眾所周知，恩智浦半導(dǎo)體(NXP Semiconductors)是從荷蘭皇家飛利浦(Philips)獨(dú)立而出。而在歷經(jīng)多年的發(fā)展轉(zhuǎn)變后，今天的恩智浦，已經(jīng)成為一家擁有鮮明個(gè)性和紀(jì)律的公司。 在恩智浦現(xiàn)任CEO Rick Clemmer的帶領(lǐng)下，恩智浦大幅精簡(jiǎn)了產(chǎn)品組合。經(jīng)過(guò)該公司管理團(tuán)隊(duì)精挑細(xì)選后的產(chǎn)品線，目前都已在市場(chǎng)上居于領(lǐng)導(dǎo)地位，或正展現(xiàn)出無(wú)窮的發(fā)展?jié)摿?──這為我們指出了“成為市場(chǎng)領(lǐng)導(dǎo)者的明確道路，”Clemmer說(shuō)?！皩?zhuān)注特定領(lǐng)域，是最重要的關(guān)鍵?！?此外，還有另一個(gè)關(guān)于恩智浦公司轉(zhuǎn)型的重要標(biāo)志。Clemmer在稍早前接受《EE Times》專(zhuān)訪時(shí)表示，今天的恩智浦“實(shí)際上是一家中國(guó)公司?！?什么？ 恩智浦挹注在中國(guó)的資金比其它任何一個(gè)國(guó)家都要多，Clemmer解釋道。此外，這家荷蘭公司在中國(guó)擁有的員工人數(shù)達(dá)8,000人，他補(bǔ)充道?！拔覀冎两袢匀皇且患液商m公司的唯一理由，是因?yàn)槲覀內(nèi)韵硎苤商m的稅收減免優(yōu)惠?！?事實(shí)上，把恩智浦稱(chēng)為一家歐洲芯片公司有點(diǎn)不對(duì)，因?yàn)槎髦瞧衷诖笾腥A區(qū)的出貨營(yíng)收已經(jīng)是歐洲的兩倍，而且每三個(gè)恩智浦員工，就有一個(gè)在中國(guó)公司。 當(dāng)然，沒(méi)有人對(duì)這些事感到驚訝。由于中國(guó)在零組件采購(gòu)、系統(tǒng)設(shè)計(jì)和制造面的快速成長(zhǎng)，恩智浦近年來(lái)已經(jīng)在中國(guó)市場(chǎng)扎下了強(qiáng)大的基礎(chǔ)。

恩智浦CEO Rick ClemmernaMesmc

上周，Clemmer公布了該公司第一季財(cái)報(bào)。首季營(yíng)收達(dá)9.78億美元，較前一季成長(zhǎng)5%?！拔覀円呀?jīng)接近原先預(yù)期的最高目標(biāo)，”Clemmer說(shuō)。 當(dāng)被問(wèn)及此次成長(zhǎng)中有多少部份是來(lái)自于市場(chǎng)的周期性回升時(shí)，Clemmer的回復(fù)相當(dāng)保守。他僅表示，恩智浦仍處于正面周期性反彈的早期階段。Clemmer指出，其成長(zhǎng)主要是來(lái)自于該公司的特殊設(shè)計(jì)訂單。好消息是，恩智浦的轉(zhuǎn)變，已經(jīng)開(kāi)始看到具體成果了。 Clemmer特別看好該公司的識(shí)別業(yè)務(wù)，其服務(wù)領(lǐng)域包括電子護(hù)照、交通票券、電子卷標(biāo)、金融卡和電子錢(qián)包等。特別是，Clemmer表示，恩智浦電子錢(qián)包業(yè)務(wù)中的NFC技術(shù)與安全零組件，已經(jīng)被大量應(yīng)用在智能手機(jī)中，今年第一季的占有率已達(dá)30%，該公司其它的識(shí)別業(yè)務(wù)也成長(zhǎng)20%。 本文下一頁(yè)：中國(guó)暫停稀土供應(yīng)最頭疼 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載

