than 10% of ADI’s 2018 sales. More recently, ADI’s largest customer was Apple, Inc., which accounted for 14% and 12% of total revenue in 2017 and 2016, respectively. 

 

Each of Europe’s three major IC suppliers was a top-10 analog supplier in 2018. Collectively, the three companies accounted for 15% of global analog marketshare. Climbing up one position into third place was Infineon, which grew its analog sales 14% to USD 3.8 billion and accounted for 6% marketshare. Infineon continues to expand its presence in automotive (43% of 2018 sales) and power management (31% of 2018 sales) applications. Industrial power control (17%) and chip card and security (9%) rounded out its other major end-use applications.  ST’s analog sales jumped 26%—highest among the top 10 analog suppliers—to USD 3.2 billion (5% marketshare). Much of ST’s analog IC sales target motion control (motor driver ICs and high-voltage driver ICs), automation (intelligent power switches), and energy management (powerline communication ICs) applications.

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