Samsung Extended Lead Over Intel In Q1


Samsung had Q1 revenues of $19.4 billion compared to Intel’s $15.8 billion. Y-o-y, Samsung grew 43% while Intel grew 11%.

Samsung went from having 5% less sales than Intel in 1Q17 to having 23% more semiconductor sales than Intel in 1Q18.

Intel was No.1 in 1Q17, but lost its lead spot to Samsung in 2Q17 as well as in the full-year 2017 ranking, a position it had held since 1993.

In Q1 2018, memories represented 83% of Samsung’s semiconductor revenues, up six points from 77% in 1Q17 and up 12 points from 71% just two years earlier in 1Q16. Samsung’s non-memory sales in 1Q18 were only $3,300 million, up 6% from 1Q17’s non-memory sales level of $3,125 million.

The biggest 15 semiconductor companies’ sales surged by 26% in 1Q18 compared to 1Q17, six points higher than the total worldwide semiconductor industry 1Q18/1Q17 increase of 20%.

The Big 3 memory suppliers—Samsung, SK Hynix, and Micron, each registered greater than 40% year-over-year growth in 1Q18.

Fourteen of the top-15 companies had sales of at least $2.0 billion in 1Q18, four companies more than in 1Q17.  As shown, it took just over $1.8 billion in quarterly sales just to make it into the 1Q18 top-15 semiconductor supplier list.

As would be expected, given the possible acquisitions and mergers that could occur this year (e.g., Qualcomm/NXP), as well as any memory market volatility that may develop, the top-15 ranking is likely to undergo a significant amount of upheaval over the next few years.



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