Intel's top spot remains unshakable, with revenue expected to reach US$56.313 billion this year, an 8% increase from US$55.4 billion in 2015. At this point, the gap between Samsung and Intel will be narrowed from 24% in 2015 to 29%.
According to IC Insights' forecast data, Samsung's estimated revenue this year will reach US$43.53 billion, an increase of 4% from 2015. Affected by the Note mobile phone recall, Samsung Electronics' net profit fell to 4.41 trillion won (approximately US$3.9 billion) in the third quarter of 2016, a year-on-year decrease of 17%. Samsung Electronics' mobile division's operating profit in the third quarter was 100 billion won, a 96% decrease from 2.4 trillion won in the same period last year, setting a record low. Samsung's panel and chip businesses performed well, with operating profits of 1.02 trillion won and 3.37 trillion won respectively, an increase of 10% and a decrease of 9% respectively from the same period last year.
TSMC’s estimated revenue this year is US$29.34 billion, an increase of 11%, ranking first among the top five manufacturers. Qualcomm and Broadcom rank fourth and fifth respectively, with estimated revenue falling by 4% and increasing by 1% respectively.
Qualcomm's estimated revenue for 2016 is US$15.436 billion, a year-on-year decrease of 4%. According to Qualcomm's 2016Q4 financial quarterly report, as of September 25, revenue was US$6.2 billion (approximately RMB 41.9 billion), a year-on-year increase of 13%; calculated according to U.S. GAAP, net profit was US$1.6 billion (10.8 billion RMB), a year-on-year increase of 51%; diluted net profit per share was US$1.07, a year-on-year increase of 60%. After Qualcomm completes its acquisition of NXP in 2017, a company outside of the top 20 will definitely enter the top 20. If HiSilicon's growth rate can reach more than 20%, the possibility of entering the top 20 for the first time is very high.
Broadcom's growth has slowed slightly this year, with estimated revenue of $15.332 billion, an increase of only 1%. On November 9 this year, it was rumored that Broadcom planned to acquire network equipment manufacturer Brocade for US$6.5 billion.
A few days ago, SK Hynix announced that its third-quarter revenue was 4.2 trillion won, a 13.8% decline from the same period last year. It earned a total of 725.9 billion won (approximately US$641 million). Although it fell 47.5% from the same period last year, it was the same as the previous quarter. Compared to the same period last year, operating profit jumped 60.3%, reflecting the rebound in memory prices. Benefiting from the strong DRAM market, SK Hynix's shipments in the fourth quarter are expected to increase by 10% compared with the third quarter.
Micron's estimated revenue for 2016 is US$12.842 billion, a year-on-year decrease of 11%. In 2013, Micron acquired Japan's only DRAM manufacturer and declared bankrupt chip giant Elpida (one of the DRAM chip suppliers for Apple's iPhone/iPad and other products) for US$2 billion, becoming the second largest DRAM chip supplier in the world. Samsung is the world's second largest DRAM chip manufacturer.
Texas Instruments’ 2016 estimated revenue is US$12.349 billion, a year-on-year increase of 2%. According to the third quarter financial report of 2016 released by Texas Instruments, its revenue was US$3.68 billion and net income was US$968 million. It is reported that revenue in the third quarter has exceeded TI's expectations. Benefiting from the strong automotive market, TI has achieved greater growth in the industrial market. In the personal electronics market, the third quarter was almost on par with last year. Operating revenue from embedded processing products increased by 10% year-on-year. Analog product operating income increased by 6% year-on-year.
Toshiba's estimated revenue for 2016 is US$10.922 billion, a year-on-year increase of 16%. However, Toshiba has recently been involved in a vortex of financial fraud. It is reported that its subsidiaries forged and misappropriated order orders and other documents. As of the end of September 2016, the cumulative falsely reported sales revenue was 520 million yen (approximately RMB 33.2 million).
NXP's estimated revenue for 2016 is US$9.498 billion, a year-on-year decrease of 10%. According to NXP’s latest financial report for the third quarter of 2016, its performance is quite outstanding, with operating income of US$2.47 billion, a year-on-year increase of 62%; high-power mixed-signal product business revenue of US$2.1 billion, a year-on-year increase of 80%, and its performance is very good. Bright. After NXP was acquired by Qualcomm for US$47 billion, the combined annual revenue of the two will exceed US$30 billion. In addition, the semiconductor industry will also see the emergence of a super giant with a market value of up to US$130 billion, and its market value will be close to that of the leader Intel.
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