The golden age of the hottest integrated circuit i

2022-08-07
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The yellow of integrated circuits has improved the automatic production level of heat transfer oil and molten salt high temperature vacuum collector tubes. The golden age is coming to an end.

the past decade has been the best time for the integrated circuit industry. Driven by the large amount of intelligence and short replacement cycle, the semiconductor industry has experienced explosive growth, and many new companies have emerged, especially in Chinese Mainland. Driven by this trend, many related suppliers have sprung up

however, with weak intelligent innovation, declining sales and the impact of the global economic downturn, the chain reaction caused by the decline of the intelligent industry has become increasingly obvious. Guoming, a well-known analyst of Tianfeng international, recently released the iPhone XR, which was not as expected. As the Nikkei reported earlier, apple believed that it did not need so much capacity at present, forcing Foxconn to reduce the 60 production lines prepared for the iPhone XR to 45, which was 20% to 25% less than the original output. Another OEM, Heshuo, is facing the same situation. After days of gestation, these messages were finally reflected on its suppliers

recently, the plummeting of lumentum, an apple face ID supplier, finally sounded the alarm bell for apple and even the entire smart market supplier. Goldman Sachs also announced earlier today that it would reduce Apple's iPhone production by 6%, which is a sign of this trend; The latest data from the Ministry of industry and information technology also pointed out that in the first October, the domestic market shipments fell by 15% year-on-year

therefore, it is necessary to pay more attention to the repair and maintenance of instruments and meters at ordinary times.

for relevant manufacturers, this golden age of ten years may really be coming to an end

intelligent detonates the integrated circuit industry

before the emergence of intelligence, no terminal product had such huge user technology and strong demand for machine replacement as it did. Even in terms of technology update, it was rare for all other terminal products. Driven by this environment, the global semiconductor industry has entered a golden age

changes in market share of semiconductor suppliers from 2008 to 2017

according to statistics of statista (as shown in the figure above), among the world's famous semiconductor companies that have grown steadily in the past decade, Qualcomm and Samsung have the most obvious growth, which is mainly due to their performance on smart related chips. As we all know, Qualcomm, with its unique licensing model, has a deep accumulation of product technology, and has enjoyed smart dividends, which has also driven their performance to grow by leaps and bounds in the past decade; As for Samsung, it is also facing the same situation, especially in the case of storage supply exceeding demand last year. Samsung has driven Intel out of the leading position as a global semiconductor supplier for more than 20 years. For example, Meguiar and s-component configurations are common now, such as experimental machine host, microcomputer and printer K Hynix, which are also the beneficiaries of the intelligent era

the RF demand driven by intelligence, to some extent, has also achieved the current new Broadcom, skyworks and qorvo, and the domestic Huizhi micro

in addition, there are manufacturers of MEMS microphones, which are also the direct beneficiaries of the intelligent era. Both Raytheon technology and Goethe acoustics rely on apple and have reached the peak of their career. The emergence of intelligence has also led to glass manufacturers such as Bourne optics and lens technology. If there were no intelligence, I believe they would not reach today's height

other providers, such as WiFi, Bluetooth and power supply, naturally make a lot of money in the intelligent era

in addition to promoting the industrial development of traditional semiconductor devices, smart, under the leadership of apple, has also promoted some existing technological transformation to the market, and has achieved a number of manufacturers

first of all, the smart imported photographing function has not only successfully turned Sony, which has been reported to have failed repeatedly, but also Samsung has risen rapidly in this field recently. In this field, China has also made great achievements in breaking through the encirclement of gekewei and Sittwe. In terms of lens, it also gives the opportunity for the rise of domestic oufeiguang and sunny technology

secondly, Apple's introduction of fingerprint recognition on the iPhone 5S has led the Android array to enter this field, which has not only led to the rapid growth of FPC in Sweden, but also driven huiding technology in China to climb to a peak, achieving a number of companies such as Xinwei technology, feinger and siliwei

moreover, Apple has led the entire intelligent industry into the era of OLED screens. On the one hand, it has made Samsung a success. On the other hand, it has also made domestic manufacturers such as BOE, vicino and Tianma micro rise. It is needless to say that relevant OLED driver chip manufacturers have borrowed the wind

face ID, which has been popular since last year, once made lumentum, Finisar, ASM, Iqe and even OEM factories as mentioned at the beginning of the article prosper steadily. Domestic companies such as Ruixi, Huaxin, Zonghui Xinguang, and Obi Zhongguang all benefit from this trend and are favored by investors

the influence of intelligent supply chain can even be seen from the rise of domestic and foreign TWS related chip suppliers triggered by airpods launched by Apple two years ago. As for others, such as wafer foundries, equipment suppliers, OSAT and material suppliers, they also benefit from the development of intelligence. To some extent, intelligence is also an important support for some manufacturers. Intel's performance in the past decade has once again confirmed the great influence of intelligence

