2010年全球Fabless芯片设计厂商销售业绩排行榜出炉

IC Insights最近统计了各大Fabless芯片设计公司(即无芯片生产能力的芯片设计公司)历年来的销售业务表现,结果发现2010年这些公司的销售 业务表现抢眼,不过令人意外的是,2010年这些公司业绩的增长幅度首次出现了低于全球半导体市场成长幅度的现象。

2010年全球Fabless芯片设计厂商销售业绩排行榜

2010年全球Fabless芯片设计厂商销售业绩排行榜

IC Insights的总裁Bill McClean称:“值得注意的是,2010年,Fabless芯片设计公司的销售量增长幅度(27%)首次出现低于全球半导体市场增长幅度(31%)的现象。造成这种现象的主因我们认为是由于高通,联发科,Nvidia,LSI,ST-Ericsson,Realtek以及Himax这7家芯片设计公司的业绩增长相对乏力所致。”这7家“表现不佳”公司去年的IC销售量仅仅增长了8%。

去年,全球芯片设计公司的销售额达到599亿美元,而销量排行在前20位的几家芯片设计公司的产品销售额占到了全球芯片设计公司的77%,这个比值比2009年下降了2个百分点,但相比2008年则增加了2个百分点。另外,2010年销售额前十名中,美国芯片设计厂商占去了9个位置,前20名中,美国厂商则占了13个位置。

最后,IC Insights还列出了以上7家去年销售业绩表现最抢眼的芯片设计公司,这些公司去年的销售额均突破了10亿美元,而且业绩增长幅度均超过了全球半导体工业的31%增幅。

7家2010年销售业绩表现最抢眼的芯片设计公司

7家2010年销售业绩表现最抢眼的芯片设计公司

2010年半导体供应商排名出炉 博通杀入前十名

2010年半导体供应商排名

前三甲中Intel已经连续19年排名第一,awesome!排名第二、三的Samsung和Toshiba都依靠NAND业务维持不变。

最给力的是Broadcom博通终于杀入前十名排名第十位,三个BU – 宽带/移动、无线及基础架构/网络部门都表现良好,因此在2010年BRCM依靠高于业界平均水平的利润率比2009年增长了53%。

另外值得一提的是排名第四的TI德州仪器。美国时间18号TI公布了第一季度的利润为 $3.39 billion,净收入 $666 million,尤其是前两个月业绩超出预期。关于此次日本地震CEO Templeton认为影响和削弱了对无线基带芯片的需求。

有得意的笑就有失意的泪,AMD和Infineon双双跌出前十名。英飞凌预计截止3月31日的季度表现抢眼,利润大致在994 million euro (about $1.42 billion) ,但是没有了基带业务,退出前十也是必然的。

法国4G芯片厂商Sequans登陆纽交所融资7700万美元

美国时间4月15日,法国4G芯片制造商Sequans Communications成功在纽交所NYSE上市,股票代码SQNS,IPO发行价为每股10美元。美国证券交易所的文件显示,Sequans此次发行的股份资本只占据其总股本的20%。

Sequans于2004年成立于巴黎,主要人员来自于Alcatel阿尔卡特和Pacific Broadband Communications (PBC)太平洋宽带(后被Juniper收购),现任CEO(Georges Karam)就来自于PBC。目前在上海和深圳有办公室。

Sequans公司最初定位于WiMAX芯片,在2009年跨足LTE。下面是Sequans的产品发展史:

WiMAX:
2004年9月:推出基于802.16d标准的固定WiMax芯片,用于基站和用户站;
2005年9月:推出完整版本的SoC,参考设计于2006年1月通过了WiMAX论坛认证;
2006年:推出基于802.16e标准的移动WiMAX Wave1芯片,同年4月通过WiMAX论坛认证;
2007年:推出WiMAX Wave2芯片,2008年6月通过认证。目前这些芯片都已经规模使用;
2007年12月:推出2.5GHz和3.5GHz的RF芯片;
2008年6月:业界第一颗基带加射频的单芯片方案SQN1170;
2009年: 业界第一颗65nm基带加三频段射频单芯片方案SQN1200;
2009年2月:推出SQN1210用于移动设备;
2009年7月:推出增强版SQN1220应用于VoIP和CPE。

