Chip rankings: Intel had highest share in over 10 years (EETimes)

Toggle sidebar Toggle sidebar
I

Idontcare

Elite Member
Oct 10, 1999
21,110
59
91
Chip rankings: Intel had highest share in over 10 years

Intel Corp. accounted for 15.6 percent of the overall semiconductor market in 2011, as brisk sales of its core chips and the acquisition of Infineon AG's wireless chip business unit helped the No. 1 chip vendor achieve its highest share of the overall chip market in more than 10 years, according to market research firm IHS iSuppli.

120326_ihs_rankings_423.png


http://www.eetimes.com/electronics-news/4369843/Chip-rankings--Intel-had-highest-share-in-over-10-years
Click to expand...

Intel used to be at a 6:1 revenue advantage to AMD, that lead has now grown to nearly 8:1.

Even still, surprising that they only have <16% of the TAM, surprising in a good way.

Because if they were able to be as profitable as they have been while still sinking as much money into R&D as they have been so as to develop 22nm (and the existing pipeline for future nodes) with a mere 16% of the total revenue bucket in their coffers then that speaks to a long future of more Moore given how much more revenue is out there that can be brought to bear on node shrinks in an ever more coordinated manner as market-share consolidation continues.
 
Edrick

Edrick

Golden Member
Feb 18, 2010
1,939
230
106
Am I the only one who is surprised that IBM is not even in the top 25?
 
anikhtos

anikhtos

Senior member
May 1, 2011
289
1
0
so if we count were nvidia is
and that amd is also ati together
lol that makes things even worse.
amd is 2 times better than nvidia so is amd due to a slow death??
aparently too far back from intel in term of cash
and as it seems nvidia is damn close to her
how is going amd to battle this 2 fronts effectively?
with so low cash?
 
Edrick

Edrick

Golden Member
Feb 18, 2010
1,939
230
106
Intel17 said:
IBM just talks a lot about weird experimental stuff -- they don't have THAT large a commercial semiconductor presence.
Click to expand...

Yea, but they pretty much own the Big Iron market with the Power7 and the z196 CPUs. One would think with the billions they make from there would at least put them on the top 25. They can beat out a company like "Nichia"?

Edit: I suppose that make a lot of their money with software and/or service contracts as well. But still, I am surprised.
 
Arachnotronic

Arachnotronic

Lifer
Mar 10, 2006
11,715
2,012
126
Edrick said:
Yea, but they pretty much own the Big Iron market with the Power7 and the z196 CPUs. One would think with the billions they make from there would at least put them on the top 25. They can beat out a company like "Nichia"?
Click to expand...

They don't own the big iron market at all. Xeon chips dominate there, too.
 
Broheim

Broheim

Diamond Member
Feb 17, 2011
4,587
2
81
Phynaz said:
Ummm...No.

Anyway, since IBM sells those chips to themselves, that may be why they don't show up on the rankings.
Click to expand...

this. IBM makes a killing in the mainframe business and essentially has a monopoly.

to quote an IBM employee whose mainframe seminar I attended:

"IBM doesn't do commodities, we sell solutions".
 
I

Idontcare

Elite Member
Oct 10, 1999
21,110
59
91
Edrick said:
Am I the only one who is surprised that IBM is not even in the top 25?
Click to expand...

Same reason Apple, Microsoft, and Google aren't on the list.

The part of IBM that you are thinking of, the revenue part, is not the hardware sales.

Last time I saw IBM's hardware revenue for semiconductors (the CPU's exiting their fabs, not the servers being pushed through the customer's doors) it was barely $2.3B/yr in 2009 and was in steady decline. To make it on the chart for 2011 you needed at least $2.7B in semiconductor-based revenue.

Their semiconductor volume is really really small, they don't even utilize the available capacity of the Fishkill fab, which is why they have the room and desire to host the prototype R&D lines in that fab for their fab ecosystem partners.
 
Edrick

Edrick

Golden Member
Feb 18, 2010
1,939
230
106
Idontcare said:
Last time I saw IBM's hardware revenue for semiconductors (the CPU's exiting their fabs, not the servers being pushed through the customer's doors) it was barely $2.3B/yr in 2009 and was in steady decline. To make it on the chart for 2011 you needed at least $2.7B in semiconductor-based revenue.
Click to expand...

That answers my question. Thank you. I would have guessed it to be much larger than $2.3B considering they have very little competition in that area.
 
Edrick

Edrick

Golden Member
Feb 18, 2010
1,939
230
106
Intel17 said:
They don't own the big iron market at all. Xeon chips dominate there, too.
Click to expand...

The Intel EX lines are like entry level Big Iron. They do not compete much with Power7 (Itanium does). And nothing Intel makes competes with z196 (mainframes).
 
