据市场调研公司,根据多数分析师的预估,2011年半导体产业预计只会小幅增长,但部分芯片公司将取得较高的增长速度。
例如,智能手机市场预计大增73%,这有望帮助手机芯片厂商高通的2011年营业收入比2010年增长约33%。预计2011年高通的营业收入将达到95.9亿美元左右,其芯片销售额排名将从2010年的第10上升到第八。
另一方面,预计日本存储器芯片厂商尔必达2011年营业收入将下降39%。如果以日圆计算,该公司的营业收入降幅将接近50%。据IC Insights,尔必达2011年营业收入预计为39.5亿美元左右,排名将从去年的第13名下降到第19名。
据IC Insights,总体来看,预计20家最大芯片厂商的2011年合计营业收入增长6%,而整体半导体产业的增长率预计只有2%。
预计英特尔芯片销售额将连续第20年稳居第一。由于今年稍早收购了英飞凌的无线芯片部门,英特尔领先第二名三星电子的幅度将会扩大。IC Insights公司表示,预计英特尔的营业收入将达505.9亿美元,比三星的346.7亿美元预期营收高出47%。2010年英特尔的芯片销售额比三星高出24%。
预计2011年英伟达的半导体销售额排名将从2010年的第23上升到第18,受益于旗下图形与通信处理器业务的增长。
在20大芯片厂商中,存储器芯片厂商的2011年表现预计不如2011年。IC Insights公司表示,2010-2011年增长最快的七家厂商预计是非存储器芯片厂商。
本文授权编译自EETIMES,版权所有,谢绝转载!
查看英文原文:Top 20 chip firms set to outgrow market
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Top 20 chip firms set to outgrow market
Dylan McGrath
SAN FRANCISCO—By most analysts' estimates, the semiconductor industry is forecast to grow only slightly in 2011, but that won't stop some chip companies from achieving significantly higher growth, according to market research firm IC Insights Inc.
For example, buoyed by a projected 73 percent growth in smartphones, handset chip vendor Qualcomm Inc. is expected to grow sales by about 33 percent in 2011 compared to 2010, according to IC Insights. With projected revenue of about $9.59 billion, Qualcomm is set to move to No. 8 in chip sales in 2011, up from No. 10 in 2010, according to the firm.
At the other end of the spectrum, Japanese memory chip vendor Elpida Memory Inc. is expected to register a sales decline of 39 percent in 2011, according to IC Insights, which added that Elpida's slide is likely to be closer to 50 percent when stated in Japanese yen. With projected sales of about $3.95 billion, Elpida is projected to slip to No. 19 in semiconductor sales in 2011, down from No. 13 last year, according IC Insights.
All told, the top 20 chip vendors are forecast to cumulatively grow 6 percent in 2011, much higher than the expected growth rate of 2 percent for the semiconductor industry as a whole, according to IC Insights.
Intel Corp. is expected to retain firm control of the No. 1 ranking in chip sales for the 20th consecutive year. Thanks in part to its acquisition of Infineon's wireless chip unit earlier this year, Intel is projected to increase its lead over second-ranked chip vendor Samsung Electronics Co. Ltd. with projected sales of $50.59 billion, 47 percent better than Samsung's projected $34.67 billion, IC Insights said. In 2010, Intel's chip sales were 24 percent better than Samsung's.
Nvidia Corp. is expected to jump to No. 18 in semiconductor sales in 2011 from No. 23 in 2010, thanks to healthy growth in its graphics and communications processor business, IC Insights said.
Memory chip vendors are not expected to fare as well in the 2011 top 20 rankings as they did in 2010. The top seven growth rates between 2010 and 2011 are expected to be achieved by non-memory chip vendors, IC Insights said.