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Intel still the biggest, but AMD, NVIDIA and TSMC are growing fast
When you look purely at the numbers then intel still is ranking all charts in terms of silicon sold, but a very interesting rpsort was released by IC Insights showing massive growth for a couple of companies like AMD, Nvidia and TSMC.
IC Insight reports that Intel generates sales of $ 73.9 billion from chip deliveries for the whole of 2020. That is an increase of 4 percent compared to last year. Samsung is in second place with an appraised turnover of about $ 60.5 billion, an increase of 9 percent. TSMC retains its third place at $ 45.4 billion, which is 31 percent more than last year.
Then looking at AMD and Nvidia. Nvidia is growing the fastest, said to be worth $ 15.9 billion in sales that are 50 percent more than last year. AMD enters new in the top 15, in the last place. AMD's chips are worth $ 9.5 billion, and that's a 41 percent differential seen from last year.
The total chip market will grow by 13 percent this year to $ 355.4 billion, IC Insights estimates. The growth is twice what was initially expected. Last year, the turnover from chips from the suppliers of the top 15 fell by 15 percent compared to a year earlier.
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H83
Senior Member
Posts: 3379
Joined: 2009-09-08
Senior Member
Posts: 3379
Joined: 2009-09-08
#5860046 Posted on: 11/28/2020 03:27 PM
People have to realise that despite being down, Intel still sells tons and tons of products!
We only look at medium to high end hardware, because this is an enthusiast forum after all, but Intel sells a shitload of Core i4, Pentiums, Celerons and Atoms. Yes, they are weak and cheap, but Intel sells tons of them. Just that is enough to make a tidy sum.
Then, they also sell lots of mobile CPU, because they are very competitive in that segment.
Even on the desktop and server market, where others have better products, they still sell lots of stuff becuase there are only 2 or 3 companies selling equivalent products.
And we still have other products like chipsets, Optane and so on.
Basically, Intel is not in their best shape but they are still a giant and will probably remain one for the next years.
People have to realise that despite being down, Intel still sells tons and tons of products!
We only look at medium to high end hardware, because this is an enthusiast forum after all, but Intel sells a shitload of Core i4, Pentiums, Celerons and Atoms. Yes, they are weak and cheap, but Intel sells tons of them. Just that is enough to make a tidy sum.
Then, they also sell lots of mobile CPU, because they are very competitive in that segment.
Even on the desktop and server market, where others have better products, they still sell lots of stuff becuase there are only 2 or 3 companies selling equivalent products.
And we still have other products like chipsets, Optane and so on.
Basically, Intel is not in their best shape but they are still a giant and will probably remain one for the next years.
Freeman
Senior Member
Posts: 158
Joined: 2015-12-20
Senior Member
Posts: 158
Joined: 2015-12-20
#5860263 Posted on: 11/29/2020 04:23 PM
Biggest? Ofcourse its biggest.
By a ton, way ahead.
Biggest? Ofcourse its biggest.
By a ton, way ahead.
Kevin Mauro
Senior Member
Posts: 239
Joined: 2020-11-03
Senior Member
Posts: 239
Joined: 2020-11-03
#5860266 Posted on: 11/29/2020 05:09 PM
Many hands in many pies. If you ever are bored look into all of the various global contracting work Intel does with different countries all over the world and the multitude of work that goes into said contracts.
Many hands in many pies. If you ever are bored look into all of the various global contracting work Intel does with different countries all over the world and the multitude of work that goes into said contracts.
JonasBeckman
Senior Member
Posts: 17340
Joined: 2009-02-25
Senior Member
Posts: 17340
Joined: 2009-02-25
#5867615 Posted on: 12/16/2020 02:46 PM
https://www.tomshardware.com/news/tmsc-is-reportedly-terminating-discounts-and-increasing-prices
So it might be that TSMC is terminating discounts and increasing prices.
Could be a problem for consumer pricing going forward.
EDIT: Exact figures and such details won't be readily available either and how this discount works, biggest client here is Apple I believe who have already booked a majority (All?) of the initial 5nm fabs if I got that correctly with AMD as the second largest aiming to be the top client and I suppose getting even better deals and the initial pick and such for these things and better allocation as a result.
Might not matter too much for the moment or it could be a problem for hardware pricing in 2021 and on, suppose we'll see.
EDIT: Letting hardware prices come back down and normalize could also be a thing, well theoretically at least ha ha.
RAM incidents, SSD's and now these 7 and 5nm node fabrications used in various tech.
Let's see what's next!
https://www.tomshardware.com/news/tmsc-is-reportedly-terminating-discounts-and-increasing-prices
So it might be that TSMC is terminating discounts and increasing prices.
Could be a problem for consumer pricing going forward.
EDIT: Exact figures and such details won't be readily available either and how this discount works, biggest client here is Apple I believe who have already booked a majority (All?) of the initial 5nm fabs if I got that correctly with AMD as the second largest aiming to be the top client and I suppose getting even better deals and the initial pick and such for these things and better allocation as a result.
Might not matter too much for the moment or it could be a problem for hardware pricing in 2021 and on, suppose we'll see.
EDIT: Letting hardware prices come back down and normalize could also be a thing, well theoretically at least ha ha.
RAM incidents, SSD's and now these 7 and 5nm node fabrications used in various tech.
Let's see what's next!
Click here to post a comment for this news story on the message forum.
Senior Member
Posts: 239
Joined: 2020-11-03
If you work in Manufacturing and Semiconductors - fill out TSMC's US application for 2021 - they have an open one (like a general one) It just requested my general information from LinkedIn.