2010年Q1半导体公司全球20强排名大变动

根据市场分析机构IC Insights的报告显示，2010年第一季度，在全球排名前20位的半导体供应商之中，有10家公司的排名发生了变化，其中很大一部分原因是由于受到动荡的DRAM及NAND Flash内存市场的冲击。

在IC Insights公司5月份最新发布的排名表中，Toshiba、Hynix、Micron以及Elpida的座次都至少上升了一位，其中以Elpida为最，上升6位排名第10。报告同时显示，长期排名第2位的三星电子在2010年的半导体销售额将超过300亿美元。IC Insights相信，今年三星公司的IC销售额将有大约50%的成长。三星公司于本月早些时候表示，它会将用于半导体事业的资金投入增至96亿美元，将占到全球半导体产业整体资金投入的22%。IC Insights预计，这个级别的资金投入与财大气粗的英特尔公司和台湾半导体公司台积电相差无几。

尽管Renesas和NEC两家公司的合并工作于4月1日前还未完成，但IC Insights将两公司合并前的销售额相加，在榜单内排名第6。然而由于台积电在代工领域以及Hynix在存储领域的强劲表现，IC Insights预计Renesas公司在2010年整年度排行中将跌至第7。

榜单中一些公司的排名也有不同程度的下降。其中高通从第8位降至第12位；富士通则跌出前20，由2009年第四季度的19位降至第21位。IC Insights表示，第一季度总是手机芯片市场的季节性减缓，相信高通公司在今年剩余时间会有强势反弹。然而由于富士通公司正面临重组，所以在未来一段时间，它仍会停留在前20位之外。

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Surging memory markets shake up top 20 IC vendors

by Dylan McGrath

Ten of the top 20 semiconductor vendors as ranked by sales changed positions in the first quarter, with surging markets for DRAM and NAND flash memory largely responsible for shaking up the rankings, according to a report from market research firm IC Insights Inc.

Toshiba Corp., Hynix Semiconductor Inc., Micron Technology Inc. and Elpida Memory Inc. all moved up at least one position in the rankings—with Elpida jumping up six spots in the tenth position, according to the May update from IC Insights' McLean Report.

Meanwhile, perennial No. 2 ranked chip vendor Samsung Electronics Co. Ltd. is on pace to exceed $30 billion in semiconductor sales in 2010, according to the report. IC Insights (Scottsdale, Ariz.) said it believes Samsung (Seoul, South Korea) could register as much as 50 percent growth in IC sales this year.

Samsung said earlier this month it would increase semiconductor capital spending to about $9.6 billion. At this level, Samsung would be responsible for roughly 22 percent of total global semiconductor capital expenditures, IC Insights estimates, as much as fellow big spenders Intel Corp. and Taiwan Semiconductor Manufacturing Co. (TSMC) combined.

Though the merger between Renesas and NEC to create Renesas Electronics Corp. was not consummated until April 1, IC Insights combined their pre-merger sales to rank the company sixth overall among chip vendors. But given the strong performances expected this year from TSMC in foundry and Hynix in memory, IC Insights predicted that Renesas would drop to the seventh position for the full year 2010.

Companies that slid in the first quarter rankings including Qualcomm Inc., which slide to 12 from eighth, and Fujitsu Ltd., which fell out of the top 20 (ranked 21) after being 19 in the fourth quarter of 2009, IC Insights said.

Saying the first quarter is always seasonally slow for cellphones chips, IC Insights said it expects a strong rebound by Qualcomm in the remainder of the year. But the firm said that with Fujitsu undergoing reorganization it would likely stay out of the top 20 for the near future.

The March update to the McClean report, offered for sale by IC Insights through its website, includes upgraded forecasts for worldwide GDP, PC and cellphone sales for 2010.

IC Insights公司5月份最新发布的半导体排名表