The latest dynamic analysis of the global semiconductor industry and market

According to statistics, due to the growth of global semiconductor consumer market demand, the BB values ​​of semiconductor equipment manufacturers in North America and Japan in June were 1.19 and 1.40, respectively, which were higher than 1 for 12 consecutive months and 13 months respectively. At the same time, both the order amount and the shipment amount maintained a sequential increase. North American orders rose to their highest level since August 2006.

According to the extension of the industry, the global LED production value in 2010 is 9.6 billion US dollars, an increase of 37%. In 2010, Taiwan's LED output value reached 2.5 billion US dollars, an annual increase of 43 US dollars, accounting for about 26% of the global share. In 2010, the number of new MOCVD machines in the world will reach 720. Most of them are concentrated in the Asia-Pacific region such as China, South Korea and Taiwan.

According to the CMIC report, the global semiconductor industry's output value growth rate was 10% in 2010, and the Chinese semiconductor market was about 80 billion US dollars, up 17% year-on-year. It is estimated that by 2015, the total output of electronic components in China will reach 5 trillion, and the sales revenue will be 5 trillion yuan.

iSuppli estimates that global TV semiconductor sales in 2010 will reach a record high of $12.1 billion, and LED backlight TV shipments will increase by more than 400% year-on-year to 25 million units. It is estimated that by 2014, global LED-related semiconductor revenue will increase to 4 billion US dollars.

iSuppli also raised its 2010 iPad sales forecast by 82% to 12.9 million units, and will reach 36.5 million units and 50.4 million units in 2011 and 2012, respectively. iSuppli believes that the only way to limit iPad sales is its own production.

In the off-season, demand sluggish and cost pressures continued. In late July, panel prices continued to decline in the first half of the year, and prices fell between 0 and 5 US dollars. Panel prices will continue to decline slightly in July as brands prioritize inventory adjustments.

In June 2010, global TFT-LCD panel sales were US$7.9 billion, up 33% year-on-year and 3% quarter-on-quarter.

According to IDC, PC shipments in the Asia Pacific region (excluding Japan) increased by 36% year-on-year to 27 million units in 2010Q2. The strong demand for notebook PCs will be the main driver of future growth. At the same time, it will also drive the demand for LEDs.

DIGITIMESResearch expects that due to the traditional peak season of small and medium-sized panels in Q3, the shipments of small and medium-sized TFT-LCDs in 2010Q3 will increase by 10.4% from the previous quarter and increase by 48.1%. Q4 is expected to return to the off-season, and its shipments will decline by 9.4% from the previous quarter.

CMIC predicts that the GPS market has entered a period of rapid growth. In the 10-15 years, China's GPS market CAGR reached 99.3%, and the 15-year GPS terminal sales market reached 32.6 million units.

DisplaySearch expects shipments of connected TVs to reach 45 million units in 2010, with a penetration rate of 19%. In 2014, shipments will rise to approximately 119 million units and penetration will reach 42%.

Fork Type Connecting Terminals

Fork Type Connecting Terminals,Terminals,Connecting Terminals

Taixing Longyi Terminals Co.,Ltd. , https://www.lycopperterminals.com