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The global semiconductor industry rapidly changing process to speed up the rise

2018-05-24 13:52:54

In the past many stories happened in 2015, the global semiconductor industry, which is worth us to review: predict large correction At the beginning of many market analysis firm predicted semiconductor industry growth this year from 3% to 7%, but at the end of the year in succession to flat, or a slight decline. The industry are interested to know why? Three words: terminal is weak, the dollar is strong, and China slow. Fabless fell by market research firm IC Insights on the latest forecast, global chip suppliers list in 2015, there will be 25 years since the second Fabless chipmaker IDM performance is better than no wafer plant. According to the IC insights in December of this year's global Top 10 fabless total revenue is expected to decline 5% to $58.919 billion, most of them are affected by qualcomm fabless revenue fell 20%, it is made up of $2014 in 20 billion to $16 billion this year. To qualcomm's revenue has two parts, except fabless has one third of its revenue and strong fee income. IC Insights, points out that high revenues have plunged, ostensibly because samsung decided to use their own Exynos series processors, no longer to qualcomm order actually reflect a trend, the system manufacturers such as apple, samsung, huawei, etc. In order to enhance product differentiation, have their own r&d processor chip.
In addition, fabless was third mediatek revenue is expected to shrink 8% this year to $6.504 billion. And predict global fabless sales will fall 5% in 2015, for $79.9 billion, compared to $84.1 billion last year. Merger and acquisition (m&a) again In 2015, according to research firm Dealogic, until mid-december semiconductor industry mergers and acquisitions scale has reached $120 billion, the highest on record. Transaction amount has reached more than four times last year. Since 1972, the world's top ten semiconductor company's market share has remained within a certain level, but this year the combination between big companies and approximate crazy mergers and acquisitions, broke the law. In 2015, the world's top ten semiconductor company's market share is at its highest level than in the past 42 years increased by 3%. View say, at such a pace, to 2020 global semiconductor companies will "unification", everybody works for a company. This statement clearly exaggerated, but it is undeniable that the unusual semiconductor companies mergers and acquisitions this year, probably it is the end. Contract more competitive Overall in 2015 for the generation of the years of industry is a challenge, there may be a moderate growth. Based on the advanced process of OEM customer base to further mergers, and due to yield problems global foundry in nm 16/14 finfet craft could stay longer. From the advanced process technology, most of the OEM manufacturers to enter a new stage, such as, Romania, samsung and TSMC can have from the traditional planar process, 28 nm, or 20 nm transition to 16 nm /
 
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