Total global analog revenue remained nearly flat from 2010 to 2011, reaching $42.3 billion for the year, according to Databeans Inc.

Texas Instruments Inc., the leader in the market for analog ICs, ended 2011 with a slight increase in year-over-year analog sales, growing 5 percent to $6.5 billion, according to the new rankings from Databeans. “This was despite the fact that the company closed out its fourth quarter with a 68 percent drop in profit compared to the fourth quarter of last year,” according to Databeans, a research firm. “This was the result of weak demand, restructuring charges related to the planned closures of two older 150mm fabs (in Hiji, Japan and Houston, Texas), and the costs associated the company’s acquisition of National Semiconductor.”

TI’s acquisition of National Semiconductor was officially closed in September. National was rebranded as TI’s Silicon Valley Analog (SVA) division. Specifically, TI witnessed the greatest declines in its High Performance Analog (HPA) division, while HVAL and the newly acquired SVA business also declined.

In second place, STMicroelectronics finished out the year with a slight sales decline from 2010, reaching nearly $4.2 billion in analog sales, a decline of 3 percent from the prior year, according to the firm.

“This was due largely to the significantly weaker revenue performance from ST- Ericsson, its wireless-chip joint venture with Ericsson AB. ST-Ericsson, which is yet to be profitable since its formation in 2009, continued to struggle as it made the shift to a new product portfolio,” according to the firm.

Analog Devices, the third largest analog supplier by sales, saw its fourth quarter results declined, much like the rest of the semiconductor industry, and particularly in its industrial and communications markets, according to the firm. ADI’s total analog revenue grew 4 percent year-over-year to $2.6 billion.

Meanwhile, Infineon, a top analog supplier to the automotive industry, had a strong 2011 thanks to its presence with the premium vehicles of several German and Korean car makers. Infineon’s total analog revenue grew 8 percent from 2010 to reach nearly $2.1 billion in 2011.

“Infineon continues to capture major design wins in this space. For example, at end of September, both Hyundai and Kia Motors selected Infineon as a supplier of power modules for their current hybrid vehicle models. For the inverter these models now utilize Infineon’s HybridPACK1 power modules,’’ according to the firm.

Maxim Integrated Products, meanwhile, rounded out the top five analog suppliers in 2011 with 4.8 percent market share and just over $2 billion in total sales, which was an improvement of 4 percent from 2010. Even so, the company slipped one spot in the rankings to Infineon Technologies.

Maxim’s wired communications and computing market were down due to overall industry weakness. However, sales of ICs for mobile phones and smart meter revenue, driven by market share gains in China, performed well for the firm throughout most of the year.

NXP Semiconductor ended the year as the sixth largest analog supplier with $1.8 billion in revenue and 4.3 percent share. Meanwhile, Skyworks Solutions, a supplier of RF and mobile communications systems, witnessed significant growth in 2011 thanks to the industry’s recent move towards higher-end mobile phones with multi-band communication. Skyworks’ share of the total analog market grew 27 percent in 2011 to reach nearly $1.5 billion, as the firm benefitted from strong demand for smartphones and tablets.

Linear Technology followed as the eighth largest analog supplier by sales with $1.3 billion and 3.1 percent of the 2011 market. This was a slight decline of 5 percent from 2010 revenue, most likely due to a poor fourth quarter.

On Semiconductor managed to break into the top 10 of analog suppliers in 2011 with sales of $1.1 billion and 2.7 percent market share. The firm was able to move up into the top ten particularly thanks to stronger automotive sales.

Finally, Renesas Electronics rounded out the top ten suppliers of analog semiconductors with just over $1.1 billion in sales and 2.6 percent of the supplier market share. “This was despite the difficulties that the firm faced throughout much of the year, stemming from the production issues that occurred after the March 2011 earthquake in Japan. In fact, Renesas was among the players worst affected by the disaster,’’ according to the firm.

Tags: Infineon, On Semi, Skyworks, Ti

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