Collectively, these companies generated $32.3bn in analogue IC sales in 2017, compared to $28.4bn in 2016, with 8 of the 10 suppliers exceeding the 10% growth rate of the total analogue market.
According to Insights, Texas Instruments (TI) led with sales of $9.9bn and 18% marketshare. Its analogue sales increased by $1.4bn, rising by 16% from 2016’s figures, and were more than twice that of second-ranked ADI.
TI’s 2017 analogue revenue represented 76% of its $13.0bn in total IC sales and 71% of its $13.9bn total semiconductor revenue, based on Insights’ estimates.
TI was among the first companies to manufacture analogue semiconductors on 300mm wafers. It claims that manufacturing analogue ICs on 300mm wafers gives it a 40% cost advantage per unpackaged chip, compared to using 200mm wafers. In 2017, about half of TI’s analogue revenue was generated on devices built using 300mm wafers.
Second-place ADI registered a 14% increase in analogue IC sales in 2017 to $4.3bn, according to Insights’ supplier ranking. The 2016 and 2017 revenue numbers shown for ADI include sales from Linear Technology, which was acquired by the company in 1Q 2017 for $15.8 billion.
NXP was the only supplier in the top 10 ranking that experienced a decline (-1%) in its analogue sales last year. According to the report, some of this can be attributed to the sale of its Standard Products business to a consortium of Chinese investors.
ON Semi showed the largest analogue sales gain in 2017, with revenues increasing 35% to $1.8bn, representing a 3% share of the market. This follows a 16% rise in its sales in 2016. Some of the strong increases in sales during the last two years were a result of ON Semi’s acquisition of Fairchild Semiconductor in September 2016 for $2.4bn, the report reveals.
ON Semi’s analogue business was also boosted in 2017 by record sales of its power management products to the automotive market, specifically for active safety, powertrain, body electronics, and lighting applications.