???????????????????????????о????????????????????????г??????????????????????????????????????л???г??????λ?????????????????????????????????ù??????????????????

2016?????MEMS?????????????????????????????????????????????????2016????????????????????????????2016?????MEMS????????????????????TOP 20?????????

1??Qualcomm??TDK?????????????????

2016??1?￡?????????Qualcomm???????TDK???????Э?飬???????30????????????????????????????RFFE????????????????????????????????????ж??????????????????г?????????????????????????????????????????????????????′????????????RF360???????????RF360 HOLDINGS????

??????????????TDK?????????RF??????????????????????????????????????????????????????????????????????????????????????????????????????????????TDK?????????????????????????????????в?????????????????????????Э????????????????????????????????????????淶???????????????2017?????ɡ?

2?????????2.12?????????????о????Altair

2016??1?￡???????????????? 2.12 ?????????????λ??????е???幫?Altair Semiconductor??Altair?????4Gо?????????????????????LTE????????????????????????????????????????????С???????????????á???????4Gо??????????ù??????о?????4G????????????3G????????????????豸?????????????????????????????????????

Altair Semiconductor???????????????2005?????????????????з????顣?????????·?????????????Chromebook????????USB????????M2M?洢?????????????á?

3??Qorvo???????????????????????GreenPeak

????ο???http://www.seldominn.net/mems/investment_201604/3044.html

2016??4?￡?Qorvo?????????GreenPeak????????????Э?顣GreenPeak????????λ???????????й????????????????????????????????GreenPeak???Qorvo???????????????????????????????????????????????????????о???SoC????????

GreenPeak Technologies????Qorvo????????RF???????????????????????????????????????????????????????????????????GreenPeak??????????????????????ο????????????????Χ?????????????WiFi??????????????????????????У??????????????????????????С?2015??GreenPeak?????ZigBeeо??????????г????????????1?????

4??2016???????????ams

2016??6?￡?ams??????崫?к??????????????????????Cambridge CMOS Sensors ?????????ο???http://www.seldominn.net/mems/investment_201606/3234.html????Cambridge CMOS Sensors ??????崫????????????????MEMS?????????崫?????????????????????????????????г???Cambridge CMOS Sensors ????????????????????ams?????MOX???崫?в?????и???Э?Ч???MOX???崫?в?????????CO??NOX??VOCs?????????

2016??7?￡?ams?????????????????MAZeT????????ο???http://www.seldominn.net/mems/investment_201607/3326.html??MAZeT?????????????????????????????????????????????????????????????????????????MAZeT??????????????????о??????????????????????????????????JENCOLOR®???????????????????????????????????????????????????????????

2016??10?￡?ams??????8.5????????????????????Heptagon????????ο???http://www.seldominn.net/mems/investment_201610/3614.html??Heptagon?????????????????λ??????￡????з?????λ???????Rueschlikon?С?Heptagon?????????????????????ж???????????????????и???????????????????????????????н????????Heptagon????????????????г???????????????С??????????????豸????????????

2016??12?￡?ams????????????????????????????????Active Noise Cancellation, ANC?????????????Incus Laboratories????????ο???http://www.seldominn.net/mems/investment_201612/3846.html??Incus Laboratories??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????Incus Laboratories????????????????????????phase-shift?????????????????????н????????????????????????Χ????и????????Incus Laboratories?????????????????????????????????????????????????Hi-Fi??????????

5????о??????????LFoundry

2016??6?￡??????????????·о?????????????й????????????????????????·о????????——??о????????·????????????SMIC????LFoundry Europe GmbH?? Marsica Innovation?? ????????????????Э?飬??о?????????4900???????????LFE???MI??????????????·?????????LFoundry 70%??????????????о?????LFE??MI???LFoundry??????70%??15%??15%?????

??????о????12???2????6.25?????8???2????16.2????????8?羧?????????30.26?????LFoundry??8??羧?????????4???????????????????????????????13%???????????????????????????????о?????LFoundry??????????????

??о??????ж???????????????÷??????????????????????????????????????????????塢MEMS??????????????????г?????LFoundry???????????????????????????????CIS???????????????????????????????????????????????????????????弼??????????δ???????????????????

6??????????????

2016??7?￡????????????8.5?????????????LED?????????Cree???????????Wolfspeed Power & RF?????????Wolfspeed???????????о???δ??????????????о???????????綯????????????г???

2016??10?￡????????????????????幫? Innoluce ??????????δ??????????????? 2010 ??? Innoluce ????????????????????????????????????????????????????????????????????????????????????????????????????? Innoluce ???????????????????????δ?????????????????в?????Innoluce ???з??????????????飬??????????? MEMS ????侵??????????侵????????????????????????LIDAR???е???????????????????

7???????????320???????????ARM

2016??7?￡??????????????320???????????ARM?? ARM?????????о???????????????????????????????о??????????????????????????о?????????????????÷???????檔??????????о???ARM?????????????е??????????????????????????????????豸???????г???99%??????????????????????ARM????????е?iPhone??iPad???????ARM?????????Kindle???????Android?豸???????????????

