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TSMC foundry Mac chip will be more profitable than the OEM A series?

From Intel’s 2013, 2014 and 2015 10-k file, Apple in the past few years accounted for less than 10% of Intel revenue. Intel’s revenue in recent years, about 60 billion US dollars, fully proved that Apple can not chip to Intel 300 dollars per chip.

In addition, if TSMC OEM Apple Mac processor, then the resulting revenue will be greater than their foundry A series of processors to get more revenue. In fact, this assumption is not established. ms27110

Last year, Apple shipped about 212 million Apple iPhone, iPad shipments in 45.59 million, while the Mac shipments at the same time only 18.484 million.

As for the chip area, in fact, Mac use of the Intel processor area and no more than the iPhone or iPad to play a lot. The A10 Fusion processor uses TSMC’s 16-nanometer process, which has an area of ​​125 square millimeters and an A9X of 147 square millimeters. For TSMC, such a chip really is not small, even if the Mac using the chip size is twice the iPad, TSMC won these orders is actually equivalent to about 36 million iPad processor can bring the camp Received.

TSMC’s 2015 10-F document shows that they currently have two very large customers, one of which is naturally Apple. In 2015 the two major customers accounted for TSMC total revenue of 16% share, that in 2015 Apple TSMC (foundry A8, A8X and part of the A9 chip) to create revenue of approximately $ 4.12 billion.

And about 18 million Mac processors to create revenue is unlikely to be close to foundry other chips to TSM C brings revenue. In fact, even if TSMC each Mac chip to add $ 50 (this hypothesis is still a bit high), that its annual revenue to be less than $ 1 billion. 20t201da2

TSMC’s annual revenue of about 300 billion US dollars, 1 billion US dollars for them is 3.33% growth rate, although earn some money, but for them is not an important turning point. In fact, for TSMC, from the previous can only achieve a little A9 orders to this year won the A10 Fusion chip compared to its attractiveness should be bigger than to get Mac orders.

The European Union’s 5G spectrum strategy involves multiple frequency bands

With the July, the US regulatory authority FCC announced the first US 5G frequency plan, breaking the wait-and-see attitude of the industry, the global 5G frequency of identification and reunification into a substantive stage. Recently, the European Commission Radio Spectrum Policy Group (RSPG) and on November 10 released the European 5G spectrum strategy to determine the initial deployment of 5G spectrum.

Strategy to promote 5G system in 2020 to large-scale commercial in Europe, the European Commission asked RSPG 5G spectrum strategy. RSPG on June 8, 2016 to develop a 5G spectrum strategy draft, in the EU-wide open for comments on July 31, 2016 after the end of comments, RSPG after three months of research and consultation, in November 10, 2016 The official release of the EU 5G spectrum strategy, including:

3400-3800MHz frequency band is the main frequency band of 5G deployment before 2020 in Europe, the bandwidth of continuous 400MHz is advantageous to the European Union in global 5G disposition takes the initiative. 50yxf100mce8x11.5

1GHz band, especially 700MHz will be used for 5G wide coverage.

The band above 24GHz is the potential band in Europe 5G, RSPG will be based on the frequency of the existing business and the frequency of more than 24GHz frequency band to develop a timetable.

It is recommended that the band 24.25-27.5GHz be the European 5G band and recommend that the EU determine the conditions for use of this band by 2020. It is recommended that EU member states ensure that a portion of the 24.25-27.5GHz band can be used to meet 5G market demand by 2020.

The RSPG will study the protection of existing satellite earth exploration services, fixed-satellite services, inter-satellite links, and passive services in the 24.25-27.5 GHz band.

31.8-33.4GHz is also a potential 5G band for Europe, RSPG will continue to study the applicability of this band, the proposed phase to avoid the transfer of other services to this band to ensure that this band in the future to facilitate planning for the 5G.

40.5-43.5GHz in the long term can be used for 5G system, it is recommended to avoid other business at this stage to migrate to this band to ensure that this band in the future to facilitate planning for the 5G.

