Analog IC in semis ,2014

http://www.icinsights.com/news/bulletins/Analog-Unit-Shipments-Outpacing-Growth-Of-All-IC-Product-Segments/ July 24, 2014

Analog Unit Shipments Outpacing Growth of All IC Product Segments Average annual analog IC unit growth rate forecast from 2013-2018 raised to 8.9%, surpassing all other major product categories and total IC shipment growth. IC Insights will release its Mid-Year Update to the 2014 McClean Report at the end of this month.  The Mid-Year Update shows that between 2013 and 2018, analog unit shipments are forecast to grow at an average annual rate of 8.9%, faster than the 7.2% forecast for the total IC market and faster than all other major IC product categories (Figure 1).  Analog unit shipments grew 15% in 2013 to become the first IC product category to ship more than 100 billion units in a calendar year period and are forecast to grow another 12.4% in 2014. Figure 1 Analog unit shipments as a percentage of total IC shipments have been on the increase for more than 30 years (Figure 2) due to single-chip integration of digital ICs and ongoing system growth that necessitates more and more analog ICs.   In 1980, analog ICs represented 32% of total IC shipments, but that increased to nearly 40% in 1990, 46% in 2000, 49% in 2010, and is forecast to grow to 57% of total IC shipments in 2018. Figure 2 Demand for medical/health electronics, LED lighting systems, and green energy management systems (lighting, temperature, security, etc.) for homes and commercial buildings is expected to keep analog unit growth much more robust than other IC product categories through the forecast period.  Starting in 2013 and in each year through 2018, analog IC unit growth is forecast to exceed total IC unit growth. Report Details: The 2014 McClean Report More figures and additional details on IC unit shipment trends are provided in the 2014 edition of IC Insights’ flagship report, The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry.  This highly regarded service features more than 900 pages and more than 400 tables and graphs that provide the user with a thorough analysis of IC industry trends throughout the year.  A subscription to The McClean Report includesfree monthly updates from March through November (including a 250+ page Mid-Year Update), and free access to subscriber-only webinars throughout the year.  An individual-user license to the 2014 edition of The McClean Report is priced at $3,490 and includes an Internet access password.  A multi-user worldwide corporate license is available for $6,490.

Chip's bytes 2014 Q3' : Mediatek sales up 38% in 2014 so far

http://www.icinsights.com/news/bulletins/MediaTek-AMD-And-SK-Hynixs-1H14-Sales-Surge-By-20/ August 06, 2014

