| ²é¿´: 2005 | »Ø¸´: 1 | |||
ÂÃÐеķçÌú³æ (ÕýʽдÊÖ)
|
[½»Á÷]
È«ÇòÊ®´ó¾§Ô²´ú¹¤³§ ÒÑÓÐ1È˲ÎÓë
|
|
2010ÄêÈ«Çòǰʮ´ó¾§Ô²´ú¹¤ÅÅÃû³ö¯£¬Ì¨»ýµç¼ÌÐøÎȾӵÚÒ»£¬ÁªµçÒÀÈ»ÅÅÐеڶþ£¬ºÏ²¢ÌØÐí°ëµ¼ÌåºóµÄÈ«Çò¾§Ô²£¨Globalfoundries£©¼·ÈëµÚÈý£¬µ«ÓªÊÕÓëÁªµç²Å²î4ÒÚ¶àÃÀÔª£¬ÈýÐÇÇü¾ÓµÚÊ®¡£ IC InsightsÖ¸³ö£¬ÈýÐǶàÄêÒÔÀ´Ò»Ö±Ï£Íû³ÉΪ¾§Ô²´ú¹¤ÁìÓòµÄÖØÒªÆóÒµ£¬ËäȻȥÄê»ñµÃÁËÆ»¹û¡¢¸ßͨºÍÈüÁé˼µÈÖØÒª¿Í»§£¬ÈÔ½öλ¾ÓÈ«ÇòµÚÊ®´ó¾§Ô²´ú¹¤³§¡£µ«ÈýÐǽñÄêÓÐеľ§Ô²³§¼Æ»®£¬½üÆÚ»¹´«³öÈýÐǽ«¿çÈëÄ£Äâ¾§Ô²´ú¹¤£¬Î´À´ÈýÐÇÅÅÃûÈÔÓлú»áÅÊÉý¡£ ÒÔÏÂÊÇ2010ÄêµÄǰʮ´ó¾§Ô²´ú¹¤¾ßÌåÅÅÃû£º Top1 ̨»ýµç£¬ÊÕÈë133.07ÒÚÃÀÔª£¬Í¬±ÈÔö³¤48% ̨Í弯³ÉµçÂ·ÖÆÔì¹É·ÝÓÐÏÞ¹«Ë¾(LSE£ºTMSD)£¬¼ò³ÆÌ¨»ýµç»ǫ̀»ý£¬Ó¢Îļòд¡°TSMC¡±£¬ÎªÊÀ½çÉÏ×î´óµÄ¶ÀÁ¢°ëµ¼Ìå¾§Ô²´ú¹¤ÆóÒµ£¬ÓëÁª»ªµç×Ó²¢³Æ¡°¾§Ô²Ë«ÐÛ¡±¡£±¾²¿ÒÔ¼°Ö÷ÒªÓªÒµ½ÔÉèÓŲ́ÍåÐÂÖñÊÐÐÂÖñ¿ÆÑ§¹¤ÒµÔ°Çø¡£Ì¨»ý¹«Ë¾Ä¿Ç°×ܲúÄÜÒÑ´ïÈ«Äê430ÍòƬ¾§Ô²£¬ÆäÓªÊÕԼռȫÇò¾§Ô²´ú¹¤Êг¡µÄ°Ù·ÖÖ®ÁùÊ®¡£ Top2 ̨Áªµç£¬ÊÕÈë 39.65ÒÚÃÀÔª£¬Í¬±ÈÔö³¤41% UMC---Áª»ªµç×Ó¹«Ë¾£¬¼ò³ÆÌ¨Áªµç¡£ÊÇÊÀ½çÖøÃûµÄ°ëµ¼Ìå³Ð°üÖÆÔìÉÌ¡£¸Ã¹«Ë¾ÀûÓÃÏȽøµÄ¹¤ÒÕ¼¼ÊõרΪÖ÷ÒªµÄ°ëµ¼ÌåÓ¦Ó÷½°¸Éú²ú¸÷ÖÖ¼¯³Éµç·£¨IC£©¡£Áª»ªµç×ÓÓµÓÐÏȽøµÄ³Ð°üÉú²ú¼¼Êõ£¬¿ÉÒÔÖ§³ÖÏȽøµÄƬÉÏϵͳ£¨SOC£©Éè¼Æ£¬ÆäÖаüÀ¨ 0.13 ΢Ã× (micron)Í»¥Á¬¡¢Ç¶Èëʽ DRAM¡¢ÒÔ¼°»ìºÏÐźÅ/RFCMOS¡£ Top3 Globalfoundries£¬ÊÕÈë35.1ÒÚÃÀÔª£¬Í¬±ÈÔö³¤219% GlobalFoundriesÊÇ´ÓÃÀ¹úAMD¹«Ë¾·Ö²ð³öµÄ°ëµ¼Ìå¾§Ô²´ú¹¤¹«Ë¾£¬³ÉÁ¢ÓÚ2009Äê3ÔÂ2ÈÕ£¬Ä¸¹«Ë¾·Ö±ðΪAMD¼°°¢²¼´ï±ÈµÄAdvancedTechnology Investment Company£¨ATIC£©£¬ÆäÖÐATICÕ¼¹«Ë¾¹ÉȨ65.8%£¬Á½¹«Ë¾¾ùÏíÓоùµÈͶƱȨ¡£ 2010Äê1ÔÂ13ÈÕ£¬GlobalFoundriesÊÕ¹ºÁËÐÂ¼ÓÆÂÌØÐí°ëµ¼Ìå¡£ ¹«Ë¾³ý»áÉú²úAMD²úÆ·Í⣬Ҳ»áΪÆäËü¹«Ë¾£¨ÈçARM¡¢Broadcom¡¢NVIDIA¡¢¸ßͨ¹«Ë¾¡¢Òâ·¨°ëµ¼Ìå¡¢µÂÖÝÒÇÆ÷µÈ£©µ£µ±¾§Ô²´ú¹¤¡£ÏÖʱͶ²úÖеľ§Ô²³§ÎªµÂ¹úµÂÀÛ˹¶ÙµÄÒ»³§£¨Fab1£¬¼´ÔAMDµÄFab 36ºÍFab 38£©£¬¶øÎ»ÓÚÃÀ¹úŦԼÖݵĶþ³§ÓÚ2009Äê7ÔÂ24ÈÕ¶¯¹¤£¬Ô¤¼ÆÓÚ2012ÄêͶ²ú¡£ Top4 ÖÐо¹ú¼Ê£¬ÊÕÈë15.55ÒÚÃÀÔª£¬Í¬±ÈÔö³¤45% ³ÉÁ¢ÓÚ2000Ä꣬×ܲ¿Î»ÓÚÖйúÉϺ££¬ÊÇÊÀ½çÁìÏȵɵç·оƬ´ú¹¤ÆóÒµÖ®Ò»£¬Ò²ÊÇÖйúÄڵعæÄ£×î´ó¡¢¼¼Êõ×îÏȽøµÄ¼¯³ÉµçÂ·Ð¾Æ¬ÖÆÔìÆóÒµ¡£Ö÷ÒªÒµÎñÊǸù¾Ý¿Í»§±¾Éí»òµÚÈýÕߵɵç·Éè¼ÆÎª¿Í»§ÖÆÔ켯³Éµç·оƬ¡£¹«Ë¾µÄ´´Á¢ÕßÎªÔøÔŲ́Íå»ýÌåµçÂ·ÖÆÔ칫˾¹¤×÷¹ýµÄÕÅÈ꾩 ¡£ Ŀǰ¹«Ë¾µÄ¾ø´ó¶àÊý¸ß¹ÜΪ̨Íå¼®¡£ Top5 TowerJazz£¬ÊÕÈë5.10ÒÚÃÀÔª£¬Í¬±ÈÔö³¤70% Tower¹«Ë¾ÊǶÀÁ¢´ú¹¤·þÎñÉÌ£¬ÎªÆäËû°ëµ¼Ì幫˾ÌṩICÉè¼Æ¡¢Éú²ú¼°ÆäËû·þÎñ¡£¹«Ë¾1993Äê´ÓNSÊÕ¹ºÁËÒÔÉ«ÁÐMigdalHaemek¸½½üµÄ¹¤³§£¬¿ªÊ¼´ÓÊ´ú¹¤·þÎñ¡£ÎªÁËÀ©³äÔÚרҵ¾§Ô²´ú¹¤ÁìÓòµÄÄÜÁ¦£¬ÒÔÉ«ÁÐTowerSemiconductorÐû²¼ÊÕ¹ºÃÀ¹úͬҵJazzTechnologies¡£¸ù¾ÝË«·½ÐÒ飬Tower½«ÊÕ¹ºÈ«ÊýJazzµÄÒÑ·¢ÐÐ¹ÉÆ±£¬×ܼÛÔ¼4,000ÍòÃÀÔª¡£´Ë´Î½»Ò×µÄ×ܽð¶î(°üÀ¨Õ®Îñ)£¬Ô¼Îª1.69ÒÚÃÀÔª¡£TowerºÍJazzÐû³ÆË«·½¿ÉÔÚ¼¼ÊõÉÏʵÏÖ»¥²¹£»Á½¼Ò¹«Ë¾½«°ÑTowerµÄCMOSÓ°Ïñ´«¸ÐÆ÷¡¢·Ç»Ó·¢ÐÔÄÚ´æ¡¢É䯵CMOSµÈ¼¼Êõ£¬ÓëJazzµÄ»ìºÏѶºÅµç·¡¢µçÔ´¹ÜÀíºÍÉ䯵µÈ¼¼ÊõÏà½áºÏ¡£ TowerÒཫÒò´ËÀ©³äÆä¾§Ô²³§²úÄܹæÄ££¬¸Ã¹«Ë¾µÄ³§·¿Î»ÓÚÒÔÉ«ÁУ¬JazzÔòÔÚÃÀ¹ú¼ÓÖÝNewportBeachÓµÓÐÒ»×ù¾§Ô²³§£¬²¢Óë¶à¼ÒÖйú¾§Ô²´ú¹¤ÒµÕßÓµÓвúÄܺÏ×÷ÐÒé¡£Á½¼Ò¹«Ë¾½áºÏÖ®ºó£¬½«ÓµÓÐÿÄêÉú²ú75ÍòƬ8…¼¾§Ô²µÄ×ܲúÄÜ¡£ Top6 Vanguard£¬ÊÕÈë5.08ÒÚÃÀÔª£¬Í¬±ÈÔö³¤33% ÊÀ½çÏȽø¼¯³Éµç·¹É·ÝÓÐÏÞ¹«Ë¾£¨¼ò³Æ¡¸ÊÀ½çÏȽø¡¹£©VanguardÔÚÐÂÖñ¿ÆÑ§Ô°Çø³ÉÁ¢ÓÚ1994Ä꣬ÊÇÑÇ΢Ã׼ƻ®Ì¨ÍåµØÇø¹¤ÒµÑо¿ÔºÔÞÖúµÄÒ»ÏîоƬÏîÄ¿µÄ¸±²úÆ·¡£×î³õVanguardµÄͶ×ÊÈ˰üÀ¨TSMCºÍÆäËû13¼Ò¹«Ë¾¡£ Vanguard³ÉÁ¢Ö®³õµÄÖ÷ÒªÖØÐÄÔÚDRAMµÄÉú²úºÍÑз¢¡£ÔÚ2000Ä꣬¹«Ë¾Ðû²¼Æä´ÓDRAMÖÆÔìÉÌÏò´ú¹¤·þÎñÌṩÉÌ×ªÒÆµÄ¼Æ»®¡£ËûÌṩ8Ó¢´ç¹¤³§ÖеÄרҵ¹¤ÒÕ£¬°üÀ¨£º0.18umÂß¼¡¢»ìºÏÐźš¢Ä£Äâ¡¢¸ßµçѹ¡¢Ç¶Èëʽ´æ´¢Æ÷ºÍÆäËû¹¤ÒÕ¡£ÊÀ½çÏȽøÄ¿Ç°ÓµÓÐÁ½×ù°Ë…¼¾§Ô²³§£¬Æ½¾ùÿÔÂÔ¼²ú³ö110,000Ƭ¾§Ô²¡£ Top7 Dongbu£¬ÊÕÈë4.95ÒÚÃÀÔª£¬Í¬±ÈÔö³¤25% º«¹ú×î´óµÄ´¿¾§Ô²´ú¹¤³§DongbuElectronics¡£ Top8 IBM£¬ÊÕÈë4.30ÒÚÃÀÔª£¬Í¬±ÈÔö³¤28% Top9 