The stocks in the Ching Ming and Ming Dynasties have soared, and the green of the simulated IC Wan Hong Cong is affected by the acquisition of National Semiconductor by Texas Instruments. What is the reason for the analog IC to fall to the ground?

Analog ICs mainly convert natural phenomena such as light, sound, speed, and temperature into signals. Due to the low price of analog ICs, they have affected the performance of electronic products. In the past, the first priority in the market was the cooperation between certification and stability, and thus analog ICs. Looking at the relatively stable performance of the entire IC design industry and observing this year’s dividend policy, it is also clear that the analog IC industry’s yield is the highest in the industry.

Innovation is the core value, but such market conditions may change after the expansion of the company's large-scale operations and mergers and acquisitions. In 2009, Texas Instruments bought a 12-inch plant and two eight-inch plants, and this year began acquisitions. National Semiconductor, from the expansion of production capacity to increase market share, intends to change the game rules of the entire analog IC market is quite obvious.

Currently, the market predicts that after the completion of the acquisition, Texas Instruments will remain the world's largest analog chip supplier. In addition to having enough production capacity to control the market price, there will be more than 20% of the market share. The factory has been small and beautiful and stable in the past. The business model of the customer relationship will be challenged. For the Taiwan, analogy and other Taiwanese analog designers, the prospects are quite uncertain.

China’s incitement to Taiwanese industry niche began in 2009. China’s threats are getting higher and higher. Although the total output value of the IC design industry is still rising every year, but with the international, especially the Chinese chip makers are more With the competitive pricing strategy, Taiwan’s past cost advantages have gradually disappeared. The frustration of MediaTek last year is the most obvious example. The content of China’s 12th Five-Year Plan and the 18th Circular clearly stated that starting last year, China will support the development of the domestic IC design industry. As a result, Taiwan’s IC design industry will face a situation where the gross profit margin is oppressed and the market is divided. Without the pressure of transformation, the future should use R&D capabilities to enhance the competitiveness, emphasize the value of differentiation, and strive to survive.

In the contents of the new edition of the 18th edition, there are two policies that will have a major impact on Taiwan’s IC design industry in the future. The first is to actively promote the use of intangible assets such as intellectual property rights by software and IC companies to pledge loans; the second is to encourage and support software and IC companies strengthen the integration of industrial resources and conduct cross-regional restructuring and mergers and acquisitions. If these two policies can be implemented, it is expected that the scale of IC design companies in the mainland will expand rapidly. Therefore, the integration of funds and talents will become the number one threat to Taiwan's IC design industry.

MediaTek is in the midst of a period of transformation. In fact, regardless of whether there is competition in Spreadtrum, the market for the mobile phone in the original copy has a certain degree of shrinkage. Investors may wish to consider that when the smart phone was first introduced, consumers are not used to asking for a price tag. Between 20,000 and 30,000, at the time, friends in Taiwan even occasionally saw the presence of a copycat; but as the market and manufacturers continue to "educate" consumers, gradually our values ​​have also changed. Taiwan’s chances of seeing a copycat machine are getting lower and lower. The same is true in China. After changes in salary and values, China’s 3C forum even said with a smile that even laborers have used apples, and who is still taking the cottage now?

In the Taiwanese IC design industry, touch ICs and LCD driver ICs are the two most popular because they are associated with the most popular smart phones and tablet computers. This year's performance has the most room for growth. Among them, Jiyaruya is the legal person’s highest expectations. Control IC vendors. In the USB 2.0 shadow/voice control chip and touch chip of the two major production lines of Ruiya, the growth of the touch product line is the strongest, including the traditional industrial touch control, mobile touch, and multi-finger touch fields. At the end of last year, it accounted for 37 percent, 30 percent, and 33 percent respectively. This year, Samsung, LG, HTC, ASUS, and Acer benefited from the five largest customers of non-Apple tablet PCs. They not only boosted the proportion of multi-finger touch in medium-to-large size. To above 60%, revenues in January and February continued to record new heights.

Whoever enters the star commodity market company said that the current multi-fingered touch is mainly 7 to 10 inches, and there are more than five types of models for mass production. With sufficient orders, the revenue will continue to rise until the second quarter. One of the biggest concerns is that the Apple iPad2 costs US$499. This price is unmatched in the industry. This not only results in half the price of Motorola’s published tablet computers, but also forces Samsung to postpone the announcement due to repricing. The competitiveness is bound to be compressed into the sales of non-Apple tablet computers. As a result, the market has doubts about the order of multi-fingered touch in the second half of the year. However, overall, this year's performance is still very growth.

As for the panel-driven IC factory that has already entered the iPad supply chain, besides the smartphone market, customers such as Apple and HTC have already been rushed into the market. In addition to the iPad, the LCD driver for the HTC FLYER is also reported. IC.