MediaTek, AMD, and SK Hynix’s 1H14 Sales Surge by ≥20%! In total, the Top 20 semiconductor suppliers’ 1H14 sales jumped by 10%. Later this month, IC Insights’ August Update to The 2014 McClean Report will show a ranking of the 2Q14 top 25 semiconductor suppliers as well as their expected sales for 3Q14.  A preview of the top 20 companies 1H14 sales results is presented in Figure 1.  The top 20 worldwide semiconductor (IC and O S D—optoelectronic, sensor, and discrete) sales ranking for 1H14 includes nine suppliers headquartered in the U.S., three in Japan, three in Europe, two in South Korea, two in Taiwan, and one in Singapore, a relatively broad representation of geographic regions. The top-20 ranking includes two pure-play foundries (TSMC and GlobalFoundries) and six fabless companies. Pure-play IC foundry UMC was replaced in the top 20 ranking by Nvidia.  It is interesting to note that the top four semiconductor suppliers all have different business models.  Intel is essentially a pure-play IDM, Samsung a vertically integrated IC supplier, TSMC a pure-play foundry, and Qualcomm a fabless company. IC foundries are included in the top 20 ranking because IC Insights has always viewed the ranking as a top supplier list, not as a marketshare ranking, and realizes that in some cases semiconductor sales are double counted.  With many of our clients being vendors to the semiconductor industry (supplying equipment, chemicals, gases, etc.), excluding large IC manufacturers like the foundries would leave significant “holes” in the list of top semiconductor suppliers.  Foundries and fabless companies are clearly identified in Figure 1.  In the April Updateto The McClean Report, marketshare rankings of IC suppliers by product type were presented and foundries were excluded from these listings. It should be noted that not all foundry sales should be excluded when attempting to create marketshare data.  For example, although Samsung had a large amount of foundry sales in the first quarter, most of its sales were still to Apple.  Apple does not re-sell these devices so counting these foundry sales as Samsung semiconductor sales does not introduce double counting. Overall, the list shown in Figure 1 is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries. Figure 1 As shown, it took total semiconductor sales of $2.1 billion to make the 1H14 top 20 ranking.  In total, the top 20 semiconductor companies’ sales increased by 10% in 1H14 as compared to 1H13, three points higher than IC Insights’ current 7% forecast for total worldwide semiconductor market growth this year. Outside of the top six spots, there were numerous changes within the 1H14 top-20 semiconductor supplier ranking. In fact, of the 14 companies ranked 7th through 20th, 12 of them changed positions in 1H14 as compared with 1H13 (with AMD jumping up two spots). As a result of its top-20 leading 38% 1H14 sales surge, MediaTek moved up one position in 1H14 as compared to 1H13 into 12th place.  MediaTek continues to experience extremely strong demand for its devices in the booming low-end smartphone business in China and other Asia-Pacific locations.  Moreover, MediaTek and MStar finalized their merger on February 1, 2014.  Annual post-merger sales for MediaTek are now expected to be over $7 billion this year. Avago purchased LSI Corp. on May 6, 2014.  The combined annual semiconductor sales run-rate of the two companies is currently over $5 billion.  Also, last year’s Micron/Elpida merger essentially created a new “giant” semiconductor company with Micron’s total sales this year on pace to be over $16 billion! It should be noted that the sales of Micron and Elpida, MediaTek and MStar, and Avago and LSI use the combined sales of the two companies for both 1H13 and 1H14, regardless of when the merger actually occurred.  This was done in an attempt to make the company’s 1H14/1H13 sales growth rates more directly comparable and give a clearer picture of the merged company’s sizes going forward. More details on the 1H14 top 25 semiconductor suppliers, including estimates for their 3Q14 sales, will be provided in the August Update to The McClean Report. Report Details:  The 2014 McClean Report The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry features more than 400 tables and graphs in the main report alone.  A subscription to The McClean Report includes free monthly updates from March through November (including a 250+ page Mid-Year Report), and free access to subscriber-only webinars throughout the year.  An individual-user subscription to the 2014 edition of The McClean Report is priced at $3,490 and includes an Internet access password.  A multi-user worldwide corporate license is available for $6,490.

Samsung outlook from 2014

Samsung Electronics Co. Ltd. (005930.KS)

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Samsung’s Profit In Q4 2013 Declined By 18%: Korean Giant Loses Top Spot In Mobile Ad Impressions [Report]

By Abhishek Tiwari on January 27, 2014 5:00 AM in Companies, Zust In / 0 Comments

 

 

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Korean electronics giant Samsung Electronics Co., Ltd. (KRX:005930) posted their earning reports for the fourth quarter ending December 31, 2013. According to the report the company has reported revenues of 59.28 trillion Won which amounts to $54.95 billion, while the net profit stood at 8.31 trillion Won ($7.7 billion) amounting to a decline of 18% compared to the previous quarter with 8.84 trillion Won, when converted to USD the same figures reach $ 8.18 billion operating profits for the same period in 2012.

Interestingly, this was the first quarterly net profit decline for Samsung in the last two years although the company was able to record more revenue with 228.69 trillion Won compared to the fiscal year 2012 with just 201.10 trillion Won which accounted for profits of 14%. Focusing on the record revenue generation and net profit on a quarterly basis, Samsung dived significantly in Q4, 2013 with a decline of 18% over the previous qaurter – Q3, 2013 to record revenues of $55.6 billion and net profit 0f $9.40 billion. Korea-based electronics gaint accounted for $51.5 billion in Q2, 2013 with a net profit of $6.96 billion. The comparative study below indicates how the revenue and the net profit have changed over Q1, 2013 to Q4, 2013.

