Looking ahead to the 2017 boom, Fubon Investment expects that the IC design factory's operating model will be weak, and the quotation will increase due to tight and shortage of raw materials. The terminal product shipments will be more conservative than expected in the first half of the year; Small-size panels, memory and some OEM processes are tight, but the production capacity planning of the manufacturers in 2017 is still cautious and conservative. It is expected that the peak season will continue to re-emerge in the peak season, so IC design vendors' volatility is better than 2016. However, in the medium and long term, they are optimistic about niche-type manufacturers.
As the traditional PC/NB or consumer electronics industry shipments are flat, the process of manufacturing has reached the limit, the focus of research and development of European and American manufacturers is shifting, and the target of acquisition is locked in the automotive-related field (including self-driving or wisdom). Car), AI (artificial intelligence, machine learning, deep learning) or IoT field development. In addition, brand manufacturers are actively developing their own CPUs, and will further develop AI and big data analysis in the future, such as Apple, Huawei, Google, and Microsoft.
With the development of self-driving technology, the amount of semiconductor semiconductors is gradually increasing. For example, the functions of automotive electronic systems have increased, making MCUs more and more complicated. (For example, Renesas' automotive MCUs currently use 40nm process, and have cooperated with TSMC to introduce 28nm process. ), various applications have evolved from engine control units to advanced driving assistance systems, automated driving systems, networked update systems, security systems, infotainment systems, and more.
Taiwanese IC design manufacturers have also seen this trend, and have gone through relevant developments in vehicles, and actively passed relevant certifications, including MediaTek (M2M and automotive entertainment systems, cooperation with mainland graphic manufacturers NavInfo), and Raychem (ethernet) ), Lianqi (driver IC and media processor for driving recorder), and the original sensor (sensor) have been laid out, and it is expected to gradually achieve results in the next 1-2 years, and will be concerned about the operation.
As traditional consumer electronics products are flat, 2017 should focus on areas with high barriers to entry and related IC design companies, and bargain during off-season or oversold, including customers focusing on high-end models, using special features such as Spectrum Rui-KY; IC design manufacturers such as high-speed transmission interface and wireless RF components, including Spectrum-KY, Xiangshuo, Ruiqi, Liji, etc., and stocks with growth and evaluation in the low-end, including the original phase, point Order and so on.
Metal Core Pcb,Pcb Quick Turn,Aluminum Pcb Way,Metal Core Pcb Mcpcb
HAODA ELECTRONIC CO.,LIMITED , https://www.pcbhdi.com