2021 has been a mild year for semiconductor manufacturers: according to figures from Gartner, the industry saw overall revenue growth of 26% last year compared to 2020, a total of nearly $595 billion.
All is not rosy, however: it will have escaped no one that the entire industry is suffering from a shortage of semiconductors which is paralyzing a good part of the production of electronic devices (and also cars). But as Gartner explains, the average price of components has increased due to very strong demand, rising raw material costs and soaring prices for logistics. Consequence: the turnover of manufacturers has mechanically increased strongly.
The ranking puts Samsung back in first place with almost 73.2 billion dollars in sales of semiconductors of all kinds (memories, processors). The Korean group, with 12.3% of the market, had not had this honor since 2018 and it is thanks to a very strong increase in sales of 28%. Intel is just behind, with 72.5 billion dollars or 12.2% of the market. SK Hynix is third on the podium, but very far behind the two leaders with 36.3 billion dollars and 6.1% of the market.
And TSMC in all this? The Taiwanese group, an essential partner of Apple, nevertheless recorded last year a turnover of 54.5 billion dollars (+ 18.5% compared to 2020), which should have placed it between Intel and SK Hymix. However, the company is ahead of the pack when it comes to technologies: volume production of 3nm engraved chips should begin in the second half of the year, recalled DigiTimes.
It’s not a scoop, TSMC’s roadmap last summer already announced this fine engraving that a future iPad could take advantage of first.
TSMC could burn its 2 nm chips as early as 2023, in iPhones in 2024?
The iPhones and Macs of 2022 could embark processors engraved in 3 nm
Edit: big mess in terms of TSMC’s turnover, it’s now fixed. All my confusion.