關鍵字：通信芯片
通信芯片市場在2011年初強勢啟動之后，下半年開始表現(xiàn)萎靡，主要是受累于OEM縮減庫存以及無線運營商在完成項目后無意繼續(xù)后續(xù)投資。雖然整體通信芯片市場在2011年有所下降，但10GbE芯片市場增長了86.5％，規(guī)模超過2億美元。同時，10GbE NIC端口出貨量同比2010年增長了111％。
Linley的高級分析師Joseph Byrne表示：“雖然2011年整體通信芯片市場表現(xiàn)得不如人意，但多個細分市場的供應商取得顯著的增長，所以我們對2012年市場增長還是非常樂觀。”
在通信芯片市場報告的TOP20供應商中，聯(lián)發(fā)科，Entropic，升特公司(Semtech)是整體增長最快的。
在通信ASSP市場，博通憑33%的市場份額保持其霸主地位。同時，博通在收購了Broadlight之后，有望在無源光網(wǎng)絡處理器市場取代PMC-Sierra的領頭地位。Marvell以微小的優(yōu)勢取代英特爾成為通信ASSP市場第二大供應商。
英特爾雖失意于通信ASSP市場，但在以太網(wǎng)領域春風得意：不僅在10GbE/ GbE控制器領域保持增長，并通過收購Fulcrum進入10GbE交換機芯片市場。同時，英特爾還占據(jù)嵌入式處理器市場的頭把交椅，市場份額高達40%。飛思卡爾是該領域的第二大供應商。
而在通信處理器市場，排名第一的是飛思卡爾，英特爾第二。排名第三的Cavium是該領域增長速度最快的。
在FPGA領域，賽靈思仍是第一。不過，排在第二的Altera憑其在40nm線上更為優(yōu)越的表現(xiàn)極大地縮小了與賽靈思的差距。
Moderate growth projected for comms chips
Dylan McGrath
BELLEVUE, Wash.—The market for communications semiconductors is projected to grow moderately in 2012 after a 3 percent decline in 2011, according to a new report by the Linley Group, a market research firm and consulting group.
After starting the year off strong in 2011, the market for communications chips declined in the second half of the year as OEMs pared inventory and wireless operators completed projects and deferred further investment, according to the report.
While the overall communications chip market declined in 2011, the market for 10-gigabit Ethernet (10GbE) chips grew by some 86.5 percent to reach more than $200 million, according to the report. The number of 10GbE NIC ports shipped in 2011 improved by 111 percent compared to 2010, according to the report.
"While last year had a disappointing finish, there was significant growth by vendors in several categories and we predict increased revenues for 2012," said Joseph Byrne, senior analyst at the Linley Group (Mountain View, Calif.) in a statement.
Among the top 20 suppliers included in the Linley Group report, MediaTek, Entropic and Semtech showed the fastest growth, the firm said. Broadcom maintained its strong lead in the communications ASSPs market with a 33 percent share and, following its acquisition of Broadlight, should overtake PMC-Sierra as the leader in the passive optical network processor market, the Linley Group said.
Marvell narrowly overtook Intel to become the second-largest communications ASSP supplier, but Intel fared well in Ethernet, gaining in 10GbE and GbE controllers and entering the 10GbE switch market by acquiring Fulcrum, the Linley Group said. Intel is also the top-ranked embedded processor supplier with 40 percent of the market, while Freescale is second, the firm said.
Freescale was the largest supplier of processors to the communications market in 2011, with Intel second and Cavium—which grew at the fastest rate last year, in third, the Linley Group said.
In FPGAs, second place Altera's superior execution in the 40-nm generation helped it narrow the gap with the current leader, Xilinx, according to.
The Linley Group said its report, "Communications Semiconductor Market Share 2011," includes share reports and analysis for 20 categories of communications semiconductor products. The report is available through the company's web site at a cost of $3,495 for a single copy.
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