This study provides an update on select semiconductor companies focused on delivering solutions for communications infrastructure in the cloud and IDC's estimate of the companies' quarterly revenue in the cloud and mobile communications infrastructure market for the past eight quarters up to the fourth calendar quarter of 2016, as well as key recent developments in the markets these companies serve.
M&A-led consolidation continues to be an ongoing theme that is impacting the vendors in the networking and communications semiconductor market. Mega datacenter operators, as opposed to OEMs, are driving technology innovation and requirements. Despite a weak fourth quarter, CY16 was a solid growth year for the networking and communications semiconductor market, with revenue increasing 6.4% from $7.9 billion in CY15 to $8.4 billion in CY16.
List of Attachments
Market Share Figure
Figure: Worldwide Cloud Infrastructure Semiconductor 4Q16 Share Snapshot
Advice for Technology Suppliers
Table: Worldwide Cloud and Mobile Communications Infrastructure Semiconductor Revenue for the Top 6 Vendors, 1Q15–4Q16 ($M)
Table: Worldwide Cloud and Mobile Communications Infrastructure Semiconductor Quarterly Revenue Growth for the Top 6 Vendors, 1Q15–4Q16 (%)
Who Shaped the Quarter
Significant Market Developments