Page 34 - january_123021.indd
P. 34
JANUARY 2022 TAP TIMES -34- global economy. Increased demand for
electronics and the resulting shortages for
Samsung jumps to 1st place in some semiconductor parts raised aver-
chip revenue rankings — Omdia age selling prices (ASPs) and revenue for
companies throughout the semiconductor
industry.
LONDON - Semiconductor revenue
rose 7.6% in Q3 2021 from Q2 2021 Increased seasonal demand
and climbed above $150 billion in rev- In addition, Q3 traditionally sees increased
enue during a single quarter for the seasonal demand as the semiconductor
fi rst time since research group Omdia industry gears up for holiday demand.
began tracking the fi gures in 2002. The long-term quarterly growth for Q3 is
7.9%, with the next best long-term quar-
Samsung takes fi rst place again terly growth average in Q2 at 3.7%.
The solid quarter experienced by the
memory market also drove a shakeup Despite the record revenue that the
amongst the top 10 companies in the sec- semiconductor market is currently expe-
tor by revenue. riencing, the growth rate of the recently
completed quarter is average at 7.6%
Samsung Electronics overtook Intel to compared against the long-run average of
claim the number one spot in the rank- 7.9%. (See fi gure left column).
ings for the quarter on the strength of the
memory business, according to Omdia.
Omdia experts say the development has
been driven by the chip shortage, seasonal
demand, and strong memory revenue.
New revenue record
Beginning in and including Q4 2020, each
quarter since has set a new revenue re-
cord for the semiconductor industry. Data
in the Q3 release of Omdia’s Semicon-
ductor Competitive Landscape Tool (CLT)
shows: 20Q4, $130.7B; 21Q1, $131.9B;
21Q2, $142.4B; 21Q3, $153.2B
The global pandemic caused an abrupt
shift towards a more technology-focused Memory was the key driver
The primary driver of the 7.6% growth
rate for semiconductor revenue in Q3
2021 was the memory sector.
Memory (DRAM, NAND and NOR) makes
up 29% of all semiconductor revenue. This
segment grew 12% quarter-over-quarter
in Q3 2021.
Only display drivers (13% QoQ) and im-
next page
