In terms of silicon wafer group upstream of the semiconductor, benefiting from the grand occasion of the market of automotive electronics, memory, 3D NAND and IoT, the global silicon wafer market shows strong demand. The world's third largest silicon wafer factory High closing income, monthly sales of 4298000000 yuan, monthly growth of 2.16%, Global Crystal said the company's orders for 3-12-inch silicon waving products, order visibility has been 2019 years.
In addition to Global Crystal, Taishengke due to the December factor in retirement, revenue fell 3.62% monthly decline; co-crystal benefit from the volume of Qi Yang, monthly growth of 8.31%.
In the memory part of the group is still the strongest performance of DRAM stocks, South Asia Branch in December revenue nearly 6 billion yuan in new highs, up 3.86% monthly growth, mainly due to DRAM prices rise and the release of 20 nm, According to research institutes statistics, DRAM contract prices continued to rise in the first quarter of this year, the season has the opportunity to continue the welcome price up benefits.
In the IC design community, consumer ICs and MCU makers are mostly off-season traditional revenue, most of the revenue is showing a monthly decline, MediaTek revenue of 18.6 billion yuan in December, the monthly decline of more than 10%, and In December, there were more specific performance of those who receive revenue, including the fingerprint identification company Aegis due to shipments of new models in December, the monthly revenue growth of more than 60% revenue in the first quarter as the new models continued to ship, the operation Have the opportunity to further growth in the fourth quarter of last year; and silicon intellectual property maker World Core-KY (3661) December sales rose 47.5% month on month, but the overall fourth quarter is still due to a substantial decrease in production orders, revenue season less 55% level.