Fabless winners in 2021 boom time
由市场分析公司IC Insights得出的排名表明，高通公司和MediaTek从将应用程序处理器的出售者出售到手机中受益，其价格高于5G的手机。他们加入了X86处理器供应商AMD，该供应商在多个空间中表现优于英特尔。Nvidia是GPU处理器为数据中心提供的人工智能应用程序的领导者。
Combined, these top four growth companies are expected to increase their sales from $54.8 billion in 2020 to $85.4 billion in 2021, a surge of 56 percent.
预测，由于半导体单位货物的增加20％，半导体单位货物的增长以及半导体总平均售价（ASP）增长了3％，因此2021年的半导体市场将在2021年增长23％。
Top 25 semiconductor vendors ranked by 2021 growth rate ($M including foundries). Source: IC Insights.
预计AMD今年将以65％的销售增长来榜首。该公司在许多细分市场中都取得了市场份额的收益，但尤其是在数据中心服务器中使用的处理器中，它已成为这个蓬勃发展的市场中的领先供应商。此外，AMD还为消费电脑和游戏机提供大众市场。
IC Insights believes fabless MediaTek is on track to post revenue gains of 60 percent this year. MediaTek’s chips are found in some of the biggest brands of smartphones, TVs, and voice assistants, as well as in Chromebooks, fitness equipment, Wi-Fi routers, and many other systems. MediaTek has established itself as a leader by providing 4nm-based, 5G technology in its chips for these applications. Throughout 2021, MediaTek increased its output of networking ICs to meet strong market demand and to help offset falling sales of mobile SoCs in 4Q21.
However, in a year when global semiconductor sales are forecast to rise 23 percent, semiconductor revenue at Intel—the world’s second-largest semiconductor supplier—is forecast to decline 1 percent. Sony, the world’s leading supplier of image sensors, expects to post a revenue decline of 3 percent.
Intel has suffered from supply chain issues that have impacted the laptop computer market, preventing as many shipping as possible and hurting Intel processor sales.
Meanwhile, Intel’s newly established IFS (Intel Foundry Service) group only shipped its first wafers for revenue in 3Q21.
Related links and articles:
消息articles:
- NVIDIA，AMD不断获胜。
- Sony to invest $500 million in TSMC wafer fab deal
- STMicroelectronics taps Intel in changes to leadership
- Micron plans to spend $150 billion on memory production
- Qualcomm wants in as GloFo valued at $25bn in IPO pricing
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