Semiconductor Will Be Conserative At Q1

Data: 2014-01-02
Research coordinating body Gartner ( Gartner ) today held semiconductor Trend Forum , focusing mobile devices , tablet / phone cheap trend , semiconductor technology , networking applications such as the four themes. Including the recent inventory for semiconductors , Gartner research director JonErensen said that the current stock market imbalance , because the main consumer has not Christmas , Chinese Lunar New Year in anti- consumer device needs are not so good, the first quarter of next year will be a conservative estimate more, the second quarter of next year should be restored to normal. Jon Erensen analysis, the current mobile phone market has changed , the low-end market size than other high-end entry- large , global mobile phone brand manufacturers ranking is changing, relying on huge Chinese domestic market brand factory basis , and slowly expand the international market, and lead the firms such as Huawei, ZTE ranked sustained upward .In some things , opportunities on the most massive amount of data and the upstream server , Gartner CEO JimTully believes that the price of things have been non- issues , is expected in 2020 on the market including tablet computers , PC and terminal devices such as smart phones have the number of 7.5 billion units , coupled with networking and cloud devices on the market and all things related to the number of terminal devices will reach 25 billion units. He stressed that for firms, revenue contribution is large, the largest revenue will appear on the top of a huge database or server-side ; For Taiwan , the development of things is relatively messy , the industry should find their right places . The smart phone , a tablet computer market, the rise of large-scale chip market related , industry competition, the chip market , JonErensen that suppliers with high integration capabilities to be able to survive. In recent years, cell phone chip has gradually elevate the threshold , the manufacturer should be mastered RF, low-power AP and baseband chip technology, currently related functions are also integrated , including Qualcomm , MediaTek and Marvell and so have the ability to integrate other graphics processing LTE and associated with the sensor is also important. Overall , Gartner expects Moore , although unlike in the past , but by 2020, due to innovative practices to continue cost reduction , consumers can enjoy this benefit . The new semiconductor technology start despite excessive market expectations, but will eventually move towards commercialization .

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