RSPG will develop relevant technical and regulatory measures to ensure the use of 5G system. The RSPG will also study spectrum planning for IOT and ITS.

5G spectrum and 5G standards, the more consistent the world, the better the scale. The other side of this advantage is the strength of the participants, want to be able to guide this consistency, so that their interests to maximize the relevant industries. 6437288-2

July 14, 2016, the United States Federal Communications Commission (FCC) five members unanimously by more than 24GHz about 11GHz (3.85GHz authorized spectrum: 27.5G-28.35GHz, 37G-38.6GHz, 38.6G-40GHz and 7GHz unlicensed spectrum : 64G-71GHz) High-band spectrum resources for 5G deployment.

European Commission on September 14 announced a detailed 5G action plan for the 5G spectrum planning, the European Commission proposed by the end of 2016 with the Member States can be used for pre-5G service pioneer band, consider the European Commission Radio Frequency Policy Advisory Group RSPG (Radio Spectrum Policy Group), the Pioneer band list should include at least three spectrum bands: less than 1GHz, 1GHz-6GHz, and more than 6GHz band to meet the needs of 5G different applications. At the same time the European Commission proposed with the member states at the end of 2017 on a set of spectrum program agreement (including below and above 6GHz frequency band), promote the European 5G network initial commercial deployment.

In addition, work will be carried out in Europe for a specific 5G spectrum license issued more than 6GHz mode, the relevant technical requirements will be studied by the CEPT and completed by the end of 2017. European Commission Radio Spectrum Policy Adviser Working Group RSPG on July 31 this year to complete the public on the 5G spectrum soliciting opinions in the low-frequency focus on 700MHz, 3400M-3800MHz, high-frequency 24.5G-27.5GHz, 31.8G -33.4 GHz and 40.5 G to 43.5 GHz. 5G deployment from the EU point of view does not favor the millimeter-wave band, but from different low, medium and high frequency to meet the needs of different 5G.

TSMC 154.63 billion expansion of advanced process capacity and upgrade advanced packaging technology

TSMC actively promote the advanced process, on the 8th board of directors approved the capital budget of about NT $ 154.63 billion, including the construction and expansion of advanced process capacity, upgrade the advanced packaging capacity to the next generation of technology, and the first quarter of 2017 R & D capital budget and regular Capital budget, since November 2016 will continue to invest.

TSMC’s overall capital spending this year will exceed 9.5 billion US dollars a new high, is expected next year, capital spending is still high. TSMC said in a previous conference, 10-nanometer advanced process will be the end of this year into mass production, shipments in the first quarter of next year will be able to contribute to revenue; 7-nanometer process progress is good, performance and power consumption are leading opponents, Quarter trial production, first quarter of 2018 production. 2SC2694

TSMC Board of Directors and approved the appointment of Dr. Zhang Xiaoqiang, vice president for the design and technology platform organization. Zhang Xiaoqiang will be responsible for the management of memory design and analog signal and radio frequency design, and directly to the design and technology platform, deputy general manager Hou Yongqing responsible.

Zhang Xiaoqiang graduated from Tsinghua University in 1987, Department of Electrical Engineering, and in 1994 the United States Duke University doctorate in electrical engineering. Has served Motorola and HP in the US, and worked for Intel Corporation for nearly 20 years, has experienced silicon intellectual property development, design verification and management positions. 635a716h01

In addition, the TSMC Board of Directors has approved the following personnel promotion case: to promote the operation of the Deputy General Manager Qin Yongpei as senior vice president; to promote R & D Deputy General Manager Mi Yujie as senior vice president; to promote research and development organization Integrated Interconnect & Packaging Division senior Director Yu Zhenhua as Deputy General Manager; Senior Technical Director of the R & D Special Technology Division and Alexander Kalnitsky, Vice President of TSMC.

