News & Events
With analog sales of US$10.9 billion and 19% marketshare, Texas Instruments (TI) maintained its firm grip as the leading supplier of analog devices in 2020, according to IC Insights. TI's analog sales increased about US$650 million or 6% compared to 2019.
TI's 2020 analog revenue accounted for 80% of its US$13.6 billion in IC sales, and 75% of its US$14.5 billion in total semiconductor revenue.
About half of TI's analog devices were manufactured on 300mm wafers in 2020. The company has stated previously that fabricating analog ICs on 300mm wafers reduced the cost of unpackaged parts (at the die level) by 40% compared to production using 200mm wafers. Fully packaged and tested ICs made on 300mm wafers cost about 20% less than those fabricated in 200mm fabs, according to TI.
With such significant cost savings, TI announced plans to build a 300mm fab in Richardson, Texas to support future analog growth. The new fab will be located next to its existing 300mm RFAB plant. TI executives last year hinted the fab would likely begin production by 2022.
Second-place Analog Device (ADI) saw its 2020 analog IC sales decrease 1% to US$5.1 billion, which represented 9% marketshare, IC Insights said. ADI's 2020 sales by end-use application were industrial (53%), communication (21%), automotive (14%) and consumer (11%).
Vaulting into third place in the 2020 ranking was Skyworks Solutions, IC Insights said. Skyworks is focused on front-end modules and power amplifiers for handsets and smartphones, highly integrated SiP and SoC devices for wireless infrastructure, power management chips, precision analog components, WiFi connectivity modules and ICs, and smart energy ICs for ZigBee and Bluetooth applications. Skyworks' exceptional growth in 2020 was driven primarily by an increase in overall demand for wireless connectivity products coupled with the onset of technology upgrade cycles including for 5G and Wi-Fi 6 solutions. Additionally, its average content per device for these next-generation solutions increased.
Infineon was the highest ranked European analog supplier in 2020, with sales up 2% to US$3.8 billion, IC Insights said. Infineon continues to grow its presence in automotive (41% of 2020 sales) and power/sensor systems (31% of 2020 sales) applications. Industrial power control (16%) and connected security (11%) round out its other major end-use applications.
ST was ranked at number five in 2020, with analog sales that slipped 1% to US$3.3 billion (6% marketshare), IC Insights said. ST's analog focus is on motion control (motor driver ICs and high-voltage driver ICs), automation (intelligent power switches), and energy management (powerline communication ICs) applications.
NXP was ranked number six in 2020, with sales of US$2.5 billion (4% marketshare), according to IC Insights. A key growth area for NXP is automotive, where its analog sales are essential components in emerging systems such as LiDAR, vehicle networks, and 5G.