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2014年Q1聯發科在全球半導體供應商排名躍居第10

編輯:admin 2014-05-16 23:29:43 瀏覽:1248  來源:元器件交易網

  元器件交易網訊  5月16日消息,據外媒報道,IC Insight研究報告公布了2014年第一季度全球半導體供應商排名,聯發科上升2名躍居第10名,今年收入預計超過60億美元。

  下面為原文摘譯:

  如圖一,4月的McClean報告公布IC供應商市場份額排名,產品類型供應商陳列出來了,但是代工廠排除在列表之外。

2014年Q1聯發科在全球半導體供應商排名躍居第100

圖一

  必須指出的是并非所有的代工廠銷量都應當排除。比如,盡管三星第一季度有很大銷量,大部分銷量來自蘋果。蘋果不會重新推銷這些設備,所以計算這些代工廠銷量比如三星半導體的銷量時不會重復去計算。

  如圖所示,第一季度半導體供應商排名,聯發科比去年同期的12名上升兩位。聯發科由于其設備在中國和其他亞太地區低端智能手機業務的蓬勃發展,需求仍然強勁。此外,聯發科和晨星在2014年2月1日完成他們合并。聯發科合并后的年度收入預計將超過60億美元。

  2014年6月安華高科技收購LSI公司,合并后收入可能超過50億美元。另外,去年美光和爾必達實際上創建了一個新的“巨型”半導體公司,美光今年銷售額預計將超過170億美元。

  另外需要密切關注是富士通和松下合并公司,今年2月,兩家公司簽訂協議,結合兩家公司的系統LSI業務,形成一個新的無晶圓半導體公司。IC Insights預計2014年第一季度,這兩家合并的半導體公司收入約12.5億美元(2013年Q1為14.4億美元),第一季度將會列為16大合并半導體公司之一。

  總體而言,排名前20的半導體公司銷售收入2014年第一季度同比增長9%,這比IC Insights預測的全球半導體市場增7%高出2個百分點。

  圖2所示,2014年第一季度全球前20半導體供應商年增長率達到58%,從聯發科、MStar 48%的年增長到意法半導體10%的負增長。

2014年Q1聯發科在全球半導體供應商排名躍居第101

圖2

  無晶圓廠和輕晶圓廠業務模式的成功以及記憶芯片市場的持續強勁增長都很明顯。如圖所示,排名前10和前11的供應商不是存儲芯片供應商(SK海力士、美光和三星)就是無晶圓廠/輕晶圓(聯發科、AMD、英飛凌、飛思卡爾、安華高/LSI、恩智浦和英偉達)。

  (元器件交易網董蕾 譯)

  外媒原文如下:

  Later this month, IC Insights’ May Update to The 2014 McClean Report will show a ranking of the 1Q14 top 25 semiconductor suppliers.  A preview of the top 20 companies is presented in Figure 1.  The top 20 worldwide semiconductor (IC and O S D—optoelectronic, sensor, and discrete) sales ranking for 1Q14 includes nine suppliers headquartered in the U.S., three in Taiwan, three in Europe, two in South Korea, two in Japan, and one in Singapore, a relatively broad representation of geographic regions. 

  The top-20 ranking includes three pure-play foundries (TSMC, GlobalFoundries, and UMC) and six fabless companies. It is interesting to note that the top four semiconductor suppliers all have different business models.  Intel is essentially a pure-play IDM, Samsung a vertically integrated IC supplier, TSMC a pure-play foundry, and Qualcomm a fabless company.

  IC foundries are included in the top 20 ranking because IC Insights has always viewed the ranking as a top supplier list, not as a marketshare ranking, and realizes that in some cases semiconductor sales are double counted.  With many of our clients being vendors to the semiconductor industry (supplying equipment, chemicals, gases, etc.), excluding large IC manufacturers like the foundries would leave significant “holes” in the list of top semiconductor suppliers.  Foundries and fabless companies are clearly identified in Figure 1.  In the April Updateto The McClean Report, marketshare rankings of IC suppliers by product type were presented and foundries were excluded from these listings.

  It should be noted that not all foundry sales should be excluded when attempting to create marketshare data.  For example, although Samsung had a large amount of foundry sales in the first quarter, most of its sales were to Apple. Apple does not re-sell these devices, so counting these foundry sales as Samsung semiconductor sales does not introduce double counting.

  Overall, the list shown in Figure 1 is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.

  Outside of the top five spots, there were numerous changes within the 1Q14 top-20 semiconductor supplier ranking. As shown, MediaTek jumped up four positions in 1Q14 as compared to 1Q13 into 12th place.  MediaTek continues to experience extremely strong demand for its devices in the booming low-end smartphone business in China and other Asia-Pacific locations.  Moreover, MediaTek and MStar finalized their merger on February 1, 2014.  Annual post-merger sales for MediaTek are expected to be well over $6 billion.

  After Avago’s purchase of LSI Corp. on May 6, 2014, the combined annual semiconductor sales run-rate of the two companies is likely to be over $5 billion.  Also, last year’s Micron/Elpida merger essentially created a new “giant” semiconductor company with Micron’s sales expected to be over $17 billion this year!

  It should be noted that the sales of Micron and Elpida (merged on July 1, 2013), MediaTek and MStar, and Avago and LSI use the combined sales of the two companies for both 1Q13 and 1Q14, regardless of when the merger actually occurred.  This was done in an attempt to make the company’s 1Q14/1Q13 sales growth rates more directly comparable and give a clearer picture of the merged company’s sizes going forward.

  Another potential merger to keep a watch for in the future is Fujitsu and Panasonic.  In February of this year, the two Japan-based companies signed a memorandum of understanding to combine the two companies’ system LSI businesses and form a new fabless semiconductor company.  IC Insights estimates that the combined 1Q14 semiconductor sales of these two companies was about $1.25 billion (down from $1.44 billion in 1Q13), which would have ranked the “merged” company as the sixteenth largest semiconductor company in the first quarter of this year.

  In total, the top 20 semiconductor companies’ sales increased by 9% in 1Q14 as compared to 1Q13, which was two points higher than IC Insights’ current 7% forecast for total worldwide semiconductor market growth this year.  As shown, it took total semiconductor sales of just over $1.0 billion to make the 1Q14 top 20 ranking.

  Figure 2 shows that there was a 58-percentage-point range of year-over-year growth rates among the 1Q14 worldwide top 20 semiconductor suppliers—from +48% for MediaTek/MStar to -10% for ST (it should be noted that excluding the legacy ST-Ericsson products, ST’s 1Q14/1Q13 sales increased 1%).

 

  The success of the fabless and fab-lite business models and the continued strong growth of the memory market are evident when examining the top 20 semiconductor suppliers that logged double-digit growth in 1Q14.  As shown, 10 of the top 11 1Q14 performers were either memory suppliers (SK Hynix, Micron, and Samsung) or fabless/fab-lite companies (MediaTek, AMD, Infineon, Freescale, Avago/LSI, NXP, and Nvidia).

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