MediaTek Inc (聯發科), the world’s biggest 5G chip supplier, saw its ranking rise by one notch to No. 7 last year among world semiconductor vendors, as it benefited from the rapid 5G smartphone uptake in China after Huawei Technologies Co (華為) was forced to exit the market, Gartner Inc said in a report yesterday.
MediaTek’s revenue soared 58.8 percent to US$17.45 billion last year from US$10.99 billion in 2020, outpacing the global semiconductor industry’s growth of 25 percent, according to Gartner’s tally. That gave MediaTek a 3 percent market share.
The Hsinchu-based chip company ranked No. 8 in 2020, behind Texas Instruments Inc.
Photo: EPA-EFE
“US sanctions on Huawei resulted in other Chinese smartphone original electronic manufacturers gaining share and fueling growth for 5G chipset vendors such as Qualcomm Inc, MediaTek and Skyworks Solutions Inc,” Gartner said.
HiSilicon Technologies Co (海思), Huawei’s chip designing subsidiary, saw its revenue decline from US$8.2 billion in 2020 to about US$1 billion last year, Gartner’s tallies showed.
Qualcomm ranked No. 5 last year, unchanged from the previous year. The San Diego, California-based company saw revenue jump 52.3 percent to US$26.86 billion last year from US$17.63 billion in 2020.
The 5G smartphone market was one of the major factors driving the world semiconductor industry’s revenue last year to US$583.5 billion, with production more than doubling to 555 million units last year from 250 million units in 2020, Gartner said.
“As the global economy bounced back in 2021, shortages appeared throughout the semiconductor supply chain, particularly in the automotive industry,” Gartner research vice president Andrew Norwood said.
“The resulting combination of strong demand, as well as logistics and raw material price increases, drove semiconductors’ average selling price higher, contributing to overall revenue growth in 2021,” he said.
Samsung Electronics Co grabbed the top spot for the first time since 2018, with revenue increasing 31.6 percent to US$75.95 billion last year.
Samsung’s memorychip revenue expanded 34.2 percent last year, in line with the growth rate of the overall memorychip market, Gartner said.
Intel Corp dropped to No. 2, with 0.5 percent growth in revenue last year to US$73.1 billion, delivering the lowest growth rate among the world’s top 25 semiconductor vendors.
Memorychip maker SK Hynix Inc came in next with revenue of US$36.33 billion last year, up 40.5 percent from a year ago.
Power supply and electronic components maker Delta Electronics Inc (台達電) yesterday said second-quarter revenue is expected to surpass the first quarter, which rose 30 percent year-on-year to NT$118.92 billion (US$3.71 billion). Revenue this quarter is likely to grow, as US clients have front-loaded orders ahead of US President Donald Trump’s planned tariffs on Taiwanese goods, Delta chairman Ping Cheng (鄭平) said at an earnings conference in Taipei, referring to the 90-day pause in tariff implementation Trump announced on April 9. While situations in the third and fourth quarters remain unclear, “We will not halt our long-term deployments and do not plan to
‘SHORT TERM’: The local currency would likely remain strong in the near term, driven by anticipated US trade pressure, capital inflows and expectations of a US Fed rate cut The US dollar is expected to fall below NT$30 in the near term, as traders anticipate increased pressure from Washington for Taiwan to allow the New Taiwan dollar to appreciate, Cathay United Bank (國泰世華銀行) chief economist Lin Chi-chao (林啟超) said. Following a sharp drop in the greenback against the NT dollar on Friday, Lin told the Central News Agency that the local currency is likely to remain strong in the short term, driven in part by market psychology surrounding anticipated US policy pressure. On Friday, the US dollar fell NT$0.953, or 3.07 percent, closing at NT$31.064 — its lowest level since Jan.
The US dollar was trading at NT$29.7 at 10am today on the Taipei Foreign Exchange, as the New Taiwan dollar gained NT$1.364 from the previous close last week. The NT dollar continued to rise today, after surging 3.07 percent on Friday. After opening at NT$30.91, the NT dollar gained more than NT$1 in just 15 minutes, briefly passing the NT$30 mark. Before the US Department of the Treasury's semi-annual currency report came out, expectations that the NT dollar would keep rising were already building. The NT dollar on Friday closed at NT$31.064, up by NT$0.953 — a 3.07 percent single-day gain. Today,
The New Taiwan dollar and Taiwanese stocks surged on signs that trade tensions between the world’s top two economies might start easing and as US tech earnings boosted the outlook of the nation’s semiconductor exports. The NT dollar strengthened as much as 3.8 percent versus the US dollar to 30.815, the biggest intraday gain since January 2011, closing at NT$31.064. The benchmark TAIEX jumped 2.73 percent to outperform the region’s equity gauges. Outlook for global trade improved after China said it is assessing possible trade talks with the US, providing a boost for the nation’s currency and shares. As the NT dollar