The Industrial Technology Research Institute IEKITIS released the second quarter of 2010 (10Q2) Taiwan's semiconductor industry review and outlook report. Due to the global economic upturn and the relatively low base period, the overall IC industry in Taiwan grew at a rate of growth regardless of annual growth. The rate is good. In the second quarter of 2010, the overall IC industry's output value (including design, manufacturing, packaging, and testing) in Taiwan totaled NT$442.2 billion, up 12.8% from the previous quarter (10Q1) and 47.7% from the same period last year (09Q2).
Second Quarter Global Semiconductor Industry Overview
According to the data of the World Semiconductor Trade Statistics Group (WSTS), the sales value of the 10Q2 global semiconductor market reached 74.8 billion U.S. dollars, up 7.1% from the previous quarter (10Q1) and 42.6% from the same period of last year (09Q2); the sales volume reached 175.9 billion. Compared with the previous quarter (10Q1), the growth rate was 8.7%, which was 38.0% higher than the same period last year (09Q2). The ASP was 0.425 USD, which was 1.5% lower than the previous quarter (10Q1) and 3.3% higher than the same period of the previous year (09Q2).
10Q2 US semiconductor market sales value reached 13.7 billion US dollars, 15.3% growth over the previous quarter (10Q1), compared with the same period last year (09Q2) growth of 55.5%; Japan's semiconductor market sales value of 11.3 billion US dollars, up 4.6% over the previous quarter (10Q1) Compared with the same period of last year (09Q2), it grew by 25.4%; European semiconductor market sales value reached 9.3 billion US dollars, up 1.1% from the previous quarter (10Q1) and 39.8% from the same period of last year (09Q2); Asian semiconductor market sales value reached 40.4 billion. The US dollar rose 6.6% from the previous quarter (10Q1) and 44.7% from the same period last year (09Q2).
According to the SEMI's latest order shipment report for June, the B/BR ratio was 1.19, which was slightly higher than the 1.13 in May, but it has been above 1 for 12 months in a row. The standard shows that the semiconductor industry continues to maintain its recovery level.
The estimate of the average 3-month global orders for semiconductor equipment manufacturers in North America in June was US$1.685 billion, an increase of 10.5% over the final order amount of US$1.525 billion in May and an increase of 379.0% over the same period of 2009. The amount has risen since August 2006. The highest level. In terms of shipping performance, the average shipment amount for the three months in June was US$1.421 billion, which was 5.7% higher than May's 1.345 billion US dollars and 222.7% higher than the same period of 2009.
In the second quarter of 2010 , Taiwan's overall IC industry output value (including design, manufacturing, packaging, testing) reached NT$442.2 billion, up 12.8% from the previous quarter (10Q1) and 47.7% from the same period last year (09Q2). The output value of the design industry was NT$119.6 billion, which represented a growth of 7.7% from the previous quarter (10Q1) and 28.3% from the same period of last year (09Q2). This represented the lowest growth rate of the semiconductor sub-industry.
Manufacturing industry was NT$217.6 billion, a 15.4% increase from the previous quarter (10Q1) and a 59.8% increase from the same period of last year (09Q2). The packaging industry was NT$72.5 billion, which was a 13.3% increase over the previous quarter (10Q1). In the same period (09Q2), the growth rate was 48.0%; the testing industry was NT$32.5 billion, which was 14.0% higher than the previous quarter (10Q1) and 54.8% higher than the same period of the previous year (09Q2).
Second Quarter Taiwan IC Industry Overview - Design Industry
Firstly, we observed the IC design industry, the debt crisis in Europe in 2010Q2, and the Chinese government’s investigation into the effects of the cottages. As a result, many Taiwanese mobile phone chips, STBs, wireless Netcom chips, and other major vendors have poor performance, such as MediaTek. Rui Wei, Yang Zhi and so on.
However, due to the global sales of iPads, iPhones, tablet computers, e-books, and low-cost smart phones, the company has driven the growth of Taiwan’s touch ICs, power management ICs, and memory controllers.