Marvell Launches First 25G PHY Transceiver Compatible with IEEE 802.3by 25G Standard

Growing demand for network bandwidth is one of the biggest pain points in data centers, and the data center is moving from 10G to 25G Ethernet to meet the growing demand for bandwidth. To achieve this goal, IEEE developed the 802.3by standard, a detailed definition of 25G Ethernet specifications, and in the recent approval. The high-performance Marvell Alaska C 88X5123 Ethernet transceiver is the industry’s first fully compliant PHY transceiver with the new IEEE 25G Ethernet standard.

The availability of standard-compliant devices is critical for a wide range of 25G Ethernet applications. “By delivering the industry’s first fully compliant PHY devices with IEEE 802.3by 25G Ethernet standards, our customers are able to develop products and applications that meet the new standards and thus have a place in the 25G Ethernet market.” 36tmh01

In addition to supporting the IEEE 802.3by 25G Ethernet standard, the 88X5123 is compatible with the IEEE 802.3bj 100G Ethernet standard and the 25 / 50G Ethernet Consortium standard. The package size is 17mm x 17mm and supports eight 25G Ethernet ports, four 50G Ethernet ports, or two 100G Ethernet ports. It also supports high-density 40G Ethernet solutions with gearboxing support, Local 25G I / O replaces the ASIC. ucb1400be

The 88X5123 supports long-reach SerDes and incorporates forward error correction capability to support a wide range of media types, including single-mode and multimode optical modules, passive and active direct-connect copper, and copper backplanes. The device has a fully symmetrical architecture, the host side and line side have long-range SerDes and forward error correction capability, providing flexibility for the customer’s system design.

Intel acquires unmanned aerial vehicle software developer MAVinci

Nov. 2 news, Intel acquired commercial UAV software startup company MAVinci, hoping to strengthen the layout of the UAV market. Financial details of the transaction were not disclosed.

“We have state-of-the-art flight planning software,” said Anil Landry, director of Intel UAV operations. Intel is the world’s largest chip maker, the acquisition of unmanned aerial vehicle software developers look a little strange. js28f128

It is understood that the Intel data center installed a large number of Intel computers, UAVs can provide large amounts of data for the computer.

Landouri said the unmanned aerial system is expanding, Intel is trying to provide computing, sensor, communications and cloud integration solutions for the market. After acquiring MAVinci, Intel acquired flight planning software and fixed wing UAV design technology.

MAVinci has 20 employees and is headquartered in St. Leon-Rot, Germany. After the acquisition, it will become part of Intel’s new technology group (New Technology Group), belonging to the UAV Segment Group, the department led by Landry. cy62256

“The acquisition is focused on commercial UAVs, which are focused on the precise loading of UAVs in construction and safety inspections,” Landouri said. “Mavinci has the most advanced mission planning software available to map geographies. You can quickly set tasks for specific tasks. ”

In the future, MAVinci will work with Ascending Technologies to expand its business to find business customers in the agricultural, insurance, construction and mining industries.

Global flat-panel Q3 Samsung has shrunk by two percent

Market research firm IDC released the third quarter of global flat-panel shipments continued to shrink, estimated at only 43 million units, down 14.7% over the same period in 2015, Apple and Samsung are still separated the top two.

Apple iPad shipments to 9.3 million units, the market share of 21%. IDC pointed out that iPad Air and iPad mini Apple tablet shipments accounted for two-thirds, than the latest but more expensive iPadPro product line is popular. Overall iPad shipments declined 6.2%. lm2936mp-5.0

Samsung flat-panel shipments fell 19.3%, 6.5 million units, market share and from 16% in 2015 fell to 15.1%.

Amazon reader Kindle shipments to 3.1 million units in the quarter, jumped 319% over the same period in 2015, market share jumped from 1.5% to 7.3%, the biggest bright spot for the season. uevm4460g-02-01-00

Lenovo shipments decreased by 10.8% to 2.7 million units, Huawei 28.4% annual increase to 2.4 million units, the separation of the fourth, fifth, market share in order of 6.3% and 5.6%.