LTE:
2009年9月:宣布进入LTE领域;
2009年11月:宣布阿尔卡特朗讯和摩托罗拉投资其LTE研发;
2009年12月:宣布中国移动在TD-LTE实验网中选择其LTE芯片和USB dongle;
2010年3月:推出首颗LTE芯片SQN3010。

Rochester公司重建LSI公司CMOS ASIC门阵列产品线

罗彻斯特电子公司(Rochester Electronics)作为全球最大的停产和成熟半导体产品的授权生产商和分销商,宣布会继续提供LSI公司的HCMOS(高速互补型金属氧化物半导体) ASIC门阵列产品的生产服务。有了LSI公司的授权,罗彻斯特可以重建并生产完整的硅栅HCMOS工艺逻辑阵列产品,包括从3到0.35微米间9种工艺节点的1000多种产品设计。

罗彻斯特重建此产品线可以避免客户重新进行代价昂贵的系统设计,目前已经完成验证了LSI如下产品线:2-micron LL7000 channeled gate array series (CMOS7K Series), 1.0-micron LCA100K channel-free gate array series, 0.6-micron LCA300K channel-free gate array series, 0.50-micron LCA500K channel-free gate array series, and 0.35-micron G10 cell-based series.

LSI将会提供给罗彻斯特公司门阵列产品IP和数百种存档的设计数据库,通过罗彻斯特的半导体复型流程(SRP)就可以继续提供某些授权产品。罗彻斯特公司先进的SRP综合了存档认证,样品拆解,工艺匹配,源目标对比,SPICE分析以及对原厂家规范的验证等等。这一流程将保证罗彻斯特生产的器件完全与LSI原门阵列产品保持外形,尺寸和功能的一致。

Rochester公司号称生产2万多种从民用到航天航空级的各种封装形式的半导体元器件产品。此番重建的虽然是老旧工艺,但是可见依然在军工,航天和工业领域有长久应用,利润可期。LSI从80年代起家就在搞的技术又开出了新花。

附LSI与Agere合并前的milestone,现在网站上只有简化版

2006
•LSI announces ZEVIO™ processor architecture for consumer market. ZEVIO speeds time-to-market and enables low-cost, low-power 3D graphics and sound features for consumer electronics products.
•LSI and YesVideo introduce integrated DVD recorder software for indexing video content.
•LSI will focus on business growth opportunities in information storage and consumer markets.
•LSI first to demo Serial Attached SCSI (SAS) switch.

2005
•United States Patent and Trademark Office awards LSI its 3,000th patent.
•LSI announces new leadership team; will focus on primary markets (custom integrated circuits, consumer products, and storage platforms and products); Abhi Talwalkar named LSI president and CEO.

2004
•LSI introduces industry’s first single-chip 3 Gb/s Serial Attached SCSI (SAS) controller IC.
•Seagate Technology demonstrates the LSI RapidChip Platform ASIC technology in its Savvio (Savvy I/O) family of 2.5-inch enterprise-class disc drives.

2003
•LSI introduces industry’s first single-chip hard disk drive (HDD) and DVD recorder processor, the DoMiNo® 8650, for use in dual-drive digital recorders.
•LSI achieves 80 percent market penetration with its Ultra320 SCSI server controller, garnering key design wins with major OEMs.
•LSI partners with Beijing E-world to develop technologies for new high-definition format in China called EVD (enhanced versatile disc).

2002
•LSI introduces the G90™ 90-nanometer ASIC process technology, built upon a process platform jointly defined by LSI and TSMC.
•LSI becomes the first company to make a full line of Ultra320 SCSI host bus adapters (HBAs) available commercially.
•LSI introduces innovative semiconductor platform, RapidChip®.

2001
•LSI acquires consumer market leader C-Cube Microsystems Inc. in an accretive stock-for-stock transaction valued at $851 million.

2000
•LSI introduces industry’s first dual-channel PCI to Fibre Channel integrated controller featuring 2 Giga Baud data rates per channel.
•LSI announces Gflx™ 0.13-micron ASIC process technology, which offers 78 million usable logic gates.