Even though the company’s performance was appreciable if we compare the revenue generated over the previous year, but Samsung has experienced a substantial loss over the last quarter. The revenue generated through their mobile division was again responsible for half of their revenue which is 33.89 trillion Won, but their performance declined over the last quarters by 9% and 18% each.

“This year, looking at the industry environment, we do expect that the industry will become a bit more difficult with growth slowing down and competition becoming more fierce.” – Hyunjoon Kim, an executive in Samsung’s mobile business.

Reasons Amounting To The Loss!

The fiscal year 2013 saw the company surpass previous year records but somehow in the last quarter the revenue for Samsung did not live up to their own expectations. Samsung also lost its first spot in mobile ad impressions with 29.58%  in Q3, 2013 with an accounted fall of 1.52% over the last quarter. They lost in the mobile segment as their profits declined and the advertisements could not strengthen their products in the market when compared to theprevious years. Samsung generally invests heavily on marketing in the last quarter of its fiscal year, but the same could not help them to profit in Q4, 2013.

One of the main other factors behind the company’s loss is decrement in the value of the Korean Won compared to the US Dollar, which has declined to 1080 KRW per 1 USDresulting in the loss of approximately 700 billion Won. This amounts to improper impact on the revenue and net profit generated by Samsung Electronics. The company rewarded their employees with special bonuses worth 800 billion Won to commemorate 20 years since Chairman Lee Kun-hee announced a management strategy, which brought the profit figures down, as per Reuters.

Closely analyzing a few aspects of the deal between Apple Inc. (NASDAQ:AAPL) and China Mobile Ltd. (NYSE:CHL), Samsung needs to be more worried about the China market where Apple has collaborated with the world’s largest mobile telecom carrier to sell an estimated 20 million iPhones in the present year. This is the biggest challenge for Samsung in the Chinese market where it has been the largest Smartphone vendor till date.

Read more: http://www.dazeinfo.com/2014/01/27/samsungs-profit-declined-by-18-percent-q42013/#ixzz3BU0KD4rA

Samsung profit 2014 outlook

盈餘堪憂 三星股價重傷

http://news.ltn.com.tw/news/business/breakingnews/1089456

2014-08-25  10:34

〔中央社〕彭博報導，三星電子今天上午股價倒地不支，盤中跌幅一度達2%，寫下2013年8月來盤中低點，主因三星的盈餘堪憂。

全球智慧手機龍頭三星電子（Samsung Electronics Co. ）的股價目前挫1.92%，報122萬3000韓元，盤中一度挫跌2%，相較韓股Kospi指數小漲0.07%。

• 三星電子今天上午股價倒地不支，盤中跌幅一度達2%，寫下2013年8月來盤中低點，主因三星的盈餘堪憂。（路透社）

未來資產證券公司（Mirae Asset Securities）今天發布報告指出，三星第3季營業利益恐較上季衰退14%，跌至6.21兆韓元，不如彭博訪查37名分析師預估均值7.57兆韓元。儘管如此，未來資產證券仍維持三星「買進」評等。

三星漸失光環 目標價慘遭下修17.5%

http://news.ltn.com.tw/news/business/breakingnews/1079399

2014-08-12  17:44

〔本報訊〕《CNBC》報導，南韓三星（Samsung Electronics Co Ltd, KR-005930）不僅逐漸失去市場的注意力，對投資人的吸引力也迅速衰退。

Sanford Bernstein 資深分析師Mark Newman於今（12）日將三星12個月目標股價，由原本的200萬韓元下調17.5%至165萬韓元；他強調，最主要利空為來自中國廠的強力競爭，及毛利下滑，不過對於三星長期的前景，他依然保持樂觀態度。

Newman認為，隨著三星往低階市場發展，試圖從中國手機廠拿回市佔，產品毛利必定會承受許多壓力。他預估，三星手機事業毛利率將從2013年的23.3%，銳減至2015年的15.5%；這段時間，手機對三星整體的獲利貢獻，也將會由67%大幅下降至47%。

研調機構Canalys的報告指出，中國本土手機廠小米（Xiaomi）機在第二季於中國的出貨量，將首度超越三星。

Canalys表示，今年第二季小米機在中國智慧型手機的出貨量比率為14%，緊跟在後的為三星、聯想（Lenovo Group Ltd, HK-992）、酷派（Coolpad, HK-2369）、華為，前三者市佔均為12%，華為則是11%。