LGD: large-size organic EL TV panel yield over 80%

Korea LG Display Company on October 27, 2016 in Beijing, a hotel for media organizations held a briefing on the company’s organic EL (OLED). According to LG display of information, the company’s OLED business unit president and president Lu Xiangde said at the briefing, “the next three years, organic EL will account for 50% of the global high-end television market.”

On the production of organic EL panel, Lvde De said, “compared with the LCD panel, although technically very difficult, but we will improve the stability of manufacturing yield to 80%, from August this year to ensure that the monthly production of more than 100,000 Production capacity. ” In addition, it also announced plans, “will be based on this, through increasing production line investment, the production capacity in 2017 to expand to 2 million, 2018 to 2.5 million.” mg300j2ys50

Sales, Lvde De said, “as of September 2016 has accumulated sales of 1 million, in China, North America and Europe and other places of high-end TV market, organic EL TV plays a leading role”, “especially the North American market, 55 inches Organic EL TV in the $ 2000 more than the high-end market, 65-inch organic EL TV in more than $ 3,000 high-end market have received more than 50% market share. fp50r12ks4c

Global Foundries huge loss of half a billion US dollars 1.35 billion

According to Mubadala’s September 2016 first half financial report, its semiconductor technology division (mainly Global Foundries) net loss of $ 1.35 billion, compared with the first half of 2015, a substantial increase in net loss of 67% , More than 2015, the annual loss of 1.3 billion US dollars.

Global Foundries was founded in 2009, split from AMD, the United Arab Emirates Abu Dhabi Advanced Technology Investment Company (ATIC), now the Mubadala Development Corporation (Mubadala) joint investment in the establishment. Since its creation, Global Foundries net profit margin is always negative, the first half of 2016 is the bottom, to -54%. As the core research Gu Wenjun analysis, a huge R & D investment, expensive equipment and depreciation costs for Global Foundries, like a snowball in general, more and more. In more than 20 billion US dollars, do not invest, then come to naught; re-investment is still earnings no period. Global Foundries is actually caught in a vicious cycle. uln2308

As the world’s third largest foundry, as of June 30, 2016, Global Foundries total assets of 20.3 billion US dollars, total liabilities of 4.3 billion US dollars, equity ratio of about 27%, could not help people on the prospects of Global Foundries worried . In technological innovation, Global Foundries year after year have also been frustrated. In the screwed 28nm, even proud of the 14nm process, it is not independent research and development but by Samsung authorized, can not help but allow the industry to its own R & D capability has been criticized. Recently, Global Foundries suddenly jumped 7nm R & D process, compared with other rivals, “pie” type adventure is still uncertain.

In recent years, China’s rapid development of the semiconductor industry, the design company is a meteoric rise, the status of the global semiconductor industry has become increasingly important. Coupled with the State Council promulgated the “Industry Promotion Program”, announced the establishment of large funds for the IC industry to create a positive environment. In order to avoid the formation of China’s domestic semiconductor industry after the climate was excluded from the Chinese mainland market, the semiconductor manufacturers have recently set up factories in mainland China to actively layout, hoping to carve up this big cake. bul6802

For the plight of the Global Foundries is more like a “life-saving straw” in the country to discuss several cities were rejected, with a municipal government signed a memorandum of cooperation in the local joint venture set up factories. Compared with other direct competitors, taking into account the Global Foundries joint venture approach, almost no introduction of the most advanced process technology, so that its competitive advantage gone. “Its own” Global Foundries hopes to rely on the Chinese mainland market “back to life” or through the “Fudge” to sell a good price, we can imagine the challenges are far greater than the opportunities. And from the signing of cooperation has been more than four months, has not made any new progress, so that 2017 is scheduled to put into operation has also become unknown.

