2007年晶圆代工市场大洗牌 各巨头排名调整

Samsung steams into foundry top ten, says IC Insights




Peter Clarke
EE Times Europe
(05/06/2008 9:22 H EDT)

LONDON — Samsung Electronics Co. Ltd. increased its foundry sales fivefold in 2007 to achieve $385 million in revenue and grab tenth spot in IC Insights‘ ranking of the leading IC foundries for 2007.
As a result Samsung has come from zero sales in 2005 to a significant position although still an order of magnitude down on market leaders Taiwan Semiconductor Manufacturing Co. (TSMC), United Microelectronics Corp. (UMC) Semiconductor Manufacturing International Corp. (SMIC) and Chartered Semiconductor Manufacturing.
Europe-headquartered X-Fab, which merged with 1st Silicon in 2006, lies on position higher than Samsung and is the only non-Asia-Pacific pure-play foundry company in the top 14 group. Eleven of the top 14 foundry companies listed are based in the Asia-Pacific region.
With sales of almost $10 billion, TSMC was the leading foundry supplier in 2007 although revenue only increased 1 percent over 2006. TSMC‘s sales were only 11 percent less than the combined foundry sales of the other companies listed in the top 14 ranking.
UMC maintained its second place ranking with sales of $3.8 billion, an increase of 2 percent over 2006. SMIC increased its sales 6 percent and edged ahead of Chartered in 2007 to take over the number three position in the ranking. Together, these "big four" accounted for 68 percent of the $24.5 billion foundry market in 2007.
TSMC, UMC, SMIC, and Chartered are pure-play foundriescompanies that do not offer IC products of their own design, but instead focus on producing ICs for other companies. In 2007, pure play foundries accounted for 84 percent of the total foundry market.
Integrated device manufacturer (IDM) foundries accounted for 16 percent of the 2007 foundry market. IDM foundries are defined as those companies that offer foundry services in addition to their own ICs. IDM foundries include IBM, NEC, TI, and Samsung. In 2007, Samsung edged it way into the ranks of the top 10 foundry suppliers.
Aided by a technology alliance with IBM and Chartered and with a new, 300-mm wafer fab dedicated exclusively to foundry production, Samsung has quickly emerged as a foundry player.
IC foundries have two main customers — fabless IC companies such as Qualcomm, Nvidia, and Xilinx, and IDMs such as Freescale, ST, and others. Large companies and an increasing number of mid-size companies are ditching their fabs in favor of the fabless business model. Companies in this category include LSI and Avago (ex-Agilent), which have all become fabless in the past few years.

2007年晶圆代工市场大洗牌 各巨头排名调整   [折叠]
上网时间:2008年05月04日
据市场研究公司Gartner介绍，2007年代工市场的下滑对行业前十名公司进行了重新洗牌。据Gartner统计，2007年代工业务总额为221.91亿美元，比2006年仅上升2.5%。
台湾积体电路制造股份有限公司（TSMC）和台湾联华电子公司（UMC）分别是2007年全球第一和第二大晶圆代工厂。据Gartner介绍，2007年这两家公司销售不算景气。
在最新排名中，2007年中芯国际集成电路制造公司（SMIC）从第四上升到第三的位置，超过了新加坡特许半导体制造有限公司。
根据排名，代工“业绩明星”有德国的X-Fab Semiconductor Foundries AG和台湾的Vanguard国际半导体公司。Gartner公司指出，X-Fab的销售额在2007年增长了40.3%，而Vanguard的收入增长了22.6%。
“另一方面，Dongbu HiTek、IBM Microelectronics和MagnaChip Semiconductor的营收分别下降了12.4%、12.1%和8.4%，”Gartner公司介绍。

New Report Ranks Top Foundry Suppliers
By Electronics.ca Research Network Published 05/6/2008Semiconductors ,Electronic Manufacturing
The McClean Report 2008 Edition
Pure-play foundries account for 84% of total market; Samsung joins Top 10
A new market research report has just been released its ranking of the leading IC foundries for 2007. 11 of the top 14Foundry companies listed are based in the Asia-Pacific region. Europe-headquartered X-Fab, which merged with 1st Silicon in 2006, is the only non-Asia-Pacific pure-play foundry company in the top 14 group.
The "Big 4" (TSMC, UMC, Chartered, and SMIC) have dominated the foundry market over the past five years. With sales of almost $10 billion, Taiwan Semiconductor Manufacturing Co. (TSMC) was clearly the leading foundry supplier in 2007. Its revenue increased 1% over 2006. TSMC‘s sales were only 11% less than the combined foundry sales of the other companies listed in the top 14 ranking.
UMC maintained its second place ranking with sales of $3.8 billion, an increase of 2% over 2006. SMIC increased its sales 6% and edged slightly ahead of Chartered in 2007 to take over the number three position in the ranking (a position it lost in 1Q08). Together, these "big four" accounted for just over two-thirds (68%)of the $24.5 billion foundry market in 2007. TSMC, UMC, SMIC, and Chartered are pure-play foundries—companies that do not offer IC products of their own design, but instead focus on producing ICs for other companies. In 2007, pure play foundries accounted for 84% of the total foundry market.
Integrated device manufacturer (IDM) foundries accounted for 16% of the 2007 foundry market. IDM foundries are defined as those companies that offer foundry services in addition to their own ICs. IDM foundries include IBM, NEC, TI, and Samsung. In 2007, Samsung edged it way into the ranks of the top 10 foundry suppliers. In 2006, Samsung announced it was going to place special emphasis on its foundry business. Aided by a technology alliance with IBM and Chartered and with a new, 300mmWafer fab dedicated exclusively to foundry production, Samsung has quickly emerged as a foundry player. Samsung‘s foundry sales were $385 million in 2007, placing it in 10th-place in the top 14 ranking.
IC foundries have two main customers—Fabless IC companies such as Qualcomm, Nvidia, and Xilinx, and IDMs such as Freescale, ST, and others. The success of fabless IC companies as well as the movement to more outsourcing by existing IDMs has fueled tremendous growth in IC foundry sales since 1998.
Large companies and an increasing number of mid-size companies are ditching their fabs in favor of the fabless business model. Companies in this category include LSI and Avago (ex-Agilent), which have all become fabless in the past few years. Considering its 1Q08 financial results, AMD could be a company that is forced to go fab-lite or possibly completely fabless in the near future.