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{pagination} 市占率與英特爾相當(dāng) 事實(shí)上，恩智浦是最先投入NFC技術(shù)的廠商，并聲稱(chēng)其N(xiāo)FC產(chǎn)品在智能手機(jī)和平板計(jì)算機(jī)領(lǐng)域大幅領(lǐng)先高通(Qualcomm)、博通(Broadcom)和英特爾(Intel)等競(jìng)爭(zhēng)對(duì)手。恩智浦的NFC瞄準(zhǔn)的智能手機(jī)和平板計(jì)算機(jī)客戶(hù)包括有蘋(píng)果(Apple)、諾基亞(Nokia)和三星(Samsung)。 Clemmer表示，恩智浦的NFC產(chǎn)品(包含無(wú)線技術(shù)和安全零組件)已經(jīng)被應(yīng)用在130款的智能手機(jī)之中。“在熱門(mén)的電子錢(qián)包市場(chǎng)，恩智浦擁有和英特爾相當(dāng)?shù)牡匚?，”他表示?隨著智能手機(jī)使用族群日益增多，愈來(lái)愈多人使用內(nèi)建電子錢(qián)包功能的智能手機(jī)，在結(jié)帳機(jī)器前揮動(dòng)手機(jī)來(lái)結(jié)帳。Clemmer表示，至今已經(jīng)有許多智能手機(jī)內(nèi)建NFC技術(shù)了，目前，NFC只不過(guò)在等待整體付費(fèi)基礎(chǔ)建設(shè)的部署而已。 根據(jù)一家瑞典市調(diào)機(jī)構(gòu)Berg Insight最近發(fā)布的研究顯示，2011年，搭載NFC功能的手機(jī)在全球市場(chǎng)銷(xiāo)售量成長(zhǎng)十倍，達(dá)3,000萬(wàn)支。預(yù)估到2016年整體銷(xiāo)售可達(dá)7億支，年復(fù)合成長(zhǎng)率(CAGR)可達(dá)87.8%。 稀土短缺影響照明業(yè)務(wù)發(fā)展 與識(shí)別業(yè)務(wù)不同，恩智浦的照明業(yè)務(wù)在過(guò)去兩季呈現(xiàn)下跌趨勢(shì)──照明是該公司一年前開(kāi)始推動(dòng)物聯(lián)網(wǎng)(Internet of Things, IoT)時(shí)的關(guān)鍵技術(shù)。 藉由為每一顆家中的燈泡賦予唯一的IP地址，NXP正在推動(dòng)其節(jié)能大計(jì)。未來(lái)，使用者可以透過(guò)智能手機(jī)、平板計(jì)算機(jī)、PC或電視來(lái)個(gè)別打開(kāi)、關(guān)閉或調(diào)節(jié)燈光。Clemmer將照明業(yè)務(wù)的營(yíng)收未達(dá)目標(biāo)歸咎于稀土短缺。 中國(guó)決定停止數(shù)十種稀土金屬的生產(chǎn)，這不僅拉高了螢光燈(CFL)的成本，也迫使CFL制造商們延遲在其燈泡設(shè)計(jì)中添加驅(qū)動(dòng)IC的計(jì)劃。這些驅(qū)動(dòng)器可用來(lái)調(diào) 光、為燈泡增加不同色彩或連網(wǎng)能力。隨著CFL燈泡價(jià)格上揚(yáng)，“CFL制造商要添加這些驅(qū)動(dòng)器IC也不是件容易的事了，”Clemmer說(shuō)。 根據(jù)該公司的規(guī)劃，恩智浦的 GreenChip 將能應(yīng)用在無(wú)線家用傳感器網(wǎng)絡(luò)，進(jìn)而展開(kāi)能源計(jì)量、智能家電與安全系統(tǒng)的部署。其JenNet-IP網(wǎng)絡(luò)層軟件是專(zhuān)門(mén)為了將各種設(shè)備連接在一起所設(shè)計(jì)的，能夠在GreenChip智能照明方案中實(shí)現(xiàn)超低功耗的無(wú)線連接。 本文下一頁(yè)：中國(guó)的五年節(jié)能計(jì)劃 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載

