The semiconductor market user face consumer electronics IC in the lead

January 4th Taiwan media news, according to the U.S. business week website quoted by the semiconductor industry association (SIA) report pointed out that in 2004 the semiconductor market for second consecutive years showed a two digit growth, and a record high of about $217 billion, has milepost sense is the 2004 global consumer electronics market IC, for the first time ever above on the basis of the enterprise IC equipment market, showing the semiconductor space for future growth depends on consumer behavior.

SIA said that since 2004, consumers have become the dominant driving force in the emerging markets of the semiconductor industry. Currently on the market the most popular digital cameras, DVD and Apple launched digital player iPod and consumer electronics, plus long-term holding and replacement demand for cars and mobile phone, the rise of consumer purchasing power has become the driving force of the semiconductor market growth, even is the driving force of high-tech market driven growth.

Market research firm iSuppli analyst Gary Grandbois said that the future of Asia's emerging economies billions of consumers pay for the purchase of PC, mobile phone and other consumer electronic products, is driving the semiconductor market growth camp.

Analysts believe that this trend has two meanings, one for the future macroeconomic factors including oil prices, interest rates, than in the past tend to rely on the scale of enterprise IT expenditure, the semiconductor market impact is far-reaching; the second is Chinese and India and other Asian consumers become the main high-tech consumer products group, deepening the global high-tech displacement to the Asia Pacific territory regional trends.

IDC analysts pointed out that with the electronics industry giants have cut into the consumer electronics market, shows that consumers also collapse technology industry competition equilibrium; PC giant HP alliance with apple, pushing the digital music player products; SONY and Samsung jointly build a digital TV chip. Analyst Mario Morales believes that the future will be able to observe the emergence of more unusual strategic alliances, the reason is that the strategic alliance driven by consumers.

Morales pointed out that high-tech enterprises in the future if the consumer electronics market can not establish a supply chain system, is bound to be eliminated by the market. In addition, Semico Research also pointed out that in 2005 with the PC mobile phone market growth slowed down, but there are still some consumer electronics market still shining, estimated by IC digital camera and digital TV chip market growth were 38% and 27%, bringing hope to the semiconductor market growth in 2005.