tify;”> NONNET, June 3. Analog ICs remain a critical component in nearly all digital-centric systems today. Consumer, computing, communications, automotive, and industrial/medical systems rely on analog devices to manage power consumption And help extend the battery life of portable devices.
IC Insights ranks the leading analog IC suppliers for 2020 in a new report. The 10 companies had combined analog IC sales of $35.4 billion, or 62% of the total analog IC market of $57 billion last year, the same share as in 2019.
If this is the analog chip market pattern after the merger boom in 2015, has the analog market changed before and after this? Still from the data provided by ICinsights, on the whole, the top ten analog chip manufacturers in the world are still familiar with the formula. The only difference is their ranking.
With $10.9 billion in analog sales and a 19% market share, Texas Instruments continues to firmly hold its position as the leading supplier of analog equipment in 2020. TI’s analog sales increased by approximately $650 million, or 6%, compared to 2019. TI’s 2020 analog revenue accounted for 80% of its IC sales of $13.6 billion and 75% of its total semiconductor revenue of $14.5 billion.
Statistics show that by 2020, about half of TI’s analog devices will be fabricated on 300mm wafers. The company has previously said that manufacturing analog ICs on 300mm wafers reduces the cost of unpackaged parts (at the chip level) by 40% compared to producing them using 200mm wafers. According to TI, fully packaged and tested ICs fabricated on 300mm wafers cost about 20% less than ICs fabricated in 200mm fabs.
With such significant cost savings, TI announced plans to build a 300mm fab in Richardson, Texas, to support future analog growth. The new factory will be located next to its existing 300mm RFAB factory. TI executives hinted last year that the fab could start production in 2022.
No. 2 Analog Devices (ADI) saw its 2020 analog IC sales drop 1% to $5.1 billion, or 9% of the market. ADI said its analog equipment, including many it acquired through its 2017 acquisition of Linear Technology, addresses opportunities “from sensors to cloud, DC to 100 GHz and beyond, and nanowatts to kilowatts.” ADI has more than 125,000 customers worldwide. Its 2020 sales by end-use applications are industrial (53%), communications (21%), automotive (14%) and consumer (11%).
Skyworks Solutions jumped to third place in the 2020 ranking. Skyworks specializes in front-end modules and power amplifiers for mobile phones and smartphones, highly integrated SiP and SoC devices for wireless infrastructure, power management chips, precision analog components, WiFi connectivity modules and ICs, as well as for ZigBee and Bluetooth applications Smart Energy IC.
Skyworks noted that its exceptional growth in 2020 was primarily due to an increase in overall demand for wireless connectivity products and the start of a technology upgrade cycle including 5G and Wi-Fi 6 solutions. In addition, the average content per device for these next-generation solutions has increased. The company says its chips are an important part of 5G smartphones launched by Samsung, Oppo, Vivo, Xiaomi and other tier-one players.
The three largest IC suppliers in Europe – Infineon, STMicroelectronics and NXP – were all included in the top 10 analog suppliers for 2020. Together, they account for 17% of the global market share, down one percentage point from 2019. Infineon was the top European analog supplier, with sales up 2 percent to $3.8 billion. Infineon continues to expand its presence in automotive (41% of 2020 sales) and power/sensor systems (31% of 2020 sales) applications. Industrial power control (16%) and connection security (11%) round out its other major end-use applications.
ST ranked fifth with analog sales down 1% to $3.3 billion (6% market share), and NXP ranked sixth with $2.5 billion in sales (4% market share). ST’s analog focus is on motion control (motor driver ICs and high voltage driver ICs), automation (smart power switching) and energy management (power line communication ICs) applications. A key growth area for NXP is automotive, where analog sales are an important part of emerging systems such as lidar, vehicle networking and 5G.
It should be noted that IC Insights’ highest ranking of analog sales is based on the definition established by the WSTS, which states that “a device is occupied by analog circuitry if at least 50% of the total integrated circuit die area in the device is classified as analog.” For example, Some analog companies embed less than 50% of their analog circuits into their various logic chips. IC Insights classifies these devices as application-specific logic or other types of components according to the WSTS definition.
The development of the automotive market has intensified the competition of analog chip manufacturers to a certain extent, but in addition to this market, the acquisition of analog chip manufacturers has not stopped. From the perspective of these mergers and acquisitions, unless it is a merger between giants, it is very difficult to shake the pattern of this market. The analog chip market is a relatively mature market. In terms of technological development, leading companies have strong strength. On the other hand, companies in the leading position have a very high gross profit, which helps them have the opportunity to expand more new products, seize emerging market areas, and continue to expand their advantages in the simulation market.