2014 Automotive Semiconductors Supplier Rankings Adjusted Based on Further Analysis, IHS Says

2015 expected to present some changes based on recent M&A activity

Category:

Thursday, March 26, 2015 12:03 pm EDT

Dateline:

MUNICH
"We’re also keeping a close eye on the integration of Infineon and International Rectifier, following their similar announcement earlier this year."

MUNICH (March 26, 2015) – Leaders in the automotive semiconductor market experienced exceptional results and growth in 2014, according to updated analysis from IHS (NYSE: IHS). Now that final financial reports have been made and analyzed, IHS has adjusted its final rankings of these suppliers (originally reported in January) to accommodate some missed expectations in Europe, as well as currency exchange rates and unexpected strong growth at the end of 2014 by some suppliers.

“For 2015, IHS expects to see a shift among the leading suppliers in this category, given the recent merger of Freescale and NXP, two large players in the market,” said Luca de Ambroggi, principal analyst, automotive semiconductors at IHS.  “We’re also keeping a close eye on the integration of Infineon and International Rectifier, following their similar announcement earlier this year.” 

Based on final analysis of 2014 results, Renesas maintained its leadership position as the number one supplier in 2014, according to IHS analysis of reported company revenues. A strong finish to the year resulted in growth to its automotive revenue and exceeded all expectations. Key segments for Renesas include microcontrollers (MCUs) and logic integrated circuits (logic IC) categories, as 39 percent of all vehicles include a Renesas MCU, with a 16 percentage point lead on its nearest competitor. Renesas’ work in providing semiconductors in all segments, including infotainment, advanced driver assistance systems (ADAS), body and convenience and powertrain systems continues to lead its global growth efforts.

In second place for 2014, Infineon revenue grew more than 11.7 percent in 2014, based on its strong presence in powertrain, chassis and safety, as well as body and convenience categories within the auto sector. It also supports further electrification in vehicles through power management ICs, MCUs and modules.  The complementary products of International Rectifier and Infineon will reinforce Infineon’s future position in the key growing applications of hybrid electric vehicles and advanced driver assistance systems (ADAS).

Rounding out the top three, STMicroelectronics saw robust growth of nearly 9 percent in 2014, in part due to its leadership in the Analog IC category for chassis and safety, powertrain, infotainment, body and convenience components.  In addition, its second ranking in the logic IC category provides components primarily for infotainment solutions, including audio amplifiers and digital radio receivers. It also grew significantly in China, which contributed to its overall global growth in 2014. Engine and transmission management are also key application areas for STMicroelectronics, as its sensors business also is growing, including in accelerometers for airbags and combination motion sensors for future active safety applications. Additionally, STMicroelectronics is the foundry for Mobileye’s silicon solutions, which led ADAS camera systems in 2014 with phenomenal growth, outperforming expectations. 

The full final rankings of the top 10 automotive semiconductor suppliers for 2014 are as follows:

Market Share of the Top 10 Automotive Semiconductor Suppliers

(Revenue in Millions of USD)

Y2014
Rank

Company Name

2013 Revenue

2014 Revenue

2013
Market Share

2014
Market Share

Growth (YoY)

1

Renesas Electronics Corporation

2916

3032

11.1%

10.4%

4.0%

2

Infineon Technologies

2420

2702

9.2%

9.3%

11.7%

3

STMicroelectronics

1976

2144

7.5%

7.4%

8.5%

4

Freescale Semiconductor

1846

2093

7.0%

7.2%

13.4%

5

NXP

1640

1861

6.2%

6.4%

13.5%

6

Robert Bosch

1547

1621

5.9%

5.6%

4.8%

7

Texas Instruments

1420

1605

5.4%

5.5%

13.0%

8

ON Semiconductor

756

1069

2.9%

3.7%

41.4%

9

Toshiba

699

729

2.7%

2.5%

4.3%

10

Micron Technology

463

706

1.8%

2.4%

52.5%

 

Others

10659

11422

40.5%

39.4%

7.2%

 

Total

26342

28984

100.0%

100.0%

10.0%

Source: IHS Competitive Landscaping Tool CLT – Automotive – Q1 2015

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Automotive
Michelle Culver, +1 248 728 7496
michelle.culver@ihsmarkit.com