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1. Global IC design Q3 revenue ranking released, the top three Broadcom, Qualcomm, NVIDIA;
According to the latest statistics from Tuo Industry Research Institute, the top ten IC designers in the world ranked third in revenue in the third quarter of 2017 with the second quarter, with the top three in turn being Broadcom, Qualcomm and NVIDIA. Among them, MediaTek Revenue and gross profit margin for the third quarter, despite approaching the highest financial results, still recorded a decline of 18.8% in revenue as compared with the same period in 2016, the only quarterly decline in the top ten IC design companies by two quarters Number of companies.
NVIDIA third-quarter revenue growth momentum continued the second quarter, revenue growth rate also ranked first, the main growth engine from the game area and data center.Nvidia game from the second quarter of 2017 $ 1,133,000,000, the first The third quarter grew to 1.436 billion US dollars, an annual growth rate of 31.8%, a quarterly growth rate of 26.7% of its data center third quarter revenue of 4.72 billion US dollars, compared with 413.1 million US dollars in the second quarter grew 14.3% The same period growth as high as 124.7%.
The third quarter of AMD (AMD) performed equally well. Driven by the launch of a new generation of processors and graphics chips, the average selling price of the products increased. The market response was also quite good. The revenues in the third quarter Net profit hit a one-season high since 2014, net profit of 71 million US dollars, compared with the 2016 full year net loss of 497 million US dollars, AMD is expected to gradually get rid of the shadow of losses this year.
As for the No. 1 Broadcom and No. 2 Qualcomm, following the acquisition of Qualcomm by Broadcom's official press release, the Qualcomm board of directors has explicitly rejected Broadcom's acquisition proposal through an official statement. According to the successful Burton acquisition experience in the past, Broadcom should Continued to communicate with Qualcomm's board of directors and major shareholders, forcing Qualcomm's board of directors to nod for sale.If the Qualcomm board of directors agreed to allow Broadcom acquisition, Broadcom will still face the challenges of antitrust review by governments.
2.IC Insights: The largest growth momentum in the semiconductor industry will come from the car;
PC is no longer a killer application of semiconductors, but many new applications are emerging, including the automotive semiconductor market - a strong market that has dominated the semiconductor industry for years.
The PC market has been the single largest driver of semiconductor sales for years, but has fallen for the sixth consecutive year in a row, with the semiconductor industry expected to show the best sales in 2017, with the most Strong growth momentum comes from the automotive market, this growth will continue until 2021.
PC is no longer a killer application of semiconductors, but many new applications are emerging, including the automotive semiconductor market - a strong market for the semiconductor industry over the years - as the number of semiconductors in each car increases , Automotive semiconductors quickly became the most important market for the semiconductor industry.
In fact, IC Insights, a market research firm, predicts that the automotive semiconductor market will be the strongest market for chip end applications at least by 2021. According to the company's forecast, between 2016 and 2021, sales of automotive electronics systems will be based on 5.4% CAGR growth.
According to IC Insights, this growing trend is driven by the increasing demand for automotive electronics systems in the marketplace, with a growing focus on driverless (autonomous) vehicles, vehicle-to-vehicle (V2V) and vehicle-to-infrastructure ) Communications, as well as automotive safety, convenience and environmental features, not to mention the interest in electric vehicles (EVs).
As a result, IC Insights predicts that car IC sales in 2017 will increase by 22% and will continue to grow by 16% next year.
The global market for electronic systems in 2017 is expected to reach $ 1.49 trillion, with the automotive market accounting for 9.1%, slightly up from 8.9% in 2015 and 9% in 016. IC Insights notes that the share of automobiles in the global electronic system Has been increasing slightly in recent years and is expected to maintain this slow growth trend to 2021, by which time automotive electronics products will account for 9.8% of the global electronic system market.
IC Insights said that despite the increasing number of electronic systems in the car, the market share of automotive end-use applications far exceeds current share of the overall electronics system by 2021 due to pricing pressures on ICs and electronic systems.
According to IC Insights' latest report on drivers for the semiconductor industry, CAGR for industrial electronic systems is expected to reach 4.6% by 2021. The company said growth in applications from robots, wearable devices and systems that promote the Internet of Things Help to promote the growth in this field.
