With advanced process to promote accelerated semiconductor giant stride in recent years, capital expenditure amplified footsteps, leading factory ,Taiwan Semiconductor Manufacturing Company (2330), following after the highs of 2012 capital expenditures, in 2013 they will continue to write the record, however, along with capital spending from pressure is also the consensus of the industry, in addition to the capacity and performance, depreciation figures the same can not be underestimated, the semiconductor maker's cost-control pressure is not small, manufacturers reduce costs annually (costdown), therefore, semiconductor manufacturers for equipment and localization of materials needs to heat up, and would like to see the accelerating trend of localization.The capital spending of semiconductor factory in 2013 is expected to maintain a high-end, followed by the amount of depreciation undoubtedly is a big pressure for manufacturers in terms of structure, the huge amount of semiconductor equipment, machine expenditure, while supplies semiconductor materials have equally large demand, however, expensive equipment machine and materials suppliers, mostly international companies, cost control pressure is heating up as the semiconductor plant gradually put in place, together with the technical capacity of domestic manufacturers, semiconductor equipment and materials localization will also continue to be staged in 2013.Domestic plants were in cooperation with international equipment manufacturers, but they played the roles of foundry .With the advance speed of the process accelerated in recent years, coupled with the domestic plant actively involved in R & D and technical ability to push up like Han Weike ( 3658), home Gordon (3680) have demonstrated the ability to provide high-end process equipment, its customers territories gradually expand and go international.In addition to the large, high-priced equipment, chemicals and other supplies required in the manufacturing process of semiconductor plants demand, is also a part of the cost control, materials industry pointed out that manufacturers reduce cost pressures, material localization trend expected continuation of high-end materials will be mastered by the international companies, domestic manufacturers continue to improve in the middle and lower consumables technology, in 2013 localization will be accelerated. |
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The Semiconductor Has Indigenization 2013