July 21 news, Lyon in the latest issue of the industry report that global semiconductor industry growth rate in 2001-2010 is almost zero, the performance is far better than 1980,1990. However, thanks to the integration of the component manufacturers release a single, foundry industry outperformed the overall semiconductor industry.
Lyon said the global semiconductor industry in 2001 and have two waves of significant pullback in 2009 between 2001-2010, almost zero growth can be said, when the performance is better 1980,1990 average 14-15% increase in performance.
However, Lyon noted that the component manufacturers to benefit from the integration of the single release, the foundry industry outperformed the overall semiconductor industry, although the growth slowed down force, but now it seems, the foundry is still expected to benefit from ethnic cyclical recovery force.
Among them, TSMC is the integration of the component manufacturers in recent years, continued to win orders for foundry leader. Lyons said that 92% of the component manufacturers will integrate its own independent design products, foundry TSMC continues to win new opportunities which, according to estimates of Lyon, in the past few years, the proportion of TSMC’s business integration components rising, while in 2008 - between 2011 and also won outsourcing orders to integrate components manufacturers about 2/3 or so.
However, Lyon also proposed TSMC what new opportunities the future, if any, that should be the focus in mainland China. Lyon believes that TSMC cost competitiveness in the Chinese mainland about 7%, can be used as a cheaper production base. TSMC also plans to set up in China 12 inches fab, not only to promote cross-strait warming, coupled with the Chinese government intends to develop the semiconductor industry, TSMC derive very promising new market value. |
