预计超微（AMD）、恩智浦（NXP）和亚德诺（ADI）公司将在2021年加入“超级供应商”的行列。
AMD, NXP, and Analog Devices are expected to join the ranks of the “megasuppliers” in 2021.
IC Insights 的《McClean Report》正在进行第25次版本更新，修正对IC行业的预测和分析数据，新报告预计在2022年1月发布。
IC Insights is updating its comprehensive forecasts and analyses of the IC industry for its 25th edition of The McClean Report, which will be released in January 2022.
2022年，新报告将包括全球半导体25强的排名。
Throughout next year, the report will include updated quarterly rankings of the worldwide top-25 semiconductor suppliers.
2021年全球17家半导体公司（IC和OSD-光电器件、传感器和分立器件）跻身百亿美元俱乐部（图1）。其中三家公司：AMD、NXP及ADI首次位列“超级供应商”行列。
The 17 companies forecast to have worldwide semiconductor (IC and OSD—optoelectronic, sensor, and discrete) sales of >$10.0 billion in 2021 are shown in Figure 1. Three semiconductor companies—AMD, NXP, and Analog Devices—are expected to join the noteworthy “megasuppliers” list in 2021.
Figure 1
这些超级供应商9家在美国，3家在欧洲，2家在中国台湾，2家在韩国，1家在日本，包括6家Fabless（高通、英伟达、博通、联发科、AMD和苹果）和1家Foundry（台积电）。总体而言，超级供应商的销售额2021年与2020年相比，预计将增长26%；比2021/2020年全球半导体行业预测的25%增长高出一个百分点。
These megasuppliers include nine suppliers headquartered in the U.S., three in Europe, two in Taiwan and South Korea, and one in Japan. The list includes six fabless companies (Qualcomm, Nvidia, Broadcom, MediaTek, AMD, and Apple) and one pure-play foundry (TSMC). In total, the megasuppliers’ sales are expected to jump by 26% in 2021 compared to 2020, one point greater than the forecasted total worldwide semiconductor industry 2021/2020 increase of 25%.
为了增加同比增长率更有效反映实际增长，统计的数据已包括每家公司在2020年和2021年收购的半导体销售额，无论收购何时完成。例如，ADI公司于2021年8月25日正式完成了对Maxim的收购交易。然而，IC Insights将Maxim2020年全年IC销售额 23.54亿美元添加到ADI公司2020年半导体销售额总计81.27亿美元。这导致ADI公司跻身百亿美元俱乐部。此外，ADI公司2021年Q1的销售额增加了6.65亿美元，以构成Maxim的2021年Q1收入，ADI公司2021年Q2的销售额又增加了7.2亿美元，以反映该时期Maxim的半导体销售额。自该交易于8月底敲定，即到2021年Q3的2/3左右，ADI公司的2021年Q3销售额增加了5亿美元。通过这些调整，预计ADI公司2021/2020年的半导体销售额将增长24%。
In order to make the year-over-year growth rate comparisons more reflective of actual growth, the sales figures include each company’s semiconductor sales from acquisitions in 2020 and 2021 regardless of when the acquisition was finalized. For example, Analog Devices officially closed its deal to acquire Maxim on August 25, 2021. However, IC Insights added Maxim’s full-year 2020 IC sales of $2,354 million to Analog Devices’ 2020 semiconductor sales for a total of $8,127 million. Moreover, $665 million was added to Analog Devices’ 1Q21 sales to account for Maxim’s 1Q21 revenue with another $720 million added to Analog Devices’ 2Q21 sales to reflect Maxim’s semiconductor sales in that timeperiod. Since the deal was finalized at the end of August, about two-thirds the way through 3Q21, $500 million in sales was added to Analog Devices’ 3Q21 sales. With these adjustments, Analog Devices’ 2021/2020 semiconductor sales are forecast to jump by 24%.
2021年17家超级供应商的销售额增长率预计从AMD的65%到英特尔的-1%不等。四家公司：AMD、联发科、英伟达和高通——预计2021年的销售额增长将超过50%。
Growth rates among the 17 2021 megasuppliers are expected to range from AMD’s 65% to Intel’s -1%. Four companies—AMD, MediaTek, Nvidia, and Qualcomm—are forecast to post a sales gain of greater than 50% this year.
三星半导体销售额2021年预计将接近831亿美元，使其成为TOP1的半导体供应商。受益于存储器市场复苏和竞争对手英特尔相对持平的业绩，三星从2021年Q2开始再次取代英特尔成为TOP1的半导体供应商(图2)。伴随DRAM和NAND闪存市场在2021年强劲增长，预计三星2021/2020年的销售额将增长34%，2021年将超过排名第二的英特尔75亿美元。
Samsung’s semiconductor sales are forecast to be nearly $83.1 billion in 2021, making it the largest semiconductor supplier this year. Driven by a resurgent memory market and relatively flat sales results from Intel, Samsung once again replaced Intel as the leading semiconductor producer beginning in 2Q21 (Figure 2). With the DRAM market NAND flash markets showing strong growth in 2021, Samsung is forecast to register a 34% increase in 2021/2020 sales and open up a $7.5 billion lead over second-ranked Intel this year.
Figure 2
人工智能、机器学习、5G基础设施方面的巨大收益为AMD、联发科、英伟达和高通今年的销售增长提供了强劲动力；反观英特尔和索尼则出现了下滑。
Big gains in artificial intelligence, machine learning, 5G infrastructure provide strong boost to sales growth at AMD, MediaTek, Nvidia, and Qualcomm this year; declines for Intel and Sony.
原文：IC Insights
链接：https://www.icinsights.com/news/bulletins/17-Semiconductor-Companies-Forecast-To-Have-100-Billion-In-Sales-This-Year/
发布日期：12月20日
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