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TAP TIMES -36- AUGUST 2022
Fabless suppliers hold record The disparity between fabless IC supplier
34.8% of global chip sales growth and IDM IC supplier growth has
been especially pronounced over the past
SCOTTSDALE, Arizona —While there is three years. In 2019, driven by a col-
a relatively close relationship between lapse in the memory market, IDM IC sales
the annual market growth of the fab- plunged by 20%.
less IC suppliers and foundries, the
sales growth rates of fabless IC com- Fabless chip companies now surging
panies versus IDM IC suppliers have In contrast, fabless IC supplier sales de-
usually been very different (figure clined only 1%. In 2020, fabless IC com-
below). pany sales jumped by 22% while IDM
sales increased by only 9%. Last year,
Typically, the sales growth rate registered fabless IC company sales surged 36%
by the fabless IC suppliers is better than while IDM sales were up by 21%.
that displayed by the IDMs.
If Intel was excluded from the IDM list-
IDMs outpaced fabless in 2010 ing in 2020 and 2021, total IDM supplier
In fact, the first time on record that IDM IC sales would have been up by 29% last
IC sales growth outpaced fabless IC com- year, eight points better than when the
pany sales growth was in 2010 when IDM company is included.
IC sales grew 35% and fabless IC com- Moreover, if HiSilicon (which saw its sales
pany sales grew 29%.
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