Other CAGR projections included in the report include a 4.2% growth in communications systems and about 2.8% in consumer electronics systems. IC Insights also noted that CAGR in the PC market will be the lowest among all major semiconductor driveways in 2021.
Compile: Susan Hong
(Reference text: Automotive Seen as Strongest Semiconductor Driver Through 2021, by Dylan McGrath) eettaiwan
3. Samsung threw 26 billion US dollars in 2017 investment to curb the development of China's memory manufacturers;
Original title: unprecedented! Samsung Semiconductor 26 billion US dollars in capital expenditures, want to curb the development of China's memory manufacturers
According to the latest 17-year Macklin report released by IC Insights, capital expenditures in the semiconductor industry increased by 35% to 90.8 billion U.S. dollars this year.
Samsung this year in the semiconductor industry spending reached 26 billion US dollars, more than double last year's spending. IC Insights President Bill McClean said: 'I track the semiconductor industry for 37 years, have never seen such a fierce increase in semiconductor capital expenditures. Can be seen, this year's huge spending Samsung in the history of the semiconductor industry is unprecedented. '
The graph below shows the capital expenditures Samsung invested in its semiconductor industry since 2010. In 2010, it invested more than $ 10 billion in the semiconductor industry for the first time, reaching 11.3 billion U.S. dollars in 2016. This is also the seventh consecutive year of more than 100 This year's capital expenditures are expected to reach a new high, surging to 260 billion U.S. dollars.
IC Insights estimates Samsung's $ 26 billion semiconductor spending this year will be divided into the following sections: 3D NAND flash memory: $ 14 billion (including substantial capacity growth at Pyeongtaek) DRAM: $ 7 billion (used for process migration and offsetting due to migration Additional Capacity for Capacity Losses) OEM / Others: $ 5 Billion (Used to Boost 10nm Process Capability)
IC Insights believes that this year's huge spending will have a huge impact on the future of the industry pattern.Hundred NAND flash memory market may be overcapacity.This excess capacity is not only due to Samsung's huge 3D NAND flash memory costs, But also because of the hard work of competitors such as SK Hynix, Micron, Toshiba, Intel, etc. To some extent, Samsung's rivals can only increase their production capacity or they can only eat in the sky.
IC Insights believes that Samsung's capital expenditures are expected to hinder the development of China's storage vendors because to some extent they are cracking down on self-determined Chinese players competing with the memory giants, so where do Chinese storage vendors go, This will be an urgent issue that needs careful thought.
4. Data center demand heat, SK hynix third-quarter revenue growth of 30.1%;
According to a survey conducted by DRAMeXchange, the demand for data centers in North America continued to be strong, and the capacity and manufacturing process of the DRAM supply end are limited, the demand for the overall server memory market can not be met. As a result, Server DRAM is in short supply Was more pronounced in the third quarter, boosted by the average Selling Price up to 25.2% for the three major DRAM makers.
DRAMeXchange analyst Liu Jiahao pointed out that entering the fourth quarter, server shipments in the case of unabated, the overall situation of Server DRAM supply shortage will be more obvious, Server DRAM fourth quarter contract price will continue to rise 6% to 10%, Hope to drive manufacturers revenue and profitability performance hit another record high.
Samsung
In the current market size, Samsung benefited from the overall DRAM market share and process technology leader, Server DRAM performance in the market particularly briskly.It is worth mentioning that Samsung in the high-capacity modules and layout is also relatively positive, the first Total Server DRAM revenue in the third quarter came to 2.549 billion U.S. dollars, up 28.4% quarter on quarter, accounting for about 45.9% of the overall market.
Looking forward to the fourth quarter, demand from servers will reach its peak this year, and the demand for high-capacity modules will also increase as new platforms are introduced and then reach the annual highs, and Server DRAM will still be in short supply. However, Samsung will continue to focus on each Home OEM / ODM adjust supply compliance rate, in order to meet the major customer needs and improve the profitability of the water target.
