TSMC middle of this month, held a press conference China Taiwan’s first semiconductor manufacturers, coupled with TSMC accounted for the overall semiconductor industry, the proportion of the output value of nearly 40 percent, and thus from the company’s press conference message can resolve boom in the second half of the semiconductor industry, but also insight into the latest advanced process of evolution and competitive situation.

In the third quarter of 2016, the foundry industry leading manufacturers ── TSMC outlook, the mobile device market to benefit from major customers to introduce new products, especially for the Apple company exclusive OEM A10 application processor begins volume shipments, and customers continue covering inventory, plus drive mobile phone chip and graphics chip, automotive, and other fingerprint identification chip demand growth, will make TSMC either 16 nm or 28 nm orders are showing buoyant, so the company forecast third 2016 quarter consolidated revenues quarter growth rate will be 9.0% in the second quarter to rise to 14.5 to 15.9%, while capacity utilization with improved product mix coupled with the upturn inject TSMC third quarter of 2016, gross margin, operating interest rate will be between 50 and 52%, respectively, 39.5 ~ 41.5% of the interval, the two profitability indicators have the opportunity to hit a new high synchronization.

Capital expenditures new record high

In terms of the overall semiconductor industry in terms of the economy, since the industry began to enter the traditional peak season timing, coupled with Apple supply chain in June iPhone7 started stocking the new machine, the peak shipping semiconductor Apple concept stocks will fall in the third quarter – fourth quarter First, stocking effect of pushing up the part of the Taiwan-based semiconductor industry’s performance, and Olympic event for consumer electronics driven semiconductor demand, so the third quarter of 2016, Taiwan’s semiconductor industry is expected to boom performance will be significantly better than in the second quarter.

But the future is still seen whether the strength of the global economic recovery in the second half, as expected, as well as exchange rate changes affect whether the requirements of the end application market performance, after all, linked global economic boom of the semiconductor market is high, so that the second half of the semiconductor market economy have significantly improved or must be based on the performance of the global economy, especially non-Apple camp aspects of the supply chain visibility of orders is currently available only to the end of the third quarter, so the fourth quarter shall be watching whether to re-enter the semiconductor industry inventory adjustment situation, mainly now stage technology supply chain is still not fully rule out the risk of repeating the orders.

It is worth mentioning that there are prison on 10 nm process will be mass production before the end of 2016, the beginning of the first quarter of 2017 consolidated revenue contribution, and there are three customers to complete product design decision, as well as 7 nanometers in early 2018 amount production, and 5 nm process mass production is expected in 2020, is the world’s first to expose the 5 nanometer foundry process when foundries, TSMC advanced process apparently advancing smoothly, and the current from the large customer orders clear action, including OEM orders 2017 Apple A11 application processor TSMC still have the opportunity to be responsible, moreover Qualcomm will have the opportunity to become a column of 7 nanometers rejoined TSMC’s major clients, so the advanced process of supply planning, inventory in demand have the jump, and to expand and under the gap with competitors, TSMC officially announced an increase in full-year 2016 capital expenditures, increase from the original 90 to 95 to 10 billion US dollars to 10.5 billion US dollars, not only beyond the Intel standard, TSMC and hit a record high, also a record of Taiwan’s technology industry.

Market capitalization has exceeded NT $ 4.4 trillion yuan

As TSMC in production capacity, human resources, capital, technology fully in place, and advanced process can continue to widen the gap with competitors, the in the leading position in the global foundry industry is still difficult to shake, but also in the semiconductor manufacturing process evolution process, TSMC is still the biggest beneficiary, it is no wonder TSMC recently has exceeded the market value of NT $ 4.4 trillion yuan, continued record high, and refresh the record high TAIEX single stock market capitalization.

Finding electronic components, www.lincomponents.com is a specialized web for obsolete and hard to find electronic components,most of components types found at our web, such as: SKM75GDL123D and sn65hvd232, visit our website for more components which your need to buy.

ITRS released a report forecasting that the chip or failure of Moore’s Law in 2021.

We know that the silicon chip manufacturing technology is approaching physical limits. “China Science and Technology News,” analysts said, in order to meet the growth requirements of Moore’s Law, either to find new materials instead of silicon – the ability of graphene, molybdenum disulfide or a single atomic layer of germanium or innovative ways to develop a silicon chip – more in line with the requirements efficient integration of new material on a silicon substrate. In contrast, completely replace the existing technology roadmap, not only requires a lot of capital investment, industry full of competition and collaboration is also essential; technically mature deep potential, while the cost is much lower, it is difficult to bring tremendous new formats.

