IC design leader MediaTek launched the main focus of the low-end intelligent mobile phone AI chip a series, strive to edge AI applications in the entry level of application popularization, which, the supply chain manufacturers revealed that the IC test giant Beijing Yuan electric can expect to eat the main a series of chip wafer test orders, finished product testing (FT) and silicon Goyo to 6 : 4 Proportion of food. The relevant seal test manufacturer admits, Huawei's HiSilicon also actively constructs AI chip project, estimated after the 3rd quarter of the sea in the low-end intelligent mobile phone with AI chip can also be gradually upgraded, Beijing-yuan electric hands on both sides IC design entry-level AI chip test chips, the market will be driven by the 3rd quarter of the operation of the Beijing-yuan electric power to see an increase of 10%. Familiar with semiconductor testing manufacturers said, bullish on MediaTek, HiSilicon actively promote the introduction of the AI operation of Intelligent mobile phone, the volume can be improved in favor of the latter part of the test manufacturers operating growth of one of the main reasons. In fact, the first half of the BoE also benefited from the success of MediaTek's main products P series, since May to promote the Beijing-yuan electric IC test to connect Hanta, for the overall intelligent mobile phone market, although the total growth is limited, but the purchase of upgrade demand, but also synchronized to promote more effective semiconductor manufacturers Lower cost of combat products. Familiar with IC test manufacturers said the first half of the Beijing Yuan electricity revenue of NT $9.621 billion, the year minus 0.93%, but the 2nd quarter has been out of the 1th quarter of the traditional off-season trough, the market estimates that the 3rd quarter still has about 10% of the performance growth space. Familiar with semiconductor testing manufacturers said that Beijing yuan power to drop in the first half, in the automotive electronics-related MEMS, CMOS sensors, Bluetooth transmission chip requirements for the detection of light, the main department in the 3rd quarter of 2017 to reduce the car-related chip inventory adjustment is more obvious, Beijing Yuan Power currently holding the Italian-French semiconductor (STM), Howe ( OmniVision), Ansenmei (On-semi) and other IDM manufacturers of automotive-related chip test orders, the 3rd quarter of this year, the communication chip will play a major growth. In fact, in addition to communications-related chips, the recent Beijing-Yuan Electric company to undertake the United States, the company's GPU testing business gradually back to temperature, the product line is expected to meet the peak season effect, but also bullish on mobile phone-related chip test demand growth, this year, although the global smart mobile phone market Cross-strait IC design manufacturers also seize the opportunity to upgrade the market to grab the cheap AI chip Shang, in favor of the latter part of the test manufacturers in the 3rd quarter operation has support. Beijing Yuan Electric Speaking system, does not make public comments on specific customers, products, financial figures. It is noteworthy that Beijing Yuan Electric actively expand the equipment of self-made business, outgoing is the establishment of a more complete, independent testing equipment Sales department, the current Beijing-yuan electric test equipment business revenue proportion of about 20%, the market is the Beijing Yuan electric power to further strengthen in the field of homemade equipment sales ink, grab into the low-end logic chip test, CMOS sensors, mixed signal chip testing, MEMS testing, panel-driven IC test equipment and other fields, potential competitors will include such as testing equipment manufacturers to Mao, Giu Yuan, etc., estimated 2019 Equipment Sales department will have significant growth and harvest, and actively strive for mainland chip manufacturers orders.
