Top 25 Global IC Industry Performance Indexes

According to the latest report from international research and consulting firm Gartner, the overall revenue of the global semiconductor industry in 2010 reached 299.4 billion U.S. dollars, an increase of 70.7 billion U.S. dollars over 2009, an annual growth rate of 30.9%, and a growth in revenue for the semiconductor industry. The largest year.

However, this report also mentioned that according to the Gartner RIP Index, Taiwan's IC Design Leading MediaTek (2454) was the worst-performing and worst-performing company last year, and this has also somewhat hurt IC design. Since the second quarter of last year, the stock price performance has been unsatisfactory, and this year it has continued to bottom out. As the leading stocks' ray is sharply reduced, the ethnic group's momentum is also waning.

MediaTek was ranked last in the RIP index of the world's top 25 suppliers last year, and was lower than the expected 20%. In contrast, MediaTek's rival Broadcom not only for the first time squeezed into the top 10 semiconductor manufacturers of the year, and its growth rate reached 53%, outperforming the overall industry. At the same time, its RIP index grew more than expected by 30%, in the RIP of the top 25 suppliers. Ranked in the index, and Mediatek wins and loses between the growth and contraction. Because Broadcom and MediaTek have a high degree of overlap, they are the industry's strongest competitors. This report has had a significant impact on MediaTek.

For the reason of investigation, MediaTek has been in the era of "products facing adjustment period and the new business is still to be fermented" since last year. As MediaTek's low-level chip market share is now facing the looting of backward competitors, high-level 3G and Smartphone are also at the same time. The short-term wafers still cannot leap into the main force of shipment, leading to the loss of its market share, and the high growth ring of mobile phone chips is no longer.

The market is concerned that where MediaTek’s next powerful weapon is, is there any way to come up with international companies to continue to stifle competition? This weapon, including the 2.75G smart phone or the chip of the WCDMA mobile phone, is likely to assist MediaTek to break through, but as of yet, it still faces tests and pressure.

In the case of losing shares of the leading shares of the joint venture, the performance of the overall IC design community has also been overshadowed. It is expected that small and medium IC designs such as smart phones and tablet PCs will have more opportunities this year. In addition, as the time series enters the second quarter, consumer ICs will enter the traditional peak season, and stock prices will also be easier to improve under the conditions of higher performance. There is performance.

Small File RIP Index Gartner's RIP index is an industry performance index, which is used to measure the difference between a company's growth in a specific industry and its actual growth. It also shows that the company is increasing its market share or entering a new market and choosing different Customers have transformed the company.