Audible at five miles, painful at three and lethal at one
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Semi segment pounded by Intel-AMD price wars
But, as CEO Malcolm Penn points out in his excellent monthly update report, no-one should be misled into thinking that the semiconductor market is homogenous. There are over 40 major application segments, he said, each at different stages with very different growth rates and their own supplier chain.
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Product Coverage by Company
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(By number of Application Areas Served)
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1
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Philips |
11
|
Atmel |
|
2
|
ST Microelectronics |
12
|
Infineon |
|
3
|
Texas Instruments |
13
|
Intersil |
|
4
|
NEC |
14
|
Samsung |
|
5
|
National |
15
|
Broadcom |
|
6
|
Freescale |
16
|
Agere Systems |
|
7
|
Toshiba |
17
|
Fujitsu Microelectronics |
|
8
|
Renesas |
18
|
OKI Semiconductor |
|
9
|
Analog Devices |
19
|
Panasonic |
|
10
|
Intel |
20
|
Seiko Epson |
The biggest are PCs and servers, mobile phones, and cars and naturally not all firms are active in all sectors.
The Future Horizons report said that when the chip industry is in doubt, it "slugs it out", and price wars are good for the industry, although destructive in the short term by lowering the ASP and delaying buying decisions.
While the overall market was skewed by the Intel-AMD and Samsung-Hynix price wars, there's a truce in the memory market. Not so for CPUs, which means the picture in the second half of this year may well be affected. µ
L'INQ
Future Horizons
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