Process, Samsung DRAM Server this year is still mainly 20nm output, 18nm weight in the fourth quarter will be increased to 40%, is expected by the end of the first quarter of 2018 will be more than 50%, has gradually become mainstream products in high-capacity chips Samsung will introduce a 16Gb mono die at its 18nm design. Samples have been sent to Intel for testing. It is expected to be introduced into the production line in the second quarter of 2018, which is expected to significantly improve the cost structure of Server DRAM and facilitate high-capacity Module layout.
SK Hynix
Benefit from the North American data center stocking demand driven, SK hynix third quarter revenue up 30.1% from the second quarter to 1.792 billion US dollars, operating profit margin improved much more than the second quarter.If from the process point of view, SK Hynix Server DRAM still 21nm-based, and 18nm Server DRAM will be in the first quarter of 2018 a small amount of production is expected to gradually release capacity after the second quarter, and with the ODM certification progress and yield improvement, 18nm The proportion of output will be further improved.
From the production planning point of view, SK hynix will gradually increase production capacity of M14 Phase 1 and Wuxi factory 18nm process conversion, including Server DRAM DRAM will account for more than 30% of the proportion of some of the production capacity will be slightly adjusted with market demand to Maintain the profitability of the face of the server order hot, in addition to product line adjustments, SK hynix will also increase the high-capacity modules such as 32G and 64G shipments accounted for next year high-capacity module shipments will be Upgrade to Liu Cheng water level.
Micron
Driven by rising prices and the cost-effectiveness brought by the miniaturization of the manufacturing process, Micron's third-quarter Server DRAM shipments increased from the previous quarter while the average sales unit price jumped partially, motivating Server DRAM revenue growth by 13% 1.207 billion US dollars.
From the product side to analyze, Micron in the proportion of Server DRAM remained at nearly three into the water level, the continued growth of profits at this stage entirely depends on the memory average sales price increase.Look forward to next year, Micron will with its 17nm progress and improvement As of now, its yield has been further improved and samples have been sent. However, planning for the Server DRAM product line will still depend on whether the yield will increase after the second quarter of next year after the second quarter of next year At this stage still with the existing 20nm as the main product.
Broadcom CEO last year or with Qualcomm on the acquisition had been contacted but was rejected
TechWeb reported on November 16, according to foreign media reports, Broadcom issued to the Qualcomm 130 billion US dollars offer has been rejected, but Broadcom did not give up the plan to acquire Qualcomm.Now sources have revealed Broadcom CEO Chen Fuyang had Access to Qualcomm acquisition, but was rejected.
Broadcom CEO Chen Fuyang
Broadcom on November 6 formally to the mobile chip giant Qualcomm issued an offer to offer a price of 70 dollars per share to buy Qualcomm, and to support Qualcomm continue to acquire NXP Semiconductors, is willing to assume the acquisition of Qualcomm 25 billion US dollars in debt, so Broadcom Qualcomm will spend 130 billion acquisition.
Qualcomm, however, has rejected a tender offer by Broadcom, Qualcomm said on Monday that board members agreed that Broadcom's $ 130 billion takeover offer severely underestimated Qualcomm's leadership in mobile technology and underestimated Qualcomm's future growth The prospect is not the best choice for the interests of shareholders and there is also great uncertainty in terms of supervision.
Although the offer was rejected by Qualcomm, Broadcom did not give up its intention to acquire Qualcomm, and a few hours after Qualcomm refused Broadcom's offer, Broadcom also responded by saying it was still committed to acquiring Qualcomm.
Now sources said that this is actually not the first time for Qualcomm to reject Broadcom's acquisition proposal.Barton CEO Chen Fuyang last year had the acquisition with Qualcomm had private contacts, but was rejected by Qualcomm.
Although Qualcomm has twice rejected Broadcom's offer, Broadcom is still likely to acquire Qualcomm, raising its offer prices directly with Qualcomm shareholders and continuing to push the largest acquisition in the semiconductor industry.
Once the failure of Broadcom acquisition of Qualcomm, after repeated victories in the acquisition of Chen Fuyang may succeed in the acquisition may be the first since 2013, Chen Fuyang conducted a total of nine successful acquisitions, spending over 50 billion US dollars, of which the most famous than In 2015, led by Avago 37 billion acquisition of Broadcom.