Taiwan's IC design factory legal person meeting will come to an end, analog IC and digital IC plant operating outlook in the first quarter of different adjustments; among them, the analog IC plant outlook is relatively optimistic, operations have already fallen ahead of schedule, the first quarter began to rise.
Analog IC and digital IC plant performance was different in the fourth quarter of last year; digital IC plants, including Morningstar, the original phase, and Raychem, grew in the fourth quarter compared with the third quarter.
Although quarterly results such as MediaTek, Creativity and Lianhe declined compared with the third quarter, the seasonal decline was only a single digit.
On the other hand, the analog IC factory, Lixin and Zhixin have seen the fourth quarter of last year due to customers' continuous adjustment of inventory, and the performance has decreased by 2 digits compared with the 3rd quarter. The performance is relatively low.
In the fourth quarter of last year, the base period of performance was lower. Both Lihsien and Zhixin were optimistic about the operating outlook for the first quarter of this year, and optimistic about the performance expected to rebound. Among them, Liye expects to merge in the first quarter under the strong demand of tablet PC customers. Revenues have the opportunity to reach NT$2.8 billion, which is an increase of 8.5% during the quarter.
To the new is also optimistic, driven by the panel customer cover inventory, the first quarter results are expected to grow compared to the fourth quarter of last year; legal person expects that the first quarter of the new quarter results will increase by 5% to 10%.
The digital IC plant has a relatively conservative outlook for the first quarter. It is generally expected that the first quarter results will fall compared to the fourth quarter of last year; among them, the original phase expects that due to the traditional off-season effect of gaming machines and mouse products in the first quarter, the quarter will be affected. Treasury will reduce the quarter by 25% to 30%, which will be the IC factory with the greatest decline in performance.
Although mobile phone chip maker MediaTek is optimistic that smartphone chip shipments are expected to continue to expand, but the industry outlook is uncertain, and emerging market consumption is conservative, MediaTek expects its first quarter of this year, the performance will be reduced by 10% to 15%.
Although shipments of mobile phone chips in the first quarter of Morningstar are expected to remain at the same level as in the fourth quarter of last year, due to the low season effect of the TV market, the overall first quarter results also decreased by 8% to 13%.
Panel-driven IC plant united the European economy because the economy is still poor, customer preparation is conservative, the first quarter performance is expected to decline compared to the fourth quarter of last year; corporate expectations, the first quarter of the company's first quarter quarterly reduction of about 10%.
Only Ruiqi's market share in market segments such as China Netcom and Wireless LAN continues to increase. The first quarter results are expected to climb month by month. It is expected that the overall first quarter results will be flat or slightly higher than the fourth quarter of last year. A more optimistic digital IC plant in 1Q10.
In the first quarter of the integrated digital IC and analog IC plant, the operation of the analog IC plant should reach the end of the fourth quarter of last year, and the operation of the digital IC plant will reach the end of the first quarter of this year, and the timing of the IC plant falls behind the analog IC plant. Seasonal time.
It is expected that the shipment performance of 8-inch wafers in the first quarter of domestic foundry wafers is expected to be better than that of 12-inch wafers, which coincides with the first quarter operating outlook of domestic analog IC plants that is better than that of digital IC factories.
Analog IC and digital IC plant performance was different in the fourth quarter of last year; digital IC plants, including Morningstar, the original phase, and Raychem, grew in the fourth quarter compared with the third quarter.
Although quarterly results such as MediaTek, Creativity and Lianhe declined compared with the third quarter, the seasonal decline was only a single digit.
On the other hand, the analog IC factory, Lixin and Zhixin have seen the fourth quarter of last year due to customers' continuous adjustment of inventory, and the performance has decreased by 2 digits compared with the 3rd quarter. The performance is relatively low.
In the fourth quarter of last year, the base period of performance was lower. Both Lihsien and Zhixin were optimistic about the operating outlook for the first quarter of this year, and optimistic about the performance expected to rebound. Among them, Liye expects to merge in the first quarter under the strong demand of tablet PC customers. Revenues have the opportunity to reach NT$2.8 billion, which is an increase of 8.5% during the quarter.
To the new is also optimistic, driven by the panel customer cover inventory, the first quarter results are expected to grow compared to the fourth quarter of last year; legal person expects that the first quarter of the new quarter results will increase by 5% to 10%.
The digital IC plant has a relatively conservative outlook for the first quarter. It is generally expected that the first quarter results will fall compared to the fourth quarter of last year; among them, the original phase expects that due to the traditional off-season effect of gaming machines and mouse products in the first quarter, the quarter will be affected. Treasury will reduce the quarter by 25% to 30%, which will be the IC factory with the greatest decline in performance.
Although mobile phone chip maker MediaTek is optimistic that smartphone chip shipments are expected to continue to expand, but the industry outlook is uncertain, and emerging market consumption is conservative, MediaTek expects its first quarter of this year, the performance will be reduced by 10% to 15%.
Although shipments of mobile phone chips in the first quarter of Morningstar are expected to remain at the same level as in the fourth quarter of last year, due to the low season effect of the TV market, the overall first quarter results also decreased by 8% to 13%.
Panel-driven IC plant united the European economy because the economy is still poor, customer preparation is conservative, the first quarter performance is expected to decline compared to the fourth quarter of last year; corporate expectations, the first quarter of the company's first quarter quarterly reduction of about 10%.
Only Ruiqi's market share in market segments such as China Netcom and Wireless LAN continues to increase. The first quarter results are expected to climb month by month. It is expected that the overall first quarter results will be flat or slightly higher than the fourth quarter of last year. A more optimistic digital IC plant in 1Q10.
In the first quarter of the integrated digital IC and analog IC plant, the operation of the analog IC plant should reach the end of the fourth quarter of last year, and the operation of the digital IC plant will reach the end of the first quarter of this year, and the timing of the IC plant falls behind the analog IC plant. Seasonal time.
It is expected that the shipment performance of 8-inch wafers in the first quarter of domestic foundry wafers is expected to be better than that of 12-inch wafers, which coincides with the first quarter operating outlook of domestic analog IC plants that is better than that of digital IC factories.
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