2014年8月26日

Chaiwan模式顛覆手機業界規則 / CHaiwan ,China&Taiwan on mobile making

Chaiwan模式顛覆手機業界規則2014/08/06




中國産低價智慧手機正在席捲全球。中國6家大型手機企業2014年4~6月的全球市佔率擴大至約30%,已開始對全球最大企業韓國三星電子等的業績構成擠壓。就像個人電腦和平板電視,「薄利多銷」的趨勢在智慧手機市場也將迅速擴大。日本相關企業也將因此面臨嚴峻的局面。

      中國手機企業整體市佔率逼近三星

  據台灣調查公司集邦科技(Trend Force)最近發佈的4~6月統計數據顯示,北京小米科技的市佔率相比1~3月提高0.4個百分點,達到4.5%,提高至第6位。首次超過了排在第7位的索尼(4.4%)。小米熱銷機型「紅米」價格低廉,最低每部僅售699元。

  包括份額排在第3位的聯想和第5位的華為等在內,在市佔率排在前10的企業中,中國企業佔到了6家。合計份額達到約28%,與2012年全年的約16%相比迅速提高,正在逼近三星的31.4%。受來自中國企業的價格競爭的影響,三星4~6月合併業績方面9年來首次陷入了營業收入和利潤的雙雙下滑。

 
中國大陸企業在IT終端的研發能力方面尚與日美韓企業存在差距,但為何能如此迅速的擴大市佔率呢?其背後是台灣企業的存在。

  其中包括生産作為智慧手機核心部件的系統LSI(大規模積體電路)的聯發科技。該公司通過積極利用其他公司的專利、以及與世界最大半導體代工企業台灣積體電路製造公司(TSMC)等的合作,大幅降低了成本,使得其所提供的産品相比該行業最大企業美國高通低30%~50%。

  此外,聯發科技還配套提供設計圖,使智慧手機製造變得更為簡單。在中國流傳著做鞋的也能成為智慧手機企業的説法。正如所形容的一樣,不具備相關技術的其他行業企業也開始輕鬆進入智慧手機市場。

  而在組裝方面,世界最大電子産品代工服務(EMS)企業鴻海具有領先優勢。此外,其他台灣電子代工企業也陸續進入智慧手機代工生産領域。智慧手機光學鏡頭領域的世界最大企業、大立光電等零部件廠商也在不斷成長。

     「Chaiwan」模式顛覆遊戲規則

 
這一被稱為「Chaiwan(中國大陸+台灣)」的分工模式創造出了大量的低價智慧手機。智慧手機産業本應是美國蘋果和三星建立的高收益業務,但這種分工卻完全顛覆了遊戲規則。與台灣進行分工的趨勢還正擴大至印度等國家。據美國調查公司NPD DisplaySearch統計,隨著低價智慧手機的普及,預計2014年智慧手機平均價格與2013年相比將下降14%,降至259美元。

  中國企業的低價智慧手機正相繼進軍東南亞和南美等新興經濟體市場,增長勢頭毫無減弱的跡象。據NPD DisplaySearch統計,預計2014年200美元以下的低價智慧手機供貨量將比上年增長43%,猛增至約4億4千萬部,而市佔率將達到整體的37%。受此影響,被認為屬於高價位的400美元以上的智慧手機供貨量則將減少6%,減至3億9400萬部,將首次轉為減少。

  由於低價智慧手機的崛起,日本企業面臨的局面正日趨嚴峻。日本最大智慧手機企業索尼7月底剛剛將2014財年(截至2015年3月)的銷量目標從此前的5000萬部下調至4300萬部。而營業損益也將從盈利260億日元轉為僅維持收支平衡。目前已經轉向「不追求規模,而追求收益」(索尼首席財務官吉田憲一郎)的方針。

 另一方面,日本國內大型電子零部件企業則在低價智慧手機領域找到了商機。除了向低價智慧手機大型企業銷售産品之外,還力爭像聯發科技那樣向中國企業提供設計圖。各公司正競相朝聯發科技看齊。

      (山下和成 台北)

2014/08/25 10:14:45 泛亞鐵路與“中國馬歇爾計劃”

The rail if built ,will not for only China ,but for all the linking countries's right ,in a modern" sense
means with quasi-equal right of access divided by accessing distance
THOUGH ,for who can pour into numerous product/people ,who can gradually dominate across.

http://cn.wsj.com/big5/20140825/SHY101445.asp?source=mostpopular


泰国批准高铁直通中国 英媒称或永久改变东南亚

2014年08月03日13:12  参考消息网 
http://news.sina.com.cn/c/2014-08-03/131230622363.shtml
线路图线路图
  参考消息网8月3日报道 英国《卫报》网站8月2日发表题为《泰国执政的军政府批准连接中国的铁路项目》的报道称,泰国执政的军政府批准了一个耗资约233亿美元的交通项目,项目中计划建设的两条高速铁路将在2021年完工,并将与中国的铁路连接起来。分析人士认为,此举表明中国在该地区进一步巩固了影响力。
  报道称,根据以巴育·占奥差为首的全国维持和平秩序委员会近日公布的计划,这两条高速铁路分别为从中部大城府到北部清莱府,以及从中部罗勇府到东北部廊开府的线路。巴育·占奥差今年5月发动不流血政变后控制了泰国。
  这两条高速铁路还将直通中国西南方的云南省。分析人士认为,这是中国展开的“高铁外交”的一部分。
  中国铁路部门有关人士告诉《中国日报》记者,中国计划建设一条从昆明通向新加坡的高铁线路。这条长3000公里的高铁将穿过老挝、泰国和马来西亚。
  据中国铁路总公司介绍,昆明-新加坡线似乎将分四段建设:昆明-万象,万象-曼谷,曼谷-吉隆坡,吉隆坡-新加坡。据《曼谷邮报》报道,作为历时8年、耗资7414亿泰铢(约合233亿美元)的新基础设施建设项目的一部分,上述泰国高铁线路计划于2015年开工建设。
  国立澳大利亚大学亚太学院的杰夫·韦德表示,高铁带来的影响可能会永久性地改变东南亚及其做生意的方式。
  韦德在澳大利亚战略政策研究所的博客中写道:“大陆国家的人们很快会发现,由于高铁带来的便利,昆明成了他们只有几个小时车程的‘最近邻居’。届时,中国云南省省会将会逐渐成为大湄公河地区的中心,并将最终成为东南亚大陆事实上的首都。”

