http://www.ic-assess.net/facturer/facname/mcaps.html
抄录部分如下:
A V G Semiconductor
AAK Corp
ABB Drives
ABB Hafo A B
ABB Semiconductor
ABB Semiconductors Ag
Aborn Electronics
AC Interface Inc
Acculin Inc
Accutek Microcircuit Corp
Acer Laboratories Inc
Acopian
Acrian Inc
Actel Corp
Action Tungsram Inc
Acumos Inc
Adams-Russell Electronics
Adaptec Inc
Adaptive Logic Inc
Advanced Detector Corp
Advanced Electronic Packaging
Advanced Hardware Architectures Inc
Advanced Linear Devices Inc
Advanced Memory Systems Inc
Advanced Micro Systems Inc
Advanced Microelectronic Products Inc
Advanced Milliwave Laboratories Inc
Advanced Optoelectronics (Applied Solar)
Advanced Power Technology
Advanced Research Associates
Advanced Semiconductor Inc
Advanced Technology Corp
Aeroflex Laboratories Inc
Aeroflex Laboratories, Comstron Div
Agilent Technologies
Airpax Corp, Frederick Division
Alan Industries Inc
Alden Scientific Inc
Aleph International Corp
Allegro Microsystems Inc
Allen Avionics Inc
Allen Bradley Co
Alliance Semiconductor
Allied Electronic &Semiconductor Technology Inc
Allied Electronics Gmbh
Allied Signal Aerospace Company
Alpha Industries Inc, Components and Subsystems Div
Alpha Industries Inc, Semiconductor Div
Alpha Products Inc
Alpha Semiconductor
Altair Corp
Altera Corp
Amax Applied Technology Inc
AMD Inc
American Electronic Laboratories
American Microsemiconductor Inc
American Microsystems
American Power Devices Inc
American Semiconductor Corp
Amex Electronics Inc
AMF Inc
Amperex Electronic Corp
Ampex Data Systems Group
Amplifonix Inc
Amptek Inc
Anadigics Inc
Anaheim Automation
Analog Devices Inc
Analog Solutions
Analog Systems
Analogic Corp
Analytic Instruments Corp
AND
Anders Electronics
Andersen Laboratories Inc
Anodeon Semiconductor Div
Ansaldo S P A - Div Electronica
Antel Optronics Inc
Apex Microtechnology Corp
API Electronics Inc
Appian Technology Inc
Applied Micro Circuits Corp
Aptek Williams Inc
Aptos Semiconductor
Argo Transdata Corp
Aristo-Craft/ L M P Inc
Aromat Corp
Array Microsystems Inc
Artesyn Technologies
Arts Island Products Co LTD
Asahi Kasei Microsystems Co LTD
ASEA Brown Boveri A G
Ashley-Butler Inc
Asiliant Technologies
Askjeselskapet Mikro-Electronik
Associated Electronics Industries
Astec America Inc
Astec Standard Power
Atmel Corp
Aucera Technology Corp
Auctor Corp
Augat Inc
Aurora Semiconductor
Austek Microsystems
Austin Semiconductor Inc
Austria Mikro System Intl
Automatic Coil
Avantek Inc
Avasem
Avens Signal Equipment Corp
Avnet Inc
AVX Corp
AVX Corporation
Aydin Corp
B I Technologies Corp
Babcock Display Products Group
Barnes Engineering Co
Base Two (2) Systems
Basic Electronics Inc
Bedford Opto Technology LTD
Bel Hybrids &Magnetics Inc
Bel Fuse Inc
Benchmarq Microelectronics Inc
Bendix Semicon Products