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{pagination} 中國(guó)的五年節(jié)能計(jì)劃 然而，恩智浦仍然保持樂(lè)觀。Clemmer表示，兩星期前，中國(guó)的科學(xué)技術(shù)部官員出訪歐洲時(shí)，曾造訪荷蘭的飛利浦照明(Philips Lighting)以及位在Eindhoven的恩智浦公司。 Clemmer表示，照明是家庭中能源消耗量排名第三的應(yīng)用，他同時(shí)指出，中國(guó)非常重視節(jié)能，這也是中國(guó)目前至2015年為止所規(guī)劃的五年計(jì)劃中的重點(diǎn)所在。 盡管目前遭遇CFL照明的挫折，但Clemmer對(duì)于在中國(guó)發(fā)展智能照明仍深具信心。NXP最近針對(duì)部份選定的合作伙伴公開(kāi)了其JenNet-IP軟件堆棧。 在識(shí)別和照明以外，恩智浦的第三個(gè)焦點(diǎn)是汽車(chē)電子。恩智浦表示，該公司已經(jīng)在無(wú)鑰匙汽車(chē)系統(tǒng)市場(chǎng)中居主導(dǎo)地位，目前正計(jì)劃進(jìn)一步擴(kuò)大開(kāi)發(fā)基于NFC技術(shù)的多 功能汽車(chē)鑰匙。“我們已經(jīng)為無(wú)鑰匙汽車(chē)系統(tǒng)添加許多智能特性了，接下來(lái)，我們還將在下一代的智能鑰匙中使用更多的半導(dǎo)體組件，”Clemmer表示。 相較于其它相對(duì)較年輕的半導(dǎo)體公司，恩智浦的運(yùn)氣向來(lái)不錯(cuò)，特別是該公司在NFC智能手機(jī)、無(wú)線連接照明、智能無(wú)鑰匙汽車(chē)系統(tǒng)等領(lǐng)域的領(lǐng)先，而這些成績(jī)，都與這家半導(dǎo)體業(yè)者過(guò)去在飛利浦半導(dǎo)體時(shí)代，和過(guò)去數(shù)十年來(lái)其原有母公司所做的大量研發(fā)投資有著密切關(guān)系。 然而，接下來(lái)的問(wèn)題是：當(dāng)承襲自原有公司的技術(shù)優(yōu)勢(shì)用盡時(shí)，恩智浦接下來(lái)要做什么？ Clemmer看來(lái)是有些許擔(dān)心。他表示，“我們將繼續(xù)針對(duì)我們每一項(xiàng)領(lǐng)先的產(chǎn)品持續(xù)投資……如大幅降低NFC芯片的功耗和尺寸等?！?雖然恩智浦無(wú)法投資每一種看起來(lái)可行的無(wú)線技術(shù)，不過(guò)，“我們現(xiàn)在更有選擇性，”Clemmer表示。事實(shí)上，在Clemmer的想法中，‘專(zhuān)注’才是重點(diǎn)。

資料來(lái)源：恩智浦半導(dǎo)體 /單位：百萬(wàn)美元naMesmc

-HPMS 全名是高性能混合訊號(hào)部門(mén)(High Performance Mixed Signal segment)；STDP全名是標(biāo)準(zhǔn)產(chǎn)品分部門(mén)(Standard Products segment)；MFG & OTHER則是制造服務(wù)與其它企業(yè)營(yíng)收(Manufacturing Services and other corporate revenue)。

資料來(lái)源：恩智浦半導(dǎo)體 /單位：百萬(wàn)美元naMesmc

-AUTO是HPMS汽車(chē)業(yè)務(wù)；IDEN是的HPMS識(shí)別業(yè)務(wù)；WILI是HPMS無(wú)線基礎(chǔ)設(shè)施、照明和工業(yè)應(yīng)用；MCC是HPMS行動(dòng)、消費(fèi)電子和運(yùn)算業(yè)務(wù)；STDP是標(biāo)準(zhǔn)產(chǎn)品部門(mén)。 編譯： Joy Teng 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 參考英文原文： NXP today: 'Practically a Chinese company' ，by Junko Yoshida

