在2010年MEMS(微機(jī)電)市場(chǎng)25%的增長(zhǎng)中,各MEMS代工廠所獲份額并不均等。
2010年,排名前20的代工廠的收入約為5.35億美元,比2009年增長(zhǎng)了10%,這是因?yàn)楦鞴緸閾屨枷M(fèi)者和汽車市場(chǎng)的份額,也在公司內(nèi)部進(jìn)行自主生產(chǎn)。
意法半導(dǎo)體(ST)繼續(xù)領(lǐng)跑MEMS代工業(yè)務(wù),其銷售收入達(dá)2.04億美元;但其它領(lǐng)先廠商的排名有變化。
Silex Microsystems(西爾克斯微系統(tǒng),瑞典Jarfalla)的營收達(dá)3,700萬美元、增長(zhǎng)了85%,這主要得益于其先成型過孔( via)、高摻硅、硅通孔技術(shù)。Asia Pacific Microsystems(亞太微系統(tǒng))的銷售達(dá)3,100萬美元、增長(zhǎng)了60%,從而使這家臺(tái)灣公司超過營收為3,000萬美元的德州儀器(TI)排名第四。
但能以200mm直徑晶圓工藝進(jìn)行MEMS生產(chǎn)的大型IDM廠商獲得了大部分生意,并得益于汽車市場(chǎng)的復(fù)蘇。
“在未來,像博世、意法半導(dǎo)體和松下等大型IDM廠商將繼續(xù)享有快速增長(zhǎng)的消費(fèi)MEMS市場(chǎng)的利好,”Yole Developpement的CEO Christophe Eloy在一份聲明中表示。 “而那些來自大型量產(chǎn)半導(dǎo)體行業(yè)[如臺(tái)積電(TMSC)]的代工廠,將變得越來越重要。”
Yole Developpement估計(jì):去年,臺(tái)積電的MEMS收入大約增加了一倍,其MEMS代工收入從約1,000萬美元驟增到2,000萬美元左右。如XFab、TowerJazz和UMC(聯(lián)華電子)等半導(dǎo)體行業(yè)的其它公司,規(guī)模雖仍較小,但也都有健康增長(zhǎng)。中芯國際(SMIC)雖未進(jìn)入20強(qiáng),其MEMS代工業(yè)務(wù)也越做越大;而Globalfoundries也計(jì)劃以咄咄逼人的姿態(tài)進(jìn)入MEMS市場(chǎng)。
[轉(zhuǎn)下一頁:排名前20位的MEMS代工廠名單]
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• 攀爬MEMS尖峰,多傳感器和MCU功能融合是發(fā)展未來
• 2010年MEMS供應(yīng)商TOP30排名,隱現(xiàn)寡頭趨勢(shì)
• 2010年歐洲三大MEMS廠商市場(chǎng)表現(xiàn)及營收bRtesmc
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但專業(yè)的MEMS代工廠可能服務(wù)產(chǎn)品批量較小的客戶,這些應(yīng)用包括更專業(yè)、利潤(rùn)也更高的光學(xué)、通信和生物醫(yī)學(xué)等領(lǐng)域的業(yè)務(wù)。“這些代工廠可能不會(huì)有同樣強(qiáng)勁的增長(zhǎng),但他們有很好、利潤(rùn)豐厚的生意,”Eloy說。這些較大規(guī)模的專業(yè)代工廠正形成一個(gè)大的、且日益壯大的群體,并越來越明顯地與其它代工廠拉開距離。
Sensonor以3,500萬美元的代工收入位列第3,這得益于英飛凌將其胎壓監(jiān)測(cè)系統(tǒng)分拆出來交由代工打理。而德州儀器隨著來自利盟(Lexmark)噴墨打印機(jī)頭需求的放緩,從第二滑落至第五位;成熟的噴墨打印機(jī)市場(chǎng)增長(zhǎng)的放緩以及從一次性頭過渡到永久頭的趨勢(shì)是其下滑的主要原因。
[轉(zhuǎn)下一頁:排名前20位的MEMS代工廠原文]
相關(guān)閱讀:
• 攀爬MEMS尖峰,多傳感器和MCU功能融合是發(fā)展未來
• 2010年MEMS供應(yīng)商TOP30排名,隱現(xiàn)寡頭趨勢(shì)
• 2010年歐洲三大MEMS廠商市場(chǎng)表現(xiàn)及營收bRtesmc
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Top 20 MEMS foundries ranked
Peter Clarke
LONDON – MEMS foundries shared unequally in the MEMS market's 25 percent growth in 2010.
The top 20 foundries scored about $535 million in revenue in 2010, up 10 percent on the year before, as companies doing their own internal production grabbed share in consumer and automotive markets.
STMicroelectronics continued to dominate the MEMS foundry business, capturing $204 million in sales but there was change among the rest of the leading players.
Silex Microsystems AB (Jarfalla, Sweden) achieved 85 percent growth to $37 million in sales, largely on demand for its via-first, highly-doped silicon through-silicon-via technology. Sales at Asia Pacific Microsystems jumped some 60 percent, to $31 million, to move the Taiwan company into fourth position above Texas Instruments on $30 million.
However, large IDMs able to process MEMS on 200-mm diameter wafers captured most business and benefitted form recovery of the automotive market.
"In the future, the large IDMs like Bosch, STMicroelectronics and Panasonic will continue to capture much of the big growth in consumer MEMS markets," said Jean Christophe Eloy, CEO of Yole Developpement, in a statement. "And those foundries coming from the large volume semiconductor industry [such as TSMC] will become more and more important."
Yole Developpement estimates TSMC roughly doubled its MEMS revenues last year, to jump from about $10 million to about $20 million in MEMS foundry revenues. Other semiconductor industry companies, suc as XFab, TowerJazz and UMC also saw healthy growth, though remain relatively small players. Though not yet large enough to make the list, SMIC's MEMS foundry business is also growing, and Globalfoundries is planning an aggressive move into the MEMS market.
Though the specialty MEMS foundries may be serving lower volume customers, those applications include much specialized, higher margin business in optical, telecommunications and biomedical applications. "These foundries may not be seeing the same big growth, but they are making a good, profitable business," says Eloy. And there's a large and growing group of these larger specialty foundries increasingly separating themselves from the pack.
Sensonor vaulted onto the list in number third position, with $35 million in foundry business, as Infineon spun out the MEMS unit to make its tire pressure monitoring systems as a foundry. Texas Instruments, meanwhile, slipped to fifth place from second, on the slowing of demand for ink jet heads from Lexmark, as the maturing inkjet printer market slowed and transitioned from disposable to permanent heads.
責(zé)編:Quentin