The ranking, drawn up by market analysis firm IC Insights, shows   Qualcomm and MediaTek are benefitting from the sale of application processors into mobile phones with high prices commanded by 5G-capable phones. They are joining x86 processor vendor AMD which is outperforming Intel in multiple spaces; and Nvidia which is a leader in the supply of GPU processors for artificial intelligence applications in data centers.

Combined, these top four growth companies are expected to increase their sales from $54.8 billion in 2020 to $85.4 billion in 2021, a surge of 56 percent.

The total semiconductor market is forecast to increase 23 percent in 2021 based on a 20 percent increase in semiconductor unit shipments coupled with a 3% increase in the total semiconductor average selling price (ASP). 


Top 25 semiconductor vendors ranked by 2021 growth rate ($M including foundries). Source: IC Insights.

AMD is expected to top the list with sales growth of 65 percent this year.  The company has achieved marketshare gains in many segments, but particularly in processors used in data center servers, where it has emerged as a leading supplier in this booming market.  In addition, AMD is serving mass markets for consumer PCs and game consoles.

IC Insights believes fabless MediaTek is on track to post revenue gains of 60 percent this year.  MediaTek’s chips are found in some of the biggest brands of smartphones, TVs, and voice assistants, as well as in Chromebooks, fitness equipment, Wi-Fi routers, and many other systems. MediaTek has established itself as a leader by providing 4nm-based, 5G technology in its chips for these applications.  Throughout 2021, MediaTek increased its output of networking ICs to meet strong market demand and to help offset falling sales of mobile SoCs in 4Q21.

However, in a year when global semiconductor sales are forecast to rise 23 percent, semiconductor revenue at Intel—the world’s second-largest semiconductor supplier—is forecast to decline 1 percent.  Sony, the world’s leading supplier of image sensors, expects to post a revenue decline of 3 percent.

Intel has suffered from supply chain issues that have impacted the laptop computer market, preventing as many shipping as possible and hurting Intel processor sales.

Meanwhile, Intel’s newly established IFS (Intel Foundry Service) group only shipped its first wafers for revenue in 3Q21.

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