[Chen Liwen] / Taipei reported research institutions IHS latest report shows, the removal of the foundry industry, semiconductor industry this year, extended to different application fields in the chip, drive the industry revenue at $353200000000 (about 11200000000000 NT), increased by 9.4% per year since 2010, is the best in 1 years, including MediaTek (2454) for the first time into the top 10 rankings, ranked tenth, compared with 15 last year sharply.
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Semiconductor factory revenues this year's top 10 IHS published sequentially for Intel, Samsung, Qualcomm, SK, micron Hynix, Deyi, Toshiba, Bo Tong, meaning law and MediaTek, MediaTek is the only break into the top 10 manufacturers.
On the basis of the IHS data shows, this year, MediaTek and Avago through merger related manufacturers, revenue increased 57.49% year, ranking 107.9%, driven upwards; MediaTek in the combined F- Morningstar, the overall scale of operation marked rise this year for the first time, revenue will exceed 200000000000 yuan mark.
The morning star and F- scale to rise
Although the market for MediaTek next year 4G schedule straddle different views, but before the couplet hair division general manager Xie Qingjiang said, next year the whole 4G LTE wafer shipments of at least 100000000 sets of take-off, foreign investment is also optimistic about the next shipment mediatek. However, high yesterday announced a partnership with EE, Huawei successfully completed the LTE Category 9 carrier aggregation interoperability testing, eager to through technology upgrading from MediaTek's competition.
KGI securities think, MediaTek is introduced a new generation of system on a chip in order to speed up the Chinese 4G market share improve, is expected to have significant benefits to the second quarter of next year, although Lianfa Division 2 generation single chip MT6735/35M, the cost is lower than the first generation 20~30%, but still higher than that of high MSM8916 is about 15~20%, more than 50% of MSM8909, Qualcomm and MediaTek is still a considerable gap in the 4G single chip cost.
The global top 10 semiconductor factory revenue comparison
We next spell the price war
KGI securities also shows that the survey shows China Spreadtrum has restarted the kinetic energy, start 28 nano 3G system single chip T-Shark, expected the first half of next year will be a considerable production, because of Spreadtrum behind major customers is Samsung, Spreadtrum price war will kill knife Antiaris, in which the 3G scheme price super will dip below $6~7, MediaTek Ke $8 next year, MediaTek scheme in 3G and.
