上半年全球前十大封测厂排名出炉 中国厂商营收占比达26.9%

Release time：2018-06-14
author：
source：拓墣产业研究院
reading：1914

根据拓墣产业研究院预估，前十大封测代工厂2018上半年营收预估达111.2亿美元，年成长率为10.5%，低于去年同期的16.4%，其中中国封测三雄长电科技、天水华天、通富微电上半年皆有双位数营收成长，占前十大封测代工厂总营收比重来到26.9%，创下历年新高。

上半年全球前十大封测厂排名出炉 中国厂商营收占比达26.9%

2018年上半年受到高端智能手机成长趋缓与晶圆涨价影响，除了封测代工领域成长率表现不如去年同期外；全球IC封测也同样受到影响，产值预估为251.5亿美元，年成长率为1.4%，成长幅度低于去年同期的9.1%。

在排名上，2018上半年全球前10大IC封测代工厂商排名与去年同期相比没有变化。长电科技、天水华天及通富微电各自在并购整合告一段落后，营收表现突出，皆呈现双位数成长。台厂的部分，日月光及矽品两强的合并案虽已告一段落，然而，受到高端智能手机市况疲软与晶圆涨价的影响，营收成长率及毛利率表现却不如去年同期。同样的状况也发生在Amkor、京元电和南茂上半年的表现；联测科技则是因上海工厂停止营运，导致营收微幅下滑；值得一提的是，力成受惠于内存价格上涨，以及收购Tera Probe及美光秋田（Micron Akita）后对整体营收的贡献，是中国厂商之外，营收成长表现最为突出的厂商。

拓墣产业研究院指出，虽然市场普遍看好车用、5G、AI等题材，但技术仍在应用导入阶段，对现阶段封测业产值带动有限。另一方面，因封测产业处于产业价值链较弱势的环节，因此在面临智能手机成长趋缓，以及硅晶圆涨价所造成成本上扬的情况下，今年第一季多数封测厂商毛利率表现均不如去年同期。下半年虽进入传统销售旺季，但随着晶圆供需缺口扩大，晶圆制造成本持续上升，封测产业面临的毛利率压力可能将持续到年底。

（"Note: The information presented in this article is gathered from the internet and is provided as a reference for educational purposes. It does not signify the endorsement or standpoint of our website. If you find any content that violates copyright or intellectual property rights, please inform us for prompt removal."）

Previous：全球半导体设备支出可望延续增长至2019年

Next：MOSFET,IGBT晶圆代工第三季确定涨价,涨幅最高20％

Online messageinquiry

reading
Popular categories
Boxes, Enclosures, Racks Cables, Wires Circuit Protection Connectors, Interconnects Development Kits Electromechanical Embedded Solutions Fans, Thermal Management Optoelectronics Others Passive Components Power Semiconductors Sensors, Transducers Test and Measurement
  • Week of hot material
  • Material in short supply seckilling
model brand Quote
RB751G-40T2R ROHM Semiconductor
TL431ACLPR Texas Instruments
CDZVT2R20B ROHM Semiconductor
MC33074DR2G onsemi
BD71847AMWV-E2 ROHM Semiconductor
model brand To snap up
BU33JA2MNVX-CTL ROHM Semiconductor
BP3621 ROHM Semiconductor
TPS63050YFFR Texas Instruments
IPZ40N04S5L4R8ATMA1 Infineon Technologies
ESR03EZPJ151 ROHM Semiconductor
STM32F429IGT6 STMicroelectronics
Hot labels
ROHM
IC
Averlogic
Intel
Samsung
IoT
AI
Sensor
Chip
Original authorized brand
More Licensed Brands>>
Information leaderboard
  • Week of ranking
  • Month ranking

About us

Qr code of ameya360 official account

Identify TWO-DIMENSIONAL code, you can pay attention to

AMEYA360 weixin Service Account AMEYA360 weixin Service Account
AMEYA360 mall (www.ameya360.com) was launched in 2011. Now there are more than 3,500 high-quality suppliers, including 6 million product model data, and more than 1 million component stocks for purchase. Products cover MCU+ memory + power chip +IGBT+MOS tube + op amp + RF Bluetooth + sensor + resistor capacitance inductor + connector and other fields. main business of platform covers spot sales of electronic components, BOM distribution and product supporting materials, providing one-stop purchasing and sales services for our customers.

Please enter the verification code in the image below：

verification code