今年第一季，三星在中國市佔率仍達18.3%。

三星營收驟降 將展開成本縮減

2014-08-11  14:18

http://news.ltn.com.tw/news/business/breakingnews/1078269

 三星（Samsung Electronics, KR-005930）今年第二季營業利益為7.2兆韓元（約新台幣2,088.5億元），年減24.6%。據傳，為挽救難看的獲利成績，三星正全面展開成本縮減計畫。

• 
  三星今年第二季營業利益為7.2兆韓元（約新台幣2,088.5億元），年減24.6%，據傳，為挽救難看的獲利成績，三星正全面展開縮減成本計畫。（法新社）

《韓國先驅報》報導，因智慧型手機銷量遜於預期，三星上季營收驟減，第二季淨利比去年同期大幅萎縮20%，達6.3兆韓元（61億美元），不如分析師預估的6.5兆韓元，創2012年第2季來最低。為挽救獲利減少的狀況，正展開成本縮減計畫，其中，減少差旅支出更是首要目標。

報導指出，三星上個月與26家全球性航空公司一同舉行會議，會中提出海外差旅新政策，未來將以招標的方式，選出票價最為優惠的公司，以供主管、員工海外差旅。

事實上，三星去年的飛航費用高達590億韓元（約新台幣17.11億元），為減少費用支出，因此，公司內部希望透過新的縮減政策，讓差旅支出減少20%。

此外，外界也盛傳，三星今年底將實施人事重整計畫，以精簡成本，包括公司內的高階主管、承包商，皆可能面臨人事調動。

 Guess point : next 2 years will reveal the future strength on semis

March 20, 2014

Three Companies to Account for 52% of Semiconductor CapEx in 2014 Samsung, Intel, TSMC with largest budgets, SanDisk and Micron with biggest increases. IC Insights’ soon-to-be-released March Update to The 2014 McClean Report provides a forecast ranking of the top 25 semiconductor capital spenders for 2014.  A preview of the top 10 spenders is shown in Figure 1.  Samsung and Intel are each forecast to spend at least $11.0 billion this year, and TSMC slightly less than $10.0 billion. Collectively the three companies are forecast to account for 51.8% of total semiconductor industry capex this year.  As amazing as that number is, it is a decrease from the 55.5% share these three companies held in 2013.  Among the top 10, six companies are forecast to spend at least $3.0 billion in 2014, and nine suppliers are forecast to spend more than $1.0 billion.  After keeping their combined spending essentially flat in 2013, the top 10 spenders are forecast to boost capex spending by 10% in 2014. Figure 1 After chopping its capital spending by 28% in 2012 and 12% in 2013, SanDisk is forecast to show the largest capital spending percentage increase (86%) among the top 10. The company stated that this large increase is needed to expand production of advanced 3D NAND flash memory with its manufacturing partner Toshiba. While SanDisk’s capital spending level is expected to be much higher than in 2013, this increased spending is not expected to result in a significant boost to its NAND flash capacity levels.  It is worth noting that the combined capex spending increase of Toshiba and SanDisk (on account of their joint venture partnership to build flash memory) is forecast to be $1.06 billion in 2014. Capital spending budgets are forecast to increase by $1.0 billion or more at two companies.  Micron is expected to be very aggressive by increasing its spending $1.12 billion in 2014.  Still, this 58% jump in spending is forecast to be less than the 88% jump in sales revenue the company logged in 2013 (after the inclusion of Elpida’s sales).  Also, pure-play foundry GlobalFoundries is expected to increase its semiconductor capital spending by $1.0 billion as well this year. SK Hynix is expected to display an 18% increase in spending in 2014.  However, given the company’s excellent sales performance in 2013 (43% growth) and its aggressive rebuilding program for its fire-damaged China DRAM fab, IC Insights believes there is potential upside to this estimate. Some of the most eye-catching numbers are the massive amounts of spending expected by Samsung and Intel over the 2012-2014 timeperiod.  Over this three-year period, Samsung is forecast to spend $35.3 billion, with about 60% of this amount targeting memory production.  Intel is forecast to be second to Samsung in total outlays over this same time with $32.6 billion in dedicated to capital expenditures.  These huge levels of spending are enough for each company to construct and equip eight or nine $4.0 billion leading-edge 300mm wafer fabs. Nine of the top 10 semiconductor industry capital spenders are expected to increase their semiconductor capital expenditures in 2014.  In contrast, only four of the top 10 capital spenders increased their spending levels in 2013. Meanwhile, capex spending among “other” suppliers is expected to grow at a much slower 3% rate this year, but that is a marked improvement from the 15% decline registered by the “other” segment in 2013.  In the long run, IC Insights believes that “other” companies will likely increase their spending at a lower rate, or decrease their spending at a higher rate, as compared to the top 10 companies as they implement the fabless or “fab-lite” business models for their IC production. Report Details:  The 2014 McClean Report Data in this research bulletin was excerpted from IC Insights’ soon-to-be-released March Update to the 2014 edition of IC Insights’ flagship report, The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry, which features more than 400 tables and graphs in the main report alone.  A subscription to The McClean Report includes free monthly updates from March through November (including a 250+ page Mid-Year Report), and free access to subscriber-only webinars throughout the year.  An individual-user subscription to the 2014 edition of The McClean Report is priced at $3,490 and includes an Internet access password.  A multi-user worldwide corporate license is available for $6,490.

