Gartner announced on January 19, 2022 (US time) that global semiconductor sales in 2021 increased by 25.1% year-on-year to US $ 583.5 billion (preliminary figures). In the sales ranking by semiconductor manufacturer, Samsung Electronics regained the top position from Intel for the first time since 2018 with US $ 75.9 billion, up 31.6% from the previous year. "It's the first time that global semiconductor sales have exceeded US $ 500 billion," said Andrew Norwood, research vice president of the company. "In 2021, as the global economy recovers, there will be a shortage of semiconductors in the entire semiconductor supply chain, especially in the automotive industry. As a result, the average selling price (ASP) of semiconductors has risen due to the combination of strong demand and price increases of logistics and raw materials. It contributed to the overall sales increase in 2021. " The 5G (5th generation mobile communication) smartphone market is also strong, and production has more than doubled from 250 million units in 2020 to 555 million units in 2021. "The sanctions on Huawei in the United States have helped other Chinese smartphone makers gain market share and help 5G chipset vendors such as Qualcomm, MediaTek and Skyworks grow," Norwood said. Meanwhile, Huawei's chip subsidiary HiSilicon's revenue fell from US $ 8.2 billion in 2020 to around US $ 1 billion in 2021.
Samsung grows big due to strong memory
By device category, memory was the strongest, with 2021 sales growing by US $ 42.1 billion year-on-year. This is equivalent to 33.8% of the total sales growth of the global semiconductor market in 2021. The company cites the expansion of server deployment of hyperscale cloud providers in response to increasing demand for remote work, lessons and entertainment, and the surge in end market demand for PC / ultra mobile as the main factors for growth. Among the memories, DRAM was the strongest, with sales increasing by US $ 92.5 billion and growth rate of 40.4% in 2021. The company explained that "the strong demand for servers and PCs caused a shortage of DRAM supply, and recorded double-digit ASPs throughout the year." As a result, Samsung Electronics regained the top position from Intel for the first time since 2018, at US $ 75.9 billion, up 31.6% year-on-year in the 2021 sales ranking by semiconductor manufacturer. Samsung's memory sales grew 34.2% year-on-year in 2021. Intel, which fell to second place, had sales of US $ 73.1 billion, up 0.5% year-on-year, but "it was the slowest growth among the top 25 vendors," Gartner said. AMD, which was 14th in the previous year, is ranked in the top 10 with a 64.4% increase from the previous year. On the other hand, Kioxia, which was in 9th place in 2020, fell from the top 10 and Japanese companies disappeared. [Correction: January 20, 2022 18:38] At the time of the first appearance, regarding the 5G smartphone market, "the production scale was US $ 250 million in 2020, but it was US $ 555 million in 2021". , There was an error in Gartner's press release, and the correct answer was "Production volume was 250 million units in 2020, compared to 555 million units in 2021", so we have corrected it. ]
EE Times Japan
