Apple has established its own design of the Power management IC strategy, the supplier Daileg (Dialog) stock price try tumbled, and the company has come to confirm the news. And the related industry in the latter part of the Taiwan Semiconductor department revealed that 2018 years such as silicon products to undertake the use of dialog PM IC sealed orders unchanged, but the 2019 supply system changes surfaced, Apple's own design of PM IC to the TSMC cast, after the test large single may turn to the moon, but then day, Silicon's integration is expected to be further, as a whole, for the Taiwan semiconductor supply chain, still has positive help. Familiar with the semiconductor after the segment of the survey industry said that, because the iphone PM IC depends on the dialog proportion of too high, Apple has long wanted to reduce the purchase of a single supplier of the proportion, and news of the original guaranteed dialog PM IC sealed the order of the silicon products once shook, but, in the medium and long The test industry believes that if the Apple design pm IC and in the TSMC projection, the latter section of the test is still a chance to find the moon and other Taiwan-related industry, the future sun and moon light and silicon products into a new holding company, sealed test large single still grip in the factory hand. Familiar with the survey industry disclosed that the 2018 Apple production plan is mostly finalized, also so Apple's own design of the power management IC estimated to 2019 new machines will be introduced, and the initial Apple is not completely abandoned dialog chip, but the determination will be significantly reduced the proportion, the latter section of the test order transfer may also be difficult to avoid. Familiar with the semiconductor seal testing industry pointed out that this year to the communications chip for the bulk of the day moonlight, silicon two large-scale testing industry, due to the smartphone market in the peak season, coupled with the sales momentum in the slow heating stage, the operation is less prominent performance. The Sun and moon due to the iphone x shipments deferred, the operating trend of the quarterly climb, and silicon customers on both sides of the IC design industry, the main customers for the Android camp, the mainland's smartphone domestic market saturation situation, operating performance is relatively flat. Familiar with the survey industry said, Silicon 2018 still optimistic about 5G, AI, IoT and other fields related to the application of continuous fermentation, mainstream communication chip can force basic disk. Silicon products November consolidated revenue of about NT $7.137 billion, the monthly decrease of 3.68%, the annual decrease of 1.84%, looking ahead, the market estimates that the 4th quarter performance of silicon is likely to be flat in the 3rd quarter. The combined revenues of silicon products totaled about 76.477 billion yuan in the November and the year minus 1.5%. Familiar with the survey industry said that the low volume, high profitability of niche products including Nvidia, AMD, higher-order graphics processor (GPU) chip cladding (Flip Chip), 2.5D Advanced Packaging orders continue to be robust, in addition to silicon products in 2018 also continued to receive a series of IC design manufacturers of intelligent audio chip, The game player seals the control chip to test the order. The relevant industry is bullish on the mainland, South Korea to seize the 5G communication generation, base stations and other infrastructure construction business opportunities first sprang up, in favor of the Taiwan Department of sealing the survey industry orders. In addition, Huawei and its IC design Haili Arch smart phone AI acceleration chip, packaging large single by silicon, because mate 10 mammoth, market bullish Huawei still able to hold the basic market, performance contribution in the 3rd quarter of this year into the peak, there is a chance of gradual warming. Looking ahead to the 1th quarter of 2018, the industry believes that the silicon will be detailed response to the traditional off-season work days to reduce the impact, as the overall smartphone market matures, silicon products for the next year, a large number of the test industry's communications related market conditions, a temporary cautious attitude. The silicon speaking system does not comment publicly on the status of specific customers and orders.