Bharat Electronics LTD
Big-Sun Electronics Co LTD
Bipolar Integrated Technology Inc
BKC Semiconductors Inc
Black &Decker Corp
Boeing Electronics Co
Bogue Electric Manufacturing Co
Boston Technical Inc
Bourns Inc
Bowmar Inc
Bradley Semiconductor Sorp
Bright Led Electronics Corp
British Thomson-Houston Export Co Ltd
Brooktree
Brown Boveri &Aktiengesellschaft
Bull Micral Of America Inc
Burns &Towne Inc
Burr-Brown Corp
Burroughs Corp
C T S Reeves
C&D Technologies
C-Cube Microsystems
Caddock Electronics Inc
Cal Crystal Labs Inc
Calex Manufacturing Co Inc
California Devices Inc
California Eastern Laboratories Inc
California Micro Devices Corp
Calmos Systems Inc
Calogic Corp
Canadian General Electric Co Ltd
Cantec Electronic Co Ltd
Capar Components Corp
Capar
Capital Equipment Corp
Cardon Corp
Carlo Gavazzi Inc
Carter Semiconductor Inc
Carter Transistor Corp
Catalyst Research Corp
Catalyst Semiconductor Inc
CBS Electronics
Celduc
Celeritek
Central Semiconductor Corp
Centralab Semiconductor (Globe Union)
Centronic Inc, E-O Div
Centronic Ltd
Cermetek Microelectronics Inc
CGEE Alsthom Service SCP
Champion Technologies Inc
Cherry Corp
Cherry Semiconductor Corp
Chicago Miniature Lamp Inc
China Semiconductor Corp
Chip Supply, Micro Devices
Chrontel
Circuit Technology Inc
Cirrus Logic Inc
Citizen Electronics Co LTD
Clairex Technologies Inc
Clare (C P) Division
Clare (C P), Solid State Products
Clear Logic
Coco Research Inc
CODI Semiconductor Inc
Coherent Component Corp
Collins Electronics Corp
Collmer Semiconductor Inc
Comlinear Corporation
Commodore Semiconductor
Communications &Power Industries
Compagnia Italiana Westinghouse
Compagnia Semiconductori Italia SPA
Compagnie Des Dispositifs Semiconductor, Westinghouse
Compagnie General D'Electricita
Compensated Devices Inc
Components Inc
Computer Conversions Corp
Computer Management &Development Service
Comset Semiconductors, SPRL
Comstron Corp
Concurrent Logic
Conditioning Semiconductor Devices Corp
Conexant Systems Inc
Connor-Winfield Corp
Consumer Microcircuits Ltd
Continental Device India Ltd
Control Sciences Inc
Cooper Laser Sonics
Coors Components Inc
Cornes &Company Ltd
Corporation Soneet
Cougar Components
CP Technology Inc
Creation Technologies Inc
Cree Research Inc
Crimson Semiconductor Inc
Crosspoint Solutions Inc
Crouzet Corp
Crydom Co
Crystal Semiconductor Corp
Crystaloid Electronics Co
Crystek Corp
CSR Industries Inc
CTS Corp
CTS Electronics, Knights Div
Curtis Electromusic Specialties Inc
Custom Array Corp
Custom Components Inc
Custom Micro Systems Inc
Cybernetic Micro Systems
Cypress Semiconductor Corp
Cyrix Corp
D C P Research Corp
Dai Nippon Printing Co
Daico Industries Inc
Dale Electronics Inc
Dale Electronics
Dallas Semiconductor Corp
Dalsa Inc
Danaher Corp
Danari International
