semi market overview by Len Jelinek

IHS MARKIT TECHNOLOGY BRIEFING in Taiwan

 growth driver

三大成長來源: 工業电子(量大成長快)、無線通訊(量次大成長慢)、車用电子(量三大成長次快)

application processor, Qualcomm, mediatek, apple

RFFE RF front end,  4G成主流、3G已萎縮

PC則看好window 10 

connec ted cars, autonomous car, microcomponent IC 内建記忆、電源管理、LED等成長快

物联网的三块collect, connect, compute

机会点

smzrt home,  

industrial euipmwnt , 庫存管理

PC市場、

应用端

data processing,

communiction, 

consumer electronic esp. smart home application

memory IC is highest growth in 2017 due to conzumer products like smartphone, 

foundry market dtivers

wireless comm, graphics, next gen consumer electronics

like samsing and intel

DRAM, NAND flash, logic ICs are three drivers for growth

market share

tw 59 percentage to 52 in2020

china 7 percentage to 29 in 2020

major players in china

foundry semi mfg smic, huali, powerchip, globalfoundries, tsmc nanjing, umc xiAmen

memory semi mfg yrst, ruili, tsinghua unigroup

今年semi 市埸成長13