The semiconductor industry growth will come from the wireless market in 2012
According to IHS iSuppli company global
semiconductor manufacturing and supply market tracking report 2012 wireless
applications will be the savior of the global semiconductor market. Expected
the application fields semiconductor business income will achieve double-digit
growth, and the other six major semiconductor market the growth in the field of
much smaller, or even negative growth.
2012 wireless semiconductor business income is
expected to reach us $72.6 billion, more than $
Global
semiconductor business income this year is expected to moderate growth 3%, up
from $312.2 billion last year to $320.8 billion.
And other than the semiconductor industry,
wireless fields appear more outstanding. Cable communication field of
semiconductor business income is expected to rose by only 0.7%, consumer
electronics and automobile electronic field up by 1.3% and 2.7% respectively. This
year there are at least two fields will present negative growth: data
processing field is expected to drop 1.9%, multichip module (MCP) memory is
expected to cut by 17.9%.
These forecast this year, despite a semiconductor
business income conditions improve, but not common growth, growth came mainly
from wireless fields. IHS iSuppli company think, actually the outside areas of
wireless semiconductor manufacturing business growth rate is very small,
manufacturers don't support the next generation in expanding the wireless
business should have more cautious.
At the same time, semiconductor manufacturers
admitted that, in the second half of 2012, the industry seems to have open the
next growth cycle. Pure foundry business and integrated device manufacturers
(IDM) are expected to demand in wireless fields, pushed by business will be
strong growth. This wave of growth cycle of the strength and length will depend
on the global economy of the performance in over the summer.
Consumer spending is closely watched. Although the
summer is generally not the consumer electronic products increased spending
season, but this time of year that consumers can be in the upcoming holiday
season spending prospects.
For the semiconductor industry, as a more and more
important and more fundamental question is, foundry relative to the strength of
the IDM business increased. Foundry industry obviously has become the advanced
technology and the main provider of big capacity, and IDM's pursuit of asset
light manufacturing mode of IDM adverse current, and constrains its
manufacturing capacity factors.
For foundry business and IDM speaking, technology
and the deficiency of productivity, will make it difficult to promptly seize
market in the sudden emergence of demand, led to his was the loss. However,
lead to this situation in the main responsibility upon IDM, they are now forced
to used more and more in the foundry business to come in front and back end
manufacturing, lost relative to the financial advantage foundry business.
In the 2012 years in the rest of the time,
inventory management will still be the most critical factors of concern. The
manufacturer must tracking inventory days and the actual value of the
inventory. If manufacturers focus only on a among them, and will lead to
increase production more than demand.