Since the second half of 2010, Taiwan’s IC design companies have been plagued by three bad days, including the appreciation of the Taiwan dollar, declining performance, and a low market share of tablet PCs and smart phones. Afterwards, it finally revealed a little bad passivation in the third quarter of 2011.
Faced with the rapid appreciation of the Taiwan dollar has come to an end, the base period of 2011 performance has also been significantly reduced, coupled with the rapid increase in the number of new tablet PCs and smart phone design, Taiwanese IC design industry has considerable intentions in the third quarter of 2011 Get out of the dilemma, and hope to counter the attack market in 2012, to hand over the growth of performance and profitability, in order to recover the glory of the past market and media darling.
Under the influence of the above three big negatives, the Taiwanese IC design industry’s first-half revenue and profit performance in 2011 can only be described as “miserableâ€. Due to the high base period of the first half of 2011, as many as 90% of the Taiwanese IC design industry settled their revenue in the first half of 2011, which was more declining than the same period in 2010; as for the profit performance, the gross profit margin was even higher. In the case of decline, MediaTek, who is the oldest brother in the Taiwanese IC design industry, fell more than it did in 2010. Settlement performance in the first half of 2011 was also nearly 70% lower than in the same period of 2010.
This base period pressure is expected to be relieved in the second half of 2011. However, this is mainly due to the fact that the operating performance of Taiwanese IC designers in the second half of the year has begun to show signs of sluggishness. Overall, more than 80% of the Taiwanese IC design company's settlement 2011-operating performance has been determined to decline compared with 2010. This alone makes the market fundamentals for the Taiwanese IC design industry subject matter and future operations continue to be conceived. Discounted.
The pressure on the Taiwan dollar's appreciation of the Taiwan dollar from the appreciation of the Taiwan dollar, after the rapid rise of the end of 2010 and the first half of 2011, has eroded all the profit margins, and should be reflected in the second quarter of 2011. .
As for the phenomenon of the low coverage rate of killer applications such as tablet PCs and smart phones that are most concerned about by the market, one year after the Taiwanese IC design industry made painstaking efforts, the global tablet and smart phone products are in their infancy. Rapidly entering the prosperous period, many mid- and low-end tablet PCs and smart phone products have begun to appear, and they have extremely high cost sensitivity. = For Taiwan-based IC design companies, which are known for their cost-effectiveness, they are It is an excellent opportunity to enter the market; at present, we have also seen that many Taiwan-based touch ICs, optical sensing ICs, G-Sensors, LCD driver ICs, and analog IC suppliers, etc., have all announced that they have received first-line brand factories. Order.
In fact, the low tide of the development of the Taiwanese IC design industry this year is not completely without gains. At least in the industrial order, we can see that the first-line plants and leading wafer suppliers have once again opened up the gap with Other second-tier competitors. Even in the flow of R&D talent, second-tier competitors often lose their R&D energy in a wave after wave of industrial knockouts and are forced to withdraw from the new market.
Furthermore, in terms of product and market planning, Taiwan-based wafer suppliers have regained their focus. Tablet PCs and smart phone products are certainly the first choice. However, customers not only consider the lowest cost, but also put the best cost on the table. The action will allow Taiwanese IC design industry operators to constantly improve their R&D capabilities.
Although the three major benifits that have plagued the Taiwanese IC design industry have gradually disappeared, and it is expected that in 2012, it will be the first to go beyond the two major negative clouds of declining performance and the appreciation of the Taiwan dollar, but whether Taiwanese wafer suppliers can regain the momentum of organic growth The primary observation point is that the performance of the gross profit rate is still bound to break through.
Because the gross profit margin and product competitiveness are often one of the two sides. If the gross profit margin can not recover the high point as the proportion of new products increases, the Taiwanese IC design industry will continue to fall into the vicious circle of “inorganic†growth and IC design for Taiwan. In terms of medium- and long-term development of the industry, it is impossible to break the balance and to make ends meet.
Faced with the rapid appreciation of the Taiwan dollar has come to an end, the base period of 2011 performance has also been significantly reduced, coupled with the rapid increase in the number of new tablet PCs and smart phone design, Taiwanese IC design industry has considerable intentions in the third quarter of 2011 Get out of the dilemma, and hope to counter the attack market in 2012, to hand over the growth of performance and profitability, in order to recover the glory of the past market and media darling.
Under the influence of the above three big negatives, the Taiwanese IC design industry’s first-half revenue and profit performance in 2011 can only be described as “miserableâ€. Due to the high base period of the first half of 2011, as many as 90% of the Taiwanese IC design industry settled their revenue in the first half of 2011, which was more declining than the same period in 2010; as for the profit performance, the gross profit margin was even higher. In the case of decline, MediaTek, who is the oldest brother in the Taiwanese IC design industry, fell more than it did in 2010. Settlement performance in the first half of 2011 was also nearly 70% lower than in the same period of 2010.
This base period pressure is expected to be relieved in the second half of 2011. However, this is mainly due to the fact that the operating performance of Taiwanese IC designers in the second half of the year has begun to show signs of sluggishness. Overall, more than 80% of the Taiwanese IC design company's settlement 2011-operating performance has been determined to decline compared with 2010. This alone makes the market fundamentals for the Taiwanese IC design industry subject matter and future operations continue to be conceived. Discounted.
The pressure on the Taiwan dollar's appreciation of the Taiwan dollar from the appreciation of the Taiwan dollar, after the rapid rise of the end of 2010 and the first half of 2011, has eroded all the profit margins, and should be reflected in the second quarter of 2011. .
As for the phenomenon of the low coverage rate of killer applications such as tablet PCs and smart phones that are most concerned about by the market, one year after the Taiwanese IC design industry made painstaking efforts, the global tablet and smart phone products are in their infancy. Rapidly entering the prosperous period, many mid- and low-end tablet PCs and smart phone products have begun to appear, and they have extremely high cost sensitivity. = For Taiwan-based IC design companies, which are known for their cost-effectiveness, they are It is an excellent opportunity to enter the market; at present, we have also seen that many Taiwan-based touch ICs, optical sensing ICs, G-Sensors, LCD driver ICs, and analog IC suppliers, etc., have all announced that they have received first-line brand factories. Order.
In fact, the low tide of the development of the Taiwanese IC design industry this year is not completely without gains. At least in the industrial order, we can see that the first-line plants and leading wafer suppliers have once again opened up the gap with Other second-tier competitors. Even in the flow of R&D talent, second-tier competitors often lose their R&D energy in a wave after wave of industrial knockouts and are forced to withdraw from the new market.
Furthermore, in terms of product and market planning, Taiwan-based wafer suppliers have regained their focus. Tablet PCs and smart phone products are certainly the first choice. However, customers not only consider the lowest cost, but also put the best cost on the table. The action will allow Taiwanese IC design industry operators to constantly improve their R&D capabilities.
Although the three major benifits that have plagued the Taiwanese IC design industry have gradually disappeared, and it is expected that in 2012, it will be the first to go beyond the two major negative clouds of declining performance and the appreciation of the Taiwan dollar, but whether Taiwanese wafer suppliers can regain the momentum of organic growth The primary observation point is that the performance of the gross profit rate is still bound to break through.
Because the gross profit margin and product competitiveness are often one of the two sides. If the gross profit margin can not recover the high point as the proportion of new products increases, the Taiwanese IC design industry will continue to fall into the vicious circle of “inorganic†growth and IC design for Taiwan. In terms of medium- and long-term development of the industry, it is impossible to break the balance and to make ends meet.
Chaozhong Industrial Co., Ltd. , http://www.zjvacuumcleaner.com