11/08/2014 10:04

《神州民企》中芯與長電科技江陰成立合資，完善集成電路產業鏈

　　《經濟通通訊社１１日專訊》中芯國際（００９８１）宣布，與封裝服務供應商江蘇長電科
技（滬：６００５８４）宣布合作，將於江陰高新技術產業開發區建設具有１２英吋凸塊加工
（Ｂｕｍｐｉｎｇ）及配套晶圓芯片測試（ＣＰＴｅｓｔｉｎｇ）能力的合資公司。
　　合資公司落地江陰高新區，可利用當地獨特的區位優勢和成熟的產業環境，快速建立起凸塊
加工、晶圓芯片測試為主的中段生產線，並利用長電科技就近配套的倒裝
（Ｆｌｉｐ－Ｃｈｉｐ）先進後段封裝生產線，為４０納米、２８納米及以下先進工藝的終端芯
片服務，加上中芯國際正在建設的１２英吋前段先進工藝技術芯片加工生產線，將打造國內首條
完整的１２英吋先進集成電路製造本土產業鏈。
　　這樣的產業鏈將縮短芯片從前段到中段及後段工藝之間的運輸周期，有效銜接各個加工環節
，更重要的是它貼近中國這一全球最大的移動終端市場，從而幫助芯片設計公司明顯地縮短市場
反應時間，更好地服務於快速更新換代的移動終端市場。（ｗｉ）

http://www.etnet.com.hk/www/tc/news/categorized_news_detail.php?newsid=ETN240811535&page=1&category=latest

江蘇長電科技股份有限公司

江蘇長電科技股份有限公司是由江陰長江電子實業有限公司整體變更設立為股份公司，是中國著名的分立器件製造商，積體電路封裝生產基地，並名列中國電子百強企業之一，也是國家重點高新技術企業和中國自主創新能力行業十強。公司於 2003 年 6 月在上海證券交易所上市，股票代碼：600584 ，簡稱長電科技。

公司分立器件年產能已達到 250 億支；積體電路 75 億塊；4-5英吋分立器件晶片100萬片。為了加強封裝行業的發展，公司成立了SiP 事業部，擁有月產600 萬隻SiP 系列產品的生產能力，並與宏圖三胞、蘇寧、國美以及手機行業的連鎖店建立戰略合作夥伴關係。

長電科技擁有三家下屬企業︰ 江陰長電先進封裝有限公司、江陰新順微電子有限公司、江陰新基電子設備有限公司

江陰長電先進封裝有限公司，是由江蘇長電科技股份有限公司和新加坡APS公司共同投資建立的合資公司，成立於2003年8月。主要著力於半導體晶片凸塊（wafer bumping）及其封裝產品WLCSP、FCOL、FCOS、TCP/COF及COG……的開發、製造和銷售，現已具備大批量生產能力。

