IC Insights News Release

choi

(1) Samsung Jumps to #3 in 2012 Foundry Ranking, Has Sights Set on #2 Spot in 2013; Apple's application processor business still driving Samsung's foundry success, but for how long?   Jan 15, 2013
http://www.icinsights.com/news/b ... On-2-Spot-In-2013-/
(IC Insights’ 2013 edition of "The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry" for the entire 2012, not quarterly results)

Quote:

"Samsung was by far the largest IDM foundry in 2012 with almost 10x the sales of IBM, the second largest IDM foundry. In 2012, Samsung almost doubled its foundry sales and surpassed UMC [which dropped from No 2 in 2011 to No 4 in 2012] to become the third-largest IC foundry in the world.  Moreover, IC Insights believes that the company will challenge GlobalFoundries 0No 2 in 2012, rising from No 3 in 2011] for the number two spot in the ranking in 2013.

"Samsung is enjoying a tremendous amount of synergy by supplying application processors to the largest (i.e., itself) and second largest (i.e., Apple) suppliers in the world of one of the hottest electronic system products in the world—smartphones. As shown in Figure 1, after jumping by 82% in 2011, Samsung’s foundry sales surged by another 98% in 2012, easily making it the fastest growing top-12 foundry in 2011 and 2012.  It is interesting to note that Apple’s 2012 share of Samsung’s total foundry sales was 89%.  

Note: IDM
http://en.wikipedia.org/wiki/IDM
(IDM may refer to: Integrated device manufacturer, a type of semiconductor company which designs, manufactures, and sells integrated circuit products
   

(2) Total Flash Memory Market Will Surpass DRAM for First Time in 2012;
Boosted by sales of portable media devices, NAND flash sales alone will exceed DRAM in 2013.  Dec 19, 2012.
http://www.icinsights.com/news/b ... First-Time-In-2012/