London, England, 2017; According to the latest analysis by Semicast Research (@semicast_res), NXP maintained its position as the leading vendor of semiconductors to the OE automotive sector in 2016, ahead of Infineon Technologies. Renesas Electronics held its position as third largest vendor, with STMicroelectronics fourth and Texas Instruments fifth. Following the acquisition of Atmel, Microchip is a new entry into the top ten ranking. Semicast estimates that revenues for OE automotive semiconductors totaled $30.0 billion in 2016.
Semicast’s OE automotive semiconductor vendor share analysis ranks NXP as the leading supplier in 2016, with an estimated market share of 14.0%. NXP continues to hold the lead over Infineon Technologies, the second largest vendor, which in 2016 had an estimated market share of 10.7%. Renesas Electronics is judged to have been the third largest supplier of semiconductors to the OE automotive sector in 2016, with a market share of 9.6%, ahead of STMicroelectronics on 7.6% and Texas Instruments on 6.9%. Robert Bosch was the only other vendor with an estimated market share of five percent or more in this sector in 2016, holding an estimated 5.9%.
With few changes in the vendor share ranking in 2016 over 2015, attention turns to the future of market leader NXP. Having merged with Freescale Semiconductor, thus creating the largest vendor of OE automotive semiconductors, NXP has experienced two important events over the last twelve months. First, in June 2016, NXP announced it was to divest its Standard Products division into a stand-alone company called Nexperia. With total 2016 sales of about $1.2 billion and product lines including discretes, logic and MOSFETs, Semicast judges automotive to be Nexperia’s largest market and the divestiture closed February 2017. Second, it was announced in October 2016 that Qualcomm is to acquire NXP, in a deal valued at $47 billion, to increase its presence in the automotive sector.
Colin Barnden, Principal Analyst at Semicast Research commented “Semicast judges the net effect of these two transactions would be to create a combined ‘Qualcomm+NXP’ placed at the head of the automotive vendor share rankings, with a market share of about 13% in 2016 and comfortably clear of Infineon. Change is becoming a constant for the market leader in automotive.”
2016 OE Automotive Semiconductor Vendor Share Ranking
NXP [including Nexperia] 14.0% (2015: 13.6%)
Infineon Technologies 10.7% (9.9%)
Renesas Electronics 9.6% (9.3%)
STMicroelectronics 7.6% (7.3%)
Texas Instruments 6.9% (6.4%)
Robert Bosch 5.9% (5.0%)
ON Semiconductor 4.4% (4.0%)
Microchip [including Atmel] 2.9% (3.0%)
Toshiba 2.6% (2.6%)
Rohm Semiconductor 2.5% (2.3%)
Top 10 Total 67.1% (63.4%)
Others 32.9% (36.6%)
2016 Market Size: USD 30.0 billion
Source: Semicast Research