1999
•Sony Computer Entertainment selects LSI to supply key I/O processor for its next generation PlayStation video game system, featuring 100 percent backward compatibility to the first PlayStation.

1998
•LSI introduces its G12™ ASIC 0.18-micron process technology, offering up to 26 million usable logic gates on a single chip.

1997
•LSI unveils G11™ 0.25-micron ASIC process technology, offering more than 8 million usable gates.
•The BBC selects LSI to develop a single-chip digital terrestrial television solution.
•LSI wins an Emmy Award for developing a real-time estimation encoder for General Instruments Corporation (now Next Level Systems).

1996
•LSI announces industry’s first Fibre Channel core, with automated control functions for disk drives, RAID arrays, Internet servers, video-on-demand, imaging and transaction processing.
•LSI announces industry’s first 1.25-billion bit-per-second CMOS serial transceiver, the GigaBlaze™ G10 SeriaLink® Core.

1995
•LSI introduces a new generation of ASIC process technology, the G10™ series, offering up to 5 million usable gates.

1994
•Sony Computer Entertainment introduces the PlayStation® video game system, featuring the LSI system-on-a-chip capability and using the company’s CoreWare design program.

1993
•LSI introduces 0.5-micron ASIC technology, capable of integrating up to nine million transistors on a single chip.
•CoreWare methodology is utilized to develop the LSI ATMizer™, the industry’s first single-chip reprogrammable solution for asynchronous transfer mode networking.

1992
•LSI introduces CoreWare® design program, a new approach to developing systems and building complete electronic systems on a single chip.
•LSI delivers the industry’s first RISC microcontroller with floating-point capability on-chip; target is cost-sensitive embedded applications where power and space are critical.

1991
•LSI develops JPEG (still picture), MPEG (full-motion video), and video-teleconferencing products for digital video markets.
•LSI participates in two HDTV (high definition television) projects in Japan. (Only U.S. company selected.)
•LSI introduces the industry’s first single-chip embedded graphics controller, targeting high-performance graphics applications.

1989
•LSI listed on the New York Stock Exchange under the symbol LSI.
•World’s first all-ASIC workstation is produced based on LSI technology.

1988
•LSI becomes the only semiconductor company to offer 32-bit RISC microprocessors for both MIPS and SPARC (Scalable Processor ARChitecture).
•LSI LCB007 becomes the industry’s first cell-based custom ASIC capable of integrating 200,000 gates on a single chip.

1986
•LCB15 Series cell-based ASIC family offers high density and performance and rivals full custom design methodologies. Based on 1.5-micron HCMOS process technology.
•LSI introduces its first standard product line, including 32-bit and 16-bit multipliers, 16-bit multiplier accumulators and 32-bit floating-point processors.

1985
•LSI announces LCA10000 Compacted Array Family, with 50,000 available gates.

1984
•LL8000 Series 2-micron gate array product family introduced.

1983
•LSI becomes public company with initial offering of $152 million; common stock is traded on NASDAQ as LLSI.
•LSI introduces concept of regional ASIC engineering design centers, bringing service closer to customers

1982
•LL3000 Series CMOS Gate Array (3.5 micron, 2,500 gates) announced.
•LL5000 Series (3-micron, 2-layer metal) introduced.

1981
•LSI Logic Corporation founded; designs semiconductors customized to the specific application requirements of customers. ASIC (application specific integrated circuit) market emerges.
•LC3100 Series of CMOS arrays (1,782 gates) announced.

以色列LTE芯片公司Altair融资$26 million

以色列移动通信芯片公司Altair在Jerusalem Venture Partners (JVP)领投的一轮风险投资中获得2600万美元,Altair将用这笔资金开发下一代的LTE芯片。

此轮投资的跟随者还包括早先的投资人:BRM Capital,Bessemer Venture Partners, Giza Venture Capital 以及 Pacific Technology Partners。在Broadcom已经收购了4G芯片公司Beceem的情况下Broadcom Capital仍然投资了Altair,真可谓广散网,多播种。

从2005年成立至今,Altair共募集资金7400万美元。Altair的芯片目前在欧洲LTE网络部署和美国,日本,中国以及印度的实验网中有应用。

公司网址:http://www.altair-semi.com。目前在中国上海由办公室。