据市场调研公司IC Insights最新报告，2012年，三星(Samsung)的代工业务营收翻番并因此得以进入前三，排在台积电（TSMC）和Globalfoundries之后。

 

台积电仍为代工业名副其实的领头羊，2012年营收远超排名第二的Globalfoundries，是其四倍有余。而曾掌持第二把交椅多年的联电（UMC）在2012年则连遭滑铁卢，步步后退至第四名。

 

2012年代工厂营收排名Top 12

 

Globalfoundries的营收增长了31%，其它取得令人瞩目的增长的代工厂还包括中芯国际，增幅为27%，排名仍为第5；台湾地区地区的GaAs代工厂稳懋半导体（Win Semiconductors），增幅为28%，排名不变，仍居第12。

 

三星之所以能取得如此大幅的增长，主要应归功于其为苹果生产应用处理器。业界普遍预测，2013年，苹果将持续“去三星化”，转单台积电。不过，IC Insights仍然表示，2013年，三星有望挑战Globalfoundries的代工第二名之位。

 

IC Insights指出，2012年第四季度，三星的IC代工产能为每月15万片，假设每片晶圆营收为3000美金，三星代工的年产值可高达54亿美金。

 

2012年，三星代工产出中有89%是给苹果的；然而，苹果已在扩充其供应商名单，三星的挑战是必须尽快找到一些大客户以作应对。

 

整体而言，2012年，Top 12代工厂在全行业的市占率约为90%，在2009年三星开始为苹果生产处理器之前，这个比率仅为81%。IC Insights指出，未来，Top 12厂商的市占率将逐年稳步上升。

 

Samsung takes third in 2012 foundry sales

Peter Clarke

 

LONDON – Samsung doubled its foundry sales in 2012 and took third place, behind Taiwan Semiconductor Manufacturing Co. Ltd. and Globalfoundries Inc. in a ranking compiled by market analyst IC Insights.

 

TSMC remained the leading foundry with sales almost four times greater than those of second-ranked Globalfoundries. United Microelectronics Corp. – for many years the second ranked foundry – experienced a fall in sales in 2012 and slipped back to fourth place (see ranking table below).

 

Globalfoundries' sales increased by 31 percent and other notable sales increases were achieved by China's Semiconductor Manufacturing International Corp. (SMIC) and Taiwan's Win Semiconductors Corp., a compound semiconductor foundry.

 

Samsung's manufacture of application processors for Apple was key to its growth in 2012 although it is expected that Apple will start to move manufacturing to TSMC in 2013. Nonetheless IC Insights said it believes Samsung will challenge Globalfoundries for the number two spot in 2013.

 

Samsung's dedicated foundry IC capacity was 150,000 wafers per month in 4Q12 giving the company the potential to produce annual sales of about $5.4 billion, assuming an average revenue per wafers of $3,000, said IC Insights.

 

In 2012 Apple's share of Samsung's foundry output was 89 percent, the market watcher said. Samsung's challenge will be to bring on replacement customers as Apple diversifies its suppliers.

 

In total, the top 12 foundries were responsible for 90 percent of total foundry sales in 2012. This has increased from 81 percent in 2009, before Samsung began manufacturing processors for Apple. IC Insights consolidation to continue and the top 12 market share to continue to rise.