The domestic heavy-duty semiconductor plant legal person meeting will come to an end and the various opinions will be consolidated. The industry sentiment will continue to be revised in the fourth quarter. However, the adjustment will only be eased, and the adjustment is about to come to an end. Next year's industry climate is not pessimistic and is expected to maintain positive growth. .
The global economic situation has not seen any improvement, and semiconductor supply chain demand has continued to be conservative. The fourth-quarter earnings of semiconductor giants such as TSMC, UMC, Weipin and MediaTek are expected to slip simultaneously.
However, the performance of each quarter of the fourth quarter saw little decline, only a single-digit level, generally maintained at a level comparable to the third quarter or narrower than that of the third quarter. It is obvious that the degree of correction of this wave of business climate has not been as severe as the financial tsunami. There is still no semiconductor factory to implement unpaid leave measures.
Among them, TSMC expects that the combined revenue in the fourth quarter will be approximately NT$103 billion to RMB105.0 billion, which will be reduced by only 1% to 3%. Quarterly revenue of the company will also be reduced by approximately 5.5% in the fourth quarter.
Anticipated expectation is that the fourth quarter results will be reduced by 4% to 8%. In the fourth quarter of the mobile phone maker Datong MediaTek, excluding Rayling’s performance, the quarterly revenue will also be reduced by only 5% in the quarter, which will be lower than the level of 10% in previous years.
Despite the deterioration of the global economic situation, TSMC chairman and chief executive Zhang Zhongmou has repeatedly revised down the output value of semiconductors and foundry products this year. The latest estimate is that global semiconductor output will grow by only 1% this year, showing stagnant growth situation. However, he We think that the industry correction is coming to an end.
The first quarter of next year will be the traditional off-season of the semiconductor industry. The industry outlook is not optimistic. Some semi-conductor plant performance will continue to decline. However, Zhang Zhongmou is optimistic that the industry boom is expected to bottom out in the second quarter.
Zhang Zhongmou also believes that the global semiconductor industry will continue to grow next year and will not experience a recession. He estimates that next year's global semiconductor output value is expected to grow 3% to 5% this year, and the estimated 4% to 60% by Lin Wenbo, the chairman of the company. %quite.
Although the semiconductor industry outlook is not pessimistic, but the debt problem in Europe has not been resolved, the semiconductor industry next year, the economy can not be too optimistic, according to Zhang Zhongmou and Lin Wenbo two industry experts predict that next year the industry will only grow single-digit level, predictable The business climate will show a gradual growth.
As the business climate slows down, the operating performance of various manufacturers remains strong. TSMC's advanced process technology is progressing smoothly. The proportion of 28nm processes in the third quarter is about 0.5%, and it is expected to climb to 2% in the fourth quarter. It is estimated that the fourth The 28-nanometer process will contribute more than 2 billion yuan to TSMC.
In contrast, UMC's 40-nanometer manufacturing process proportion in December this year is expected to exceed the 1 percent level. The performance scale will be equivalent to TSMC's 28-nanometer process, which indicates that TSMC will maintain its dominant position in the advanced process.
According to the outlook of TSMC and UMC, the two companies are optimistic. In the fourth quarter, the performance of communications products is expected to outperform computers and consumer electronics products. Among them, the sales performance of TSMC in the fourth quarter is even expected to grow against the trend. It is clear that the communications market will It is a market highlight in the recession.
The global economic situation has not seen any improvement, and semiconductor supply chain demand has continued to be conservative. The fourth-quarter earnings of semiconductor giants such as TSMC, UMC, Weipin and MediaTek are expected to slip simultaneously.
However, the performance of each quarter of the fourth quarter saw little decline, only a single-digit level, generally maintained at a level comparable to the third quarter or narrower than that of the third quarter. It is obvious that the degree of correction of this wave of business climate has not been as severe as the financial tsunami. There is still no semiconductor factory to implement unpaid leave measures.
Among them, TSMC expects that the combined revenue in the fourth quarter will be approximately NT$103 billion to RMB105.0 billion, which will be reduced by only 1% to 3%. Quarterly revenue of the company will also be reduced by approximately 5.5% in the fourth quarter.
Anticipated expectation is that the fourth quarter results will be reduced by 4% to 8%. In the fourth quarter of the mobile phone maker Datong MediaTek, excluding Rayling’s performance, the quarterly revenue will also be reduced by only 5% in the quarter, which will be lower than the level of 10% in previous years.
Despite the deterioration of the global economic situation, TSMC chairman and chief executive Zhang Zhongmou has repeatedly revised down the output value of semiconductors and foundry products this year. The latest estimate is that global semiconductor output will grow by only 1% this year, showing stagnant growth situation. However, he We think that the industry correction is coming to an end.
The first quarter of next year will be the traditional off-season of the semiconductor industry. The industry outlook is not optimistic. Some semi-conductor plant performance will continue to decline. However, Zhang Zhongmou is optimistic that the industry boom is expected to bottom out in the second quarter.
Zhang Zhongmou also believes that the global semiconductor industry will continue to grow next year and will not experience a recession. He estimates that next year's global semiconductor output value is expected to grow 3% to 5% this year, and the estimated 4% to 60% by Lin Wenbo, the chairman of the company. %quite.
Although the semiconductor industry outlook is not pessimistic, but the debt problem in Europe has not been resolved, the semiconductor industry next year, the economy can not be too optimistic, according to Zhang Zhongmou and Lin Wenbo two industry experts predict that next year the industry will only grow single-digit level, predictable The business climate will show a gradual growth.
As the business climate slows down, the operating performance of various manufacturers remains strong. TSMC's advanced process technology is progressing smoothly. The proportion of 28nm processes in the third quarter is about 0.5%, and it is expected to climb to 2% in the fourth quarter. It is estimated that the fourth The 28-nanometer process will contribute more than 2 billion yuan to TSMC.
In contrast, UMC's 40-nanometer manufacturing process proportion in December this year is expected to exceed the 1 percent level. The performance scale will be equivalent to TSMC's 28-nanometer process, which indicates that TSMC will maintain its dominant position in the advanced process.
According to the outlook of TSMC and UMC, the two companies are optimistic. In the fourth quarter, the performance of communications products is expected to outperform computers and consumer electronics products. Among them, the sales performance of TSMC in the fourth quarter is even expected to grow against the trend. It is clear that the communications market will It is a market highlight in the recession.
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