Integrated circuit is the country’s “basic, pilot, strategic” industry, the importance of self-evident. The State Council promulgated the “Outline” also clearly to “focus on resource breakthroughs” is to prevent the policy introduced after the industry overheating phenomenon, to avoid duplication of low-level construction. According to the International Semiconductor Association (SEMI) 6 at the end of June released the past two years, the global wafer fab forecast report, 2016-2017 years, the comprehensive 8-inch, 12-inch factory, to determine the new fab there are 19, of which China Accounted for 10 seats. With the increasing concentration of the industry, the risks and challenges are also increasing.

At present, many local governments to invest a lot of financial and human resources, the blind development of the integrated circuit industry, hoping to stimulate local GDP. However, with the taxpayer’s hard-earned money to foreign companies throw Hydrangea, and ultimately fierce competition with domestic enterprises, just in the high-speed development of China’s semiconductor industry may not be a good thing. This year, the state has introduced a major decision-making life-long accountability, before many local governments in order to “face project”, the ultimate cause of huge losses is still vivid in my mind, the current must not “ill”. Otherwise not only easy to make their own huge financial risk share, facing administrative responsibility; also hindered the country to vigorously support the domestic semiconductor industry consolidation and development of large steps, and the mainstream ideas run counter to.

OLED is the trend of 2025 replaced by LCD into a protagonist

Today, one out of every four FPDs is manufactured and sold by Chinese manufacturers. Not just for large-scale TV panels, smart phones with small and medium-sized panel area, the Chinese manufacturers are also rapid rise. Following the LCD, the Chinese manufacturers have also had a strong interest in OLED. Moreover, following the TV and smart phones, the Chinese manufacturers have emerged to develop vehicle equipment and VR terminal market dynamics.

Today, China’s display industry in mind? What will be the action? China Optics and Optoelectronics Industry Association Liquid Crystal Branch (CODA) Secretary-General Liang Xinqing in August 2016 held in Shanghai, “China Beijing International Display Industry Summit 2015″ pre-conference, . In his speech, he analyzed the current position of China’s display industry for the interpretation of the future strategy to give important enlightenment. The following is a description of the specific content of the speech.

4 Taiwan, there is a Taiwan is the mainland production

Liang Xinqing first introduced the status of the display industry. The growth rate of the global FPD market in the first half of 2016 (compared to the previous fiscal year, based on supply area) was less than 1%, unchanged from the previous year. By country and region statistics, the first area of ​​supply area is South Korea, the share of about 37.3%. Taiwan was second with 27.6 percent, China was third with 26.8 percent, and the gap with second place was less than 1 percent. Therefore, every four monitors in a Taiwan is manufactured and sold in mainland China. Japan came in fourth with a share of 4.5%. Liang Xinqing pointed out that the core of the competitiveness of Japanese companies, panel manufacturing has shifted from the panel technology, parts and production equipment. xcr3128xl-10vqg100c

On the current market conditions, Liang Xinqing said panel prices have stopped declining, panel makers in the performance gradually turnaround. Although the display industry in the third quarter of 2015 entered a period of adjustment, but the second quarter of 2016 has begun to recover. With this trend, the cycle of high and low (LCD cycle) shortened, the amplitude tends to decrease. So in the future to change measures to reduce the impact of the LCD cycle.

Next, Liang Xinqing introduced the display application market. He first pointed out that the Chinese market is the driving force of world economic growth. And, in the application of innovative products, driven by the display market will expand. He listed three specific examples.

The first is to stimulate demand for laptops through the use of low-temperature polysilicon (LTPS) and oxide semiconductors. Through the development of high-precision, low-power panel, to extend the laptop battery life, to stimulate the redemption requirements. Now, Japan Display (JDI), Taiwan’s AU Optronics, and China Tianma Micro-electronics are working with PC makers to develop such panels. The second is a 32-inch monitor with a curved surface display. Huike (HKC) in the end of 2015 launched the display, in the Chinese Internet cafes market share of 14%, jumped to second in one fell swoop.

