IEK: Semiconductors are growing next year

The ITRI’s Industrial Economics and Trends Research Center (IEK) pointed out yesterday (23) that although the output value of Taiwan’s semiconductor industry will decline by 11.4% this year, industry trends will return to positive growth next year; Taiwan’s DRAM makers must master gold for two years. Promote process or business transformation by process technology and seize business opportunities.

IEK believes that wafer foundry and packaging and testing industry will continue to maintain the average growth of superior industries next year. In particular, wafer foundry, TSMC (2330) maintains its process technology advantages, and will increase Taiwan’s wafer foundry market share. .

Yang Ruilin, IC manager of the IC and Process Research Department of IEK Systems, said yesterday that the output value of Taiwan's semiconductors this year was affected by major earthquakes in Japan, the European debt crisis, the US slowdown, and floods in Thailand. The output value will decline 11.4 from last year. %, to 1.52 trillion yuan, the recession is greater than the 4.3% level of the global average recession. Micro-grid welcomes you to stabilize with the global economic situation. Inventory pressure is decreasing. It is estimated that the third quarter of next year will gradually recover. In 2012, Taiwan's semiconductor industry is expected to return to positive growth. The annual output value is about 1.62 trillion yuan, and annual growth is about 6.5%. .

IEK statistics, despite the semiconductor industry recession this year, 11.4%, but the foundry still maintains a growth of 0.3%; major IC design output value decline of 15.5%, DRAM output value failure 34.2%; closed beta production value also declined 5.2%.

It is worth noting that Taiwan foundry under TSMC and UMC’s 12-inch capacity expansion, last year, the global market share reached 68.2%, of which TSMC's market share is close to 50%; the global market share of sealed test production is also due to the sun and moon, Xiaopin and Licheng continued to maintain high capital expenditures, reaching 52.6%.

IC design has not reached Apple's mainstream products, resulting in a global market share of only 24.1%; memory market share has slipped to 8.2%, and it is expected that this year's market share will decline even more.

IEK estimates that the global semiconductor industry will bottom out in the second quarter of next year, and will resume growth. However, it is estimated that the DRAM industry will enter a recession again in 2014. Therefore, DRAM makers in Taiwan need to grasp the gold for two years to transform and seize this. Wave growth opportunity can get rid of industrial difficulties.