Recent orders for semiconductor supply chain situation, the international IDM plant and IC chip design plant investment and the strength of strong, making the Q1 wafer foundry orders than originally expected, mainly to benefit from the communications needs of the mobile phone market heating has done. However, the international IC design houses to adopt a price strategy for the system volume, requiring back-wafer packaging and testing plants with lower prices, this will be relevant to manufacturers in Q1 2011 revenue decline, coupled with the exchange rate and the number of days of NT compared with few factors, making the packaging and testing plant for the 1st quarter of 2011, conservative view of sales performance, but look at the whole year 2011 is expected to go quarter by quarter revenue should be expected to Yang.
Semiconductor industry pointed out that to apply do not distinguish by the communication, the mobile phone market demand heating, while the PC, notebook computer (NB) market conditions have not imagined light, making the international IDM factories and large IC design houses cast film strength than the Department of Taiwan IC design industry is expected to inject foundries TSMC and UMC 1st quarter of 2011, orders stronger than expected. However, the international IC design industry in response to market demand after the Lunar New Year, select the first to the occasion in the traditional off-season moves, hanging out and post orders required wafer packaging and testing plant can lower section, the two sides currently in the see-saw, in general, expected 5% decline is quite alarming.
For IC packaging and testing plant, despite a substantial expansion in 2010, fab, but not synchronize packaging and testing plant expansion, higher order logic IC packaging and testing support OEM price relatively, but, following the logic IC and low memory IC packaging and testing the price face enormous pressure to cut prices after the recent wave of customers to bargain further extend the field of higher order logic IC. In contrast, given the international IDM foundry factory prices relatively stable.
Current clients, and testing factory price has not been fully resolved, but the decline will be relevant to the amount of packaging and testing plant 1st quarter 2011 level of revenue by quarter, coupled with the rapid appreciation of the NT, and fewer working days and other factors, closure measurement industry revenue performance for the first quarter of 2011, become more conservative.
ASE noted that the 1st quarter of 2011, the exchange rate forecasts based on NT has not yet determined, but will take a conservative approach, 1st quarter revenue will be flat into recession fear, hoping to cut quarter of rate control in the single digits range, and it should One quarter of the year revenue is low. Siliconware NT appreciation and respect by the impact of the price of gold rose, while orders for the main customer MediaTek up, but by the overall NB performance is not satisfactory, 4-quarter sales probably will be less than expected, estimated Siliconware Q4 quarter consolidated revenue by 5 to 10% in Q1 2011 quarter revenue will likely decline, but do not rule out the follow-up quarter by quarter revenue will go Yang.
Semiconductor industry pointed out that to apply do not distinguish by the communication, the mobile phone market demand heating, while the PC, notebook computer (NB) market conditions have not imagined light, making the international IDM factories and large IC design houses cast film strength than the Department of Taiwan IC design industry is expected to inject foundries TSMC and UMC 1st quarter of 2011, orders stronger than expected. However, the international IC design industry in response to market demand after the Lunar New Year, select the first to the occasion in the traditional off-season moves, hanging out and post orders required wafer packaging and testing plant can lower section, the two sides currently in the see-saw, in general, expected 5% decline is quite alarming.
For IC packaging and testing plant, despite a substantial expansion in 2010, fab, but not synchronize packaging and testing plant expansion, higher order logic IC packaging and testing support OEM price relatively, but, following the logic IC and low memory IC packaging and testing the price face enormous pressure to cut prices after the recent wave of customers to bargain further extend the field of higher order logic IC. In contrast, given the international IDM foundry factory prices relatively stable.
Current clients, and testing factory price has not been fully resolved, but the decline will be relevant to the amount of packaging and testing plant 1st quarter 2011 level of revenue by quarter, coupled with the rapid appreciation of the NT, and fewer working days and other factors, closure measurement industry revenue performance for the first quarter of 2011, become more conservative.
ASE noted that the 1st quarter of 2011, the exchange rate forecasts based on NT has not yet determined, but will take a conservative approach, 1st quarter revenue will be flat into recession fear, hoping to cut quarter of rate control in the single digits range, and it should One quarter of the year revenue is low. Siliconware NT appreciation and respect by the impact of the price of gold rose, while orders for the main customer MediaTek up, but by the overall NB performance is not satisfactory, 4-quarter sales probably will be less than expected, estimated Siliconware Q4 quarter consolidated revenue by 5 to 10% in Q1 2011 quarter revenue will likely decline, but do not rule out the follow-up quarter by quarter revenue will go Yang.
