图1

　　元器件交易网讯  3月27日消息，据外媒报道，IC Insights预计，2014年整体光电子、传感器和驱动器设备以及离散式半导体(O-S-D)收入将以8%的速度增长，达到635亿美元（光电将增长9%达到316亿美元、传感器和驱动器将攀升14%达到99亿美元、半导体元件将增6%达到220亿美元）。

　　下面是部分译文：

　　在2013年，由于经济的不确定性、价格侵蚀、库存调整和流动性产能过剩，导致O-S-D总销量增长不到1%。三月份的报告显示，2013年O-S-D的整体销售收入为586亿美元，超过此前2012年的582亿美元，而2012年收入仅比2011年增长1%。

　　在很多方面，2013年是2012年的重复，O-S-D三个细分市场都被不稳定的全球经济和系统制造商高度警惕破坏了。在2013年期间，在光电学、传感器/驱动器和半导体元件中通常最大和增长最快的产品需求量放缓，并大幅降低销售价格。然而，新O-S-D报告预测显示，两年衰退期将于2014年结束，这三个细分市场增长力在未来几年将随着全球经济好转，产品需求会反弹(见图1)。

　　IC Insights预计，2014年整体光电子、传感器和驱动器设备以及半导体元件(O-S-D)收入将以8%的速度增长，达635亿美元（光电将增长9%达到316亿美元、传感器和驱动器将攀升14%达到99亿美元、半导体元件将增6%达到220亿美元）。

　　O-S-D市场部门将保持平稳的增长势头直到2017年，也即下一个经济低谷期。2017年增长将放缓至2%，2018年预计将增长6%，达到864亿美元。这表示在这五年期间该市场以6.4%的复合年增长率增长。

　　2013年O-S-D增长放缓是不寻常的，这表现在很多方面。这是6年来首次O-S-D增长落后于IC——0.7%对比4.7%，IC增长得益于2013年期间DRAM的收入。

　　尽管增长疲软，但是去年整体O-S-D销售收入占半导体行业总收入3251亿美元的18%。在接下来5年，强劲增长预计将刺激O-S-D份额增至近20%，这是自1988年以来最高的百分比，预计2018年整个半导体收入为4405亿美元。

　　另一个不寻常的方面是最大的O-S-D产品部门仍在挣扎。在光电子部门，灯主要是LED增长仅7%，12年来增长最低，这主要是由于背光式电视的高亮度发光二极体增长放缓以及HB-LED产能过剩价格下跌。对HB LED制造商来说，好消息是灯设备价格低价将推动新固态照明应用程序的销售。

　　同时，传感器销售 在2013年增长仅3%，因为加速/偏航传感器降了2%，磁场传感器降了1%。驱动器销量降了4%。半导体元件、功率晶体管去年下滑6%。

图 2

　　基于新报告的预测和分析，在接下来的5年，O-S-D市场增长最强劲的领域将是高亮度LED固态照明、光网络激光发射器、基于MEMS的加速度计、陀螺仪和嵌入式控制和位置感知手机和其他便携式系统的压力传感器，CMOS成像设备、医疗系统和新human-recognition接口、混合电动汽车功率晶体管、节能电器,和更高效的电池管理解决方案。

　　（元器件交易网董蕾 译）

　　外媒原文如下：

　　For the second year in a row, market growth in optoelectronics, sensors and actuator devices, and discrete semiconductors (O S-D) was crippled in 2013 by economic uncertainty, price erosion, inventory corrections, and pockets of excess production capacity, which resulted in a puny 1% increase in combined sales, according to IC Insights’ new 2014 O-S-D Report—A Market Analysis and Forecast for Optoelectronics, Sensors/Actuators, and Discretes.  The 350-page report, released in March, shows total O-S-D sales being nudged to a new all-time high of $58.6 billion in 2013, surpassing the previous peak of $58.2 billion in 2012, when revenues also grew about 1% from record levels in 2011.

