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.
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