IC Insights released the ranking forecast for the top 20 semiconductor companies in the world in 2016. In this list, eight are based in the United States, three in Japan, three in Taiwan, three in Europe, two in South Korea and one in Singapore. Intel's estimated 2016 revenue of 56.13 billion US dollars, still dominate the semiconductor industry. Samsung, ranked second, has an estimated revenue of $43.535 billion.
Among the top 20 semiconductor companies, 3 are pure foundries (TSMC, GlobalFoundries and UMC) and 5 IC design companies (Qualcomm, Broadcom, MediaTek, Apple, Nvidia). Excluding three pure foundries, AMD ($4.228 billion, estimated 2016 sales), Hess ($3.762 billion) and Sharp ($3.706 billion) will enter the top 20.
MediaTek and Nvidia are the two companies with the most outstanding growth performance. The latter's 2016 sales growth rate is estimated to be 35%, the former is 29%.
Nvidia's GPU and Tegra processor demand surged, and its latest season (as of October 30, 2016) sales growth in the game application market grew 63% compared to last year, and the data center application market grew by 193% in the car The market grew by 61%.
Taiwan’s MediaTek is the second-highest growth among the world’s top 20 semiconductor suppliers in 2016, although global smartphone shipments are expected to grow only 4% this year, and the company’s smartphone makers in China (such as Oppo, Vivi, etc.) The performance of the application processor shipments for major customers continues to make its 2016 results shine.
As the semiconductor industry continues to fluctuate, the barriers to crowding into the top 20 semiconductor manufacturers in the world are getting higher and higher; among the top 20 vendors, 9 are expected to exceed $10 billion in sales this year. Gates; and to squeeze into the top 20, at least $4.5 billion in annual revenue.
01. Intel (Intel)
About the Intel acquisition:
2013.12.17, acquisition of Mindspeed wireless service
2013.5.28, acquisition of STE (Sfare Ericsson) GPS business
2014.8, Acquired Avix LSI's Axxia with a transaction value of US$650 million
2015.2.2, acquisition of LanTIq (leading provider of broadband access and home networking technology)
2015.5.29, acquisition of Altera (FPGA manufacturer), transaction amount of 15 billion US dollars
2015.9.8, acquisition of Great Wall Semiconductor Corporation (GWS)
Intel China layout
(1) Intel's 9 billion yuan shareholding in Ziguang Exhibition
In 2014, Intel and Ziguang Group issued a statement: "Intel will invest RMB 9 billion (approximately US$1.5 billion) in the holding company of Spreadtrum Communications and R&D Microelectronics, and acquire a 20% stake." The secondary investment is expected to be completed in 2015.
(2) Cooperating with the Dalian government to produce NAND FLASH
At the end of 2015, Intel, the leader in the semiconductor industry, announced that it will cooperate with the Dalian government to transform the Dalian plant in China, which originally produced processor chips on a 65-nanometer process, into the latest 3D-NAND Flash chip, with a total investment of US$5.5 billion. Mass production began in the second half of the year. According to the latest data released by DRAMeXchange, a memory storage division of TrendForce, the total output of NAND Flash in China as a whole was converted to US$6.67 billion in 2015, accounting for 29.1% of global output, and is expected to reach one-third of global NAND Flash production next year. The growth rate is very amazing.
(3) Intel's layout of the Chinese Internet of Things market
Intel's IoT and strategic cooperation in the field of smart transportation, Zhejiang Dahua shares. The two parties first reached cooperation in October 2014. Dahua and Intel cooperated extensively. In terms of server, storage, big data, stream processing, cloud deployment and end-to-end, Intel gave Dahua technical support. Together, we have created the most advanced end-to-end smart traffic big data solution.
Mainly reflected in the following two aspects:
The first aspect is Intel's painful demand for Dahua in the field of traffic video surveillance, creating a complete technology solution from front-end to back-end, and providing low-power and high-performance embedded devices based on Intel architecture. And a hardware-wide hardware reference platform for the data center. This breakthrough in traditional practices has greatly improved the operational efficiency of the products.
On the other hand, in the process of helping Dahua to build smart transportation solutions, Intel provides real-time, low-latency, large-scale data processing and optimization analysis and algorithm support based on the platform advantages of Spark computing engine. The unified system architecture and continuous optimization of data analysis and algorithms have once again enhanced Dahua's competitiveness in the field of smart transportation solutions. In response to the characteristics of the transportation business and the characteristics of open source big data technologies such as Spark, Dahua selected open source big data technologies such as Kafka, Spark, SparkStreaming, and HBase, and made a lot of optimization and function expansion on the above-mentioned open source technologies on the Intel architecture.
Obviously, the above strategic cooperation with Dahua is only a case of the Intel Internet of Things sector actively exploring the Internet of Things market in China. In fact, since Intel established the Internet of Things as its next stage to focus on its business development in 2013, it has begun to The market is actively deployed.
(4) Intel's crazy layout of artificial intelligence in China
In December 2016, Intel held an artificial intelligence theme forum in Beijing to release the IA Force to embrace the AI ​​era. In recent years, with the breakthrough of technology and the improvement of computing power, artificial intelligence has set off a new wave on the global scale; on the other hand, the massive data generated by the Internet, mobile Internet and Internet of Things and the computing services provided by cloud computing The ability to make the automation and intelligent needs of modern society and enterprises blow out.
