In view of the shortage of components that has prevailed for two years, it was certain that the semiconductor market would see its value soar in 2021. The latest Gartner study on the sector confirms this evidence and above all specifies its extent. . Over 12 months, sales of processors, memories and other communication modules exceeded $500 billion for the first time and reached precisely $583.5 billion. These revenues reflect year-over-year growth of 25.1%, well above the already very comfortable 10.4% rise seen in 2020.
“The rebound in the global economy last year created shortages throughout the semiconductor supply chain […] The combination of strong demand, logistical challenges and rising raw material costs drove up the average selling price of semiconductors and contributed to overall revenue growth,” said Andrew Norwood, analyst at Gartner.
27% growth for the memory market
Once again, it was sales of memory modules that brought in the most: $197.2 billion exactly, or $42.1 billion more than in 2020. Of this amount, $92.5 billion came from deliveries of DRAM whose value thus appreciated by 40.4%. The memory market has benefited from server deployments by major cloud operators to meet users’ needs for remote work and education. It also benefited from the sharp rise in purchases of PCs and ultramobiles.
The 5G smartphone market also helped boost semiconductor market revenue, with unit production of terminals more than doubling to 555 million in 2021 from 250 million in 2020. enabled other Chinese smartphone OEMs to gain market share and fuel 5G chipset sales growth from vendors such as Qualcomm, MediaTek and Skyworks. Meanwhile, HiSilicon, Huawei’s chip subsidiary, saw its revenue grow from $8.2 billion in 2020 to around $1 billion in 2021,” says Andrew Norwood.
Intel stagnates when all progress strongly
The strength of memory sales has largely benefited Samsung, which is the leading manufacturer of this type of product in the world. It has enabled it to take the number one position in the global semiconductor market by value, which Intel has held since 2018. The American paled in comparison last year and achieved by far the worst performance on the market with semiconductor sales up only 0.5%. At the same time, those of the Korean jumped 31.6%. Result, the second ended the year 2021 with 13% market share against 12.5% for the first. Also a major memory specialist, SK Hynix posted sales up 40.5% and retained its third place in the semiconductor market.