Semiconductor off-season is not thin in the fourth quarter

Semiconductor off-season is not thin in the fourth quarter

Although the timing has gradually entered the traditional off-season of the semiconductor industry, the demand for the smart phone market is still strong, which is expected to drive the semi-annual quarterly performance of the semiconductor factory.

Foundry foundries such as Taiwan Semiconductor Manufacturing Co., Ltd., UMC, and the world’s leading IC design plants, MediaTek, Lianyungang, Licensing, Yuanxiang, Yilong, F-prayui, and Zhiyuan have successively held corporate briefings.

Observing each company's outlook for the fourth quarter, some manufacturers are optimistic about the fourth quarter results are expected to continue rising, some manufacturers expect that the fourth quarter results will fall compared to the third quarter, but the decline will be only single digit; comprehensive overall situation In the fourth quarter of this year, the semiconductor industry is expected to be not weak in the off-season.

In the wafer-generation industry segment, leading TSMC's operating outlook for the 4th quarter was the best, benefiting from strong demand from Apple processors. TSMC's 4th quarter 20-nanometer manufacturing process is expected to increase from 9% in Q3 to over 20%. The standard will drive the overall performance to continue to climb and set a record high.

TSMC estimates that the combined revenue for the fourth quarter is expected to reach NT$ 217 billion to RMB 220 billion, which will increase by 4% to 5% quarterly.

The world's advanced Although the fourth quarter power management chip customers will carry out inventory adjustment, but in the mobile phone and TV panel driver IC customer demand is still strong, the overall utilization rate of the fourth quarter is still expected to maintain full 100% level, wafer shipments The amount will be flat compared to the third quarter.

In the fourth quarter of the UMC's 28nm advanced process orders are booming, the performance is expected to double, the overall capacity utilization rate will also be maintained at about 90%, wafer shipments will only quarterly reduction of 3%, the average product price will The rise of 1% is expected to reduce the foundry performance by only about 2%.

In the IC design industry, leading MediaTek smartphone chip shipments in the fourth quarter are expected to remain flat compared to the third quarter, of which, LTE product contribution will increase and will drive overall consolidated revenue from 54 billion to 58.6 billion yuan, which will increase by 2 quarters. % to season minus 6%.

In the fourth quarter of the panel-driven IC plant, although the single-chip products of the system will face the impact of customer inventory adjustment, the performance will decline compared to the third quarter. However, with the demand in the smart phone market still stable, it will sustain the overall performance at 14.5 billion yuan. The level of $14.9 billion will reduce the quarter by 3% to 5%.

Power management chipmakers are also expecting that the shipment of mobile sub-PMIC products in the fourth quarter is expected to continue to grow, which will keep the overall performance at 2.9 billion to 3.2 billion yuan, and will increase by 2% quarter-to-quarter by 8%.

Touchscreen Factory ELAN despite expectations, the fourth quarter due to off-season effects, performance will decline compared to the third quarter, but mobile phone touch chip shipments are expected to remain stable, in addition, touchpad shipments will drive a slight growth Below, the decline in performance will be only a single digit level, about 4% to 9%.

According to the opinions of various manufacturers, the demand for the smart phone market is still strong, which is the main driving force for the fourth quarter of the semiconductor industry to be expected to have a weak off-season.

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