MagnaChip£¬ÊÕÈë4.20ÒÚÃÀÔª£¬Í¬±ÈÔö³¤ 60% ×ܲ¿Î»ÓÚº«¹úµÄMagnaChip°ëµ¼Ìå(MagnaChipSemiconductor)¹«Ë¾£¬Ëü×÷ΪÉè¼Æ²¢ÖÆÔìÄ£Äâ¼°»ìºÏÐźŰ뵼Ìå²úÆ·µÄÁìÏÈÆóÒµ£¬»ùÓÚÀÛ»ý30ÄêµÄ¼¼ÊõºÍÔ¼7,000¸öIPͶ×Ê×éºÏ£¬ÒÔ¼°¹¤³ÌºÍÖÆÔìµÄרҵ¼¼Êõ£¬ ÒÑÓµÓи÷ÖÖÄ£Äâ¼°»ìºÏÐźŰ뵼Ìå¼¼Êõ¡£ MagnaChipÉú²úƽ°åµçÊÓ¡¢µçÄÔ¼°ÊÖ»úËùʹÓõİ뵼Ìå¡£¸Ã¹«Ë¾´ËÇ°ÔøÓÚ2007ÄêÉêÇ빫¿ªÉÏÊУ¬²¢Ï£Íû³ï×ÊÖÁ¶à5.75ÒÚÃÀÔª¡£µ«ÓÉÓÚ¾¼ÃΣ»úµÄ±¬·¢£¬¸Ã¹«Ë¾±»ÆÈÓÚ2009Äê1ÔÂÈ¡ÏûÁËÕâÒ»¼Æ»®£¬²¢ÓÚͬÄê6ÔÂÉêÇëÆÆ²ú±£»¤¡£2009Äê11Ô£¬¸Ã¹«Ë¾×ß³öÁËÆÆ²ú±£»¤¡£ Ëæ×ÅÏû·Ñµç×Ó²úÆ·ÐèÇóµÄ»Ö¸´£¬MagnaChipÕýÖØÐÂÊÔͼ¹«¿ªÉÏÊС£¸Ã¹«Ë¾¼Æ»®ÔÚÖйúµÈ¡°¸ßÔö³¤¡±µÄÊг¡½øÐÐÍØÕ¹¡£ 2004Äê10Ô£¬MagnaChip±»Ë½È˹ÉȨ¹«Ë¾CitigroupVenture Capital¡¢FranciscoPartnersÓëCVCAsia Pacific´Óº£Á¦Ê¿°ëµ¼Ì幫˾(HynixSemiconductor)ÊÖÖÐÊÕ¹º£¬×ÔÄÇÒԺ󣬸ù«Ë¾Ò»Ö±Î´ÄÜʵÏÖÄê¶ÈÓ¯Àû¡£ÔÚÆÆ²úÖØ×éÆÚ¼ä£¬MagnaChipµÄËùÓÐȨ·¢Éú±ä»¯£¬AvenueCapitalĿǰӵÓÐÆä´óÔ¼70%µÄ¹É·Ý¡£ 2010²ÆÄêµÚÒ»¼¾£¬MagnaChip¾»Ó¯Àû3110ÍòÃÀÔª£¬ÓªÊÕ1.80ÒÚÃÀÔª¡£ Top10 ÈýÐÇ£¬ÊÕÈë4ÒÚÃÀÔª£¬Í¬±ÈÔö³¤38% ÔÚ´ËÖ®ºóÔòÊÇSSMC, X-Fab,»ªºçNEC(ÊÕÈë2.95 ÒÚÃÀÔª£¬Í¬±ÈÔö³¤23%)£¬µÂÖÝÒÇÆ÷ºÍºêÁ¦(ÊÕÈë2.60ÒÚÃÀÔª£¬Í¬±ÈÔö³¤44%)¡£ |

| ºÃ£¡ |
2Â¥2017-10-27 11:45:16









»Ø¸´´ËÂ¥
20