02. Samsung (SAMSUNG)
Samsung China layout
(1) Samsung establishes its first fab in China in Xi'an
In order to reverse the decline of the smartphone business and seize the boom of China's equipment, South Korea's Samsung Electronics announced in 2014 that it will invest about 90 billion yuan to build a wafer foundry in Xi'an, China, to increase its semiconductor business. Industry analysts believe that this move will affect the global industry trends, which may drive the global wafer foundry investment boom.
Samsung’s investment in Xi’an is ostensibly a state-of-the-art fab that produces NAND Flash for mobile phones. However, it’s a major change in Samsung’s strategic turn – a system brand that has been in the past for mobile phones. Factory, return to the positioning of the component manufacturers. This major change is directed at Taiwan. It is almost impossible to officially operate from Samsung Semiconductor Base and want to flash Samsung's destructive power.
For Samsung, the Xi'an Municipal Government relocated 18 natural villages and more than 10,000 people, and leveled the wheat fields equivalent to 16 Daan Forest Parks in Taipei City, as the exclusive bonded area of ​​Samsung and its supporting manufacturers. There is also a supporting area of ​​residential, school, entertainment, shopping, parks, administrative districts, churches, etc., also used exclusively by Samsung, called "Samsung City."
(2) Xi'an Jianfeng Testing Factory
Samsung announced in 2013 that it will invest 500 million US dollars to build a packaging and testing plant in Xi'an.
03. TSMC
TSMC China layout: 12-inch wafer fab settled in Nanjing
TSMC seems to have felt the threat in China's booming wafer construction. At the end of last year, TSMC announced plans to set up a 12-inch wafer fab in Nanjing, Jiangsu Province, and set up a design service center in Nanjing to build TSMC's ecosystem in the mainland. TSMC plans to invest a total of about US$3 billion, mainly to expand business opportunities in the mainland market.
According to TSMC's plan, the 12-inch wafer fab set up in Nanjing is a TSMC-owned company with a monthly capacity of 20,000 wafers. Mass production is expected in 2018, and the subsequent production capacity will be expanded to 40,000 pieces. At the same time, TSMC will set up a design service center in Nanjing to establish the ecosystem of TSMC in the mainland. Some insiders claim that the plant will introduce 16nm technology.
TSMC said that the plant is not providing specialized services to customers in mainland China, but to customers around the world.
It is understood that TSMC has a staff of about 1,200 fabs in Nanjing and about 500 employees in the design service center. Initially, Taiwan headquarters and Shanghai Songjiang Plant will send staff to assist in the construction of the plant and capacity in Nanjing, and will continue to recruit local personnel according to the progress of the plant. Before the mass production of the plant, the proportion of employees stationed in Taiwan will exceed 50%.
TSMC plans to invest a total of about US$3 billion in Nanjing. It is reported that it includes the value of equipment from Taiwan's existing fabs and the government's policy preferences in the IC industry. TSMC’s net investment will be less than $3 billion.
04. Qualcomm
About the Qualcomm acquisition:
2014.10.16, acquisition of CSR (British chip manufacturer), transaction amount of 2.5 billion US dollars
2015.9.20, acquisition of Capsule
2016.10.24, acquisition of NXP (NXP), the transaction amount is close to 40 billion US dollars
Qualcomm China layout
(1) SMIC and Qualcomm Huawei's imec portfolio company, focusing on the development of 14nm CMOS mass production technology
In June 2015, SMIC signed a cooperation agreement with Huawei, Belgian Microelectronics Research Center (IMEC) and Qualcomm Global Trading Pte. Ltd., and the four companies will jointly invest in the development of new technologies for SMIC. Shanghai) Co., Ltd., the new company will be committed to the development of next-generation CMOS processes.
According to the agreement, SMIC International New Technology R&D (Shanghai) Co., Ltd. will be controlled by SMIC, Huawei, imec and Qualcomm. The company will focus on the development of 14nm CMOS mass production based on imec's semiconductor technology. Technology, follow-up will also develop CMOS related technologies below 14 nanometers, research and development will be carried out on SMIC's production line, and SMIC will also have the right to license the intellectual property developed by the joint venture.
Although Qualcomm has helped SMIC to develop chips before, the new cooperation will involve more advanced technologies. This move will help Qualcomm commission more companies to produce chips designed by it.
It is worth mentioning that in addition to the serialization of upstream and downstream companies in the industry chain, the new projects created by these four companies also allow fabless semiconductor manufacturers (Qualcomm) to participate in the process of process development indirectly. This is significant for integrated circuit production, which can shorten the product development process and accelerate the time to film for advanced process nodes.
The first goal of the new joint venture is to help SMIC produce chips of the same generation as chips already produced by some competitors by 2020. According to analysts, SMIC is currently two generations behind in chip production, so this timetable will help SMIC to narrow the gap with global leaders such as Intel.
(2) High-end chip is introduced into SMIC 28nm production
In August 2015, SMIC announced that its 28nm process Snapdragon 410 processor has been successfully applied to mainstream smartphones. This is another significant progress made in the 28nm process cooperation after SMIC announced the successful manufacture of Qualcomm Technologies processors at the end of last year.
(3) Qualcomm and Guizhou government set up Huaxintong, specializing in ARM server
On January 17, 2016, the Guizhou Provincial People's Government and Qualcomm (Qualcomm) signed a strategic cooperation agreement in Beijing today and announced the formation of a joint venture with a registered capital of 1.85 billion yuan (about 280 million US dollars). Guizhou has 55% of the shares and Qualcomm has 45% of the shares.
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