IC design industry this year will face the most challenging year and the best of the year. Because Taiwan's IC design industry will have the opportunity to create greater value of the new record high, so it will be the best year, however, the mainland ten trillion yuan policy to foster the semiconductor industry officially started running since 2015, so Taiwan's IC design companies have to face the continent IC design companies because investment boom brought a silver bullet threat. Only in the land of the master, or can not be replaced industry position, have a chance to continue in the IC design industry place. MediaTek (2454) enters into 2015, although faced with price competition of 4G chips from Qualcomm , however, MediaTek chip market share's growth opportunities in 4G chips are still multiple , so the gross margin will climb up in the second quarter. On the other hand, Spreadtrum chip in the 3G market share expanding threat, MediaTek also because of the rapid acceleration 4G chip layout by reducing the degree of influence. As MediaTek in the mainland in the ground layout, including the touch IC plant sink top IPO schedule, as well as automotive IC companies Jie made progress in 2015 are all invasive hair can focus. Novatek (3034) in 2014 to 23.676 billion yuan revenue rewrite the record, enter 2015 to benefit from the high price of the driver IC and system-on-chip shipments increase, expected to be adjourned to a new high, the world's leading IC design driver's position is not affected In addition, Novatek expand global large-size LCD driver IC market share, plus television system-on-chip (SoC) market footing, so in 2015 when upgrading challenge 4K2K TV penetration doubled, Novatek will also become the largest by who benefit. PHISON (8299) to benefit the client and the whole tide, its SSD controller IC can expand market share, and in 2015 will be 380 million yuan to complete the IPC shares Apacer SSD market layout for this year earned two brewing capital strength. In addition, the group will be linked to the mainland in 2015 set up R & D service positions, but also for its sights on the ground of the mainland semiconductor investment boom layout. |
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Taiwan IC Design Ushers Harvest And Challenges