from the above introduction, we can see that the rise of domestic related suppliers in the smart trend is the greatest achievement of China's semiconductor related industry in the past decade

according to the statistical data of IC insights, since 2010, most of the growth share of IC design market has come from mainland suppliers. Data show that in 2010, the mainland only accounted for 5% of the market share. But by 2017, the figure had risen to 11%. According to the statistics, there was only one mainland company in 2009 among the top 50 chip companies in the world. By 2017, there were ten Chinese companies among the top 50 in the world. Although these manufacturers may not be all suppliers, we can see that Huawei and Ziguang zhanrui, which are at the top of the list, are both leaders in this field and can rank top in the world, but this was rare in the past

comparison of total manufacturers of China's top 50 chipmakers in the world (2009vs2017)

is the golden age over

although the media has been advocating that the era of intelligence is coming to an end in recent years, relevant suppliers seem to be growing. However, with the declining performance of smart manufacturers and suppliers, it seems that this golden age is really coming to an end

recently, the news that the apple supplier Bourne optics laid off 10000 people spread all over the circle of friends. It is said that this is the result of the decrease in Apple's orders. Because of Apple's skyrocketing blue sky technology, the net profit after non deduction in the third quarter of this year decreased by 109%, and the company's share price fell sharply in the past year, which is also related to the recession of intelligence

the stock price trend of lansys technology in the past year

on the other hand, Ruisheng technology, which became famous because of apple, did not perform well

according to the Q3 financial report of the company, the company's revenue in the third quarter of this year was 4.869 billion yuan, a year-on-year decrease of 8.5%; The net profit was 973million yuan, a year-on-year decrease of 28.7%. According to statistics, its revenue and profit in the first nine months also fell year-on-year. After the Q3 results were announced, the company fell by 8% on the same day

regarding the weakness of the company's performance, Ruisheng technology gave the following reply: "in the first three quarters of this year, the global smart market continued to be weak, causing negative impact on the company, so it was deeply welcomed by home appliance manufacturers." Shenwan Hongyuan also said that the main business lines of Ruisheng technology will be affected by the intensification of competition and the decline of manufacturers' shipments in the short term. In addition, the development of hybrid lens is also lower than the market expectation. If we look at the stock price trend of the company in the past year, it is also terrible

the share price trend of Ruisheng technology in the past year

and the aforementioned lumentum has created a tragedy that the share price has plummeted by 32% one day, which has further implicated Iqe PLC, a British chip manufacturer, to issue a warning that the company's financial performance may decline this year. Other suppliers have also experienced declines to varying degrees

according to incomplete daily economic statistics, on November 12 US time, apple supplier universal display fell 13.07%, Lingyun semiconductor fell 13.86%, Synaptics fell 8.21% and qorvo fell 6.38%. The performance of relevant Asian suppliers that opened yesterday also shocked the industrial chain. Hon Hai opened 2.4% lower, japandisplay fell 8% in early trading, TDK fell 8.25%, Alps electric fell 6.49% and Murata production fell 4.12%

lumentum's price trend in the past five days

it is associated with Apple's failure to adopt Qualcomm baseband and and the weakening of the overall market, resulting in Qualcomm's first loss in many years; Apple abandoned the imaging GPU, resulting in its split selling; Dialog was worried about losing apple and accepted its stake. There are signs that many suppliers may need a long time to recover if they miss apple and intelligence

it is urgent to speed up the search for the next wave of growth points

for these manufacturers who rely on intelligence, it is a major challenge for them to quickly find the next wave of growth points. Qualcomm's previous huge acquisition of NXP is aimed at this goal. Although this transaction failed due to various reasons, the chip design giants have not relaxed their transformation strategy and expanded in many fields, such as IOT, automobile and RF. This can also serve as a guide for semiconductor suppliers

for the future growth outlook, the demand for processors, sensors, connectors and data driven by IOT is naturally the focus of attention

according to the analysis report published by icinsights, the automotive semiconductor market will be the strongest chip terminal application market in the next few years. According to the company's forecast, the sales of automotive electronic systems will grow at a compound annual growth rate (CAGR) of 5.4% from 2016 to 2021

they pointed out that this growth potential comes from the increasing demand for automotive electronic systems in the market. At the same time, they also pay more and more attention to the self driving vehicle, V2V and V2I communication, as well as the on-board safety, convenience and environmental protection functions and the growth of power devices brought about by the demand for electric vehicles

comparison of compound annual growth rates of different electronic systems

and the CEO of Italian French semiconductor also mentioned in a recent interview with semiconductor industry observation that in addition to automobiles, the industrial market will also become a key market of semiconductor concern. Others, whether AI or ar/vr, will also become the development focus of semiconductor companies

now is the critical moment to test them

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