江陰新順微電子有限公司，新順微電子專業從事半導體分立器件晶片的研究開發、生產銷售和應用服務。

江陰新基電子設備有限公司是長電科技與台灣基丞共同投資成立，是一家專業研發製造半導體封裝測試設備、精密模具、刀具和精密機械加工的公司，客戶包括首鋼日電、華潤安盛、無錫友利微電子、 LG 、 SAMSUNG 、台灣友勝等。

2013年上半年產品營收比重IC封裝測試佔96%，IC零組件通路商佔4%。

產品銷售區域比重外銷佔59%。

2014年2月下旬，公告規劃與中芯國際合資建立具有12吋凸塊加工及配套測試能力的公司，長電出資佔49%、中芯佔51%。

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各地密集出台集成电路政策 发表于 2014-08-06 09:38:21

各地密集出台集成电路政策 产业利好加速落地
——
安徽省出台《关于加快集成电路产业发展的意见》，提出到2017年产业总产值突破300亿元，2020年力争在此基础上翻一番。近日山东等地也纷纷出台地方性集成电路发展政策。

点评：上述政策可视为对6月出台的《国家集成电路产业发展推进纲要》的响应，在利好加速落地的情况下，我国集成电路产业有望迎来发展的黄金期。A股公司中，长电科技（600584）拥有集成电路制造全产业链；华天科技（002185）在先进封装技术方面已有很好的积累；台基股份（300046）是我国销量最大的大功率半导体器件供应商。

防技術外流 陸資入股富田遭駁

（中央社記者黃巧雯台北25日電）大陸廠商信質電機申請入股國內富田電機，經濟部投審會考量防止技術外流，對國內產業發展恐有不利影響，否決其投資申請案。

經濟部投資審議委員會今天召開委員會議核准及核備僑外投資案、陸資投資案、對大陸投資案共7件，其中以陸商信質電機申請匯入約新台幣3億4488萬元入股富田電機，預計持有19.96%股份，最受矚目。

經濟部工業局金屬機電組科長盧文燦表示，信質電機其廠房占地面積逾230畝，員工2000多人，屬大陸電器工業行業前10強企業，主要供應汽車用發電機定子鐵芯，全球市占達2成，大陸市占高達8成，並連續 8年在大陸市場排名第一，競爭力相當強。

盧文燦指出，富田電機主要生產電動車馬達為名，經過多年政府協助，打入美國電動車大廠特斯拉（Tesla）供應鏈，去年銷售2.6萬顆馬達，預計2016年馬達銷售量可望上看60萬顆。

考量扶植產業不易，加上政府過去投入相當多資源協助，工業局不願看到富田電機技術因此外流，期盼其技術能用於協助國內電動車發展。

經濟部投審會執行秘書張銘斌表示，由於信質電機在全球汽車定子鐵芯具寡占地位，且富田電機為獨家供應美國電動車大廠特斯拉（Tesla），信質電機入股投資，恐對國內全電式電動跑車專用馬達、智慧電動車產業發展有不利影響，依據大陸地區人民來台投資許可辦法第8條第2項第3款對國內經濟發展或金融穩定有不利影響，否決其申請案。

值得注意的是，投審會今天還核准大陸中國銀行申請匯入新台幣18億元作為營運資金，增資中國銀行在台分公司，為今年以來最大筆陸資投資案。

張銘斌指出，中國銀行台北分行為兩岸指定的人民幣清算銀行，負責新台幣、人民幣清算業務，由於過去一年國內人民幣存款達3000億元，其中半數為國內銀行吸收存款後，再轉存到中國銀行台北分行，顯示相關營運資金需求很大，因此申請增資。

僑外投資部分，投審會今天核准 4件，以荷蘭商VISHAY DUTCH HOLDINGS B.V.申請匯入約新台幣23億3360萬元金額最大，主要增資國內事業台灣威世光電，再經由該事業公開收購國內上櫃公司凌耀科技全部股權。

