According to a recent monthly update of IC Insights’ 2018 McClean report, the total sales of the analog IC market in the previous year were $54.5 billion, while the top 10 IC suppliers accounted for 59% of global sales, which was roughly $32.3 billion. Compared to 2016 sales of US$28.4 billion, an increase of 14% year-on-year, and market share increased by 2%. It is understood that eight of the top ten suppliers had an overall growth rate of more than 10% in the analog IC market in 2017.
Texas Instruments once again became a leading supplier of analog integrated circuits in 2017 with analog product sales of $9.9 billion and a market share of 18%. The market share in the previous year was 17%. In the previous year, the company’s analog product sales increased by approximately US$1.4 billion, an increase of 16%, more than double the number of Analog Devices’ second-ranked company. According to IC Insights’ estimates, TI’s 2017 revenue represents 76% of its total sales of $13 billion in ICs and 71% of its total semiconductor revenue of $13.9 billion.
Texas Instruments is one of the first companies to produce analog IC on 300mm wafers. Allegedly, compared with the use of 200-mm wafers, the fabrication of analog integrated circuits on 300-mm wafers resulted in a cost advantage of 40% for each unpackaged chip. More than half of Texas Instruments’ Analog IC revenue for the previous year was fabricated using 300mm wafers.
According to IC Insights’ supplier rankings, Analog Devices’ analog IC sales in 2017 increased by 14% to $4.3 billion. The 2016 and 2017 revenue data presented for ADI includes Linear Technology’s sales. The company acquired Linear Technology for US$15.8 billion in the first quarter of 2017.
NXP was the only negative growth vendor in the top 10 last year, and its analog IC sales last year fell (-1%). The decline in NXP’s analog product revenue was partly attributable to the sale of its standard product business to the JAC, this $2.75 billion transaction was completed in February 2017. The standard product business was renamed Nexperia and headquartered in the Netherlands.
In the top 10 suppliers, ON Semiconductor’s analog product sales increased the most in 2017, with revenue increasing 35% to US$1.8 billion, accounting for 3% of market share. In 2016, its analog product sales increased by 16%. The strong growth in sales over the past two years is the result of ON Semi’s $2.4 billion purchase of Fairchild Semiconductor in September 2016. ON’s analog business also achieved a record increase in sales of its power management products in the automotive market in 2017, especially active safety, powertrain, body electronics and lighting applications.