Although the overall economic environment of the electronics industry is still not full of Chunyan atmosphere, Qualcomm, NVIDIA, MediaTek, and Spreadtrum have recently announced good news. According to semiconductor supply chain manufacturers, Qualcomm’s fourth season under TSMC The number of single-players exceeds 500,000, which has increased by more than 40% from the third quarter. NVIDIA's quarterly growth rate has also reached 40%. Even Mediatek and Spreadtrum have increased their investment in TSMC, and their quarterly growth rate is over 20%. It is expected that this will drive the operating performance of the semiconductor supply chain in the fourth quarter and the first quarter of 2012, including TSMC, ASE, IEI and Jingshuo.
Semiconductor supply chain industry pointed out that due to Apple's iPhone 4S and the new generation of iPad to start stocking movements, coupled with demand from Microsoft's Mango platform smart phones, Qualcomm has recently made relatively strong singles, and in the fourth quarter in TSMC investment. With more than 500,000 pieces, it has increased by 42% compared to more than 300,000 pieces in the second quarter. Currently, TSMC orders can be seen in the first quarter of 2012, and will maintain a film volume of more than 500,000 units.
NVIDIA has received orders for HTC and Asustek's tablet application processors and has recently increased its orders for TSMC. The number of films put in the fourth quarter increased from 90,000 in the third quarter to more than 100,000, and grew by 40% in the quarter. In terms of mobile phone chips, MediaTek will sprint a new generation of baseband chip MT6573, and the number of TSMC's investment chips will also look at 90,000 pieces, with a quarterly growth rate of over 20%. In the face of strong rivals MediaTek, Spreadtrum’s recent release of film strength is not bad. More than that, the single-season filming challenge will be 90,000, and the quarterly growth rate will be 25%.
As semiconductor customers have a relatively strong single channel in the fourth quarter, the related supply chain industry is expected to benefit. Among them, TSMC’s performance in the fourth quarter is expected to move closer to higher standards, including increased orders from customers such as Qualcomm, NVIDIA and MediaTek. . In fact, TSMC said in its previous law that the fourth quarter revenue will be reduced by 1.3 to 3.2%.
The day before the moon, moonlight, and moonlight, the Law Society mentioned that for the first time in the third quarter, there was a single-client revenue share of more than 10%, indicating that the customer’s orders were strong, although Sun Moonlight did not specify who the customer was, but the industry speculated that it should be Qualcomm. Sun Moonlight stated that it has entered relevant supply chains in smart phones, tablet PCs and other fields, and has a high proportion. As Apple continues to launch new models, the follow-up order momentum will remain strong, but due to the international integration of components (IDM) significantly affected the impact of customer orders, and Riyueguang estimates that shipments of packaged products in the fourth quarter will fall by 3% to 4% from the third quarter.
As for counterfeit products, it is estimated that the quarterly revenue reduction rate will be 4 to 8% in the fourth quarter. However, due to the expected performance of related product suppliers such as tablet PCs and smart phones, if products suddenly become hot, Or the sudden increase in demand before the holiday season, do not rule out the emergency orders in November and December will help reduce the decline in performance.
Jing Shuo, as 20% revenue comes from Qualcomm, benefiting from the increase in orders for Qualcomm, is expected to drive Jingshuo's revenue to exceed the original expected 3% quarterly growth rate. In addition, the industry has announced that Jing Shuo is actively breaking into the Apple supply chain. Chip size chip carrier (FC CSP) products have already been verified by Apple. As Apple's iPhone and iPad sales continue to increase, the industry expects Jingshuo 2012. Revenue from Apple's revenue has increased by 50% compared to 2011. Ran Jingshuo does not want to comment on any customer.
Semiconductor supply chain industry pointed out that due to Apple's iPhone 4S and the new generation of iPad to start stocking movements, coupled with demand from Microsoft's Mango platform smart phones, Qualcomm has recently made relatively strong singles, and in the fourth quarter in TSMC investment. With more than 500,000 pieces, it has increased by 42% compared to more than 300,000 pieces in the second quarter. Currently, TSMC orders can be seen in the first quarter of 2012, and will maintain a film volume of more than 500,000 units.
NVIDIA has received orders for HTC and Asustek's tablet application processors and has recently increased its orders for TSMC. The number of films put in the fourth quarter increased from 90,000 in the third quarter to more than 100,000, and grew by 40% in the quarter. In terms of mobile phone chips, MediaTek will sprint a new generation of baseband chip MT6573, and the number of TSMC's investment chips will also look at 90,000 pieces, with a quarterly growth rate of over 20%. In the face of strong rivals MediaTek, Spreadtrum’s recent release of film strength is not bad. More than that, the single-season filming challenge will be 90,000, and the quarterly growth rate will be 25%.
As semiconductor customers have a relatively strong single channel in the fourth quarter, the related supply chain industry is expected to benefit. Among them, TSMC’s performance in the fourth quarter is expected to move closer to higher standards, including increased orders from customers such as Qualcomm, NVIDIA and MediaTek. . In fact, TSMC said in its previous law that the fourth quarter revenue will be reduced by 1.3 to 3.2%.
The day before the moon, moonlight, and moonlight, the Law Society mentioned that for the first time in the third quarter, there was a single-client revenue share of more than 10%, indicating that the customer’s orders were strong, although Sun Moonlight did not specify who the customer was, but the industry speculated that it should be Qualcomm. Sun Moonlight stated that it has entered relevant supply chains in smart phones, tablet PCs and other fields, and has a high proportion. As Apple continues to launch new models, the follow-up order momentum will remain strong, but due to the international integration of components (IDM) significantly affected the impact of customer orders, and Riyueguang estimates that shipments of packaged products in the fourth quarter will fall by 3% to 4% from the third quarter.
As for counterfeit products, it is estimated that the quarterly revenue reduction rate will be 4 to 8% in the fourth quarter. However, due to the expected performance of related product suppliers such as tablet PCs and smart phones, if products suddenly become hot, Or the sudden increase in demand before the holiday season, do not rule out the emergency orders in November and December will help reduce the decline in performance.
Jing Shuo, as 20% revenue comes from Qualcomm, benefiting from the increase in orders for Qualcomm, is expected to drive Jingshuo's revenue to exceed the original expected 3% quarterly growth rate. In addition, the industry has announced that Jing Shuo is actively breaking into the Apple supply chain. Chip size chip carrier (FC CSP) products have already been verified by Apple. As Apple's iPhone and iPad sales continue to increase, the industry expects Jingshuo 2012. Revenue from Apple's revenue has increased by 50% compared to 2011. Ran Jingshuo does not want to comment on any customer.
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