元器件交易网讯  5月16日消息，据外媒报道，IC Insight研究报告公布了2014年第一季度全球半导体供应商排名，联发科上升2名跃居第10名，今年收入预计超过60亿美元。

　　下面为原文摘译：

　　如图一，4月的McClean报告公布IC供应商市场份额排名，产品类型供应商陈列出来了，但是代工厂排除在列表之外。

图一

　　必须指出的是并非所有的代工厂销量都应当排除。比如，尽管三星第一季度有很大销量，大部分销量来自苹果。苹果不会重新推销这些设备，所以计算这些代工厂销量比如三星半导体的销量时不会重复去计算。

　　如图所示，第一季度半导体供应商排名，联发科比去年同期的12名上升两位。联发科由于其设备在中国和其他亚太地区低端智能手机业务的蓬勃发展，需求仍然强劲。此外，联发科和晨星在2014年2月1日完成他们合并。联发科合并后的年度收入预计将超过60亿美元。

　　2014年6月安华高科技收购LSI公司，合并后收入可能超过50亿美元。另外，去年美光和尔必达实际上创建了一个新的“巨型”半导体公司，美光今年销售额预计将超过170亿美元。

　　另外需要密切关注是富士通和松下合并公司，今年2月，两家公司签订协议，结合两家公司的系统LSI业务，形成一个新的无晶圆半导体公司。IC Insights预计2014年第一季度，这两家合并的半导体公司收入约12.5亿美元（2013年Q1为14.4亿美元），第一季度将会列为16大合并半导体公司之一。

　　总体而言，排名前20的半导体公司销售收入2014年第一季度同比增长9%，这比IC Insights预测的全球半导体市场增7%高出2个百分点。

　　图2所示，2014年第一季度全球前20半导体供应商年增长率达到58%，从联发科、MStar 48%的年增长到意法半导体10%的负增长。

图2

　　无晶圆厂和轻晶圆厂业务模式的成功以及记忆芯片市场的持续强劲增长都很明显。如图所示，排名前10和前11的供应商不是存储芯片供应商（SK海力士、美光和三星）就是无晶圆厂/轻晶圆（联发科、AMD、英飞凌、飞思卡尔、安华高/LSI、恩智浦和英伟达）。

　　（元器件交易网董蕾 译）

　　外媒原文如下：

　　Later this month, IC Insights’ May Update to The 2014 McClean Report will show a ranking of the 1Q14 top 25 semiconductor suppliers.  A preview of the top 20 companies is presented in Figure 1.  The top 20 worldwide semiconductor (IC and O S D—optoelectronic, sensor, and discrete) sales ranking for 1Q14 includes nine suppliers headquartered in the U.S., three in Taiwan, three in Europe, two in South Korea, two in Japan, and one in Singapore, a relatively broad representation of geographic regions. 

　　The top-20 ranking includes three pure-play foundries (TSMC, GlobalFoundries, and UMC) and six fabless companies. It is interesting to note that the top four semiconductor suppliers all have different business models.  Intel is essentially a pure-play IDM, Samsung a vertically integrated IC supplier, TSMC a pure-play foundry, and Qualcomm a fabless company.

　　IC foundries are included in the top 20 ranking because IC Insights has always viewed the ranking as a top supplier list, not as a marketshare ranking, and realizes that in some cases semiconductor sales are double counted.  With many of our clients being vendors to the semiconductor industry (supplying equipment, chemicals, gases, etc.), excluding large IC manufacturers like the foundries would leave significant “holes” in the list of top semiconductor suppliers.  Foundries and fabless companies are clearly identified in Figure 1.  In the April Updateto The McClean Report, marketshare rankings of IC suppliers by product type were presented and foundries were excluded from these listings.

　　It should be noted that not all foundry sales should be excluded when attempting to create marketshare data.  For example, although Samsung had a large amount of foundry sales in the first quarter, most of its sales were to Apple. Apple does not re-sell these devices, so counting these foundry sales as Samsung semiconductor sales does not introduce double counting.

　　Overall, the list shown in Figure 1 is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.

　　Outside of the top five spots, there were numerous changes within the 1Q14 top-20 semiconductor supplier ranking. As shown, MediaTek jumped up four positions in 1Q14 as compared to 1Q13 into 12th place.  MediaTek continues to experience extremely strong demand for its devices in the booming low-end smartphone business in China and other Asia-Pacific locations.  Moreover, MediaTek and MStar finalized their merger on February 1, 2014.  Annual post-merger sales for MediaTek are expected to be well over $6 billion.

　　After Avago’s purchase of LSI Corp. on May 6, 2014, the combined annual semiconductor sales run-rate of the two companies is likely to be over $5 billion.  Also, last year’s Micron/Elpida merger essentially created a new “giant” semiconductor company with Micron’s sales expected to be over $17 billion this year!

　　It should be noted that the sales of Micron and Elpida (merged on July 1, 2013), MediaTek and MStar, and Avago and LSI use the combined sales of the two companies for both 1Q13 and 1Q14, regardless of when the merger actually occurred.  This was done in an attempt to make the company’s 1Q14/1Q13 sales growth rates more directly comparable and give a clearer picture of the merged company’s sizes going forward.

　　Another potential merger to keep a watch for in the future is Fujitsu and Panasonic.  In February of this year, the two Japan-based companies signed a memorandum of understanding to combine the two companies’ system LSI businesses and form a new fabless semiconductor company.  IC Insights estimates that the combined 1Q14 semiconductor sales of these two companies was about $1.25 billion (down from $1.44 billion in 1Q13), which would have ranked the “merged” company as the sixteenth largest semiconductor company in the first quarter of this year.

　　In total, the top 20 semiconductor companies’ sales increased by 9% in 1Q14 as compared to 1Q13, which was two points higher than IC Insights’ current 7% forecast for total worldwide semiconductor market growth this year.  As shown, it took total semiconductor sales of just over $1.0 billion to make the 1Q14 top 20 ranking.

　　Figure 2 shows that there was a 58-percentage-point range of year-over-year growth rates among the 1Q14 worldwide top 20 semiconductor suppliers—from +48% for MediaTek/MStar to -10% for ST (it should be noted that excluding the legacy ST-Ericsson products, ST’s 1Q14/1Q13 sales increased 1%).

　　The success of the fabless and fab-lite business models and the continued strong growth of the memory market are evident when examining the top 20 semiconductor suppliers that logged double-digit growth in 1Q14.  As shown, 10 of the top 11 1Q14 performers were either memory suppliers (SK Hynix, Micron, and Samsung) or fabless/fab-lite companies (MediaTek, AMD, Infineon, Freescale, Avago/LSI, NXP, and Nvidia).