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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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suty455
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#5859535 Posted on: 11/26/2020 05:07 PM
I think next Years or even the end of Q1 will make much more interesting reading, compare AMD to Intel 41% compared to 4% the momentum is in the Red camp, Curious though is the Nvidia figure they have gone way past all the others combined very impressive but I assume it includes all the Auto chips as well, Intel are clearly in some big trouble, if it was not for the working from home in 2020 they may even have shrunk volumes with the way AMD is dominating at present
I think next Years or even the end of Q1 will make much more interesting reading, compare AMD to Intel 41% compared to 4% the momentum is in the Red camp, Curious though is the Nvidia figure they have gone way past all the others combined very impressive but I assume it includes all the Auto chips as well, Intel are clearly in some big trouble, if it was not for the working from home in 2020 they may even have shrunk volumes with the way AMD is dominating at present
Fox2232
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Posts: 11808
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#5859584 Posted on: 11/26/2020 07:21 PM
Well, we know even without chart that AMD sells everything they manage to get from forge.
But that does not change intel's situation even a bit.
Intel has production capacity, AMD does not. AMD can take from intel sales equal to their own production, nothing more.
Intel would be dead if AMD had 10 times as big production capacity available. And people can make projection and guess in which year AMD can physically produce enough to take away 1/2 of intel's business.
I think that before such thing happens, intel orders tons of chips from TSMC for one reason only. To take away production capacity from AMD.
I think next Years or even the end of Q1 will make much more interesting reading, compare AMD to Intel 41% compared to 4% the momentum is in the Red camp, Curious though is the Nvidia figure they have gone way past all the others combined very impressive but I assume it includes all the Auto chips as well, Intel are clearly in some big trouble, if it was not for the working from home in 2020 they may even have shrunk volumes with the way AMD is dominating at present
Well, we know even without chart that AMD sells everything they manage to get from forge.
But that does not change intel's situation even a bit.
Intel has production capacity, AMD does not. AMD can take from intel sales equal to their own production, nothing more.
Intel would be dead if AMD had 10 times as big production capacity available. And people can make projection and guess in which year AMD can physically produce enough to take away 1/2 of intel's business.
I think that before such thing happens, intel orders tons of chips from TSMC for one reason only. To take away production capacity from AMD.
cucaulay malkin
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#5859589 Posted on: 11/26/2020 07:37 PM
There is no stopping amd,nvidia and tsmc
amd will continue to grow in the desktop/server and gaming sectors,what we saw from them in 2020 is just an entree
nvidia has been briilliant in datacenter and continues to expand their whole platform on an incredible scale for a gpu manufacturer.there's no stopping them it seems.
tsmc has been the chip maker as of the last couple of years.their upcoming nodes are so advanced that if intel doesn't step it up they're dead in the water.
There is no stopping amd,nvidia and tsmc
amd will continue to grow in the desktop/server and gaming sectors,what we saw from them in 2020 is just an entree
nvidia has been briilliant in datacenter and continues to expand their whole platform on an incredible scale for a gpu manufacturer.there's no stopping them it seems.
tsmc has been the chip maker as of the last couple of years.their upcoming nodes are so advanced that if intel doesn't step it up they're dead in the water.
RED.Misfit
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#5859642 Posted on: 11/26/2020 11:16 PM
Do we know if nVidia numbers include Mellanox for this year or not ? (based on the bottom text, it should not be ; but still unsure)
It brings a little bit more than 600 Millions in Q3 2021 (fiscal year). So if it's been factored in, should be around 1 billion revenue coming from this acquisition this year (on 2 quarters that they've been fully integrated)
Intel's growth is dead, nearly flat. Compared to competitors in the market of course.
Do we know if nVidia numbers include Mellanox for this year or not ? (based on the bottom text, it should not be ; but still unsure)
It brings a little bit more than 600 Millions in Q3 2021 (fiscal year). So if it's been factored in, should be around 1 billion revenue coming from this acquisition this year (on 2 quarters that they've been fully integrated)
I thought Intel was dead, according to this forum :p
Intel's growth is dead, nearly flat. Compared to competitors in the market of course.
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not good
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