New applications to promote substantial growth of semiconductors, high-end foundry, ASIC, NRE is the focus of growth

With the birth of new applications, the demand for semiconductors has risen sharply. Last year, a total of 62 new fabs were set up in the world, up 42 this year, many of them in mainland China, with strong demand for equipment. Artificial Intelligence and Automation High-end semiconductor manufacturers like driving cars and ASICs and NREs are the focus of growth. For the majority of IC design Fabless plants in the world, high-end semiconductors are almost equivalent to TSMC's foundry business. TSMC By foreign capital as the world's highest AI CP AI stocks.

Guotai Investment Advisory pointed out that every year, the share price of Pinggu shares fluctuates up and down. Most Taiwanese shareholdings in Apple's supply chain have low profit margins, accounting for a low share of Apple's product cost. However, after the concept shares are bullish, share prices have risen sharply. For example, 3D Sensing the steady rise last year, shares rose 2.87 times.

Since the end of January this year, the market is expected to turn to focus on this year's launch of the 3 iPhone (both OLED and LCD) rumors specifications, Apple shares are also leading the stock price reaction is actually introduced new machine actually introduced 3-6 months or more, such as iPhone X The supply chain is launched 6 months before the launch of the iPhone X, and so on.

The key components reached the peak of Face ID for iPhone X at the end of last year. The 'Bangs' area includes infrared lens, floodlight, proximity sensor, ambient light sensor, speaker, microphone, lens and plotter. 3D sensing may Used in non-Apple high-end mobile phones, airport clearance, unattended shops, office attendance, and even the Olympic Games vigilance, the future world is to have the network environment to sense the collection of data and big data.

Other key components include OLEDs that work to reduce costs and expand production capacity, as well as Micro LEDs and future applications in AppleWatch, head-mounted displays, and automotive displays.