Although the economic growth in 2011 was clearly lower, Taiwan's analog IC design industry's operating performance was below the market average in 2011, reflecting the performance of the company's stock price and its PE ratio. Although Taiwan-based analog IC suppliers still do not recognize the power of TI's 12-inch plant, there are still many design-in IC suppliers at home and abroad in 2011, but Design-win ) The fact that the ratio is a new low indicates that the price-cutting actions taken by Texas Instruments have indeed plunged the performance growth of many analog IC suppliers.
The Taiwan-based second-tier analog IC supplier stated that although Texas Instruments used 12-inch fabs to produce analog ICs, it did not directly hit Taiwan, but from the perspective of supply and demand in the terminal market, the demand surface in 2011 was already weak, plus The supply surface, after all, has grown considerably due to the 12-inch plant of Texas Instruments and Taiwanese analog IC design companies. The pressure on oversupply will naturally cause the decline in the average price of analog ICs. Annual revenue and profit growth.
In addition, due to the start of the 12-inch plant, Texas Instruments must seek a large amount of seaports to maintain the high capacity utilization rate and economies of scale of the fab, focusing on Taiwan's motherboards, NBs, graphics cards, TFT panels and digital cameras. The industrial chain with high global market share, such as cameras, has been actively pursuing orders. In 2011, it has directly hit many Taiwan-based small and second-tier analog IC suppliers, and in 2012, when the industrial sentiment is negative, Deyi Not only is it impossible to change strategy! On the contrary, it may be even more ferocious. Taiwanese first-line analog IC suppliers may also experience mud bodhisattvas crossing the river.
According to the foreign first-line analog IC makers, in fact, there were still many Design-in cases on the client in 2011, but the Design-win ratio hit a new low in recent years. The reason is that Texas Instruments has always taken the lead and used the price difference strategy to take orders directly. So that the company can only keep a small amount of stability and stability of the niche analog IC market, as large amount of spread of the general analog IC market has been afraid to touch, afraid of straight into the horizontal out.
People in the industry also pointed out that the destructive power of TI's strategy is very alarming, because TI has always had the advantage of being old and of good quality, plus the current order? S newly added slogans with good price, sufficient production capacity and fast delivery time. Therefore, as long as it is the analog IC application market in Texas Instruments, other analog IC suppliers at home and abroad will be hard to please, and the Taiwanese factory has compared ICs since the end of 2010. Prices are frequently lowered, hoping to avoid some of the consequences of the loss of market share. However, after the peak season in the second half of 2011, the results have caused greater losses.
Since the 2012 Texas Instruments 12-inch wafer fab is still in place, coupled with its relatively high demand for analog IC market, it has become impossible to withdraw from the analog IC market. Instead, the Taiwanese analog IC supplier has raised its share in the past few years. Analog IC localization banner, but only immersed in the general analog IC market movements, I am afraid that the Taiwan analog IC industry will continue to shroud the intensity of Typhoon Typhoon in the storm radius in 2012, and it's no surprise that the new legislation, to new In addition to the first-line analog IC design companies such as Agglomeration, the remaining stocks have already set new low prices in advance and are still lacking in interest.
The Taiwan-based second-tier analog IC supplier stated that although Texas Instruments used 12-inch fabs to produce analog ICs, it did not directly hit Taiwan, but from the perspective of supply and demand in the terminal market, the demand surface in 2011 was already weak, plus The supply surface, after all, has grown considerably due to the 12-inch plant of Texas Instruments and Taiwanese analog IC design companies. The pressure on oversupply will naturally cause the decline in the average price of analog ICs. Annual revenue and profit growth.
In addition, due to the start of the 12-inch plant, Texas Instruments must seek a large amount of seaports to maintain the high capacity utilization rate and economies of scale of the fab, focusing on Taiwan's motherboards, NBs, graphics cards, TFT panels and digital cameras. The industrial chain with high global market share, such as cameras, has been actively pursuing orders. In 2011, it has directly hit many Taiwan-based small and second-tier analog IC suppliers, and in 2012, when the industrial sentiment is negative, Deyi Not only is it impossible to change strategy! On the contrary, it may be even more ferocious. Taiwanese first-line analog IC suppliers may also experience mud bodhisattvas crossing the river.
According to the foreign first-line analog IC makers, in fact, there were still many Design-in cases on the client in 2011, but the Design-win ratio hit a new low in recent years. The reason is that Texas Instruments has always taken the lead and used the price difference strategy to take orders directly. So that the company can only keep a small amount of stability and stability of the niche analog IC market, as large amount of spread of the general analog IC market has been afraid to touch, afraid of straight into the horizontal out.
People in the industry also pointed out that the destructive power of TI's strategy is very alarming, because TI has always had the advantage of being old and of good quality, plus the current order? S newly added slogans with good price, sufficient production capacity and fast delivery time. Therefore, as long as it is the analog IC application market in Texas Instruments, other analog IC suppliers at home and abroad will be hard to please, and the Taiwanese factory has compared ICs since the end of 2010. Prices are frequently lowered, hoping to avoid some of the consequences of the loss of market share. However, after the peak season in the second half of 2011, the results have caused greater losses.
Since the 2012 Texas Instruments 12-inch wafer fab is still in place, coupled with its relatively high demand for analog IC market, it has become impossible to withdraw from the analog IC market. Instead, the Taiwanese analog IC supplier has raised its share in the past few years. Analog IC localization banner, but only immersed in the general analog IC market movements, I am afraid that the Taiwan analog IC industry will continue to shroud the intensity of Typhoon Typhoon in the storm radius in 2012, and it's no surprise that the new legislation, to new In addition to the first-line analog IC design companies such as Agglomeration, the remaining stocks have already set new low prices in advance and are still lacking in interest.
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