Infineon eclipses ST in industrial chip vendor ranking
Analog Devices jumped from fifth place to second with sales in 2017 of about $2.8 billion but was still a way behind market leader Texas Instruments with annual sales in excess of $5 billion. The acquisition by ADI boosted market shares in multiple markets including factory automation, military aerospace, video surveillance, test and measurement, medical, and power and energy applications.
STMicroelectronics was overtaken in the ranking by European rival Infineon Technologies allowing Infineon to maintains its fourth rank and seeing ST drop from third to fifth.
These movements happened while global industrial semiconductor revenues grew by 11.8 percent to reach more than $49.1 billion in 2017. The sector is expected to grow at a compound annual growth rate (CAGR) of 7.1 percent through 2022.
Optical semiconductors delivered excellent performance, due to the continued strength of the general LED lighting market. Power discretes demand has ramped up in industrial motor drives, EV chargers, PV inverters, traction and lighting equipment. General purpose analog has a strong five-year growth in various industrial markets, especially in factory automation, power and energy, and lighting. Microcontrollers (MCUs) are also projected to experience broad-based growth in the long term, thanks to advances in power efficiency and integration features.
Next: European ressurgence
While the traditionally strong US and Chinese markets provided most of the demand a European resurgence provided a strong tailwind for semiconductor growth, according to IHS Markit analyst Robbie Galoso.
Further down the ranking adoption of IoT in industry helped drive demand for DRAM and the rise of Micron Technology from ninth ranked in 2016 to sixth ranked in 2017. Microchip was also a climber – from 10 to 8 revenue growth supported by MCU sales in manufacturing and process automation, power and energy, and building and home control.
Chinese invest in LED manufacturing also showed signs of paying off with MLS rising from 18 in 2016 to 13 in 2017 overtaking better known lighting LED suppliers Nichia, Osram and Cree.
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