據(jù)市場(chǎng)調(diào)研公司IC Insights最新報(bào)告,2012年,三星(Samsung)的代工業(yè)務(wù)營(yíng)收翻番并因此得以進(jìn)入前三,排在臺(tái)積電(TSMC)和Globalfoundries之后。
臺(tái)積電仍為代工業(yè)名副其實(shí)的領(lǐng)頭羊,2012年?duì)I收遠(yuǎn)超排名第二的Globalfoundries,是其四倍有余。而曾掌持第二把交椅多年的聯(lián)電(UMC)在2012年則連遭滑鐵盧,步步后退至第四名。
2012年代工廠營(yíng)收排名Top 12
Globalfoundries的營(yíng)收增長(zhǎng)了31%,其它取得令人矚目的增長(zhǎng)的代工廠還包括中芯國(guó)際,增幅為27%,排名仍為第5;臺(tái)灣地區(qū)地區(qū)的GaAs代工廠穩(wěn)懋半導(dǎo)體(Win Semiconductors),增幅為28%,排名不變,仍居第12。
三星之所以能取得如此大幅的增長(zhǎng),主要應(yīng)歸功于其為蘋(píng)果生產(chǎn)應(yīng)用處理器。業(yè)界普遍預(yù)測(cè),2013年,蘋(píng)果將持續(xù)“去三星化”,轉(zhuǎn)單臺(tái)積電。不過(guò),IC Insights仍然表示,2013年,三星有望挑戰(zhàn)Globalfoundries的代工第二名之位。
IC Insights指出,2012年第四季度,三星的IC代工產(chǎn)能為每月15萬(wàn)片,假設(shè)每片晶圓營(yíng)收為3000美金,三星代工的年產(chǎn)值可高達(dá)54億美金。
2012年,三星代工產(chǎn)出中有89%是給蘋(píng)果的;然而,蘋(píng)果已在擴(kuò)充其供應(yīng)商名單,三星的挑戰(zhàn)是必須盡快找到一些大客戶(hù)以作應(yīng)對(duì)。
整體而言,2012年,Top 12代工廠在全行業(yè)的市占率約為90%,在2009年三星開(kāi)始為蘋(píng)果生產(chǎn)處理器之前,這個(gè)比率僅為81%。IC Insights指出,未來(lái),Top 12廠商的市占率將逐年穩(wěn)步上升。
Samsung takes third in 2012 foundry sales
Peter Clarke
LONDON – Samsung doubled its foundry sales in 2012 and took third place, behind Taiwan Semiconductor Manufacturing Co. Ltd. and Globalfoundries Inc. in a ranking compiled by market analyst IC Insights.
TSMC remained the leading foundry with sales almost four times greater than those of second-ranked Globalfoundries. United Microelectronics Corp. – for many years the second ranked foundry – experienced a fall in sales in 2012 and slipped back to fourth place (see ranking table below).
Globalfoundries' sales increased by 31 percent and other notable sales increases were achieved by China's Semiconductor Manufacturing International Corp. (SMIC) and Taiwan's Win Semiconductors Corp., a compound semiconductor foundry.
Samsung's manufacture of application processors for Apple was key to its growth in 2012 although it is expected that Apple will start to move manufacturing to TSMC in 2013. Nonetheless IC Insights said it believes Samsung will challenge Globalfoundries for the number two spot in 2013.
Samsung's dedicated foundry IC capacity was 150,000 wafers per month in 4Q12 giving the company the potential to produce annual sales of about $5.4 billion, assuming an average revenue per wafers of $3,000, said IC Insights.
In 2012 Apple's share of Samsung's foundry output was 89 percent, the market watcher said. Samsung's challenge will be to bring on replacement customers as Apple diversifies its suppliers.
In total, the top 12 foundries were responsible for 90 percent of total foundry sales in 2012. This has increased from 81 percent in 2009, before Samsung began manufacturing processors for Apple. IC Insights consolidation to continue and the top 12 market share to continue to rise.