According to reports, North Carolina State University recently announced that the Office of the Army Research and university researchers to develop a new method called “Epitaxial Film Law”, new functional materials can be more integrated iron and other materials onto computer chips. It is understood that the new functional materials with a silicon chip, the future will help to create a more compact, intelligent electronic devices and systems, many of the past that make the impossible possible: for example, data acquisition, acquisition, processing, and other kinds of tasks can be completed on a compact chip, in addition to the current light-emitting diode (LED) used in the sapphire substrate is not compatible with the computer equipment problems will be solved.

For now, a number of new functional materials, such as ferroelectric and ferromagnetic properties of multiferroic material, the surface of the conductive properties of topological insulators and new ferroelectric materials, in sensors, nonvolatile memory and MEMS areas good prospects. However, a problem currently facing these materials is that they are still not to be integrated onto a silicon chip. Currently, new studies help to break the limit.

The researchers said that the so-called “thin-film epitaxial method,” is that they designed a titanium nitride layer and a layer of yttria stabilized zirconia plate is compatible with both silicon plate layer for connecting new functional materials with different electronic products, silicon the underlying substrate (platform), then use a buffer film its development of the functional material and the silicon chip together. These films by side with the crystal structure of a combination of new functional materials, and the other side of the underlying connection matrix-bound to play a role. The researchers said that with the changes integrated functional material, film composition used will also change. For example, when using titanium nitride integrated iron material, film composition magnesium oxide, strontium and lanthanum strontium manganese oxide these four types, but if you want to integrate topological insulator, then only need magnesium oxide and nitride titanium can be.

Finding electronic components, www.lincomponents.com is a specialized web for obsolete and hard to find electronic components,most of components types found at our web, such as: mgls240128 and TMV1406, visit our website for more components which your need to buy.

2015/16 fiscal year, the aura of the king abandoned the world, the transition to seek profit stick Sony TV, good performance, with full-year operating profit of 25.8 billion yen (an increase of 17.5 billion yen) Sony was split to become independent operators a more substantial business.

According to the home network to view, in the fiscal year 2014/15 annual report, Sony’s TV business to achieve operating profit of 8.3 billion yen. So, last year, Sony TV is also rare in the past decade a good year.

Of course, Sony TV consecutive annual profit, is a large-scale reduction of the global LCD TV sales volume for the price, in short, “to scale, for profit.”

Thus, in the 2015/16 fiscal year, Sony TV total sales fell 4.5% to 797.8 billion yen. In the 2014 annual report, the Sony official statement is substantially reduced Sony LCD TV sales in China.

China is just another addition to the US market, the world’s only remaining active LCD TV consumer market. People familiar with the TV all know that in the United States, the best-selling TV brand Samsung, especially high-end UHD TV, more than half of the brands on the market are Samsung grab to go.

In China, UHD, also called 4K TV, the whole is occupied by Chinese brands, coupled with Samsung, LG and Chinese Internet TV brand, Sony TV leave a space not much.

In addition, from the perspective of brand influence, involvement of Japanese TV Sony’s global retreat, in the TV area tends to influence weak, lost the aura of the early years of the world’s TV king.

Because Sony mobile phones, televisions, players and other consumer electronics products hit Apple, Samsung’s impact, even mass consumer demand, including powder, enterprises have switched to it, brand it, the objective is also to accelerate the weakening of the Sony brand in these areas sense of place.

Industry analysts view, Sony TV sales continue to cut just a potent reform strategy, the short-term performance boost TV the effect is obvious, but in the long term, fewer sales of his products, more and more small business scale, late growth drivers come from is a big problem, the high-end color TV market is not one size fits all, and more intense competition, Sony’s TV business spin-off, targeting high value-added market, to solve the loss of ten consecutive years, but where to go after the profits went, in China and South Korea TV companies squeezed, to maintain annual profit is not an easy task.

According to the home network to view, in the 2016/17 year (as of 2017 the end of March) performance forecast, HE Sony TV where & S segment operating income is expected down 10.3 percent, amounting to 1.04 trillion yen; operating profit of 36 billion yen, reducing the year 14.6 billion yen.

According to the annual report of fiscal 2015/16, Sony TV accounted for the vast majority of revenue HE & S department, so this sector is in fact reflects the basic Sony’s TV business. The official data on performance notice disclosure, Sony’s own money for this year’s TV business scene is not particularly good.

