Although TI, by achieving $8.1 billion in analog sales, increased its share to 18 percent of the market it was not the fastest improving company. That honor goes to Skyworks on the back of design wins for power amplifiers in leading smartphones from Apple and Samung. NXP also performed strongly with 21 percent annual growth.
Top ten analog semiconductor vendors in 2014 ranked by sales ($ millions). Source: IC Insights.
The analog market was worth $46.14 billion in 2014, an increase of about 9 percent over 2013.
TI’s analog sales represented 62 percent of its total corporate revenue in 2014. TI is boosting its analog position by transferring manufacturing to 300mm-diameter wafers in its newer RFAB and its older DMOS 6 fab.
Although ST had a relatively slow growth year in 2014 the top three European suppliers accounted for 16 percent of the analog market.
Skyworks Solutions makes analog and mixed-signal semiconductors for Apple, Samsung, and other suppliers of mobile devices. Multiple power amplifier components from Skyworks are found in Apple’s iPhone 6 models. It has been estimated that Skyworks supplies $4 worth of content from every new iPhone 6 handset.
Analog Devices purchased smaller rival Hittite Microwave in mid-2014, a company that specialized in devices for RF and signal-conversion applications. ADI’s analog sales grew 9% last year. ADI is expected to provide devices that enable the 3D/Force Touch feature – currently available on the Apple Watch – to the iPhone 6s that is due out in the second half of 2015 and new generations of the iPad. The Force Touch feature uses tiny electrodes to distinguish between a light tap and a deep press to trigger contextually specific controls.
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