As part of the soon-to-be-released May Update to The McClean Report, IC Insights has highlighted that the revenue gap between Intel and Samsung has widened in the first quarter of 2011. Last year, due to the demand for memory products, Samsung had closed the gap with the number one ranked IC producer to the closest level in Samsung’s history. According to IC Insights, Intel extended its lead over second-ranked Samsung by registering a 44% higher sales level than Samsung in Q1.
The market research firm said that in total, the top 20 semiconductor suppliers showed an 11% increase in 1Q11 sales as compared to 1Q10, a figure 1% above the market research firms previous forecast for the quarter.
Unlike last year, memory manufacturers did not secure the top growth rate positions. IC Insights noted that the top six 1Q11/1Q10 growth rate increases were logged by non-memory suppliers.
Of the big five memory suppliers in the top 20 ranking (i.e., Samsung, Toshiba, Hynix, Micron, and Elpida), all but Elpida registered 1Q11/1Q10 growth. However, with strong results from their flash memory products helping to offset weakness in their DRAM segments, Samsung, Micron, and Toshiba were each able to display double-digit 1Q11/1Q10 semiconductor sales increases.
DRAM dependent Elpida registered the worst 1Q11/1Q10 performance with a 31% drop in revenue.
Top performing companies included Intel, pure-play foundry TSMC, and logic- suppliers like Broadcom, Qualcomm, Fujitsu, and Freescale.