Although the Taiwan IC designers are generally expected to have a traditional off-season effect in the 4th quarter, the operating performance of the 3rd-quarter decline in $number, but the recent Taiwan-chip factory is still continuously to the upstream wafer-generation factory increase the amount of chips, showing the chip shipments and the volume of the case, highlighting the 2018 global wafer foundry capacity will still be in short supply, And the more mature process of capacity utilization higher, so that the table system analog IC, LCD driver IC, touch IC, fingerprint identification chip, MOSFET chip and MCU suppliers scrambling 8-inch wafer capacity. At present, the average delivery time of 8-inch wafer capacity is equivalent to 12-inch wafer, even longer, due to the 2018 MCU, MOSFET chips have been called in advance, LCD driver IC is also gradually tight, 8-inch wafer factory overtime work, the fastest wait until the 2nd quarter of 2018 will not be relieved. The MCU supplier of Taiwan department pointed out that 2017 terminal market although not too many killer applications, but things networking, cloud services, artificial intelligence, intelligent home, automotive electronics and other fields, and constantly see some new generations of products surfaced to Shang, customers continue to increase the value of terminal products, many attempts to new features, new applications, The desire to motivate end-product sales, and the addition of new features and applications, requires an appropriate chip solution to support it. The emerging demand for networking, wearable devices, intelligent voice devices and car electronics MCU customers not only from 4/8-bit to 16/32-bit, the overall MCU demand is also obviously high, making Holtek, Lingtong, New Tang, Wei-Quan Electricity, song John, Xun Jie, such as Taiwan-series MCU supplier revenue scale, Chip average unit price and gross margin of synchronous growth. Recently, the 2018-year-old foreign company with a half high voltage MOSFET chip capacity, has been completely car with electronic customers to order an empty, and even constantly by customer reminders, making the big, Nixon and rich tripod, such as MOSFET chip suppliers, also received many new customers under the single inquiry. Although it is difficult to directly eat in the short term of the global car electronics market pie, but foreign companies will MOSFET chip production center of gravity moved to higher-order chips, let out of the medium and low voltage MOSFET chip market, is enough to allow the relevant Taiwan factory 2018 revenue and profit growth performance proud first. As for Taiwan LCD driver IC supplier, recently in the 8-inch wafer foundry production capacity is tight, also began to spread customer orders significantly growth, as well as the next single cycle of synchronous elongated news, Lian Yong revealed that the 2018 operating growth of the biggest challenge, will be upstream wafer foundry capacity support. The IC design company of Taiwan department pointed out that the 8-inch wafer capacity has not been significantly expanded over the years, and with a number of chip solutions if the 12-inch wafer is designed for production, and there is no outstanding market competitiveness, 2018 looks 8-inch wafer foundry capacity is still a tight pattern, in the long run, 8-inch wafer capacity has been upgraded to an important strategic resource. At this stage, the external chip suppliers actively card 8-inch wafer production capacity, the hope in the traditional off-season in the first step to stockpile strategic resources, in response to customer new shipments, or the advent of traditional peak season, which also means that the recent cross-strait 8-inch wafer factory capacity utilization will maintain at high water level.