8??ADI??148????????Linear

????ο???http://www.seldominn.net/mems/investment_201607/3328.html

2016??7?￡?ADI???????Linear Technology?????????????ADI?????46?????????0.2321??1??????????????????????????????????148????????????????????????????300???????ADI???????????????????????????????IC?????????????50???????

9??TDK????EPCOS????4865???????Tronics

????ο???http://www.seldominn.net/mems/investment_201608/3339.html

2016??8?￡?TDK????EPCOS??????????????4865???????MEMS???????????Tronics??TDK????????Joachim Zichlarz???“Tronics????????????????????????????????????????????????????г????????????????????????δ?????????????????????????——????????????????????????г???λ??”

10????????32.19????????????Intersil

2016??9?￡????о??????????Renesas??????????32.19??????????????Intersil???????????????????о????Intersil????????????綯???????????????“???????”???????????????????????Intersil?????????????????о?????????????????????????????100??????????????о??г???

11??MTS Systems??5.8????????????????????PCB Group

????ο???http://www.seldominn.net/mems/investment_201604/3005.html

2016??4?￡??????????????λ????????????????????MTS Systems??????????3???????????5.8???????????PCB Group Inc.????????PCB?????????PCB Group??????1967?????λ?????????????????С?PCB????????????????????????о??????????????????о??????????????????????????????????????????????????????????????????

12????????????о???????Movidius

2016??9?￡??????????????????????????Movidius???????????Project Tango 3D????????????????????Movidius??????????????????о??飬??????衢???????????????Э?顣

13?????470??????????????

2016??10?￡?????????????????110???????????????????(NXP)????ν????????470??????????????????????????????????????????????????NXP????????????????????????????????綯??????????μ?δ??????????????????????????????NXP??????NFC?????о????????????????????????????????????????????????????????????????????

14???1?X-Fab???????????????Altis

2016??10?￡????λ??1?????????Erfurt??Germany?????????????????????X-Fab??????????????????????????????????????????????Altis Semiconductor??????????Altis Semiconductor????????????????????????棬X-Fabδ?????????????Altis Semiconductor????????IBMλ??????????40???????????????????????????8????200mm???????????130?????CMOS?????X-Fab????????????Altis Semiconductor??????????X-Fab 200mm????????????1???????????????

15??Lattice 13????????????????Canyon Bridge???

2016??11?￡?????????壨Lattice Semiconductor????Canyon Bridge?????????????????????Э?飬Canyon Bridge???????8.3?????????Lattice??????Lattice????????????13??????????????????????????????????????FPGA???????????????60GHz????????IP??????????????????????????????????????????????г?????iPhone 7??????????Lattice??????ù??????α???????Canyon Bridge??????????????????????????λ???????????????ù??????????????г?????????????????????????????????????Canyon Bridge????????Canyon Bridge????????????????й???????

16??????????45????????Mentor Graphics

2016??11?￡????????Mentor Graphics?????????????????????????1?????????????37.25??????????????EDA???Mentor Graphics???????????45???????Mentor???????????EDA??????????о????????????????????????????????????Synopsys??Cadence???????????EDA???????2015???????12???????????????????20.2%???????????5700??????????????????????????????????????????Mentor???????????????????????Digital Industrial Enterprise???????????????

17??Macom????7.7????????Applied Micro

2016??11?￡?Macom???????????????????7.7????????о???????Applied Micro Circuits???????????????????о????Macom???Applied Micro ?????????????????в?????????????????????OTN???о???AMcsec?????????о????PAM4????????Lightreading???????Macom???????Applied Micro?????ARM???????????????????PAM4????Macom???????????

18???????????????????й???о?????????Aixtron???

2016??5?￡??й???????о??????????????1??????豸?????Aixtron??????7?μ???????????????????????????? 6.7 ??????2016 ?? 9 ?? 8 ????1????ò??????????????????? 10 ?? 24 ????1?????????????????????????????????

?????鱨???????????????????1?????????ò????????????????????????????????Aixtron??????????????????豸?????????·????й??????? Aixtron ????????????????????????й?????????????????30??????????3??????????????й??????????????

19??Teledyne????7.89??????????????????????e2v

????ο???http://www.seldominn.net/mems/investment_201612/3808.html

2016??12?￡?Teledyne??e2v?????????? Teledyne????6.27??????????7.89?????????????e2v??e2v??????????г??????????????????????????????????????????????????????????e2v????????????????????????????????????????С?e2v?????????????????????????????????????????????????e2v????????????????????????????????????弶?????????

20??TDK????13.3????????InvenSense

????ο???http://www.seldominn.net/mems/investment_201612/3850.html

2016??12?￡?TDK??????13.3????????????о???????InvenSense??InvenSense???????2003????????′??????InvenSense?????????????????????????????MEMS???????г??????????????????????CMOS/MEMS???????????????Apple????????????????