Advanced law says that it will hold the 5th, while wafer shipments in Q3 steady trend clearly defined, whether its Q4 operating relatively steady, even contrarian pay out like last year, compared with Q3 revenue slightly Yang's transcript, but also much outside attention. In this regard, the World Vice President of Marketing and Business Zhangdong Long pointed out that, thanks to last year's Power Management IC hard this year and gradually fermentation, the driver IC to provide another operating outside support, coupled with the world will discuss with the client whether there will be part of next year Q1 to Q4 this year in advance of orders shipped may, therefore estimates Q4 this year compared to previous years, the world's operations more than a double-digit decline this year is expected to relatively steady.General Manager of Strategy, said that by belonging to the traditional low season foundry industry, the world calendar Q4 revenue would likely decline, but the world has been from the beginning of last year, customers need to pay attention to what pushed up over last year's Q3 Q4 revenue growth contrarian . And this year, he said no, like last year alone driver IC, Power Management IC this year will also play in the second half of another unit operating momentum.Strategy further pointed out that the world's current monthly production capacity is approximately 135,000 8-inch equivalent wafers, which are not all the world's production capacity limitations of the process, meaning that you can deploy with the customer's needs, from the current power management IC demand is relatively tight The situation, the world to allocate more capacity to produce power management IC possibility is also high.Application of each product in the world working towards Q3, the world vice Tseng said that, NB / PC demand is not ideal, TV due to good demand for Q2, Q3 is relatively flat, as the phone is also related to strong demand for Q2, Q3 will face adjustment , kinetic clearer, stronger person remains flat.Tablet and smart machines on recent market conditions, Zhangdong Long further analysis, the Chinese mainland white card flat on the Power Management IC relatively stable demand, but because white card vendor price to win, so mostly 0.35 to 0.5 micron process based . However, with the Christmas holidays approaching, international companies active in the second half will also introduce more opportunities rob tablet models estimated after mid Q3, brand tablet PC models stocking action would be more significant, and its power management IC more mining 0.13/0.15/0.18 micron process, price is excellent, so the world is expected to support the formation after Q3 operations.As for smartphones, he then analyzed, because mobile phone manufacturers in Northeast Asia (mainly Samsung), past high-end smartphones are mostly using their own chips, but now plans to launch the low-end models, the driver IC is by the Taiwan plant (including Xu Yao (3545), Yi Li (3598), etc. to supply) eat. Coupled with the high-end models are no longer marketable, other brand manufacturers have begun a strong push machine sea tactics, the second half can be expected in the low-end mobile phone brand driver IC demand surge, it is estimated that after the inventory adjustment in Q3, smartphone Driver IC manufacturers are expected to pick up the goods renewed momentum.As much outside attention, applied 4K2KTV driver IC shipment status, Zhangdong Long description, Taiwan factory 4K2KTV panel driver IC required number of pieces of the original four-fold, compared to three times the Korean factory, so the entire demand arose, and will be quite large. However 4K2KTV begin shipping in Q1 of this year, the Taiwan-based panel makers discovered yield improvement has been a problem, so the overall 4K2KTV shipments in Q2 on the brakes, and the Taiwan-based panel makers had expected in the second half of benign 4K2K panel rate should be increased to more than 8 percent of dreams, fear can not be achieved, which naturally also affects the world related to the driver IC demand. The research coordinating bodies have taken advantage of this year 4K2KTV shipments from 6,000,000 units in one fell swoop was revised to 100 million units, the terms of annual shipments of about 200 million TV sets estimates that penetration is still quite low.He observed, energy subsidies in China has ended, the second half of the Chinese demand for fear 4K2KTV not be much improvement over worth looking forward to.
