關(guān)鍵字：工業(yè)半導體 英飛凌
Semicast的研究報告顯示，在這個(gè)約值324億美元的市場(chǎng)上，英飛凌居首，德州儀器，意法半導體，ADI公司和瑞薩電子排在其后。
過(guò)去兩年來(lái)，工業(yè)半導體市場(chǎng)增長(cháng)了50%，主要受益于模擬IC，LED及功率分立元件營(yíng)收的高額增長(cháng)。Semicast報告指出，自2008年來(lái)，工業(yè)芯片領(lǐng)域的銷(xiāo)售額已超過(guò)汽車(chē)電子領(lǐng)域。
Barnden指出，2011年，英飛凌以約26億美元的銷(xiāo)售額占8%的市場(chǎng)份額。其它的前五名廠(chǎng)商營(yíng)收均超過(guò)16億美元，市場(chǎng)份額均超5%。德州儀器之所以領(lǐng)先于意法半導體，主要是因其收購了國家半導體。另外，值得注意的是，工業(yè)半導體領(lǐng)域的前20名廠(chǎng)商的市場(chǎng)份額總和不超過(guò)整體的60%。
Barnden補充：“實(shí)際上，工業(yè)半導體市場(chǎng)是集多個(gè)領(lǐng)域于一體的，其涵蓋了包括視頻監控，心率監測和農業(yè)機械等大為不同的多個(gè)市場(chǎng)。這種應用領(lǐng)域和客戶(hù)群多樣化的特點(diǎn)使得市場(chǎng)趨于平穩，在其它垂直細分市場(chǎng)大起大落時(shí)仍能保持平穩增長(cháng)。因此，雖然工業(yè)半導體領(lǐng)域分散且復雜，但它的增長(cháng)也是可期的。”
Infineon leads industrial chip vendor ranking, says analyst
Peter Clarke
Infineon Technologies AG was the leading vendor of chips for industrial applications in 2011, according to analyst Colin Barnden at Semicast Research Ltd.
Infineon was ahead of Texas Instruments, STMicroelecronics, Analog Devices Inc. and Renesas Electronics in a market worth about $32.4 billion, Semicast said.
The industrial sector has grown by 50 percent over the last two years, with highest revenue growth for analog ICs, LEDs and power discretes. Industrial chip sales have exceeded those of the automotive sector since 2008, Semicast said.
Barnden reckons Infineon had a market share of about 8 percent (about $2.6 billion in sales) in 2011. The top five companies all had more than 5 percent market share (about $1.6 billion). TI rose to second place with its acquisition of National Semiconductor. The top 20 companies accounted for less than 60 percent of the total.
Barnden commented “In practice the industrial sector is a collection of markets within a market, encompassing areas as diverse as video surveillance, heart rate monitoring and agricultural machinery. This diverse application and customer base tends to smooth the ups and downs seen in many other verticals resulting in steady growth. Thus while the industrial sector is fragmented and complex, it is also dependable”.
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