The third is the UHD (4K) TV. From the second half of 2015, panel makers in order to avoid the impact of low LCD cycle, started with the whole enterprise to increase UHD TV panel supply, this initiative has played a role. Liang Xinqing said that in the first half of 2016, more than 55% of the TV market in China UHD market share of more than 80%, UHD has become the standard for large-screen TVs. uc3864

Smart phone is followed by a manpower VR era is coming

Liang Xinqing then introduced the new market development. First talked about the car display. China as early as 2015, aimed at this area. Predict the market scale of car monitor of 2015 will exceed 5.5 billion dollar, it is estimated that will increase by 400 million dollars every year in the next 5 years.

Liang Xinqing introduced the next new market is the VR terminal. “(VR) may be like smart phones and tablet PCs, like entering the era of a staff.” He also pointed out that South Korea’s Samsung Electronics, the United States, Google, Facebook VR technology as the future development of important Topics. In terms of current market size, sales are expected to be approximately $ 5.1 billion in 2016, with shipments reaching 38.9 million units. In addition, in the evolution of the VR terminal display, the size of the screen is increased, the degree of fineness is improved, the response speed is increased and the power consumption is reduced.

2025 OLED will enter the maturity of the LCD into recession

Technology trends for the display, Liang Xinqing pointed out that the existing technologies such as LCD will continue to evolve, but there are 50 years after the commercialization of technology has been eliminated after the “life cycle.” The commercialization of TFT liquid crystals began in the 1980s. After the growth period, is now in maturity. But Liang Xinqing said that by 2025, with the commercialization of flexible displays, TFT LCD will enter a recession. At the same time, OLED will replace the TFT LCD, usher in a mature period.

So, there will be a follow-up of the rise of new technology OLED it? Liang Xinqing in the speech talked about the new technology with Apple and Samsung Electronics concern “mini LED”, “QLED” and “Printed Electronics” these three.

Micro-LED is made up of tiny LEDs as pixels. Can achieve higher resolution than the OLED and contrast, and low power consumption, so Liang Xinqing predicted that Apple will be in 2018 for the “Apple Watch” with this screen, the chip installation issues are resolved, the scope of application Will be further expanded.

QLEDs use quantum dots as light emitting elements such as LEDs or OLEDs. Samsung Electronics as a candidate for television display technology, now seems to be promoting the development. The company believes that QLED is expected to solve the cost of large OLED, reliability issues. But Liang Xinqing also said that Samsung will eventually use which technology is still unknown.

For printed electronics, Liang Xinqing, said: “Because it has started in the field of touch panel applications, it is expected to be used in the field of display panels.

Manufacturers of display equipment, materials and parts manufacturers pay special attention to the future trend of investment in equipment. Liang Xinqing said, to South Korean manufacturers and manufacturers in mainland China as the center, investment is still showing an expansion trend. The following is Liang Xinqing show the next 3 years the main panel business investment plans.

China’s display industry is now the location

The following is a leap in the development of Chinese manufacturers is the strategy. Prior to this, Liang Xinqing introduced the status of China’s display industry.

Liang Xinqing first said that the influence of Chinese panel makers is expanding, and in the main application market, the Chinese panel companies gradually mastered the high share. 2016 share in the global market in the first half as follows: smart phones with 36%, 44% for the Tablet PC, LCD TV with 35%, feature phones (traditional mobile phone) with a share of 66%.

Moreover, China as the world’s largest IT product consumer market and production base, China’s panel production capacity may reach the world. In terms of technology, Liang Xinqing that China’s TFT LCD technology has reached the advanced level, China has become the OLED technology research and development of “one of the three major powers.” On the upstream (production equipment and parts) to the downstream (products, services) of the industrial chain, Liang Xinqing said that China is now available in the domestic procurement of some equipment and spare parts, nurtured many enterprises with independent intellectual property rights.

