2017全球半导体排名洗牌:三星取代英特尔成龙头

Release time:2017-11-22
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source:IC Insights
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内存涨价掀起半导体厂排名大风吹,研调机构IC Insights昨(20)日公布最新报告指出,今年全球半导体厂(不含专业晶圆代工厂)排名将洗牌,三星将挤下长年霸主英特尔,首度成为龙头;而联发科则将被挤出十名之外,前十大厂将无台厂进榜。

预计今年前十大半导体厂商排名依次为:三星、英特尔、海力士、美光、博通、高通、德州仪器、东芝、英伟达、恩智浦。(详见下图)

IC Insights表示,英特尔自1993年起即称霸半导体厂第一名宝座,至今已连续长达24年之久,不过,今年第二季起三星就挤下英特尔跃居榜首,带动三星成长的主因就是DRAM、NAND Flash的涨价效应,预估三星今年营收可达到656亿美元(近2兆台币),市占率将达到15%。

IC Insights也指出,SK海力士、美光也同样受惠内存涨价,预估SK海力士与美光今年合并营收可望分别较去年成长75.84%、73.33%,两大厂排名也将较去年成长两名,分别登上第三、第四名。

IC Insights表示,联发科因今年仍在进行转型计划,手机芯片锁定中低阶市场,高阶市场则暂不推出新产品,并多角化布局物联网、特殊应用芯片(ASIC)等事业,但成效仍待发酵,今年营收受到转型影响,预估今年将掉出全球前10大半导体厂排名之外。

由于今年以来人工智慧(AI)成为市场最热门的话题,辉达(NVIDIA)以GPU產品搭上这波风潮,营收规模今年也将可望成长至92亿美元,激增44%,排名从前十大之外,上升至第9名。

前十大公司中预计有6家在2017年的销售额超过170亿美元,近期可能合并的博通、高通,预估今年合并营收分别为176亿美元、171亿美元,排名为第五、第六名,若高通、恩智浦与博通等三大厂合并,营收规模预估将增至439亿美元,排名将可望一举跳升至第三名。不过,目前博通正在尝试收购高通,高通正在试图收购NXP,这增加了十大半导体厂商排名的不确定性。

存储器产业涨价是由市场供需决定,DRAM部分近年来由于各大厂久未扩產,加上市场需求暴增,带动记忆体涨价,至于NAND Flash领域,则是由于2D转3D制程不顺,但目前市场供给已逐渐顺畅,综合因素下,明年前十大半导体厂排名仍有变数。

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