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根据WSTS的统计和预测,2003年,全球半导体销售额将达到1659亿美元。今后,通信基础设备,移动通信,消费类电子等将是全球半导体市场增长的重要驱动力量。根据预测,在 PC 和移动通信的驱动下,中国 IC 市场在今后4—5年内,将保持30%的年增长率,到2005年,中国移动电话数量将达到2.6～2.9亿左右,平均年增长率为26%。此外,互连网仍然是增长最快的业务,到2005年用户将达2亿户,平均年增长率为54%。预计2005年中国IC将占世界销售额的3%,中国将成为世界第二大半导体市场。最近几年,半导体业波动很大,Fabless 和 Foundry 两种模式的数量和规模都在扩大,而 IDM 却在分化,重新考虑自己的经营策略和定位问题。由于产能利用率下降,外加工回升,若干 IDM 已转向 Fabless 模式。例如,Semtech 在宣布卖掉它在加里佛尼亚的
According to WSTS statistics and forecasts, in 2003, the global semiconductor sales will reach 165.9 billion US dollars. In the future, communications infrastructure, mobile communications, consumer electronics and other global semiconductor market growth will be an important driving force. According to forecasts, driven by PC and mobile communications, China’s IC market will maintain an annual growth rate of 30% in the next 4-5 years. By 2005, the number of mobile phones in China will reach about 2.6 to 290 million with an average annual growth The rate is 26%. In addition, the Internet is still the fastest-growing business with 200 million users by 2005, an average annual growth rate of 54%. China is expected in 2005 IC will account for 3% of world sales, China will become the world’s second largest semiconductor market. In recent years, the semiconductor industry has fluctuated greatly. The number and scale of both Fabless and Foundry models have been expanding. However, IDM has been differentiated to reconsider its business strategy and positioning issues. Several IDMs have turned to Fabless mode due to lower capacity utilization and external processing rebound. For example, Semtech announced it was selling in California