2017年全球前十大Fabless排名:海思第七、紫光第十!恭喜!

知名調研機構IC Insights昨日發布了2017年全球前十大Fabless排名。國內有兩家廠商殺進前十名，分別是海思和紫光集團(展訊+RDA)，這兩者分別以47.15億美元和20.50億美元的收入分居第七位和第10位，其中海思的同比增長更是達到驚人的21%，僅僅次於去年火熱的英偉達和AMD，在Fabless增長中位居全球第三。

根據IC Insights預測，2017年Fabless的營收預估會超過1000億美元。

在半導體行業主要存在三種商業模式，分別是IDM、Foundry以及Fabless。IDM(integrate Design manufacture)主要是指集成設計、製造和封裝測試一整條產業鏈於一體的半導體廠商，主要公司有intel、三星等。而Foundry是指只做晶片加工製造，而不做設計的企業，如臺積電、GlobalFoundry等。Fabless則是指只做晶片設計而不做製造的企業，主要公司有高通、Nvidia、博通等。

根據排名可以獲知，高通依然穩居全球Fabless首位。2017下半年，博通曾經一度營收超過高通，成為Fabless的龍頭，但全年看來，依然壓不過無晶圓廠巨頭的表現，但是很明顯差距正在逐步縮小。排名第四的聯發科是榜上少有的負增長企業，2017年聯發科的日子可謂流年不利，痛失眾多大客戶訂單，在高通及展訊的圍剿下情況岌岌可危，不過有消息稱聯發科已經與蘋果公司共同研發基帶，如果爆料屬實相信聯發科的曙光正在降臨。

英偉達和AMD在依賴於人工智慧的火熱，在過去一年裡業績喜人。特別值得一提的是ADM。其推出了一系列的新品，讓他們在和Intel的競爭中，重獲了不少優勢。

中國大陸廠商紫光集團自2013年開始，先後併購展訊、銳迪科和新華三，同時與英特爾、威騰電子和惠普結成聯盟，順利搭建了「從芯到雲」的泛IT產業鏈條，形成以集成電路設計、存儲和IT信息系統為主的高科技企業雛形。截至2016年底，紫光集團實現年出貨超過10億顆晶片，其中手機晶片出貨6.5億套片，在FPGA、智慧卡等多個領域領跑市場，更投資300億美元存儲器晶片製造。

而海思受惠於華為手機出貨的強勢增長，以及麒麟晶片搭載率的提升，提升較為顯著。據悉，2017年華為手機銷售收入2360億人民幣左右，規模較2016年同比增長約30%。華為與榮耀品牌智慧型手機全年發貨1.53億臺，中國市場份額保持第一。

展望2018年，中國IC設計產業在提升自給率、政策支持、規格升級與創新應用三大要素的驅動下，將保持高速成長態勢，其中，中低端產品在中國本土市場佔有率持續提升，國產化的趨勢將越加明顯。另一方面，國家及地方政府將持續擴大資金與政策支持力道，第二期大基金正在募集中，且會加大對IC設計產業的投資佔比，同時選擇一些創新的應用終端企業進行投資。此外，科技的發展也引領終端產品規格升級，物聯網、AI、汽車電子等創新應用對IC產品的需求不斷擴大，也將為2018年IC設計產業帶來成長新動力。

 ICInsights目前正在研究和撰寫將於本月晚些時候發布的第二十一期「McClean Report」。 作為報告的一部分，將提供2017年50家FABLESS IC供應商的列表。

報告表示，2017年全球FABLESS突破1000億美元大關。前十大公司的營收增長高於全球增長率。

 

附：IC Insights 報告原文

Fabless IC Company Sales Top $100 Billion for First Time Ever

Two Chinese companies—HiSilicon and Unigroup—are among the top 10 fabless IC sales leaders.

IC Insights is currently researching and writing its 21st edition of The McClean Report, which will be released later this month.  As part of the report, a listing of the 2017 top 50 fabless IC suppliers will be presented.

Figure 1 shows the top 10 ranking of fabless IC suppliers for 2017.  Two China-based fabless companies made the top 10 ranking last year—HiSilicon, which sells most of its devices as internal transfers to smartphone supplier Huawei, and Unigroup, which includes the IC sales of both Spreadtrum and RDA.  Fabless company IC sales are estimated to have exceeded $100 billion in 2017, the first time this milestone has been reached.

Figure 1

Unlike the relatively close annual market growth relationship between fabless IC suppliers and foundries, fabless IC company sales growth versus IDM (integrated device manufacturers) IC supplier growth has typically been very different (Figure 2).  The first time IDM IC sales growth outpaced fabless IC company sales growth was in 2010 when IDM IC sales grew 35% and fabless IC company sales grew 29%.  Since very few fabless semiconductor suppliers participate in the memory market, the fabless suppliers did not receive much of a boost from the surging DRAM and NAND flash memory markets in 2010, which grew 75% and 44%, respectively.  However, the fabless IC suppliers once again began growing faster than the IDMs beginning in 2011 and this trend continued through 2014.

Figure 2

In 2015, for only the second time on record, IDM IC sales 「growth」 (-1%) outpaced fabless IC company sales 「growth」 (-3%).  The primary cause of the fabless companies』 2015 sales decline was Qualcomm’s steep 17% drop in sales. Much of the sharp decline in Qualcomm’s sales that year was driven by Samsung’s increased use of its internally developed Exynos application processors in its smartphones instead of the application processors it had previously sourced from Qualcomm.  Although Qualcomm’s sales continued to decline in 2016, the fabless companies』 sales in total (5%) once again outpaced the growth from IDM’s (3%).

In 2017, the market behaved very similarly to 2010, when strong growth in the memory market propelled the IDM IC sales growth rate higher than the fabless IC supplier growth rate.  With the total memory market, a market in which the fabless IC companies have very little share, surging by 58% last year, IDM IC sales growth easily outpaced fabless company IC sales growth in 2017.

Report Details: The 2018 McClean Report

Further details on IC and total semiconductor company rankings as well as overall market trends within the IC industry will be provided in the 2018 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry, which is IC Insights』 flagship report covering the IC market. The 2018 edition will be released in January 2018.  A subscription to The McClean Report includes free monthly updates from March through November (including a 250+ page Mid-Year Update), and free access to subscriber-only webinars throughout the year.  An individual-user license to the 2018 edition of The McClean Report is priced at $4,290 and includes an Internet access password.  A multi-user worldwide corporate license is available for $7,290.

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