瑞士商BAKER HUGHES SWITZERLAND SARL連2個月分別申請匯入約15億元、6億元，增資國內事業台灣貝克休斯公司。

對大陸投資部分，投審會通過台灣土地銀行申請匯出人民幣10億元，投資設立台灣土地銀行武漢分行，從事經營銀行業務。

詳全文 防技術外流 陸資入股富田遭駁-財經新聞-新浪新聞中心 http://news.sina.com.tw/article/20140825/13198370.html

Infineon buys IR

Dr Reinhard Ploss – Infineon

Infineon is to buy the world’s oldest independent semiconductor company, International Rectifier, for $3 billion. The deal is 50% above IR’s market cap yesterday.

Founded in 1947, IR has been run as a standalone semiconductor company – until today.

Eric Lidow, who died last year aged 100, co-founded IR with his father. He was CEO until 1995 but even after handing the management of the company to his two sons, he was still going into into the office every day at the age of 94.

The two sons, Alex and Derek became co-CEO in 1995, but Derek left in 1999 to set up the semiconductor industry analyst company iSuppli.

“The acquisition of International Rectifier is a unique opportunity,” says Dr Reinhard Ploss Infineon’s CEO, “with their great knowledge of specific customer needs and their application understanding, International Rectifier employees will contribute to Infineon’s strategic development from product thinking to system understanding and system solutions. The combination of Infineon’s and International Rectifier’s products, technological and innovative excellence, as well as distributional strength will unleash great potential.”

Infineon says its and IR’s product portfolios are highly complementary. IR’s expertise in low-power, IGBTs, intelligent power modules, power mosfets and digital power management ICs will integrate with Infineon’s offering in power devices and modules.

With IR, Infineon acquires its in-house gallium nitride on silicon (GaN) process which, unlike several others, is producing real power semiconductors.

Infineon already has a silicon carbide (SiC) process and products, so now it can make discretes and integrated circuits with both of the new kids on the power block, as well as using its established silicon power processes.

The integration of International Rectifier will generate economies of scale through optimisation of the combined entity’s operating expense structure and through the acceleration of the ramp-up of Infineon’s leading 300-millimeter thin wafer manufacturing capability.

- See more at: http://www.electronicsweekly.com/news/business/infineon-buys-ir-2014-08/#sthash.rHbc5MxO.dpuf

英飛凌最大收購 30億美元收購IR半導體

‧VR-Zone中文站 2014/08/21

最早由 Siemens 半導體部門獨立出來，目前主攻車用電子與電源方案的 Infineon（英飛凌），日前宣布了將以 30 億美金收購美國的 International Rectifier 公司。

低調的德國半導體大廠 Infineon 出手收購美國同業。 最早由 Siemens 半導體部門獨立出來，目前主攻車用電子與電源方案的 Infineon（英飛凌），日前宣布了將以 30 億美金收購美國的 International Rectifier 公司。 來自美國矽谷，簡稱 IR 的 International Rectifier，主要提供電力電子領域的解決方案，在很多 3C 產品都能夠看到由 IR 所生產的電源開關晶體或是控制器。 這次行動將會是 Infineon 史上最大的一宗收購案。 根據協議，Infineon 以每股 40 美元的價格收購 IR，收購程序將在 2014 年末到 2015 年初間完成。消息傳出後，IR 的股價大漲了 47%，來到了 39.1 美元。預期本次的收購完成之後，未來將能夠大幅提升 Infineon 的收益，至少可以達到年度利潤目標的 15% 。