China ‘s display industry strategy

In the future, China will be how to develop the display industry? Liang Xinqing introduced China’s policy direction. In terms of investment in equipment, the Government will continue to maintain the principle of leading to further strengthen the industry. So that the semiconductor and the display grow together. Promote the fine chemicals, intelligent manufacturing equipment, metal materials, polymer materials industry to grow and develop. To meet the diverse, personalized terminal requirements, the birth of the Internet era of new service models and business forms.

Next, Liang Xinqing on China and Japan’s display industry’s competitive and complementary relationship. In the downstream industry (end product), the competition between enterprises is low, complementary high, therefore, China’s downstream enterprises in the future when going overseas, there may be brand appeal with the Japanese downstream companies. In the midstream industry (panel), the competitive relationship between enterprises will gradually weaken, but has not yet shown a complementary. In the upstream industry (equipment and spare parts), complementarity is very high, the future should become an important area of ​​cooperation.

Finally, Liang Xinqing expressed the expectations of the Japanese display industry. He first pointed out that China and Japan display industry have the opportunity to achieve “from competition to cooperation,” the relationship change. Sino-Japanese display manufacturers should be concerned about the scope of cooperation and innovative cooperation model. Liang Xinqing also said that the cooperation opportunities in materials, equipment and new technologies are full of charm for both China and Japan, and the Sino-Japanese cooperation carried out by CODA, the secretary-general, has far-reaching significance.

China chip equipment demand rose driven by Japanese equipment manufacturers performance rose

The rise in Chinese demand led to strong performance gains for Japanese semiconductor equipment makers, with sales of Tokyo Electron and Disco reaching record levels in the Chinese market. China’s demand for semiconductor equipment, and engineering machinery, steel production market conditions show two things.

According to media reports, China’s chip equipment demand, partly because the government in the training of the semiconductor industry, the Chinese government support is the Japanese equipment manufacturers in China rose one of the driving force. April to September this year, Tokyo Electronics revenue in China increased by 60% in the year, more than 483 million US dollars, accounting for 20% of revenue in China in March 2008 when only 4%.

Tokyo Electronics’ film deposition and etching equipment revenue rose the most, the two devices are used in the production of large-capacity 3D memory. If the performance continues, the annual revenue is expected to break through last year’s record-breaking fiscal year, 63.6 billion yen.

Disco is a major wafer cutting equipment manufacturers, 2016 fiscal first half revenue growth of more than 10%, to 14 billion yen, the company a quarter of revenues are from the Chinese market. sbl2040ct

Meanwhile, Tokyo Seimitsu’s wafer inspection equipment and other product sales also hit a record 4 billion yen, and now China chip manufacturing equipment market revenue, has replaced the use of automotive manufacturing measurement equipment, as the Chinese market profit The main source. Reported that the three companies total revenue is down, but China’s strong demand to support the profit base.

Benefit from the smart phone market, China’s semiconductor device market size of 10 trillion yen, but China’s local electronics manufacturers rely heavily on imports of semiconductors, in order to increase China’s chip production, the Government will support the semiconductor industry as a priority policy, through subsidies and Other forms of support encouraged the construction of semiconductor plants in China. Japan chip testing equipment manufacturers Advantest (Advantest), to strengthen the marketing operations in China.

In March this year, TSMC and the Nanjing municipal government reached an agreement to build factories, Intel and Samsung Electronics in Dalian and Xi’an have factories, these three manufacturers are Japanese manufacturers of large customers. But the Japanese equipment manufacturers to look at these orders from the three major chip factory is not a permanent downwind, in response to increased demand for the Chinese market investment will one day be over. nup2105l

Mainly because of China’s semiconductor industry will sooner or later self-sufficiency. Reported that the only promising contender is the contract manufacturers, such as Wuhan Xinxin Semiconductor.

Competitive and competitive chipmakers that can design and develop cutting-edge products are no easy feat, the report quoted IHS analysts as saying that even if the Chinese government were to meet the challenge, competition from foreign rivals could lead to oversupply. In short, China vows to become a chip manufacturing base, on behalf of the Japanese semiconductor equipment demand is only temporary.