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| Gartner Dataquest Preliminary Statistics Show Memory Segment Leads Semiconductor Market to Slight Increase in 2002 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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SAN JOSE, Calif., December 13, 2002 — The worldwide semiconductor industry returned to positive growth in 2002, with revenue totaling $155.4 billion in 2002, a 1.4 percent increase from 2001, according to preliminary statistics by Dataquest Inc., a unit of Gartner, Inc. (NYSE: IT and ITB). In 2001, worldwide semiconductor revenue declined 32 percent.
"Weak end markets continue to depress the semiconductor industry, leaving scant opportunities for growth," said Richard Gordon, principal analyst for Gartner Dataquest's worldwide semiconductor group. "However, some vendors with a particular product or applications focus did manage to impress in 2002; the most notable of these is Samsung, which is now second only to Intel in total semiconductor sales worldwide." Intel remained the No. 1 vendor based on worldwide semiconductor revenue in 2002, despite a 3.1 percent revenue decline (see Table 1). It was the 11th straight year that Intel has held the top-ranked position. Samsung's growth was attributed to strong DRAM and flash memory sales. Table 1 Preliminary Top 10 Worldwide Semiconductor Vendors by Revenue Estimates (Millions of U.S. Dollars)
Notes: DRAM revenue associated with Hitachi and NEC production is attributed to Elpida. Commodity DRAM revenue associated with Toshiba is attributed to Micron. In some cases, Gartner Dataquest's vendor estimates differ from those publicly reported by a company, because it is our policy to include or exclude revenue associated with acquired or divested companies or business units for the whole calendar year, regardless of when the acquisition or divestment took place.
Source: Gartner Dataquest (December 2002) While the semiconductor industry posted a 1.4 percent growth in 2002, the industry would have suffered another year of revenue decline if not for the DRAM segment. If DRAM revenue is excluded from the total semiconductor market, worldwide semiconductor sales revenue would actually decline by 2 percent. Gartner analysts said during industry downtimes such as these, only those vendors with solid strategies and business focus can hope to survive and to be able to invest in next-generation technology and capacity. Sales performance in 2002 will provide guidance about which vendors are likely to be the leaders during the next semiconductor industry cycle. "Intel continues to dominate the microprocessor and NOR flash markets today, while using its ability to generate cash to invest in technologies, products and manufacturing capacity to target the mobile, portable and wireless markets of tomorrow," Gordon said. "Samsung is the complete memory vendor, with an extensive range of products spanning DRAM, SRAM and flash memory, and a brand that allows it to command premium pricing in the marketplace." "Infineon continues to gain market share in DRAMs and has lined up an impressive array of partners in the trench capacitor camp. Its leadership in 300mm manufacturing demonstrates a commitment to remain a leading DRAM player." Additional information is available in the Gartner Dataquest Alert "Early Worldwide Semiconductor Share Rankings Reflect Weak 2002." This Alert provides preliminary rankings for the top 20 companies worldwide as well as the top 10 vendor in the Americas, EMEA, Asia/Pacific and Japan. This research is produced by Gartner Dataquest's Semiconductors Worldwide group. This research group combines memory, microcomponents, logic, ASIC, analog, discrete device, RF and optical segments into a complete industry picture. Products, suppliers, startups, technologies, regional consumption, applications and emerging technologies are all covered in this broad program. More information about Gartner Dataquest semiconductor programs and reports can be found in the Gartner Semiconductor Focus Area at http://www.gartner.com/semiconductor-mkt. To subscribe to this service, please call 408-468-8000. Reports can be purchased on the Internet at www.gartner.com. Gartner Dataquest is the recognized leader in providing the high-technology and financial communities with market intelligence for the semiconductor, computer systems and peripherals, communications, document management, software, and services sectors of the global information technology industry. Gartner, Inc. is a research and advisory firm that helps more than 10,500 clients leverage technology to achieve business success. Gartner's businesses consist of Research, Consulting, Measurement, Events and Executive Programs. Founded in 1979, Gartner is headquartered in Stamford, Connecticut, and has 4,000 associates, including more than 1,000 research analysts and consultants, in more than 75 locations worldwide. Fiscal 2002 revenue totaled $907 million. For more information, visit www.gartner.com. |
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Contact: Allison Haines Gartner +1 203 316 6216 allison.haines@gartner.com |
Contact: Tom McCall Gartner +1 408 468 8312 tom.mccall@gartner.com |