　　In many ways, 2013 was a slightly weaker repeat of 2012 with all three O-S-D market segments being undermined by the shaky global economy and high levels of caution among systems makers, who reined in component purchases and kept inventories low.  During 2013, the biggest and typically fastest-growing product categories in optoelectronics, sensors/actuators, and discretes suffered from slowdowns in unit-volume demand and sharply lower selling prices.  However, the new O-S-D Report’s forecast shows the two-year slump ending in 2014 with all three market segments gaining strength over the next several years as the global economy improves and unit demand bounces back (see Figure 1).

　　IC Insights expects total O-S-D revenues to rise by a more normal 8% growth rate in 2014, reaching a fourth consecutive record-high level of $63.5 billion this year (with optoelectronics growing about 9% to $31.6 billion, sensors/actuators climbing nearly 14% to $9.9 billion, and discretes recovering from a two-year decline, increasing 6% to $22.0 billion). The 2014 O-S-D Report shows all three O-S-D market segments steadily gaining momentum until 2017, when the next economic slump is expected.  After growth slows to about 2% in 2017, total O-S-D sales are projected to rise 6% in 2018, reaching $86.4 billion, which represents a compound annual growth rate (CAGR) of 6.4% in the five-year forecast period of the new report.

　　The 2013 slowdown in O-S-D growth was unusual in a number of ways.  For the first time in six years, O S-D growth lagged IC sales—0.7% versus 4.7% for integrated circuits, which got a tremendous boost from a 32% increase in DRAM revenues during 2013.  Despite weaker growth, combined O-S-D sales accounted for 18.0% of the semiconductor industry’s total sales of $325.1 billion in 2013 compared to marketshares of 16.0% in 2003 and 14.6% in 1993.  On the strength of optoelectronics and sensors, total O-S-D sales have outpaced the CAGRs of ICs since the late 1990s and have gained more marketshare over the past two decades.  In the next five years, the return of stronger sales growth is expected to increase O-S-D’s marketshare to nearly 20% of the projected $440.5 billion total semiconductor sales in 2018, which will be the highest percentage since 1988, according to the new report.

　　Another unusual aspect to 2013 was that all of the biggest O-S-D product categories struggled in the year (see Figure 2).  In optoelectronics, sales of lamp devices—primarily light-emitting diodes (LEDs)—grew just 7% in 2013, the lowest rate of increase in 12 years, primarily due to a slowdown in high-brightness LEDs for backlit televisions and falling prices from excess capacity in HB-LEDs.  The good news for HB LED makers is that lower prices for lamp devices should eventually help lift sales for new solid-state lighting applications, which will use up the excess capacity in the next few years.  Image sensors—the second largest optoelectronics product category behind lamp devices—suffered a 4% decline in sales due to steep price erosion in CMOS imaging devices.

　　Meanwhile, total sensors sales were up by just 3% in 2013 with acceleration/yaw sensors falling 2%—the first decline for this product category in eight years—and a 1% drop in magnetic-field sensors.  Actuators sales also fell 4% in 2013.  In discretes, power transistors continued to struggle in 2013 with sales dropping 6% after an 8% decline in 2012.  It was the first back-to-back annual sales decline for power transistors in more than 30 years.

　　Among the 2013 bright spots in the O-S-D markets were optical network laser transmitters, which saw sales surge 48% to $1.0 billion, and pressure sensors, which climbed 18% to a record-high $1.3 billion last year.  Laser transmitter growth is being driven by strong investments in high-speed optical networks, which are needed to keep up with worldwide increases in Internet traffic, tremendous growth in video streaming and downloading transmissions, and the spread of new online cloud-computing services.  Pressure sensor sales were driven higher by strong demand from the automotive industry and new end uses in portable systems (such as smartphones and wearable personal activity trackers) and medical applications, according to the 2014 O-S-D Report.      

　　Based on the new report’s forecast and analysis, the strongest growth drivers in O-S-D during the next five years are expected to be: high-brightness LEDs for solid-state lighting; laser transmitters for faster optical networks; MEMS-based accelerometers, gyroscopes, and pressure sensors for highly adaptive embedded control and location-aware cellphones and other portable systems; CMOS imaging devices for machine vision, medical systems, and new human-recognition interfaces; and power transistors for hybrid and electric vehicles, energy-saving electronics, and more efficient battery management solutions.