This is also the 2019 semiconductor boom fear will face the dilemma. Global semiconductor growth slows: New Terminal application kinetic energy is low

including the IC and semiconductor industry have been through a good period of boom cycle, into the second half of the 2018 and 2019 years after the fear will slow down, or even encounter turbulence. Although the market demand for many chips has remained sound in the second half of the 2018 years, some of the warnings have surfaced, first of all, that the NAND flash market is expected to move from a shortage of capacity to a potential period of overcapacity, which falls in the second half of 2018 years or 2019, DRAM prices are expected to erode gradually. Second, the capacity of the 8-inch wafer plant still remains fairly tight, however, wafer foundry manufacturers will gradually from 16/14 nm process, transfer to 10/7 nm process, as customers have to turn to 22 nm process, accounting for wafer factory revenue large 28 nm process, will appear the trend of slowing growth. Furthermore, the trade conflict between the mainland and the United States has escalated to the level of trade war, a situation that has previously affected companies such as the Micron, Qualcomm (QUALCOMM) operations and mergers, a confrontation that threatens to continue to shock manufacturers, including semiconductors and other sectors, in a short period of time. In the last half of 2018 years, the semiconductor industry continued to benefit from the upturn in the boom since 2017, the DRAM price to maintain relatively high-end, contributing to the overall IC industry revenue rose sharply. At the same time, the semiconductor equipment market has been NAND Flash, DRAM and wafer foundry manufacturers and other demand and driven. It appears that the semiconductor market is not all a signal of disappointment and bleak prospects, and the smart phone market appears to be showing a slightly higher trend, while the market for 5G, AI, machine learning, automotive electronics and industry has continued to be the kinetic energy that drives chip demand growth. According to Semiconductorengineering, IHS analyst said, estimated 2018 global IC market is expected to sound growth of 14.9%, the largest growth kinetic energy mainly by memory leader, memory market expected annual increase rate is expected to see 30.8%, it is noteworthy that Excluding the memory, the growth rate in other areas of the semiconductor was only 7.8%, a slight decline from 10% in the previous year. Looking ahead to 2019, the global semiconductor market boom continued to cool, the expected annual rate of increase is only 4%, and 2019 years of micro-cooling, I am afraid that the growth of the storage market revenue from the slowdown, the 2019 NAND flash is most likely to have overcapacity, and DRAM also began to suffer from price erosion . Manufacturers believe that the key problem lies in the end of the market, trapped in the market saturation shock, the demand for intelligent mobile phone market continues to slow down, however, whether it is the internet of things, 5G or self-driving, such as the new end market kinetic energy, are not mature enough to drive the industry, replace the mobile phone and

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