Semiconductor production bottlenecks affect the electronics industry

According to the Associated Press (AP), the economic fluctuations appear to be a non-destructive smart phone boom, but in fact the economy is unstable, the market sentiment is sluggish, chip makers went through production cuts in 2009, and they tried to catch up in 2010, but they failed to catch up. , In conjunction with dragging down smart phones, PCs, network communications equipment vendors. Even if the apple competitor is a clever woman, it is difficult to be without straw. The brand factory can continue to develop new mobile phones. However, in the face of the shortage of mobile phone chips, it will not be able to ease the winter difficulty in 2010, and no soldier will be able to compete for market share on the battlefield. Shake his head and sigh. In addition to mobile phone plants, wireless telecommunications operators also expect that network technology upgrades will be postponed, and the PC market will also suffer from a shortage of components, resulting in an increase in end product prices.
Although the shortage of chip comprehensiveness has not occurred yet, as many as 2 to 30% of the key chips used in smart phones are out of stock, which has threatened the overall shutdown of mobile phone production lines. HTC EVO4G sold by SprintNextel is the world’s first smart phone using high-speed 4G network, and it is currently facing shortage; Motorola also bluntly stated that various components such as memory chips, camera sensors, and touch screen controllers are out of stock. The new DroidX machine has been unable to ship to Verizon Wireless, a cooperative telecommunications operator, and the carrier's web page displays a waiting period for shipments of 2 weeks.
Taiwan Semiconductor Manufacturing Co., Ltd. and UMC Semiconductor Co., Ltd. have contracted to manufacture a wide range of chip types. Smart phones, TVs, and data center converters are all in the category of the 2 plant business. Therefore, various chip companies are acquiring capacity from the fab and are competing fiercely with each other. However, due to the ups and downs of the market in early 2009, although at the end of the year they gradually hoped for signs of Chunyan's return to the nest, according to market research firm Gartner, the company's semiconductor capital expenditure contracted by 40% this year, leaving only 25.9 billion US dollars, plus the semiconductor industry capital in 2008. Spending has fallen by about 30%, and chip production capacity has dropped significantly.
Linley Gwennap, president of Linley Group, a research institute, said that the current sprint of semiconductor production is already full of firepower. According to the statistics of the American Semiconductor Association (SIA), the current wafer plant production rate has reached 90%, which is 56% higher than when the economy declined. The plants are no longer able to rapidly increase production capacity. In March, Gartner forecasted that global investment in the chip industry will grow by 56%, but recently revised the figure and believes that investment spending will soar by 84% to US$47.5 billion.
Although industrial investment is gradually picking up, it will take several months for equipment upgrades and new production capacity to be put into production. Therefore, high-level terminal manufacturers believe that the shortage of chips will continue until 2011. However, Gwennap also warned that the recovery of global economic conditions is faltering and that it will affect the development prospects of the semiconductor industry. The shortage of chips will further aggravate the situation.
Gwennap pointed out that although the shortage of goods can be seen in all parts of the world, while manufacturers are concerned that the market demand may turn sharply downwards, so many reservations about raising capital expenditures, the current economic climate is ambiguous, not less than normal.
In the consumer market, consumers need to wait for new mobile phone shipments. However, due to the preferential subsidy program for mobile phone operators, the price change of terminal products is more difficult to detect than the average public. In other words, the chip is facing a capacity gap, in order to seek production, and fear of As a result, the cost of chips has risen. However, higher prices may need to be absorbed by the supply chain.
The PC industry may be different from the mobile phone industry, research agency iSuppli believes that the memory chip shortage in 2010 will lead to sharp fluctuations in prices, coupled with increased PC prices, in addition to small memory chip factory still need to replace plant equipment.
The PC and Telecom Netcom equipment factory first hit in the spring of 2010. The succession of equipment and equipment is difficult to produce. The US wireless telecommunication operators are coping with the large amount of data transmission volume of smart phones, constantly upgrading their network capacity, and being forced to make chips because of their capacity. The bottleneck slows down. Telefonak TIebolaget LMEricsson and Al=tel-Lucent, network equipment giants, are major equipment suppliers for U.S. telecommunications companies. They have already admitted that shipments are difficult, causing customers AT&T to frown. John Chambers, the chief executive of Cisco, also said recently that component purchases in the third quarter will still face challenges. Suppliers will remain stable during delivery, but still have a gap with customers' wishes.
At present, the chip output is affected by Apple's only chance to survive, although the iPad, iPhone4 inventory is in a hurry, but later assembly output is not as the culprit, chip purchases seem to be flawless. Gwennap believes that Apple's good luck, coupled with the current leadership position, chip suppliers are inflamed and will help the company conduct global procurement operations.

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