However, due to the global sales of iPads, iPhones, tablet computers, e-books, and low-cost smart phones, the company has driven the growth of Taiwan’s touch ICs, power management ICs, and memory controllers.
The output value of Taiwan's IC design industry in 2010Q2 reached NT$119.6 billion, which represents a growth of 7.7% from 2010Q1. This indicates that as Q2 summer peak season entered 2010Q2, the demand in the end market remained stable. It is estimated that the output value of Taiwan's IC design industry will reach NT$503.2 billion in 2010, an increase of 30.4% year-on-year.
2010Q2 in Taiwan IC design industry major manufacturers dynamics, for MediaTek to establish a technical team, and Japan's largest telecommunications operator NTTDoCoMo cooperation, signed the fourth generation of mobile communications (4G) Long Term Evolution Technology (LTE) technology licensing agreement, strengthen the 4G layout . MediaTek has a leading edge in 2.5G and 2.75G and has continued to evolve to 3G technologies such as TD-SCDMA and WCDMA. At present, in addition to WiMAX, LTE is now added to LTE. The future 4G standard is still a winner for MediaTek, whether it is WiMAX or LTE.
In the IC manufacturing sector, the 2010Q2 Taiwan IC manufacturing output reached NT$217.6 billion. Among them, the foundry's output value reached NT$14,29 billion, a 13.7% increase from 2010Q1, and a significant increase of 38.5% from the same period of last year.
Affected by the continued recovery of economic sentiment in Europe, America and emerging markets, the foundry capacity has continued to be insufficient, resulting in the continued shortage of ICs such as analog ICs, Netcom ICs, and MCUs. The production capacity of 12-inch wafer fabs is still in a tight state. The utilization rate is at a high level of over 90%. The customers are still waiting in line for the supply of production capacity. The foundry companies gradually increase capital expenditure in response to demand.
The output value of DRAM-based IC manufacturing products was 74.7 billion Taiwan dollars, a growth of 18.9% over 2010Q2, and a substantial increase of 126.4% over the same period of last year. This was mainly due to the low base period last year, and DRAM supply and demand remained tight. Taiwanese manufacturers Increased shipments and performance under better prices than expected.
An important leading indicator of the future growth of the IC manufacturing industry – North American semiconductor equipment B/BRatio reached 1.19 in June 2010. The phenomenon that the equipment order value was greater than the shipping value for the 12th consecutive month was displayed, showing that the international large-scale plants continued to increase their investment in production capacity, and the economy showed the trend of playing.
In 2010Q2 , Taiwan’s major manufacturers in the IC manufacturing industry will see TSMC’s capital expenditure exceed that of Intel in 2010. After optimistic about the semiconductor market, Taiwan Semiconductor Manufacturing Co., Ltd. overweight investment and announced at the July 29 law meeting that the capital expenditure in 2010 will be increased from the original 4.8 billion US dollars to 5.9 billion US dollars, exceeding Intel’s 5.2 billion US dollars. Next to South Korea’s Samsung, Chairman Zhang Zhongmou also revised its 2010 global foundry industry growth estimate to 40%.
In the global recovery of the Fabless industry, and the global outsourcing of IDM's semiconductor manufacturing industry, the global wafer foundry 12-inch wafer fab capacity will be tight. If IDM exits semiconductor manufacturing too quickly, the supply of foundry capacity will evolve from the seller's market to the buyer's market. Looking ahead, the global investment in semiconductor wafers will shift from the Memory industry to the Foundry industry.
The second quarter of Taiwan's IC industry overview - sealing and testing industry
In the IC packaging and testing industry, 2010Q2 benefited from the 13.7% growth in the upstream wafer foundry, and the downstream packaging and testing industry also grew. The output value of the Taiwanese packaging industry in 2010Q2 was NT$72.5 billion, which was 13.3% higher than 2010Q1 and 48.0% higher than the same period of last year.
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