Enter peak period as personal computer and smartphone market, add advanced drive support system (ADAS) reach drive oneself, content couplet net and industry 4 wait for market of new La Hai to enter grow erupt period, drive IC of face plate drive, small controller (MCU) , IC of power source management (PMIC) , brilliant of report of effect of golden oxygen half of a game or contest (MOSFET) wait for driving demand, acting labour produces the circle of 8 inches of brilliant that also makes stage accumulating report, couplet report, world advanced can be fully loaded with the end of the year, and order visibility more already saw next year first half of the year.
Advocate because of one: New fund chip grows quickly
Acting labour of circles of a few years of 8 inches of brilliant was produced in the past basically can be to use a future life to produce IC of face plate drive and MCU, reach with IC of face plate drive as the mobile phone built-in embedded show memory quickly (EFlash) 32 yuan MCU begins to turn to 12 inches of factories to cast piece, circle of 8 inches of brilliant is acting before last year labour is produced can utilization rate is dropped constantly 7 into the left and right sides. Nevertheless, wait for market of new fund chip to grow quickly with net of the couplet that reach content as the car, and basically use circle of 8 inches of brilliant to cast piece, also make circle of 8 inches of brilliant acting be versed in the market goes oneself the end of the year is heated up all the way now, look still can be fully loaded with the end of the year all the way.
Advocate because of 2: Short-term hard considerably enlarge is produced
In fact, round acting labour produces 8 inches of any crystalline substance can meet demand exceeds supply, the reason goes out to take the place of in brilliant circle the factory is short-term inside hard considerably enlarge increase production can. Will look by supply side, because of halfway facility plant the equipment of 8 inches of plants with cut or crucial stop production, include a stage to accumulate report, couplet report, world advanced, medium the brilliant circle such as core is acting factory, short-term inside the product line that cannot find enough machine stage to build buy to implement economic scale, place up to comes 5 years acting labor market produces circle of 8 inches of brilliant can not increase almost.
But will look by demand side, include a car to wait for new applying with electron and content couplet net, what what use is medium low end MCU and PMIC demand are in grow quickly in recent years, and need to use 8 inches of factories to make Cheng quantity produce only, because of this fill the demand breach that IC of drive of mobile phone face plate and high-end MCU turn to 12 inches of factories to deliver a generation.
In addition, the dactylogram that applies on the smartphone identifies IC demand to increase quickly, also changed acting labour of circle of 8 inches of brilliant to produce considerably can.
Moreover, the past is in 5 inches or 6 inches of factories are cast piece the power semiconductor such as MOSFET, because already can overcome the technical bottleneck that electric current and voltage bring effectively, add a car to use or the new application such as content couplet net needs to use a large number of MOSFET, the computer that enhances operation efficiency or server also should increase MOSFET dosage, make MOSFET began a large number of to 8 inches of factories turning that cast last year piece, ate off many yield likewise can.
Second half of the year of case of acting labor cost is expected to move go up
Last in demand below circumstance of emerge in large numbers, round acting labour produces 8 inches of any crystalline substance can demand exceeds supply continuously, include a stage to accumulate report, couplet report, world advanced wait for second half of the year to produce can be fully loaded with, order visibility also sees next year first half of the year. In the meantime, force of the step up on the cost that brings to mirror silicon brilliant circle to rise in price, round acting factory also moves brilliant in succession go up case of acting labor cost of circle of 8 inches of brilliant, second half of the year still is expected to chase season attune to go up, receive the interest rate that reach hair to have openly help to battalion.
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