Samsung becomes leader of semiconductor market, overtaking Intel

Samsung and Intel in semiconductor market
Vlad Galabov, senior analyst for data center compute and Intel semiconductor manufacturing, IHS Markit, reported that Samsung has overtaken Intel as the leader in the semiconductor industry in Q2 2017 in terms of its top-line revenue.

Intel remained the market leader in pure semiconductor revenue, generated by the sale of its own products.

IHS Markit calculates semiconductor revenue market share excluding the sale of components to third parties since the third party will be credited with the component sale into the merchant market.

Intel generated semiconductor revenue of $14.6 billion and Samsung mobilized $14.4 billion in Q2.

Samsung has achieved growth of 12 percent quarter-over-quarter and 58 percent year-over-year, driven by its memory business growing 15 percent quarter over quarter and 71 percent year over year.

Samsung makes over 80 percent of its revenue from memory integrated circuits (ICs). In Q3 2017, Samsung grew its revenue from memory by more than 16 percent quarter over quarter and 62 percent year over year.

Intel’s memory business is 6 percent of its overall revenue. Intel’s memory business rose 2 percent quarter over quarter and 37 year over year in Q3 2017.

Intel’s semiconductor revenue grew 9 percent quarter over quarter and 5 percent year over year to $15.9 billion in Q3 2017.

Intel’s semiconductor revenue growth could not compare to Samsung’s 15 percent quarter-over-quarter and 53 percent year-over-year semiconductor revenue growth, topping $16.5 billion in Q3 2017.

Samsung remained the global memory market leader and continued work on its long-term strategy — to provide the most advanced memory technology.

Demand from multiple market segments for both DRAM and NAND will remain healthy. Samsung will remain number one in semiconductor revenue in Q4 2017, growing 6 percent quarter over quarter and 49 percent year over year to $17.6 billion. Intel Q4 2017 semiconductor revenue will grow 2 percent quarter over quarter and 3 percent year over year to $16.2 billion.

Baburajan K