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Macquarie Wafer Volume Slow Down in Growth in Second Quarter
It was reported by Macquarie Capital that Qualcomm, MediaTek, Xilinx, and Nvidia have reduced the orders of second quarter for TSMC. Consequently, the growth rate of wafer shipment in the second quarter will slip to 5 percent from earlier expectation Samsung Galaxy Note 10 Plus Specs-12 percent.
It was agreed by Lv Dongfeng who is a semiconductor analyst of Goldman Sachs. But is this order adjustment resulted that hot sale of smart phone and tablet squeezes feature phone and NB, or both smart phone and tablet PC decline. That depends.
According to Liu of Mcquarie, Samsung Galaxy Note 10 Plus 5G specs Qualcomm recently reduced orders of baseband chip for feature phone for TSMC, but the demand for smart phone and tablet SOCs was not much affected.
In addition, MediaTek and Xilinx are successively lowering the estimated demand for wafer for the reason of softening terminal demand and one plus 7 specs inventory correction.
With regard to Nvidia, it also decreases wafer orders for CPU chip set due to gradual lost of market share, said Liu.
Therefore, Liu anticipated that the TSMC'S growth rate of wafer volume will drop to 5 percent from earlier estimate of 10-12 percent. Lv pointed out that presently TSMC's clients reduce orders mainly on smart phone, tablet PC, 2G handsets with 10-15 percent due to too much production capacity in past 12-18 months.
What's more, according to Lv's understanding, oppo a9x antutu MediaTek's wafer shipment in the second quarter for TSMC and UMC had a slight drop compared to the previous quarter. In terms with Xilinx, the volume of both second and third quarter was slipped down. This is regarded as the first order adjustment since the adjustment of PC and consumer products demand in the third quarter of 2010.
As a result, if there will be adjustment for communication orders in 2011, it will not be surprised. The related integrated circuit is CD4055BE.
Amy S is the freelance writer for e-commerce website in the integrated circuit.SeekIc.com offers the buyers around the world to find quality supplier of electrical components globally. We try our best to aggregate leads in the integrated circuit business world, and let these leads benefit the entire business person.
Created at 2019-09-23
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