Taiwan IC design is better than big, second line is better than first line

Although the PC market in the second quarter of 2011 had a traditional off-season problem, coupled with the broken chain problem after the 311 strong earthquake in Japan, it made some changes in visibility of subsequent orders, but the base period of the first quarter of Taiwan's small IC design companies was low. In addition, consumer electronics products will soon enter the shipping season, and with the advent of new products, including consumer IC designers and USB chip suppliers, it has been estimated that the second quarter revenue should have at least a growth rate of at least 10%. Compared with the growth of the low single digit percentage points estimated by Big Brother MediaTek and Ricky, it clearly stands out.

MediaTek’s more conservative and conservative operating performance in the second quarter has reflected on the company’s recent share price performance. MediaTek’s stock price has reached a new low of NT$303.5 per share on the 20th, except that it shows that the market has continued to hold MediaTek’s mobile phone chip layout. In addition to doubts, it also seems to imply that MediaTek’s second quarter revenue and profit performance will continue to be lacklustre.

The market has even announced that Mediatek’s performance in April will first fall, leaving only 7 billion yuan to reach its head, which is nearly 10% lower than the 7.8 billion yuan in March. However, this news has been denied by the company’s speech system.

As for Liye, under the high base period of 1.64 billion yuan in the first quarter of 2011, the second quarter faced the off-season effect of the global PC market. The market has reported that the company’s revenue for the second quarter is sustainable, but the rate It may only be 0-5%. Regarding this, Li Zhi’s speech system has not yet come out with financial targets, and everything needs to be stated in the Falun Gong Conference, and it refuses to comment on market speculation.

Compared to Big Brother’s embarrassment, Taiwan’s consumer IC design companies such as Song Han, You Hua Wei, Wei Quan, Yi Long, Holly Group, and New Tanger have been bullish in the peak season, in line with the second quarter revenue growth. In general, the rate is 15-30%. The consumer IC design community has recently stabilized and reversed. As for USB chip suppliers such as Anguo, Genesys, and Wanghan, it is under the shadow of the USB3.0 chip product line. Follow-up operations still have room to look good.

Faced with the fact that Taiwan-based first-line IC design companies have stepped into international customer sites, how many of them have to compete with international giants will have some negative voices. Although many small-scale IC design companies have only partial security on the pattern, they are still new. Products continue to be launched. With the continuous revision of the old products, the operating performance of these IC design companies is relatively easy to follow along with the light industry and high season effects.

Seeing that the season of consumer electronics products has arrived in the second quarter, Taiwan’s IC design company’s “smaller than big, second-line better than first-line” situation should continue to be performed in the second quarter.

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Thermal Expansion Sheet Co., Ltd. , http://www.insulation-sheet.com

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