Generation industry assists the Taiwan IC design divides the iPad 3 wafer order

The Taiwanese IC design industry is being shut out by Apple and is expected to change from the iPad 3. It is understood that a large number of samples of the iPad 3 previously sampled have won orders from the Taiwanese foundry supply chain. Taiwan-based wafer suppliers such as An En Technology, Luen-Yi, Li Ye and Ling Yao also successfully submerged the list of suppliers of iPad 3 components.

However, because Apple's orders have always been eatable, the related Taiwanese IC design industry has been rather shy and unwilling to give too much comment on a single customer's single product. According to industry figures, iPad products are closely related to Taiwan's NB foundry industry chain, and Taiwan-based wafer suppliers do have a better chance to grasp some of the sources.

Compared with An En-tech's decision to obtain iPad 3 internal P-Gamma and VCOM chip orders, Taiwanese IC design companies reported the same successes, but they did not want competitors to take advantage of the downside, considering that they could not offend the cooperation of downstream partners and customers. Lien Chan, Ling Yao, and Li Zhi, who have also benefited from the market, are currently unwilling to express their opinions.

Compared to the cooperation between An En-tech and Korean panel makers in the Apple supply chain, the Taiwanese IC design industry is also making more efforts. The printed circuit boards (PCBs) and soft boards used in iPad products are directly supplied by the Taiwan factory. After successfully entering the relevant supply chain system in the first half of 2011, it is expected to ship along with the public board passed by the certification.

It is understood that, in addition to the current joint LCD drive IC will continue to be outside the yuan, the light sensing IC products have been certified for a period of time! Ling Yao, the main competitor TAOS was recently merged by austriamicrosystems, and had the opportunity to grab the second largest supplier position due to risk considerations. As an analog of the Taiwanese analog IC faucet, internal integration was also reported. Complete power management IC solutions such as CPUs, panels, and batteries needed for tablet PCs are also favored by downstream partners, who have the opportunity to taste Apple incense.

Faced with the momentum of Apple’s series of products in the market, the company’s participation in Taiwan’s Taiwan-based chip suppliers in the supply chain of related parts and components, the growth performance of the second half of 2011 is relatively optimistic about the market.

Industry figures pointed out that compared to the single purity of the iPhone OEM, the relationship between the iPad and the Taiwanese NB foundry industry chain is much greater. Therefore, Taiwanese IC design companies naturally have more opportunities to contribute, especially global tablet products. The market seems to be entering the white-hot competition stage in the second half of 2011. Competitors other than Apple have also adopted a strike-and-acquisition strategy, and the cost structure of the iPad itself must also decline rapidly in response to external changes.

Taiwan-based OEMs have come up with price cuts. Taiwanese IC designers have emerged as an opportunity. After all, Taiwan-based chip suppliers have been in the forefront of the domestic NB foundry industry, and the opportunity to share some of the iPad’s market share is already there.

In the face of iPad 3 itself, it is estimated that nearly 50 million units will be shipped in one year, and the image bundling of iPad 3 orders is expected to allow Taiwanese IC designers to enjoy some free advertising in other tablet markets. As a result, Taiwan-based wafer suppliers who receive orders for iPad 3 are bound to see better performance in the second half of 2011 and 2012 than other peers.

In these Taiwanese IC design companies, it is clear that they will take the lead in the third quarter of 2011 to take off during the peak season. It is optimistic that the operation will be better in the second half of the year and that there will be certain new growth momentum for growth in 2012. Related stocks have become the goals of recent domestic and foreign legal entities.