An Analysis Report Of Semiconductor In Second Quarter

Author:OMO Release Date: 2017年5月22日


Semiconductor plant in the second quarter operating outlook is different, IC design plant in the second quarter is generally expected to grow more than the first quarter, the other hand, the second quarter of the wafer foundry is relatively conservative outlook, the performance will face downward pressure.

However, in the consumer, security or game consoles and other product market growth driven, IC design plant in the second quarter of the operation is generally expected to be more than the first quarter of the quarter, the market is still relatively strong, growing up.

MediaTek is expected in the second quarter of smart phones and tablet computer chip shipments will be about 110 million to 120 million units, will only slightly higher than the first quarter, however, in other consumer products led by growth, quarterly revenue will be about NT $ 56.1 billion to $ 60.6 billion, will be flat to grow 8% from the first quarter.

In the second quarter, small-size driver IC will only grow slightly, but fortunately in the system single-chip and large-size driver IC driven by a substantial increase in the season, combined revenue, combined with the development of new mobile phone market, Will reach 11.5 billion to 11.9 billion yuan, will increase by 5% to 9%.

High-speed transmission interface chip spectrum Swiss-KY is in the Type-C-related high-speed component products driven by strong growth in the second quarter consolidated revenue will climb to 79 million to 86 million US dollars, will increase by 4% to 14%.

Sensor chip factory in the original, including game consoles, security, heartbeat measurement and gaming mouse chip products shipped simultaneously driven by the second quarter revenue is expected to quarter by 2 percentage points, the range will reach 10% to 15 %. It also have good performance on RF/IF and RFID and Embedded Computers .

Touch chip factory in the touch notebook computers, touchpad and fingerprint identification products shipped driven growth, the second quarter consolidated revenue will also rise to NT 1,780 million to 1.82 billion yuan, will increase by 12% to 15%.

Wafer foundry operations are generally affected by the supply chain inventory adjustment, the second quarter operating outlook relative to the IC design plant conservative, TSMC is expected, due to inventory adjustment and mobile seasonal factors, the second quarter consolidated revenue will be about 213 billion To 216 billion yuan, the quarter by 8% to 9%.

TSMC's world advanced is also expected, due to some customers to adjust the inventory, coupled with the continued appreciation of the NT, the second quarter consolidated revenue of about 5.85 billion to 6.25 billion yuan, the quarter by 0% to 6.6%.

UMC despite the benefit of wireless communications, Internet of things and consumer electronics demand heating, the first quarter of 12-inch mature process capacity utilization is expected to rise, but 28-nanometer shipments will reduce the fear will affect the overall second quarter revenue Season 1 was flat.

If you want to learn more about semiconductor,please go to omoelec.com website.