Ranks the Top 20 O-S-D Suppliers.Asia-Pacific companies noticeably absent from the ranking

IC Insigts: Lsts the 2005 top 20 optoelectronics, sensor/actuator, and discrete (O-S-D) semiconductor suppliers, using the combined sales of these three product segments, in Figure 1. Toshiba was the number one ranked O-S-D supplier in 2005 with just over $2.5 billion in sales. The 20th ranked company was Osram, which had just under $600 million in combined O-S-D sales in 2005.

Figure 1

As shown in Figure 1, nine of the top 20 O-S-D suppliers are based in Japan, seven in the U.S., and four in Europe. Interestingly, there were no Asia-Pacific (not including Japan) companies in the 2005 top 20 O-S-D ranking. With the major Asia-Pacific semiconductor startups having essentially ignored the O-S-D market segments over the past 25 years, the top 20 O-S-D supplier ranking is comprised entirely of Japanese, U.S., and European companies.

Besides there being no Asia-Pacific companies in the top 20 combined O-S-D sales ranking, there are no Asia-Pacific companies in the individual 2005 top 10 sales rankings for optoelectronic, sensor/actuator, or discrete products as well. However, IC Insights believes that over the next several years, device suppliers based in Taiwan and China will begin climbing into the top rankings for optoelectronics and discrete products. In 2005, Lite-On Technology of Taiwan just missed being in IC Insights' top 20 list. Lite-On's combined O-S-D semiconductor revenues totaled $554 million in 2005, missing the 20th position in the ranking by only $24 million.

O-S-D Report and The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry

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