關鍵字:工業半導體 英飛凌
Semicast的研究報告顯示,在這個約值324億美元的市場上,英飛凌居首,德州儀器,意法半導體,ADI公司和瑞薩電子排在其后。
過去兩年來,工業半導體市場增長了50%,主要受益于模擬IC,LED及功率分立元件營收的高額增長。Semicast報告指出,自2008年來,工業芯片領域的銷售額已超過汽車電子領域。
Barnden指出,2011年,英飛凌以約26億美元的銷售額占8%的市場份額。其它的前五名廠商營收均超過16億美元,市場份額均超5%。德州儀器之所以領先于意法半導體,主要是因其收購了國家半導體。另外,值得注意的是,工業半導體領域的前20名廠商的市場份額總和不超過整體的60%。
Barnden補充:“實際上,工業半導體市場是集多個領域于一體的,其涵蓋了包括視頻監控,心率監測和農業機械等大為不同的多個市場。這種應用領域和客戶群多樣化的特點使得市場趨于平穩,在其它垂直細分市場大起大落時仍能保持平穩增長。因此,雖然工業半導體領域分散且復雜,但它的增長也是可期的。”
Infineon leads industrial chip vendor ranking, says analyst
Peter Clarke
Infineon Technologies AG was the leading vendor of chips for industrial applications in 2011, according to analyst Colin Barnden at Semicast Research Ltd.
Infineon was ahead of Texas Instruments, STMicroelecronics, Analog Devices Inc. and Renesas Electronics in a market worth about $32.4 billion, Semicast said.
The industrial sector has grown by 50 percent over the last two years, with highest revenue growth for analog ICs, LEDs and power discretes. Industrial chip sales have exceeded those of the automotive sector since 2008, Semicast said.
Barnden reckons Infineon had a market share of about 8 percent (about $2.6 billion in sales) in 2011. The top five companies all had more than 5 percent market share (about $1.6 billion). TI rose to second place with its acquisition of National Semiconductor. The top 20 companies accounted for less than 60 percent of the total.
Barnden commented “In practice the industrial sector is a collection of markets within a market, encompassing areas as diverse as video surveillance, heart rate monitoring and agricultural machinery. This diverse application and customer base tends to smooth the ups and downs seen in many other verticals resulting in steady growth. Thus while the industrial sector is fragmented and complex, it is also dependable”.