Murata to Buy RF IC Vendor Peregrine for $471M

http://www.eetimes.com/document.asp?doc_id=1323645&

Gains access to Peregrine’s advanced RF-SOI process

Ismini Scouras 8/25/2014 11:42 AM EDT 

NEW YORK -- Passive component powerhouse, Japan’s Murata Manufacturing Co. Ltd., has taken a major step to expand its RF component and wireless business with a $471 million deal to acquire fabless RF IC maker Peregrine Semiconductor Corp.
Murata, which makes RF modules and filters, will gain access to Peregrine’s advanced RF-SOI (silicon-on-insulator) process technology and RF front-end capabilities, as well as its broad IP portfolio consisting of 180 filed and pending patents. For Peregrine, which will become a wholly owned subsidiary of Murata, the deal will help accelerate its efforts to push widespread adoption of an integrated, all-CMOS RF front-end.
“There are tremendous potential opportunities for the two companies. The core capabilities are very complementary. Murata is the leader in filter and packaging technology, and Peregrine is the leader is RF-SOI technology and RF products,” said Duncan Pilgrim, Peregrine's vice president of marketing.
He added that there are there are also market synergies within the communications, automotive, and consumer markets, which will allow the combined company “to expand its footprint within these markets.”
The companies are no strangers. In fact, Murata is Peregrine’s largest customer, and has been a licensee of Peregrine’s patents and UltraCMOS technology for several years. Last year, Murata agreed to source its RF switches and components from San Diego-based Peregrine in exchange for a license to purchase or manufacture its RF CMOS IP. It also planned to combine Peregrine’s switches and tunable components manufactured using silicon-on-sapphire (SOS), a more expensive variant of RF SOI, with Murata’s filter and packaging technology into an RF front-end solution.
Peregrine’s UltraCMOS RF ICs are manufactured using either SOS technology or enhanced SOI as the insulating substrates. Peregrine’s SOS-based RF chips are manufactured on a foundry basis at South Korea-based Magnachip. More recently, however, Peregrine began to push its lower-cost RF SOI process. It began to sample its first RF switches manufactured on its UltraCMOS 10 RF SOI technology process at its foundry partner, GlobalFoundries of Santa Clara, Calif. UltraCMOS 10 RF SOI is based on 130nm process technology using 200 mm wafers from GlobalFoundries.
It also recently rolled out the first reconfigurable RF front-end, UltraCMOS Global 1, enabling 4G LTE platform providers and OEMs to cut costs by creating a single-SKU design for global markets. With Peregrine’s RF front-end capabilities and SOI process technology, Murata will shore up its RF component supply chain, with the potential of becoming one of the leading suppliers of RF parts to the smartphone and wireless device markets.
“The RF industry continues to consolidate, and Peregrine and Murata customers are looking for a ‘one-stop solution’ for all of their RF needs,” Pilgrim said. Indeed, the RF chip market is experiencing an unprecedented level of consolidation. For example two major chip companies -- TriQuint Semiconductor Inc. and RF Micro Devices Inc. -- announced a $1.6 billion all-stock merger earlier this year that is expected to create a wireless component powerhouse capable of providing all of the critical RF building blocks required to simplify handset and equipment design. Analog Devices Inc. also expanded its RF business with its $2 billion cash deal to acquire RF chipmaker Hittite Microwave Corp. in June 2013. (See Analog Devices' $2 Billion RF Buy.)



link in 2013

Peregrine to license RF-SOI to Murata

Peter Clarke

3/25/2013 04:55 PM EDT LONDON – Fabless RF IC provider Peregrine Semiconductor Corp. (San Diego, Calif.) is licensing Murata Manufacturing Co. Ltd. to serve as a source of RF switches and other components made using Peregrine's UltraCMOS manufacturing process.

UltraCMOS is a patented silicon-on-sapphire process – a form of ultra thin silicon on insulator – which is suitable for switches for radio frequency circuits. It is the result of 20 years research and is protected by 140 patents issued and pending, Peregrine said.

Peregrine has achieved success in the RF front-end section of mobile equipment supplying RF switches and tunable RF components but the licensing Murata will expand the availability of these circuits, the company said.

Murata supplies RF front-end modules for mobile wireless devices and claims to be present in 65 percent of all smartphones. It supplies passive components, RF switches and tuning devices, SAW filters and advanced packaging techniques.

"This agreement marks the first license of Peregrine's core switch-based intellectual property to a third party and we look forward to entering into this collaborative arrangement with Murata," said Jim Cable, president and CEO of Peregrine, in a statement.

"We believe that the combination of Murata's filter and packaging technology with Peregrine's UltraCMOS switch and tuning technology is a formidable RF front-end solution," said Norio Nakajima, vice president of the communication business unit, at Murata, in the same statement.