Uncertainties in the global economy have continued to erode consumer and corporate spending power, leaving semiconductors with low profitability after the end of the year. Analysts foresee that the low tide of the semiconductor industry may be longer than expected, and the future is weak.
The global economy continued to struggle against the semiconductor sector, prompting companies to cut their turnover forecasts. Industrial Research pointed out that reviewing the low tide in the field in 2001/2002 and global wafer sales slowed for 10 consecutive months, it is believed that the dilemma of semiconductor demand may persist. Until next year.
Despite the recent US retail sales data showing improvement in spending power, Xingye believes that governments cut spending or dilute spending power, and remain cautious about the future of semiconductors before maintaining improvement in demand indicators, and maintain the “lagging marketâ€.
Rating.
In view of the industry outlook, WSTS and GARTNER have revised their global wafer sales forecasts for 2012, down from 7.6 and 4.6%, respectively, to 2.6 and 2.2%.
In addition, major semiconductor customers, global chip makers such as Altera, Lattice and Texas Instruments, further lowered their quarterly sales forecasts by a 5 to 10% drop from the quarter due to weaker-than-expected overall demand. Adjust to a 10 to 15% drop.
Orders for the first quarter of next year are expected to increase However, some major technology players, such as ST Microelectronics, TSMC and Fairchild, believe the sector has reached a point of arrival and believe that the inventory adjustment will be completed and orders will be promising in the first quarter of next year. Strengthening also shows signs of turning the tide.
These companies believe that the semiconductor downturn lasted only two quarters in 2008/2009, and that the decline in global fine wafer sales in October was the fourth month of contraction, implying that the field is expected to recover in early 2012.
Xingye looks at the sector's outlook conservatively, noting that recent orders and bills have improved, but equipment orders are expected to weaken, and capital spending next year may weaken.
According to North American Semiconductor Equipment Manufacturers (SEMI), next year's capital expenditures are estimated to fall by 10.8% to US$37.3 billion, which is attributed to poor demand and growth among chip makers.
â—Malaysia Pacific X3-MLP has bright prospects, but its overall demand remains fragile. Xingye believes that with the increase of smartphone usage, the demand for communication tools will continue to be robust, and it will drive the demand for M3-Pacific (MPI, 3867, Mainboard Technology Group) X3-MLP. However, this cannot completely offset the dilemma of worsening overall market demand as the company still relies on the performance of computer and consumer electronics products.
◠You Lisen's first-class customers were unable to cancel the weak orders. Based on the global economic instability, Xingye predicted that You Lisen's (UNISEM, 5005, Mainboard Technology Group) order visibility remains weak, and the first-tier customers (Broadcom) recently started Nor can it offset the bad news, and the slowdown in China’s economic growth may also hurt regional spending power, which in turn will affect local businesses.
â— The outlook of the NOTION Group hardware driver is cautious.
Industrial Group is cautious about NOTION (0083, motherboard technology group) plans to upgrade its 2.5′′ hardware driver business. In addition to operational risks, it is estimated that hardware driver demand may be boosted by other reserve (such as SSD/SSDs) options. shake.
The global economy continued to struggle against the semiconductor sector, prompting companies to cut their turnover forecasts. Industrial Research pointed out that reviewing the low tide in the field in 2001/2002 and global wafer sales slowed for 10 consecutive months, it is believed that the dilemma of semiconductor demand may persist. Until next year.
Despite the recent US retail sales data showing improvement in spending power, Xingye believes that governments cut spending or dilute spending power, and remain cautious about the future of semiconductors before maintaining improvement in demand indicators, and maintain the “lagging marketâ€.
Rating.
In view of the industry outlook, WSTS and GARTNER have revised their global wafer sales forecasts for 2012, down from 7.6 and 4.6%, respectively, to 2.6 and 2.2%.
In addition, major semiconductor customers, global chip makers such as Altera, Lattice and Texas Instruments, further lowered their quarterly sales forecasts by a 5 to 10% drop from the quarter due to weaker-than-expected overall demand. Adjust to a 10 to 15% drop.
Orders for the first quarter of next year are expected to increase However, some major technology players, such as ST Microelectronics, TSMC and Fairchild, believe the sector has reached a point of arrival and believe that the inventory adjustment will be completed and orders will be promising in the first quarter of next year. Strengthening also shows signs of turning the tide.
These companies believe that the semiconductor downturn lasted only two quarters in 2008/2009, and that the decline in global fine wafer sales in October was the fourth month of contraction, implying that the field is expected to recover in early 2012.
Xingye looks at the sector's outlook conservatively, noting that recent orders and bills have improved, but equipment orders are expected to weaken, and capital spending next year may weaken.
According to North American Semiconductor Equipment Manufacturers (SEMI), next year's capital expenditures are estimated to fall by 10.8% to US$37.3 billion, which is attributed to poor demand and growth among chip makers.
â—Malaysia Pacific X3-MLP has bright prospects, but its overall demand remains fragile. Xingye believes that with the increase of smartphone usage, the demand for communication tools will continue to be robust, and it will drive the demand for M3-Pacific (MPI, 3867, Mainboard Technology Group) X3-MLP. However, this cannot completely offset the dilemma of worsening overall market demand as the company still relies on the performance of computer and consumer electronics products.
◠You Lisen's first-class customers were unable to cancel the weak orders. Based on the global economic instability, Xingye predicted that You Lisen's (UNISEM, 5005, Mainboard Technology Group) order visibility remains weak, and the first-tier customers (Broadcom) recently started Nor can it offset the bad news, and the slowdown in China’s economic growth may also hurt regional spending power, which in turn will affect local businesses.
â— The outlook of the NOTION Group hardware driver is cautious.
Industrial Group is cautious about NOTION (0083, motherboard technology group) plans to upgrade its 2.5′′ hardware driver business. In addition to operational risks, it is estimated that hardware driver demand may be boosted by other reserve (such as SSD/SSDs) options. shake.
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