M

MrTeal

Diamond Member
Dec 7, 2003
3,657
1,899
136
I don't think this is the table you're looking for. :)

This is semiconductor revenue, so all semiconductors are included. Discrete transistors, LEDs, CPUs, GPUs, memory, FPGAs, etc. That's the reason why companies like Rohm, ON Semi, and Nichia are on there but IBM isn't.
 
F

Ferzerp

Diamond Member
Oct 12, 1999
6,438
107
106
Edrick said:
The Intel EX lines are like entry level Big Iron. They do not compete much with Power7 (Itanium does). And nothing Intel makes competes with z196 (mainframes).
Click to expand...


At the same time, system z is such a niche product.... The P7xx models are just asking to be supplanted with x86 due to the cost. When you can buy 3 or 4 quad E7 boxes (with half a terabyte of ram each) for the price of a P770, the IBM product just can't compete in raw performance/price. We still run Oracle on them here though. There is a lack of confidence in Oracle on Linux. Perhaps it is warranted, perhaps it is misplaced.
 
blckgrffn

blckgrffn

Diamond Member
May 1, 2003
9,346
3,521
136
www.teamjuchems.com
"Big Iron" just refuses to go away.

I think they'll have a harder time (IBM) when the current generation of systems admins moves through the system and more X86/Big Virtualization admins rise up through the ranks.

That'll be years in the making, though.

Also, there is a big push for application development on cheaper X86. At some point, people are going to need new software that doesn't come from just IBM and the third party application ecosystem will have withered away...

Again, years in the making.

My $.02.

All that said, Intel seems to be on a roll :)

Is it said that I started looking for AMD at the bottom of the list? :p
 
Last edited:
M

MisterMac

Senior member
Sep 16, 2011
777
0
0
Idontcare.

What's the revenue of IBM's Big Iron divison?

Hardware
Services/Software
...misc?

Is it revenue wise comparable to Intel?
 
T

tynopik

Diamond Member
Aug 10, 2004
5,245
500
126
This seems to be a ranking of the IP providers (Nvidia) and not the actual foundries (TSMC), so how do the foundries rank?

TSMC, Intel, GloFo, Micron, IBM, etc
 
Edrick

Edrick

Golden Member
Feb 18, 2010
1,939
230
106
blckgrffn said:
I think they'll have a harder time (IBM) when the current generation of systems admins moves through the system and more X86/Big Virtualization admins rise up through the ranks.
Click to expand...

Virtualization has its place and can be quite useful. But I do not think it will replace Big Iron anytime soon.
 
smyrgl

smyrgl

Junior Member
Aug 16, 2001
16
0
0
Idontcare said:
Same reason Apple, Microsoft, and Google aren't on the list.
Click to expand...

Couple points:

1) Apple IS on that list. Who do you think manufactures their chips for them? Here's a hint: they are #2 on that list. ;)

2) Why would Microsoft or Google be on that list? They don't ship any semiconductor products.

3) IBM would be on the list since they manufacture semiconductors (even if they only sell them to themselves). They must not be on their because they are simply too small, at least in semiconductor sales. Keep in mind, this might also involve how IBM books revenue for these divisions (IE, they may be selling them to themselves at very low internal cost for bookeeping purposes).
 
Last edited:
Nemesis 1

Nemesis 1

Lifer
Dec 30, 2006
11,366
2
0
smyrgl said:
Couple points:

1) Apple IS on that list. Who do you think manufactures their chips for them? Here's a hint: they are #2 on that list. ;)

2) Why would Microsoft or Google be on that list? They don't ship any semiconductor products.

3) IBM would be on the list since they manufacture semiconductors (even if they only sell them to themselves). They must not be on their because they are simply too small, at least in semiconductor sales. Keep in mind, this might also involve how IBM books revenue for these divisions (IE, they may be selling them to themselves at very low internal cost for bookeeping purposes).
Click to expand...

Well by your logic MS is on the list also . Last I heard Xbox 360 uses IBM cpus and ATI gpus . With NO parts coming from GF. Seems to me alot of fabless companies are on the list. AMD NV ect. ect. ect.
 
smyrgl

smyrgl

Junior Member
Aug 16, 2001
16
0
0
Nemesis 1 said:
Well by your logic MS is on the list also . Last I heard Xbox 360 uses IBM cpus and ATI gpus .
Click to expand...

Obviously I was being tongue-in-cheek about Apple.

With NO parts coming from GF. Seems to me alot of fabless companies are on the list. AMD NV ect. ect. ect.
Click to expand...

Fab or fabless don't matter, the question I suppose is: do they ship semiconductors for revenue?

In the case of AMD, nVidia, Qualcomm that's a clear yet, in the case of Microsoft, Apple, Huwaei, that's a clear no.
 
You must log in or register to reply here.

TRENDING THREADS

COMPANY
RESOURCES
FOLLOW
Top Bottom