In the year 2015 the year Sony announced –2017 new year business plan, the company was the “growth drag” operations focused on business equipment, game consoles and network services, movies, music and other entertainment. Sony’s TV business, mobile communications business, audio and video services were listed as the company’s “high-risk” business.

From In this regard, in fact, to Sony’s TV business has its own set of properties, that is not the general direction of future growth or traction company mainstay business plans. Perhaps with Chinese consumers familiar proverb, “lives hand to mouth, to sell day is a day” to describe the more appropriate.

Although Sony TV current profit in good shape, but in the Chinese color TV brands international, Korean series TV brand stepped up instead of the background, constantly losing sales volume, sales territories and sales volume, Sony TV to bring new pressure on the operation.

More later, Sony give up this scale strategy may become domino defeat at low tide, Sony TV when faced with new choices and challenges.

Abandon profitable routes to hold the size of the existing positions, or to continue to allow competitors to squeeze their own profit share? The former is likely to return to a loss, which can make the Sony brand in the TV market this fall.

Perhaps in the near future, also taking advantage of the hands of gold light, Sony will follow the example of Toshiba, Sharp, Sanyo and other Japanese TV companies will sell the TV business to a suitable buyer, glorious exit this trade.

Finding electronic components, www.oemsemi.com is a specialized web for obsolete and hard to find electronic components,most of components types found at our web, such as: 54hc123 and 2ST5949, visit our website for more components which your need to buy.

United Market research company (Allied Market Research) in its latest research report predicts that the global LTE voice (VoLTE) market is expected to reach $ 34.8 billion in 2022, namely 2016– compound annual growth rate in 2022 will reach between 50.1%.

Research estimates 2022 global VoLTE market reached $ 34.8 billion

Asia-Pacific region is expected to become the largest market VoLTE forecast period, mainly due to the developed countries, operators in the region to launch VoLTE service and support VoLTE-capable devices in the rest of the world. By LTE and IP Multimedia Subsystem (IMS) investment-driven increase, mobile operators around the world are gradually turning VoLTE.

In various VoLTE technology, the circuit domain drop technology (CSFB) is the highest market share, this is because, as providing voice services over LTE targeted solutions, the technology on a global scale has been widely used. Although this technique in the application hardware infrastructure needed to make the appropriate adjustments and the use of multiple data conversion elements, but it is still to provide voice services very cost-effective solution in LTE. On the other hand, to provide voice services over LTE Generic Access transmit voice (VOLGA) network are likely to be the fastest-growing technology – all carriers are competing for VoLTE method process, VOLGA provided short-term and long-term investment protection and services to accelerate and other advantages, which aims to provide profitable telephone service operators.

VoLTE deployment around the world are at an exponential rate of growth, in which developed countries take the lead. 2015, VoLTE highest income Asia-Pacific region, followed by North America. From the growth perspective, the Asia-Pacific region will be one of the most profitable market, mainly due to mobile operators continue to increase investment in technology, both developed and emerging markets, have a large number of users.

The main findings of this joint market research firm study include:

· Call VOLGA art by establishing a shorter time than any other technology driven market VOLGA expected to grow significantly over the forecast period.
· CSFB technology is likely to continue to maintain its leading position in the forecast period will be the technology for its speed and accuracy, and are widely used.
· Industry participants focus on introducing innovative products and partnerships, thereby increasing their market share.

Finding electronic components, www.igbtexpress.com is a specialized web for obsolete and hard to find electronic components,most of components types found at our web, such as: FZ600R12KE3 and FS75R12KE3_B3, visit our website for more components which your need to buy.

According to foreign media reports, the US joint market research company (Allied Market Research) in its latest research report predicts that the global LTE voice (VoLTE) market is expected to reach $ 34.8 billion in 2022, namely 2016– Composite 2022 between the annual growth rate up to 50.1%.

Asia-Pacific region is expected to become the largest market VoLTE forecast period, mainly due to the developed countries, operators in the region to launch VoLTE service and support VoLTE-capable devices in the rest of the world. By LTE and IP Multimedia Subsystem (IMS) investment-driven increase, mobile operators around the world are gradually turning VoLTE.

In various VoLTE technology, the circuit domain drop technology (CSFB) is the highest market share, this is because, as providing voice services over LTE targeted solutions, the technology on a global scale has been widely used. Although this technique in the application hardware infrastructure needed to make the appropriate adjustments and the use of multiple data conversion elements, but it is still to provide voice services very cost-effective solution in LTE. On the other hand, to provide voice services over LTE Generic Access transmit voice (VOLGA) network are likely to be the fastest-growing technology – all carriers are competing for VoLTE method process, VOLGA provided short-term and long-term investment protection and services to accelerate and other advantages, which aims to provide profitable telephone service operators.

