市場(chǎng)研究機(jī)構(gòu)IC Insights公布的2013年第一季全球半導(dǎo)體供應(yīng)商排行榜顯示，有數(shù)家日本半導(dǎo)體廠商名次都比去年同期退步；其中東芝(Toshiba)退步一名成為第五，瑞薩(Renesas)因銷售額下滑20%而跌出前十名，索尼(Sony)退步三名成為第十六、當(dāng)季銷售額較去年同期下滑31%，富士通(Fujitsu)則由去年第一季的第十五名退步為第二十名、季銷售額下滑26%。
不過(guò)IC Insights指出，日本半導(dǎo)體廠商的銷售額數(shù)字都是由日?qǐng)A換算成美元；在2012年第一季時(shí)，美元兌日?qǐng)A匯率為1美元79.26日?qǐng)A，但到了2013 年第一季匯率成為1美元兌換92.19日?qǐng)A，因此也對(duì)日本廠商的銷售金額數(shù)字造成沖擊。盡管如此，Sony與Fujitsu的2013年第一季銷售額若不換算成美元，與去年同期相較衰退幅度仍達(dá)兩位數(shù)字；Toshiba的第一季銷售額若以日?qǐng)A計(jì)算則比去年同期成長(zhǎng)5%。
在2013年第一季全球前二十大半導(dǎo)體廠商(包括IC、離散元件、光電元件與傳感器供應(yīng)商)中，有9家總部位于美國(guó)、4家總部位于日本、3家總部位于歐洲，以及臺(tái)灣與韓國(guó)各2家；在前二十大廠商中，也包括3家純晶圓代工廠以及4家無(wú)晶圓廠芯片業(yè)者。
IC Insights 公布的2013年第一季全球前二十大半導(dǎo)體供應(yīng)商，以銷售金額計(jì) (單位：百萬(wàn)美元)
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第二頁(yè)：幾家歡喜幾家愁，臺(tái)積電、高通交好運(yùn)
相關(guān)閱讀：
• 2013年10大半導(dǎo)體廠商如何投資布局
• 2012年晶圓代工廠排行榜，三星靠蘋(píng)果A6竄升
• 張忠謀：在美興建晶圓廠會(huì)陷入孤軍奮戰(zhàn)YMQesmc
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幾家歡喜幾家愁，臺(tái)積電、高通交好運(yùn)
通常在這類排行榜單中加入晶圓代工業(yè)者會(huì)有一些爭(zhēng)議，因?yàn)槠渲杏胁糠咒N售額是重復(fù)計(jì)算的──因?yàn)榫A代工業(yè)者將芯片銷售給無(wú)晶圓廠芯片業(yè)者，然后無(wú)晶圓廠芯片業(yè)者再把芯片銷售給客戶──不過(guò)IC Insights表示，該機(jī)構(gòu)所公布的排行榜是顯示各家業(yè)者的銷售金額排名，并市占率排名，因此不至于有影響?？傆?jì)2013年第一季全球前二十大半導(dǎo)體廠 商銷售額較去年同期增加了2%。
在IC Insights的排行榜上，英特爾(Intel)仍穩(wěn)居龍頭位置，但該公司2013年第一季銷售額略顯衰退；存儲(chǔ)器供應(yīng)商三星(Samsung)與SK海力士(Hynix)的2013年第一季銷售業(yè)績(jī)則分別成長(zhǎng)13%與20%；此外晶圓代工業(yè)者臺(tái)積電(TSMC)與其無(wú)晶圓廠客戶高通(Qualcomm)，也創(chuàng)下了季營(yíng)收與去年同期相較分別成長(zhǎng)26%與28%的好成績(jī)。
美光(Micron)因完成收購(gòu)爾必達(dá)(Elpida)，2013年第一季銷售額成長(zhǎng)4%；此外恩智浦半導(dǎo)體(NXP)以及另一家臺(tái)灣晶圓代工大廠聯(lián)電(UMC)，2013年第一季銷售額各自有12%的成長(zhǎng)。但已變成無(wú)晶圓廠業(yè)者的AMD景況仍然不佳，業(yè)績(jī)成長(zhǎng)表現(xiàn)在全球前二十大半導(dǎo)體廠商中敬陪末座，第一季銷售額較去年同期衰退達(dá)31%。
2013年第一季全球前二十大半導(dǎo)體供應(yīng)商業(yè)績(jī)成長(zhǎng)率排名 (單位：百萬(wàn)美元)
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編譯：Judith Cheng
參考原文：Japan's chip vendors slide down Q1 global rankings，by Peter Clarke
相關(guān)閱讀：
• 2013年10大半導(dǎo)體廠商如何投資布局
• 2012年晶圓代工廠排行榜，三星靠蘋(píng)果A6竄升
• 張忠謀：在美興建晶圓廠會(huì)陷入孤軍奮戰(zhàn)YMQesmc
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Japan's chip vendors in the top 20 ranked by sales in Q1 all suffered declining sales compared with 1Q12 and were four of the worst five performing in the top 20 in terms of growth.
LONDON – Several Japanese semiconductor companies, former leading lights of the industry, have fallen in a first quarter 2013 ranking of semiconductor vendors from market research firm IC Insights, when compared with the same quarter a year before.
Toshiba slipped one place to fifth, but Renesas Electronics crashed out of the top ten as sales dropped 20 percent; Sony dropped three places to 16th with a 31 percent fall in quarterly sales; and Fujitsu fell from 15 th position in 1Q12 to 20 the position in 1Q13 as its sales fell 26 percent (see table below).
IC Insights pointed out that the conversion of Japanese company semiconductor sales from yen to U.S. dollars, at 79.26 yen per dollar in 1Q12 versus 92.19 yen per dollar in 1Q13, had a big impact on the sales figures. Thus, while Sony and Fujitsu would have logged a double-digit semiconductor sales decline even if their sales results were not converted to U.S. dollars, Toshiba would have posted a 5 percent increase in semiconductor sales if the figures were expressed in yen.
The top 20 worldwide semiconductor companies – including ICs, discrete, optoelectronic and sensor chips – for 1Q13 include nine suppliers headquartered in the U.S., four in Japan, three in Europe, and two each in South Korea and Taiwan, a relatively broad representation of geographic regions. IC Insight's top 20 ranking also includes three pure-play foundries and four fabless companies.
The inclusion of foundries in such rankings is contentious because it means that some sales are double counted – from foundry to fabless chip company and then from fabless chip company to customer. IC Insights excuses itself by saying that the ranking is a top supplier list, not a marketshare ranking.
In total, the top 20 semiconductor companies' sales increased by 2 percent in 1Q13 as compared to 1Q12.
Intel remained firmly in control of the top spot in the 1Q13 ranking despite seeing its sales decline. Memory chip companies Samsung and SK Hynix achieved sales growth of 13 and 20 percent, respectively. Foundry TSMC and its fabless customer Qualcomm scored year-on-year growth of 26 and 28 percent, respectively.
Other notable performances in terms of growth – indicated in figure 2 – include the growth of sales by NXP and foundry United Microelectronics Corp. by 12 percent.
The now fabless Advanced Micro Devices is still in trouble, according to IC Insights. Rather than benefiting from the fabless trend AMD' was the worst performing of the top 20 chip vendors, seeing its 1Q13 sales decline by 31 percent.
相關(guān)閱讀：
• 2013年10大半導(dǎo)體廠商如何投資布局
• 2012年晶圓代工廠排行榜，三星靠蘋(píng)果A6竄升
• 張忠謀：在美興建晶圓廠會(huì)陷入孤軍奮戰(zhàn)YMQesmc
責(zé)編：Quentin
