The performance of major semiconductor makers in the first quarter was improved significantly.
The top 10 semiconductor companies reported sales in the first quarter of this year. Sales were reported in the order of Intel , Samsung Electronics , SK Hynix , Micron , Broadcom , Qualcomm , Texas Instruments (TI) , High Silicon , NVIDIA , and Kioxia .
The sales of these companies in the first quarter were $636.6 billion. This is an average increase of 2.5% from the previous quarter (4th quarter).
Qualcomm and Hi-Silicon were the leading companies in the sales growth of top 10 companies. Among them, Qualcomm, a US wireless semiconductor supplier, saw sales increase by 14.6% compared to the previous quarter.
Qualcomm is benefiting from the Chinese government’s emphasis on building a 5G mobile communication infrastructure and trying to foster related markets.
In particular, China’s Huawei’s chip division, Hi-Silicon, had the highest sales growth rate among the top 10 companies at 42.3% compared to the same period. As US regulations come into effect in September, Huawei has accumulated inventory from Qualcomm and others in advance. When making semiconductors for Huawei with US technology, regulatory focus is to get approval from the authorities. Qualcomm and Hisilicon’s sales in the first quarter were sixth ($4.1 billion) and eighth ($2.8 billion) respectively in the ranking.
The growing demand for NAND flash (memory semiconductors that remember data even when the power is turned off) has also affected the performance of related companies. With the commercialization of 5G, data processing and storage capacity is increasing. Japanese company Kioxia (formerly Toshiba Memory) saw sales increase 10.0% over the same period. Among the top 10 companies, its sales rank 10th ($2.6 billion). NAND flash sales in the first quarter of this year rose 8.1% from the same period.
Sales of domestic memory semiconductor companies such as Samsung Electronics and SK Hynix also increased. Both companies’ sales in the first quarter of this year were $1,375 million and $58.69 million, respectively. Micron, an overseas memory semiconductor company, recorded $4,895 million. Sales increased 1.4% QoQ to Samsung Electronics and 0.7% to SK Hynix and Micron. NAND flash as the cause of the increase in demand. NAND Flash is used in enterprise solid state drive (SSD) storage.
In the first quarter, many semiconductor companies benefited from strong demand for consumer and enterprise PCs and servers (increased home orders) in the first quarter,” said This led to an increase in demand for it.
On the other hand, Texas Instruments’ sales fell 0.5%. The leading companies in system semiconductors, Intel, Broadcom, and NVIDIA, fell 1.8%, 2.1%, and 0.9% respectively.
The performance of the entire semiconductor market also fell somewhat. It recorded $11.5 billion in the first quarter of this year from $11.7 billion in the fourth quarter of last year. Excluding 10 companies, it fell 7.6%.
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