VoLTE deployment around the world are at an exponential rate of growth, in which developed countries take the lead. 2015, VoLTE highest income Asia-Pacific region, followed by North America. From the growth perspective, the Asia-Pacific region will be one of the most profitable market, mainly due to mobile operators continue to increase investment in technology, both developed and emerging markets, have a large number of users.

The main findings of this joint market research firm study include:

· Call VOLGA art by establishing a shorter time than any other technology driven market VOLGA expected to grow significantly over the forecast period.

· CSFB technology is likely to continue to maintain its leading position in the forecast period will be the technology for its speed and accuracy, and are widely used.

· Industry participants focus on introducing innovative products and partnerships, thereby increasing their market share.

Finding electronic components, www.ic-oem.com is a specialized web for obsolete and hard to find electronic components,most of components types found at our web, such as: 7201k2zge and 74435572200, visit our website for more components which your need to buy.

Upstream processor chip manufacturers have not fared well in the mobile phone market growth is slowing down the case, the mobile phone business development chip makers also suffered ceiling.

According to Qualcomm announced 2016 Q2 earnings view, Qualcomm revenue fell 19% in the second quarter of the total MSM chip shipments of 189 million, compared with 233 million the same period last year decreased by 19% compared with the previous quarter the 242 million decreased by 22%.

Coincidentally, one of the largest competitor MediaTek Qualcomm company reported Q1 earnings report also showed that the first quarter of 2016, MediaTek revenue of 55.91 billion Taiwan dollars (about 11.14 billion yuan), down 9.4 percent from the fourth quarter of 2015, gross margin and net profit fell, the overall performance is lower than previously expected.

“This year the smart phone industry is the most competitive period, the overall situation has shown a gross profit margin and net profit both fell, and is a normal phenomenon.” For the first quarter earnings performance, MediaTek executive vice president of science and technology cum Chief Operating Officer Zhu Shangzu this interpretation, and he said that the third quarter of this year may still fell minor, but then will gradually rise.

Solid traditional business profitability

More than half of business from smartphones, even in the face downward pressure on the industry, both traditional and solid profitability remains the primary strategy processor chip manufacturers. MediaTek first quarter operating profit rose 17.5 percent, an increase from the cellular phone business, including the low-end and mid-range phone, but the chip MediaTek also now in short supply.

From growing part of the reason the arrival of Chinese mobile phone market replacement times, consumers seek better equipped cell phone, rather than simply cheap to OPPO, music considered to represent strong sales of cost-effective models, also led chip manufacturers shipments.

While in Southeast Asia, India and other developing countries, 4G is slowly replacing the 3G market, strong demand for 4G chip in these areas, coupled with other Chinese brands Oppo and Vivo accelerated sea, the layout is the development of developing countries in Asia market, smart phones processing market is also showing growth.

Zhu Shangzu According to reports, the first half of 2016, the overall stock market in Southeast Asia with the Indian intelligence unit increased by 10%, which accounted for 4G phones from 10% to 30%. Developing adaptability and high integration, lower power consumption chip become the only option for the Red Sea competition in the mobile phone business stable. In Zhu Shangzu opinion, the next phase of the smartphone is a greater need for computing power rather than skill, and therefore the power consumption of the chip down is the next generation product development focus.

It is reported to be available by the end of the 10 core processor Helio X30, using 10nm manufacturing process can be reduced by 20% -30% of energy consumption. At the same time, the new graphics processor X30 can also be equipped with better support for VR applications, not only to support the VR internet phone boxes and the like, can also provide technical support for the VR machine.

Develop a new product line

Traditional solid profitability at the same time, to maintain growth, the more urgent task is to develop new product lines, new areas of layout and investment to undertake the mobile phone business, and cultivate new growth points.

Recent MediaTek announced plans for the next five years to invest $ 6.18 billion, including the development of things, 5G, AR / VR, artificial intelligence, industry 4.0, vehicle networking, chip development Software & Internet Service seven new areas, the end of the phone chip rely too serious problem.

Zhu Shangzu believe in these seven areas, networking and VR or will be the first to MediaTek bring growth opportunities, and vehicle networking, 5G, industrial development opportunities in areas such as 4.0 Some will later appear.