DAQ Electronics Inc
Data Delay Devices Inc
Data Display Products
Data General Corp
Data Technology Corp
Data Translation Inc
Datalinear
Datalogic Inc
Datalogic Optic Electronics Inc
Datatronics
Datel Inc
Dawn Electronics Inc
Defense Supply Center Columbus (Mil Specs)
Defense Supply Center Columbus (SMD's)
Deico Electronics Inc
Delco Electronics
Delsa Toshiba S A
Delta Electronic Ind Co LTD
Delta Products Corp
Dense-pac Microsystems Inc
Densitron Corp
Denyo Europa Gmbh
Devar Inc
Dexter Research Center Inc
Dialight Corp
Dickson Electronics Corp
Digital Components Corp
Digital Equipment Corp
Digital RF Solutions Corp
Digitron Electronic Corp
Dino Olivetti SPA
Diodes Inc
Dionics Inc
Diotec Electronics Corp
Diotec Elektronische Bauelemente GMBH
Directed Energy Inc
Discon Industries Inc
Display Engineering Services
Displays Inc
Don's Enterprise Co Ltd
Douglas Randall Inc
Dr Ing Rudolph ROST
DSP Group Inc
Dymec Inc
DynaChip Corp
E-SAN Electronic Co Ltd
Eagle-Picher Technologies LLC
Eastron Corp
Eaton Corp, Microwave Products Div
Ebauches S A
Echanges Techniques Internationaux
ECI Semiconductor
ECS Inc International
Ectiva
Edal Industries Inc
EDO Corp
Edsun Laboratories Inc
EE Tech Inc
EG&G Inc, Photon Devices Div
EG&G Inc, Washington Analytical Services Center Inc
EG&G Judson
EG&G Optoelectronics Canada
EG&G Reticon
EG&G Vactec
EIC Semiconductor Inc
Elantec Inc
Elcoma
Eldec Corp
Elec-Trol Inc
Electech Electronics
Electro Corp
Electro-Films Inc, Semi-Films Div
Electro-Films Inc
Electro-optical Systems Inc
Electron Research Inc
Electron Tubes Inc
Electronic Arrays Inc
Electronic Designs Inc
Electronic Devices Inc
Electronic Research Co
Electronic Technology Corp
Electronic Transistors Corp
Electronica Nacional Braileria
Elite Microelectronics
Elite Semiconductor
Elmec Corp Of America
Elmo Semiconductor Corp, Elpaq Division
Elmo Semiconductor Corp
Elpac Power Systems
Eltec Instruments Inc
EM Microelectronics
Emerson Electric Co
Emihus Microcomponents
Energy Electronic Products Corp
Engineered Components Co
English Electric Valve Co Ltd
Enhanced Memory Systems Inc
Envir Communications Inc
Epitaxx Inc
Epitek International Inc
Ercona Corp
Ericsson Components AB
Ericsson Components Inc
ESC Electronics Corp
Espey Mfg &Electronics Corp
ESS Technology Inc
ETEQ Microsystems Inc
Eupec
Eurodia G E S M B H Components
Eurosil Electronics Ltd
Eurotechnique
Everlight Electronics Co Ltd
Exar Corp
Excel Technology International Corp
Exel Microelectronics
Exxon Enterprises Inc
Facon
Fagor Electronic Components Inc
Fairchild Semiconductor Corp
Fallon Industries
Fanon Transistor Corp
Faraday Electronics Inc
FCP Inc
FDK Corp
FEI Microwave Inc
FEM A Electronics Corp
Fema Electronics Corp
Fenwal Electronics
Ferranti Electric Inc
Ferranti Industrial Electronics LTD
