According to November ’18 projections, ICInsights expects sales of the top-15 worldwide semiconductor companies for Integrated Circuits and O-S-D (optoelectronic, sensor, and discrete) to increase by 18% in 2018
Most industry leaders are included in our theme – with the major exceptions of Samsung Electronics (Seoul ticker 005930) and SK Hynix (Seoul ticker 000660) not accounted for because OTC pricing is unreliable (or unavailable)
TSMC (a foundry) and ‘fabless’ companies (Broadcom, Qualcomm and Nvidia) are part of the selection – resulting in possible double count of semiconductor sales
Overall, Samsung Electronics is leading the industry with a 15.9% market share as of Q2-2018, followed by Intel (13.9%) and SK Hynix (7.9%)
The research highlights the three largest memory suppliers—Samsung, SK Hynix, and Micron—forecasted to grow sales by more than 25% in 2018 with SK Hynix surging by 41%
With subdued January '19 projections from Samsung and others, these assumptions may have been over-optimistic
