Top 20 Semiconductor Sales Leaders Ranked by Growth & Sales - 1H 2013

These tables show the Top 20 Semiconductor Sales Leaders Ranked by Growth and Sales for the first half of 2013

Digitimes summarized the data:

"In total, the top 20 semiconductor companies' sales increased by 4% in the first half of 2013 as compared to first-half 2012, 1pp better than the worldwide semiconductor market increase of 3% during the period, according to IC Insights."

IC Insights: Top-20 Semiconductor Sales Leaders

Ranked by Growth, 1H13 (US$m)

IC Insights: Top-20 Semiconductor Sales Leaders 

Ranked by Sales, 1H13 (US$m)

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Historical Semiconductor Valuation Charts

I found these Historical Semiconductor Valuation Charts from 1987 to 2002 on my hard drive under:
C:\Users\Kirk\Documents\Kirk's Documents\Investments\Historical Info\Valuation Graphs

Now compare those valuations to today's valuation for a few stocks I follow in my newsletter.

AMAT

Valuation Measures

Market Cap (intraday)5: 13.09B Enterprise Value (Oct 31, 2012)3: 12.96B Trailing P/E (ttm, intraday): 12.70 Forward P/E (fye Oct 30, 2013)1: 14.30 PEG Ratio (5 yr expected)1: 1.85 Price/Sales (ttm): 1.42 Price/Book (mrq): 1.58 Enterprise Value/Revenue (ttm)3: 1.40 Enterprise Value/EBITDA (ttm)6: 6.92

http://finance.yahoo.com/q/ks?s=AMAT+Key+Statistics

LRCX

Valuation Measures

Market Cap (intraday)5: 6.36B Enterprise Value (Oct 31, 2012)3: 4.92B Trailing P/E (ttm, intraday): 49.10 Forward P/E (fye Jun 24, 2014)1: 10.40 PEG Ratio (5 yr expected)1: 0.77 Price/Sales (ttm): 2.20 Price/Book (mrq): 1.27 Enterprise Value/Revenue (ttm)3: 1.70 Enterprise Value/EBITDA (ttm)6: 11.99

http://finance.yahoo.com/q/ks?s=LRCX+Key+Statistics

INTC

Valuation Measures

Market Cap (intraday)5: 108.51B Enterprise Value (Oct 31, 2012)3: 106.35B Trailing P/E (ttm, intraday): 9.47 Forward P/E (fye Dec 31, 2013)1: 11.03 PEG Ratio (5 yr expected)1: 0.86 Price/Sales (ttm): 2.04 Price/Book (mrq): 2.23 Enterprise Value/Revenue (ttm)3: 1.98 Enterprise Value/EBITDA (ttm)6: 4.59

http://finance.yahoo.com/q/ks?s=INTC+Key+Statistics

ALTR

Valuation Measures

Market Cap (intraday)5: 9.68B Enterprise Value (Oct 31, 2012)3: 7.25B Trailing P/E (ttm, intraday): 16.88 Forward P/E (fye Dec 31, 2013)1: 15.97 PEG Ratio (5 yr expected)1: 1.42 Price/Sales (ttm): 5.41 Price/Book (mrq): 2.98 Enterprise Value/Revenue (ttm)3: 4.03 Enterprise Value/EBITDA (ttm)6: 11.18

http://finance.yahoo.com/q/ks?s=ALTR+Key+Statistics

I saved those graphs because in late 2002 it looked like the sector was bottoming and I was a big buyer.  As it turned out, the market did bottom in late 2002 and then tested the bottom in 2003 but many of the stocks I bought in 2002 were much higher by the March 2003 test of the 2002 bottom.

LRCX

AMAT

Do you think history will repeat here?

Table of Top 20 Semiconductor Companies by Sales

Intel, Samsung and Toshiba top the list of largest semiconductor companies in the world based on sales.

1Q09 Top-20 semiconductor sales leaders (US$m)
1Q09 rank	2008 rank	Company	Headquarters	2008 sales	Y/Y	1Q09 sales
1	1	Intel	US	34,490	(2%)	6,573
2	2	Samsung	South Korea	20,272	2%	3,686
3	5	Toshiba	Japan	10,422	(12%)	2,008
4	3	TI	US	11,618	(13%)	1,982
5	6	ST	Europe	10,325	3%	1,660
6	8	Qualcomm	US	6,477	15%	1,316
7	9	Sony	Japan	6,420	(11%)	1,270
8	7	Renesas	Japan	7,017	(12%)	1,233
9	12	AMD	US	5,808	(1%)	1,177
10	4	TSMC	Taiwan	10,556	8%	1,162
11	14	Micron	US	5,688	3%	1,010
12	11	Infineon	Europe	5,903	2%	970
13	10	Hynix	South Korea	6,182	(33%)	927
14	13	NEC	Japan	5,732	2%	863
15	18	Broadcom	US	4,509	20%	853
16	19	Panasonic	Japan	4,321	13%	850
17	17	Fujitsu	Japan	4,536	(1%)	820
18	16	Freescale	US	4,959	(11%)	798
19	22	Sharp	Japan	3,411	(7%)	790
20	25	MediaTek	Taiwan	2,845	16%	704

Table courtesy of Digitimes.com