T had been reported by Macquarie Capital that Q Qualcomm, MediaTek, Xilinx, and Nvidia have reduced the orders of second quarter for TSMC. Consequently, the growth rate of wafer shipment within the second quarter will slip to percent from earlier expectation 10-12 percent.It was agreed by Lv Dongfeng who's going Louis Vuitton Associe PM Terre N58039 Fashion Bags Louis Vuitton Bags to be a semiconductor analyst of Goldman Sachs. But is this fact order adjustment resulted that hot sale of mobile phone and tablet squeezes feature phone and NB, or both smart phone and tablet PC decline. That relies.
According to Liu of Mcquarie, Qualcomm recently reduced orders of baseband chip for feature phone for TSMC, nevertheless the demand for touch screen phone and tablet SOCs isn't much affected.On top of that, MediaTek and Xilinx are successively reducing the estimated need for wafer for your reason of softening terminal demand and inventory correction.Pertaining to Nvidia, in addition, it decreases wafer orders for CPU chip set because of gradual lost of market share, said Liu.
Therefore, Liu anticipated which the TSMC?S rate of growth of wafer volume will drop to five percent from earlier estimate of 10-12 percent. Lv pointed out that presently TSMC?s clients reduce orders mainly on smart phone, tablet PC, 2G handsets with 10-15 percent due to excessive production capacity in past 12-18 months.
What?s more, in line with Lv?s understanding, MediaTek?s wafer shipment in the second quarter for TSMC and UMC experienced a slight drop compared to the previous quarter. In terms with Xilinx, the quantity of both second and third quarter was slipped down. Louis Vuitton Bango M93554 Fashion Bags Louis Vuitton Bags This can be considered to be the 1st order adjustment since the adjustment of PC and consumer products demand while in the third quarter of 2010.
Therefore, Liu anticipated which the TSMC?S rate of growth of wafer volume will drop to five percent from earlier estimate of 10-12 percent. Lv pointed out that presently TSMC?s clients reduce orders mainly on smart phone, tablet PC, 2G handsets with 10-15 percent due to excessive production capacity in past 12-18 months.
What?s more, in line with Lv?s understanding, MediaTek?s wafer shipment in the second quarter for TSMC and UMC experienced a slight drop compared to the previous quarter. In terms with Xilinx, the quantity of both second and third quarter was slipped down. Louis Vuitton Bango M93554 Fashion Bags Louis Vuitton Bags This can be considered to be the 1st order adjustment since the adjustment of PC and consumer products demand while in the third quarter of 2010.
As a result, if it will have adjustment for communication orders this year, it certainly won't be surprised. The related integrated circuit is CD4055BE.
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