The development mode of semiconductor industry in Taiwan faces challenges

Taiwan ITRI IEK industry analyst Li Guanhua earlier in a seminar said that between 2008 and 2013, including automobile, energy saving and environmental protection, green / bio medical electronics applications, will become the core driving semiconductor industry in Taiwan growth. For example, the home economy driven demand for video games; green driven by the emerging energy, oil and electricity hybrid car development boom. In addition, due to the aging / sub trend of the emergence of biomedical electronic products, in 2008~2013 also predicted that there will be 8% cagr.

In the field of information and consumption, Li Guanhua pointed out that there are still several potential products in 2008~2013 will show strong growth momentum. For example, SSD compound growth rate of up to 36% in 2008~2013, Internet based estimates of TV, while IP STB and LCD were estimated at $29% and $19%, respectively.

"Before 2004, the Taiwan area of the semiconductor industry growth rate has never been lower than the global growth rate, but after 2004, the situation has changed, in 2005 Taiwan area IC industry output growth rate (1.7%) for the first time below the global semiconductor growth rate (6.8%)," Li Guanhua said. Since then, the same situation also appeared in 2008, which means that the semiconductor industry in Taiwan has traditionally been manufacturing as the main axis of the development model, is facing major challenges.

One of the most serious impact on the performance of the semiconductor industry in Taiwan, is a large number of 12 inches from the 2003~2004 area of the wafer factory in Taiwan. Li Guanhua pointed out that the rapid increase in production capacity, in the past few years makes the semiconductor industry more volatile fluctuations, but also changed the overall industrial structure.

According to IEK statistics, in 2008 the global semiconductor capital expenditures due to a sharp reduction in the memory market and a decline of 30%, is expected in 2009 will decline by 46%. From 2008 to 2009, the supply of semiconductor industry continued downward adjustment, but the demand is still to be improved. Therefore, the semiconductor industry in Taiwan should focus on emerging emerging applications, and to enhance the value of the design industry.

In the consumption capacity decline and the rise of emerging markets today, a new wave of low-cost, high-quality luxury design is about the development of electronic products, supply chain operations for the enterprise layout, the most obvious example is the popular netbook and all kinds of copycat mobile phone.

Li Guanhua said that the application needs as the core, the integration of a variety of differentiated technologies and functions of the product, will become the mainstream of development. Inspired by the previous wave of popular cottage manufacturing model, the future of the platform as the core of the virtual chip vertical integration model, will also rise in the low-cost market.

Prediction of the second half of this year the semiconductor industry will still be rising saving rate, consumer spending and business investment remain low, cautious influence factors such as strict inventory control and a conservative development, and urgent order will become the industry norm. On this occasion, the industry should focus on emerging applications, as well as emerging economies in the Asia Pacific region brought about by rising demand.