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2017年全球前十大Fabless排名:海思第七、紫光第十!恭喜!

作者: 发布日期:2018年1月8日 星期一

 知名调研机构IC Insights昨日发布了2017年全球前十大Fabless排名。国内有两家厂商杀进前十名,分别是海思和紫光集团(展讯+RDA),这两者分别以47.15亿美元和20.50亿美元的收入分居第七位和第10位,其中海思的同比增长更是达到惊人的21%,仅仅次于去年火热的英伟达和AMD,在Fabless增长中位居全球第三。

根据IC Insights预测,2017年Fabless的营收预估会超过1000亿美元。
 
在半导体行业主要存在三种商业模式,分别是IDM、Foundry以及Fabless。IDM(integrate Design manufacture)主要是指集成设计、制造和封装测试一整条产业链于一体的半导体厂商,主要公司有intel、三星等。而Foundry是指只做芯片加工制造,而不做设计的企业,如台积电、GlobalFoundry等。Fabless则是指只做芯片设计而不做制造的企业,主要公司有高通、Nvidia、博通等。
根据排名可以获知,高通依然稳居全球Fabless首位。2017下半年,博通曾经一度营收超过高通,成为Fabless的龙头,但全年看来,依然压不过无晶圆厂巨头的表现,但是很明显差距正在逐步缩小。排名第四的联发科是榜上少有的负增长企业,2017年联发科的日子可谓流年不利,痛失众多大客户订单,在高通及展讯的围剿下情况岌岌可危,不过有消息称联发科已经与苹果公司共同研发基带,如果爆料属实相信联发科的曙光正在降临。
英伟达和AMD在依赖于人工智能的火热,在过去一年里业绩喜人。特别值得一提的是ADM。其推出了一系列的新品,让他们在和Intel的竞争中,重获了不少优势。
中国大陆厂商紫光集团自2013年开始,先后并购展讯、锐迪科和新华三,同时与英特尔、西部数据和惠普结成联盟,顺利搭建了“从芯到云”的泛IT产业链条,形成以集成电路设计、存储和IT信息系统为主的高科技企业雏形。截至2016年底,紫光集团实现年出货超过10亿颗芯片,其中手机芯片出货6.5亿套片,在FPGA、智能卡等多个领域领跑市场,更投资300亿美元存储器芯片制造。
而海思受惠于华为手机出货的强势增长,以及麒麟芯片搭载率的提升,提升较为显著。据悉,2017年华为手机销售收入2360亿人民币左右,规模较2016年同比增长约30%。华为与荣耀品牌智能手机全年发货1.53亿台,中国市场份额保持第一。
展望2018年,中国IC设计产业在提升自给率、政策支持、规格升级与创新应用三大要素的驱动下,将保持高速成长态势,其中,中低端产品在中国本土市场占有率持续提升,国产化的趋势将越加明显。另一方面,国家及地方政府将持续扩大资金与政策支持力道,第二期大基金正在募集中,且会加大对IC设计产业的投资占比,同时选择一些创新的应用终端企业进行投资。此外,科技的发展也引领终端产品规格升级,物联网、AI、汽车电子等创新应用对IC产品的需求不断扩大,也将为2018年IC设计产业带来成长新动力。
ICInsights目前正在研究和撰写将于本月晚些时候发布的第二十一期“McClean Report”。 作为报告的一部分,将提供2017年50家FABLESS IC供应商的列表。
报告表示,2017年全球FABLESS突破1000亿美元大关。前十大公司的营收增长高于全球增长率。
附:IC Insights 报告原文
Fabless IC Company Sales Top $100 Billion for First Time Ever
Two Chinese companies—HiSilicon and Unigroup—are among the top 10 fabless IC sales leaders.
IC Insights is currently researching and writing its 21st edition of The McClean Report, which will be released later this month. As part of the report, a listing of the 2017 top 50 fabless IC suppliers will be presented.
Figure 1 shows the top 10 ranking of fabless IC suppliers for 2017. Two China-based fabless companies made the top 10 ranking last year—HiSilicon, which sells most of its devices as internal transfers to smartphone supplier Huawei, and Unigroup, which includes the IC sales of both Spreadtrum and RDA. Fabless company IC sales are estimated to have exceeded $100 billion in 2017, the first time this milestone has been reached.
 
Figure 1
Unlike the relatively close annual market growth relationship between fabless IC suppliers and foundries, fabless IC company sales growth versus IDM (integrated device manufacturers) IC supplier growth has typically been very different (Figure 2). The first time IDM IC sales growth outpaced fabless IC company sales growth was in 2010 when IDM IC sales grew 35% and fabless IC company sales grew 29%. Since very few fabless semiconductor suppliers participate in the memory market, the fabless suppliers did not receive much of a boost from the surging DRAM and NAND flash memory markets in 2010, which grew 75% and 44%, respectively. However, the fabless IC suppliers once again began growing faster than the IDMs beginning in 2011 and this trend continued through 2014.
 
Figure 2
In 2015, for only the second time on record, IDM IC sales “growth” (-1%) outpaced fabless IC company sales “growth” (-3%). The primary cause of the fabless companies’ 2015 sales decline was Qualcomm’s steep 17% drop in sales. Much of the sharp decline in Qualcomm’s sales that year was driven by Samsung’s increased use of its internally developed Exynos application processors in its smartphones instead of the application processors it had previously sourced from Qualcomm. Although Qualcomm’s sales continued to decline in 2016, the fabless companies’ sales in total (5%) once again outpaced the growth from IDM’s (3%).
In 2017, the market behaved very similarly to 2010, when strong growth in the memory market propelled the IDM IC sales growth rate higher than the fabless IC supplier growth rate. With the total memory market, a market in which the fabless IC companies have very little share, surging by 58% last year, IDM IC sales growth easily outpaced fabless company IC sales growth in 2017.
Report Details: The 2018 McClean Report
Further details on IC and total semiconductor company rankings as well as overall market trends within the IC industry will be provided in the 2018 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry, which is IC Insights’ flagship report covering the IC market. The 2018 edition will be released in January 2018. A subion to The McClean Report includes free monthly updates from March through November (including a 250+ page Mid-Year Update), and free access to subscriber-only webinars throughout the year. An individual-user license to the 2018 edition of The McClean Report is priced at $4,290 and includes an Internet access password. A multi-user worldwide corporate license is available for $7,290.
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