Looking forward to this year's global economy, Xu Guifen, senior analyst and head of MIC's strategy, quoted major international organizations and expected that this year's global economic climate will continue to recover. The economic growth rate of major regions may increase compared to last year. However, the global economic uncertainties still remain. US, China The political, economic, and political trends are moving forward.
Observing the global information system market, Xu Guifen said that HP, Dell and Lenovo continue to maintain their position as the top three brand manufacturers in global PC shipments, with a combined market share of over 50%. With the economic recovery in the United States, it is expected that the HP and Dell market share of the two major brands in the PC market will continue to increase. The total market share in the laptop market will reach 43.3% this year.
Looking ahead to the global semiconductor market this year, Xu Guifen said that the demand for NAND flash memory continues to increase. Together with the automotive electronics, the global semiconductor market this year is expected to grow 6.9% from last year to reach US$440.6 billion.
Looking ahead to this year's semiconductor market in Taiwan, Xu Guifen estimates that the IC design industry will maintain a slight growth in the communications industry this year, and with the expansion of new Internet of Things applications, IC design scale this year is expected to reach NT$ 570.1 billion, a 4.4% increase from last year’s RMB 546.1 billion. This year, Taiwan's IC design output is expected to grow quarter by quarter.
Observing the Taiwan foundry market this year, Xu Guifen pointed out that the growth of the smart phone terminal market has slowed down, the high-end mobile phone chips are heading towards higher-end processes, coupled with emerging demand such as mining machines, high-speed computing HPC, and the Internet of Things. The ring foundry market can grow steadily.
From the product end point of view, Xu Guifen said that the game PC is still the focus of the manufacturer's layout, high-end processors into multi-core competition, mobile workstation demand, memory requirements continue to grow.
From the perspective of application, Xu Guifen pointed out that the application of artificial intelligence was extended to edge computing devices, and the revenue of mining and moving motherboard manufacturers was rising. The vendors continued to strengthen their software capabilities through mergers and acquisitions alliances, and artificial intelligence applications attracted large chip manufacturers. Applications require more than 28nm high-end process.
Xu Guifen said that e-sports models are still hot products of major manufacturers, and will benefit from the increasing demand for new applications for IoT. High-speed computing and artificial intelligence applications will become the driving force for the growth of the semiconductor market, mining machines, automobiles, and Internet of things. Drive Taiwan's wafer foundry and memory output growth.