At Q4 Semiconductor Inventory Needs To Be Adjusted

Data: 2014-01-02

Research coordinating body Gartner ( Gartner ) today ( the 15th ) held semiconductor Trend Forum , on the semiconductor supply chain inventory adjustment situation , Gartner semiconductor analyst DeanFreeman ( see photo ) that the economic data from the United States seems that Christmas is not buying so strong as in the past , Q4 semiconductor supply chain is still unbalanced state (imbalanced), estimated to have to wait until next year Q2 inventory levels will return to normal levels .DeanFreeman pointed out earlier , there are several chip maker saw signs of slowing up the goods , coupled with buying this Christmas is not as in the past , so do not think after Q4 adjustment of inventory levels will drop to normal levels , now inclined to think that Chinese Lunar New Year will be a key point in time inventory digestion , next year Q2 semiconductor supply chain inventory should be able to return to normal .On the other hand , he also pointed out that the mobile device market is growing fast and will continue to contribute to semiconductor manufacturers diversion plates which foundry will be the biggest beneficiary. He cited Gartner estimates that the mobile device can be pushed up foundries in 2012 ~ 2017 , the battalion seized a 7.8% compound annual growth rate (CAGR).He said that compared to 10 years ago IDM vendors about 20 ~ 30 , and now has a dominate force IDM vendors remaining Renesas (Renesas), Intel (Intel) and Samsung. And now the memory device manufacturers are no longer able to dominate the market, with the process technology continues to evolve , such as double exposure (double-patterning), HKMG ( high-k metal gate ), FinFET technology, production processes are so increasingly the more expensive , so fewer and fewer players left to afford . DeanFreeman also pointed out that he is not optimistic about the longevity will be a 20nm manufacturing process , but that the 14 / 16 nm to reach the best balance of cost .
 

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