Recent mainland supply chain after another came to the inventory of messages successfully attracted many IC design customer back orders, plus pull cargo continent before Golden Week is about to start buying, Taiwan-based IC design industry is expected in the second quarter operating performance growth is expected to stabilize. Taiwan-based analog IC design industry, said mainland customers will always start up the goods movement in the golden week ago, although it is difficult to determine the short-term rush orders reflux situation, whether to have the opportunity to take advantage of the end of the second quarter to become a long list, but at least back to mainland customers have been re-built inventory action occurs, will drive the relevant IC design industry performance has been steadily rising in March and April.IC design industry that this wave since the beginning of 2014 to the fourth quarter inventory adjustment action, mainly by Apple (Apple) iPhone6 and sell good iPhone6Plus the impact of the butterfly effect, not only smart phones, tablet computer terminals offer dropping all the way plus the dollar strengthened, so many customers choose to watch the emerging countries, to avoid being eaten by the Department of profit loss, customer orders action hesitation, let the relevant IC design industry operating performance as expected. However, as the supply chain inventory adjustment has been more than one quarter of action, plus a lot of new continent before Golden Week will come in customer orders began to return, the end of the first quarter, the second start of the season orders and results The homeopathic pulled up. PC-related chip suppliers believe that customer orders coming in March and April the main cause of the continent, with January and February should be deliberately not getting goods back to the construction of some of the recent sustained action relating to inventory, and then in the second quarter the economy still depends on the terminal market trends buy gas may be.From the current Tablet PC, LCD TV and 3G smart phone demand is still weak, and the global PC market demand continues to spread alarm view, this wave of orders could continue to rebound in May and June, there are a lot of variables, therefore, does not small Taiwan-based IC design industry is now only the second-quarter revenue forecast to grow, but can not promise a 20% increase over normal levels season.With MediaTek first quarter revenue reduction of about 15% quarter view, if MediaTek second quarter revenue did not grow more than 20%, the performance is still not very good, and show weakness in mainland China and emerging smartphone market demand, as well as chips continued intense price competition situation. As global demand for PC-related chip market, but also by Intel (Intel) postponed plans to launch new CPU impact in the second quarter of the old product can be sold only pressure will not help the customer orders kinetic energy, even if the Taiwan-based IC design industry Fun Estimated revenue performance in March and April will be a stable rise, but for the second quarter of the traditional off-season changes in performance remains on high alert. |
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Taiwan IC Design Turns To Be Warm