Ferrotran Electronics Co
Film Microelectronics Inc
Fine Products Microelectronics Corp
Finlux Inc
First Components
Fischer &Porter Co
FMC Corp
Ford Aerospace &Communications Corp
Fox Electronics
Foxboro I C T Inc
Foxboro I C T
FR Electronics
Franel Corp
French Thomson-Houston Semiconductor
Frequency Devices Inc
Frequency Sources
Frontier Electronics Co LTD
Fuji Electric Co Ltd
Fuji Electric Co
Fujikura America Inc
Fujitsu Kiden Ltd
Fujitsu Ltd
Fujitsu Microelectronics Inc
Fullywell Semiconductor Co Ltd
Futaba Electric Co Ltd
Future Domain Corp
G H Z Technology Inc
G-TWO Inc
Galil Motion Control Inc
Galileo Corp
Galileo Technology
Gazelle Microcircuits Inc
Gch-Sun Systems Co Ltd
GD Rectifiers Ltd
GEC Marconi Materials Technologies Ltd
GEC Plessey Semiconductors
GEC Semiconductors Ltd
Gem Asia Enterprise Co Ltd
General Diode Corp
General Electric Co, Custom Integrated Circuits
General Electric Co, Electro Optics
General Electric Solid State
General Instrument Optoelectronics
General Magnetics Inc
General Micro-Electronics Inc
General Microcircuits Corp
General Semiconductor Inc
General Semiconductor Industries Inc
General Sensors Inc
General Transistor Corp
Genisco Electronics
Gennum Corp
Gentron Corp
Gespac Inc
Giddings &Lewis Advanced Circuitry Systems
Giga
Gigabit Logic Inc
Gilway Technical Lamp
Glorious Sources Co Ltd
Glow-Lite Corp
GMT Microelectronics Corp
Goldentech Discrete Semiconductor Inc
Gould Inc, Microwave Products
GPD Optoelectronic Devices
Graseby Infrared
Grayhill Inc
Great American Electronics
Great Eastern Mfg Co
Greenray Industries Inc
Greenwich Instruments Ltd
GS Technology
GSI Technology
GTE Microcircuits
......
如下:
1、国内封装厂紧跟国际水平,技术成熟度最高。
从细分产业全球厂商对比来看,芯片设计产业(无论是IDM模式还是Fabless模式)国内厂商与国际大厂存在较大差距,全球前十厂商席位均被国外厂商占据;而晶圆制造领域中,中芯国际和华虹宏力分别排在全球第4和第8,但两家厂商营收合计占全球市场约7.26%,同时在工艺制程上与国际巨头差距较大,未来发展阻力也较大。
2、中国半导体大致会经历三个阶段。从1990s~ 2014的半导体1.0,这个时间段中国半导体以原始积累为主,技术来源为外部引进,产业链尤以注重人力成本的封测发展最快。
2014-2020s 是半导体2.0,这个时间段半导体产业发展以资本驱动为特征,体现为在《国家集成电路产业发展推进纲要》和国家集成电路产业投资基金的推动下,半导体产业链加速向中国大陆转移,尤其以制造业发展最快,并拉动全行业发展。
2030s- 是半导体3.0,中国成为半导体产业强国,产业驱动模式从半导体1.0的人力成本驱动,2.0的资本驱动走向3.0的技术驱动,设计与设备等技术壁垒较高的行业迎来快速发展。
集成电路封测技术公司三足鼎立,封测市场格局得到不断优化与发展。随着高端技术的发展,我国封测市场将打开新局面。三大封测公司未来将扩大先进封装产品与技术的开发。
3、长电科技
长电科技长电科技成立于1972年,面向全球提供封装设计、产品开发及认证,以及从芯片中测、封装到成品测试及出货的全套专业生产服务。
公司收购海外封装测试企业星科金朋,长电科技与国家半导体大基金、中芯国际子公司芯电半导体组成财团共同对全球第四大封测厂星科金朋发起收购。三方分别出资2.6亿、1.5亿和1亿美元设立长电新科,分别持有51%、29.4%和19.6%股权。
1.长电科技(600584):半导体封测龙头股。截至本报告期末,公司已获得专利3,504项,其中发明专利2,743项(美国获得专利1,758项),覆盖中高端封装测试领域。2.方静科技(603005):半导体封装测试龙头股。成立于苏州,是一家致力于开发创新新技术,为客户提供可靠、小型化、高性能、高性价比的半导体封装量产服务商。
3.通富微电子(002156):半导体封装测试龙头股。公司具备MEMS传感器产品的封测能力,在这方面有一定的技术储备。其他半导体封测概念股包括:广利科技、格尔软件、太极实业、厉安德装备、华天科技、赛腾股份等。南方财富网提供的数据仅供参考,不构成投资建议。据此, *** 作需自担风险。股市有风险,投资需谨慎。
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