According to Gartner, by 2016 investment in new networking hardware, more than 2.5 million yuan per minute, and by 2021, there will be 1 million units per hour networking equipment is purchased and installed, the potential market value of MediaTek does not sit naturally management.

MediaTek introduced networking chip platform MT2503, integrated 2G baseband and global satellite navigation system, mainly used in automotive products and wearable equipment, and the recent cooperation with the shift things the company, to provide networking chip platform and technical support to assist in the introduction of a variety of end products, to accelerate efforts to expand things.

While international standards 5G has not been determined, but as the commanding heights of the new generation of mobile communications technology, you want to not be controlled by others, 5G offers the opportunity of overtaking around the curve.

Recently, Qualcomm side said, Qualcomm 5G commercial chips are expected by the end of 2018 or early 2019 launch, the current prototype has also been prepared. According to industry sources, another competitor MediaTek Spreadtrum also hopes to launch experimental 5G chips in 2018.

According to Zhu Shangzu revealed MediaTek is now also the core team is doing initial research 5G, further joint European and Japanese mobile operators and other development and test 5G wireless technology, recently joined China Mobile 5G joint innovation center, to promote technology research 5G, testing and business innovation. But in his opinion 5G research takes a long time, “2018 commercialized probably have some difficulty.”

Telematics is the same problem, from product design to verification often takes three to five years, after the cooperation with NavInfo, it is learned MediaTek already owned cars for sale by the electronics sector to NavInfo and strategic stake in the four-dimensional FIG its new focus on autopilot, car networking sectors. In addition to MediaTek himself set up a team conducting research in the field of automatic pilot.

With the acquisition of investment access to new technologies, the rapid increase value-added products, new channels over the more challenges outside the product. How has occupied a lot of resources, and have a certain size and product positioning business sector restructuring and reorganization, this is a problem include MediaTek, including business transformation required to face.

“Especially in the era of things, companies need to be in the original cultural transformation strategy, the adjustment of product design and manufacturing methods, modify product design and development methods, and even update the supply chain, companies will take the lead might get more return on investment. “PwC partner in charge of China TMT industry high Jianbin representation.

Finding electronic components, www.ic-oem.com is a specialized web for obsolete and hard to find electronic components,most of components types found at our web, such as: erj3ekf2743v and 7201k2zge, visit our website for more components which your need to buy.

July 1, 2016 – As of the first quarter of 2016, Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) sold a total of over 2.5 billion low-noise amplifier (LNA), suitable for LTE, HSPA and UMTS and other cellular standard and global navigation satellite system (GNSS) terminals, and mobile TV applications. These LNA helps to significantly improve the mobile terminals – such as mobile phones, tablets, wearable device signal reception quality, as well as navigation systems, they can enhance the stability of the connection to the network infrastructure, and, even in harsh network environment but also faster and better positioning.

Infineon is based on innovative silicon germanium (SiGe) process leading provider of low-noise amplifier, which can achieve low noise figure of 0.5 db and gain up to 20 dB for optimal performance. The LNA is designed for diversity receive path for pure processing power and transmission line design. In addition, Infineon also LNA with bypass capabilities to support flexible gain mode and power mode to help improve the overall performance of the terminal.

The need to support multi-band LTE phone, the external LNA can produce complex RF front-end architecture loss to be compensated and to optimize network efficiency and data rate. A LTE LNA can reduce system noise figure 3.4 db, will increase the data rate up to 115%, while the average current consumption of only 4.5 mA. Thus, compared to standard products on the market, the only energy-efficient LNA Infineon will help to extend the battery life of 25 minutes.

LNA using Infineon can be installed directly on a printed circuit board (PCB) of the compact (0.77 mm²) plastic package, and integrated with other components in the front-end module chip-scale package. The latter may be more than 20 LAN integration into a design, which helps save board space.

LTE meet user expectations for high data rate, for today’s mobile terminals in terms of challenging. More RF components (such as switches, diplexers, and a voltage divider) for RF front-end, resulting in the loss of the whole system and to increase signal to noise ratio (SNR) decreases. 2014, Infineon delivered to the first customer LTE LNA, then quickly occupied the leading position in the market. Until April 2016, Infineon has smart phone manufacturers across the globe to sell 1 billion LTE LNA.

Finding electronic components, www.oemie.com is a specialized web for obsolete and hard to find electronic components,most of components types found at our web, such as: nud4700snt1g and tps54620rgyt, visit our website for more components which your need to buy.