全球半导体产业现状分析.pdfVIP

- 43 - 电 子 与 封 装 ELECTRONICS PACKAGING 第14卷，第10期 Vol 14，No 10 总 第138期 2014年10月 全球半导体产业现状分析 杨宏强 （三星电机上海分公司，上海 200336） 摘 要：半导体是一种重要的电子元器件，半导体产业是衡量一个国家或地区技术水平的重要标识 之一。基于此，首先阐述并理清了半导体、半导体产业和半导体封测相关的基本概念（定义、功 用、制作流程）。之后，详细分析了半导体、封测产业的特点（商业模式、进入壁垒），全球半导 体、封测产业的整体状况以及半导体前20强公司、封测前10强公司的运营现状。最后，从半导体产 业特点、分工及转移角度给出了分析结论：半导体、封测代工产业不易进入；封测代工业能长期保 持小幅增长；发展中国家、地区应该优先发展封测业。 关键词：半导体；封测；产业特点；全球顶尖公司；现状分析 中图分类号：TN303 文献标识码：A 文章编号：1681-1070（2014）10-0043-06 Analysis in Current Status of Global Semiconductor and Packaging Industry YANG Hongqiang （Samsung Electro-Mechanics, Shanghai 200336, China） Abstract: Semiconductor is a kind of important electronic components and the semiconductor industry is one of the important symbols to measure the technology level of a country or region. Based on it, the paper explains and clarifies the basic concept including definition, function and manufacturing process of semiconductor, semiconductor industry, packaging (assembly and test) and packaging industry firstly. Then, it analyzes the industry characteristics including the business model and barrier to entry of semiconductor and packaging, the whole status of global semiconductor and packaging industry, and the current status of global top 20 companies in the field of semiconductor and packaging in details. Finally, it comes to a conclusion based on the analysis in the industry characteristics, industrial division and transfer of industry in the semiconductor industry, which is that it is not easy to enter the semiconductor and packaging industry, packaging industry can increase by a small margin in the long terms, and developing country or region should give priority to the development of packaging industry. Key words: semiconductor; packaging (assembly and test); industry characteristics; global top company; analysis in current status 收稿日期：2014-06-11 1 半导体、半导体封测的概念 1.1 半导体 半导体（器件）是指导电性介于良导电体与 绝缘体之间，利用半导体材料特殊电特性来完成 特定功能的电子器件。半导体是一种重要的电子 元器件，广泛应用于消费类电子、通讯、精密电 子、汽车电子、工业自动化