2012年3月28日 星期三

2011全球半導體排名(補述)

前幾大都是IDM (整合元件製造)廠。但三星有包括系統成品廠嗎?

如果沒有的話,指的是純半導體事業群的話,那SONY 又是怎麼算?!

其實我也知道SONY 本身也做了許多半導體成品,以前光碟機的伺服IC 也有SONY。

他可能把PSP 或PS3 這些遊戲機用的半導體算進去,這些應該很補的。

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Fabless (IC 設計業)第一大的確是高通(Qualcomm)成長速率是數一數二的。

果然手機方案平台是目前半導體市場的王道...但我們唯一上榜的公司,

卻是反向成長下降,我想還是我們一直強調的研發能力吧。

您不要以為在園區上班就是搞研發,每天抱著別人的規格抄產品就是研發。

或許您可能您還不很能體會,但是整體所能表現競爭力與成長動能的背後,

您真的可以好好地去探討一下。

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原文章內有特別指出藍光LED 發明者:日亞化。也以大幅成長卡到了前25 名。

剛好比我們那些天天抱著規格書K...幾乎沒夜沒日的一流的賣肝工程師們比,

營業額只差一點點而已。您應該就可以很明瞭真正所謂的公司蹲馬步研發的

好處了吧!....................

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另外,無容置疑幾家在車用電子應用市場扮演重要的供應商,如TI、Renesas 、

On (FreeScale)(以前的Motorola) 及歐洲的Infineon、 ST 等。都可以呈現出

穩健的市場排名...這也都是累積長期耕耘的結果。值得參考。

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全球半導體排名 聯發科下滑

 

根據市調機構iSuppli調查,手機晶片廠聯發科去年在全球半導體市場占有率滑落至0.9%,排名也下滑至22名;英特爾(Intel)蟬聯全球半導體龍頭。

iSuppli最新調查報告指出,去年全球半導體產值為3113.6億美元,較2010年成長1.3%;其中,英特爾除個人電腦處理器及儲存型快閃記憶體(NAND Flash)銷售強勁外,也受惠收購英飛凌(Infineon)無線事業部門。

英特爾去年營收487.21億美元,年增20.6%,市占率自2010年的13.1%攀升至15.6%,不僅穩居全球半導體龍頭寶座,市占率也創下2001年來新高紀錄。

南韓三星(Samsung)去年營收285.63億美元,較2010年小幅增加0.6%,全球市占率9.2%,僅次於英特爾,居全球第2大半導體廠。

聯發科去年營收29.52億美元,較2010年減少16.9%,全球市占率跌破1%大關,滑落至0.9%,排名也自2010年的第19名,下滑至第22名。

【2012/03/27 中央社】


 

Fueled by strong sales growth in its core chip businesses—and boosted by a major acquisition—leading semiconductor supplier Intel Corp. in 2011 attained its highest annual market share in more than 10 years, according to the IHS iSuppli Competitive Landscape Tool from information and analytics provider IHS (NYSE: IHS).

Intel in 2011 increased its overall semiconductor market share to 15.6 percent, up 2.5 percentage points from 13.1 percent in 2010, according to the final IHS semiconductor estimate for the year. This represents the highest market share for Intel going back to at least 2001, when it reached 14.9 percent. Over the last five years, Intel’s share of the market ranged from 11.9 percent to 13.9 percent.

“Intel in 2011 captured the headlines with its major surge in growth,” said Dale Ford, head of electronics and semiconductor research for IHS. “The company’s rise was spurred by soaring demand for its PC-oriented microprocessors, and for its NAND flash memory used in consumer and wireless products. Intel’s revenue also was boosted by its acquisition of Infineon’s wireless business unit. The company’s strong rise helped it to stave off the rising challenge mounted by No. 2 semiconductor supplier Samsung Electronics Co. Ltd., which had been whittling away at Intel’s lead in recent years.”

The table below presents the final 2011 semiconductor market share ranking from the IHS.

 

Intel in the Lead
Intel in 2011 saw its revenue jump by 20.6 percent. This outpaced every other semiconductor supplier in the Top 20 with the exception of Qualcomm Inc. and ON Semiconductor, both of which also saw exceptionally high levels of growth based on a combination of organic expansion and key acquisitions. Intel increased its share of the market by 2.5 percentage points, from 13.1 percent in 2010 to 15.6 percent in 2011, the largest rise in market share the company has seen in well over 10 years.

Until 2011, Samsung had been steadily closing the gap with Intel, with its share of global semiconductor market revenue rising from 3.9 percent in 2000 to 9.2 percent in 2010. Samsung’s revenue growth of 0.6 percent in 2011 left its overall market share unchanged at 9.2 percent in 2011.

Semiconductor Stasis in 2011
Based on the completed results of IHS iSuppli’s 2011 market share research, global semiconductor market growth for 2011 has been measured at 1.3 percent. This is down slightly from the IHS preliminary estimate of 1.9 percent growth, which was publicly released on December 1.

A weak sequential growth of negative 5.9 percent in the fourth quarter of 2011 pulled the full-year results down. However, the market was still able to escape with overall positive growth, as consistently projected by IHS iSuppli in its forecasts throughout the year.

No Qualms for Qualcomm in 2011
Among the other Top 10 semiconductor suppliers, Qualcomm captured the headlines with its 41.6 percent growth, propelling it up the rankings to No. 6 in 2011, up from No. 9 in 2010. This massive increase gave Qualcomm a 3.3 percent market share in 2011, putting it close behind No. 5 Renesas Electronics Corp., which had a 3.4 percent share. 

Qualcomm had enjoyed an unbroken period of growth in its overall market share stretching back to at least 2000 until it saw its share dip during 2010, when the overall market experienced a strong rebound following the collapse of 2009. 

Because Qualcomm had successfully limited its revenue decline in 2009, it did not experience the same strong rebound in 2010 as other companies. However, Qualcomm saw its revenue and share of the market surge in 2011, taking it ever higher in the semiconductor rankings as the world’s largest fabless semiconductor supplier.

Semiconductor Sundries
Among the Top 25 suppliers, ON Semiconductor also saw a major boost in its market position by jumping eight positions to No. 18, up from No. 26. This was largest climb in the rankings by a Top 25 company.

Also making great strides was Nichia Corp., whose success as a supplier of light-emitting diodes (LEDs) resulted in a growth increase of 34.1 percent and a move up to No. 23.

Illustrating the weakness of the semiconductor market in 2011, only about half of the 302 chip suppliers—or 52.6 percent—tracked by IHS increased their revenue in 2011 and achieved growth.

Overall, companies headquartered in the Americas saw the greatest improvement to their semiconductor revenues among all regions, at 7.5 percent growth. In comparison, revenue fell 7.2 percent as a whole for Japanese firms, which suffered from the impact of the 2011 earthquake.

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