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{pagination} NXP today: 'Practically a Chinese company' Junko Yoshida NEW YORK – For anyone who has known NXP Semiconductors since it was the Dutch giant Royal Philips’ subsidiary, NXP today feels much transformed. Instead of pledging changes every quarter, NXP has grown into a company with its own distinct personality and disciplines. Under the leadership of Rick Clemmer, NXP’s CEO, the company has drastically slimmed its product portfolio. The company’s management team has cherry-picked product lines that already have either a commanding market position or clear potential – showing “a path to become a leader,” Clemmer explained. “It’s all about focus.” Further, there is another vital sign of the company’s transformation. Clemmer said last week in an interview with EE Times, NXP today is “practically a Chinese company.” Say what? NXP makes more money in China than in any other single country, said Clemmer. Moreover, the Dutch company employs 8,000 people in China, he added. “The only reason we are still a Dutch company is because we enjoy our tax breaks in the Netherlands.” Indeed, to call NXP a European chip company is a little misleading, since NXP’s shipment-based revenue in Greater China has become twice as big as that in Europe, and one in every three employees at NXP is located in China. Of course, nobody should be surprised. NXP has established a strong presence in China’s growing market because China is where a greater number of components are procured, designed into systems, and manufactured. Last week, EE Times sat down with Clemmer who was here for the announcement of the company’s first quarter financial results. With $978 million in revenue in the first quarter, NXP showed a five percent sequential growth. “We delivered near the upper end of our original guidance range,” Clemmer noted. When asked how much of that growth owes to the cyclical upswing of the market, Clemmer responded cautiously. While saying that NXP is “in the early stages of a positive cyclical rebound,” Clemmer noted much of its growth actually came from company-specific design wins. The good news is that NXP is beginning to see “tangible results,” he said, of the company’s transformation. Clemmer was particularly bullish about NXP’s Identification business, serving a range of markets including e-passports, transit ticketing, tags and labels, contact banking cards and e-wallets. In particular, Clemmer said, For NXP, the e-wallet segment – where NFC technology together with security components have been embedded in smart phones – has jumped by 30 percent in the first quarter, while the rest of the company’s identification business grew by 20 percent. Intel-like market share In fact, NXP, a frontrunner in NFC technology, claims a huge lead in NFC-enabled smartphones and tablets -- over such competitors as Qualcomm, Broadcom and Intel. NXP’s customers in NFC-featured smartphones and tablets are said to include: Apple, Nokia, and Samsung. Noting that NXP’s NFC (its wireless technology and security components included) is being designed into 130 smartphone models, Clemmer claimed, “NXP has an Intel-like position” in the red hot e-wallet market. One third of those products are shipping today, he added. As more consumers carry smartphones, transactions completed by simply by waving an e-wallet-enabled smartphone (without a physical credit card or cash) at the point-of-sale are fast becoming a reality. Contrary to the notion that it may take a long time before the NFC chips actually get inside smartphones, Clemmer said, a number of smartphones are already shipping with NFC in them, often without the user’s knowledge. The NFC feature is just waiting to be turned on as the payment infrastructure develops, Clemmer explained. According to a recent research by Berg Insight, a Sweden-based market research firm serving the telecom industry, global sales of handsets featuring NFC increased ten times in 2011 to 30 million units. Growing at a compound annual growth rate (CAGR) of 87.8 percent, shipments are forecast to reach 700 million units in 2016, according to the firm. Rare earth hiccups Unlike its identification business, where NXP fell flat over the last two quarters, its lighting business was a key thrust of the company’s Internet of Things initiative launched a year ago. By giving a unique IP address to every light bulb at home, NXP has been promoting an energy-saving future in which the user can turn lights on and off individually, dimming or creating scenes from his smartphone, tablet, PC or TV. Clemmer blamed a shortfall of projected revenue in the lighting business to a shortage of rare earth. China's decision to shut down or nationalize dozens of rare earth metal producers drove up the cost of compact fluorescent light bulbs (CFLs), forcing CFL manufacturers to delay a plan to add IC drivers to their light bulbs. Such drivers would enable dimming, coloring or networking capabilities in each light bulb. As the price of CFL bulbs shot up, “CFL manufacturers couldn’t simply afford to add those IC drivers,” said Clemmer. NXP’s GreenChip-enabled light bulbs, according to the company’s scenario, will operate on a wireless home sensor network being developed for energy metering, smart appliances and security systems. The JenNet-IP network layer software, designed to tie things together, enables ultra-low-power wireless connectivity in the GreenChip smart lighting solution. Energy reduction -- China's five-year plan NXP, however, remains optimistic. Just two weeks ago, when officials from China’s Ministry of Science and Technology were in Europe, their visit in the Netherlands included meetings with Philips Lighting and NXP in Eindhoven, among others, according to Clemmer. Describing lighting as “the third largest source of energy consumption at home,” he noted that China is “absolutely serious about ‘energy reduction,’” which is one of the key targets of China’s current five-year plan spanning to 2015. Despite current setbacks with CFL lighting, Clemmer is confident of China’s interest in what smart lighting can offer to energy reduction. NXP has recently opened up its JenNet-IP software stacks to selective partners including those in China to foster the development of unique apps, according to NXP’s CEO. NXP’s third main focus – aside from identification and lighting – is automotive. Already dominant in the keyless car entry system market, the company is plotting to expand further by developing NFC-enabled multi-function car keys. “As we add more smarts into the keyless car entry system, we increase semiconductor content in the smart key by three to four times,” Clemmer explained. Unlike other relatively new semiconductors companies, NXP’s good fortune – particularly leading positions in such areas as NFC-enabled smartphones, wirelessly connected lighting, and smart keyless car entry systems – appears closely tied to its former self (Philips Semiconductors) and the parent company’s large R&D investment over the last few decades. With no disrespect for today’s NXP team, one question comes to mind: What will NXP do once it finishes eating the fruit of legacy technology advantages that date to a previous regime (before it became NXP)? Clemmer seems little worried. He said, “We continue to invest in the advancements of each of our leading products… like substantially lowering the power and reducing the chip size for NFC chips.” While NXP in old days couldn’t help investing in the development of every conceivable wireless technology on the planet, “we are now much more selective,” he added. Again, in Clemmer’s mind, it’s all about focus. -HPMS is the High Performance Mixed Signal segment; STDP is the Standard Products segment; MFG & OTHER is the combination of Manufacturing Services and other corporate revenue. -AUTO is the HPMS Automotive business; IDEN is the HPMS Identification business; WILI is the HPMS Wireless Infrastructure, Lighting and Industrial applications) is the HPMS Wireless Infrastructure, Lighting and Industrial business; MCC is HPMS Mobile, Consumer and Computing business; STDP is the Standard Products segment.