Analog IC in semis ,2014

http://www.icinsights.com/news/bulletins/Analog-Unit-Shipments-Outpacing-Growth-Of-All-IC-Product-Segments/

July 24, 2014
 
Analog Unit Shipments Outpacing Growth of All IC Product Segments
Average annual analog IC unit growth rate forecast from 2013-2018 raised to 8.9%, surpassing all other major product categories and total IC shipment growth.
IC Insights will release its Mid-Year Update to the 2014 McClean Report at the end of this month.  The Mid-Year Update shows that between 2013 and 2018, analog unit shipments are forecast to grow at an average annual rate of 8.9%, faster than the 7.2% forecast for the total IC market and faster than all other major IC product categories (Figure 1).  Analog unit shipments grew 15% in 2013 to become the first IC product category to ship more than 100 billion units in a calendar year period and are forecast to grow another 12.4% in 2014.
Figure 1
Analog unit shipments as a percentage of total IC shipments have been on the increase for more than 30 years (Figure 2) due to single-chip integration of digital ICs and ongoing system growth that necessitates more and more analog ICs.   In 1980, analog ICs represented 32% of total IC shipments, but that increased to nearly 40% in 1990, 46% in 2000, 49% in 2010, and is forecast to grow to 57% of total IC shipments in 2018.
Figure 2
Demand for medical/health electronics, LED lighting systems, and green energy management systems (lighting, temperature, security, etc.) for homes and commercial buildings is expected to keep analog unit growth much more robust than other IC product categories through the forecast period.  Starting in 2013 and in each year through 2018, analog IC unit growth is forecast to exceed total IC unit growth.
Report Details: The 2014 McClean Report
More figures and additional details on IC unit shipment trends are provided in the 2014 edition of IC Insights’ flagship report, The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry.  This highly regarded service features more than 900 pages and more than 400 tables and graphs that provide the user with a thorough analysis of IC industry trends throughout the year.  A subscription to The McClean Report includesfree monthly updates from March through November (including a 250+ page Mid-Year Update), and free access to subscriber-only webinars throughout the year.  An individual-user license to the 2014 edition of The McClean Report is priced at $3,490 and includes an Internet access password.  A multi-user worldwide corporate license is available for $6,490.

Chip's bytes 2014 Q3' : Mediatek sales up 38% in 2014 so far

http://www.icinsights.com/news/bulletins/MediaTek-AMD-And-SK-Hynixs-1H14-Sales-Surge-By-20/

August 06, 2014
 
MediaTek, AMD, and SK Hynix’s 1H14 Sales Surge by ≥20%!
In total, the Top 20 semiconductor suppliers’ 1H14 sales jumped by 10%.
Later this month, IC Insights’ August Update to The 2014 McClean Report will show a ranking of the 2Q14 top 25 semiconductor suppliers as well as their expected sales for 3Q14.  A preview of the top 20 companies 1H14 sales results is presented in Figure 1.  The top 20 worldwide semiconductor (IC and O S D—optoelectronic, sensor, and discrete) sales ranking for 1H14 includes nine suppliers headquartered in the U.S., three in Japan, three in Europe, two in South Korea, two in Taiwan, and one in Singapore, a relatively broad representation of geographic regions.
The top-20 ranking includes two pure-play foundries (TSMC and GlobalFoundries) and six fabless companies. Pure-play IC foundry UMC was replaced in the top 20 ranking by Nvidia.  It is interesting to note that the top four semiconductor suppliers all have different business models.  Intel is essentially a pure-play IDM, Samsung a vertically integrated IC supplier, TSMC a pure-play foundry, and Qualcomm a fabless company.
IC foundries are included in the top 20 ranking because IC Insights has always viewed the ranking as a top supplier list, not as a marketshare ranking, and realizes that in some cases semiconductor sales are double counted.  With many of our clients being vendors to the semiconductor industry (supplying equipment, chemicals, gases, etc.), excluding large IC manufacturers like the foundries would leave significant “holes” in the list of top semiconductor suppliers.  Foundries and fabless companies are clearly identified in Figure 1.  In the April Updateto The McClean Report, marketshare rankings of IC suppliers by product type were presented and foundries were excluded from these listings.
It should be noted that not all foundry sales should be excluded when attempting to create marketshare data.  For example, although Samsung had a large amount of foundry sales in the first quarter, most of its sales were still to Apple.  Apple does not re-sell these devices so counting these foundry sales as Samsung semiconductor sales does not introduce double counting.
Overall, the list shown in Figure 1 is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.
Figure 1
As shown, it took total semiconductor sales of $2.1 billion to make the 1H14 top 20 ranking.  In total, the top 20 semiconductor companies’ sales increased by 10% in 1H14 as compared to 1H13, three points higher than IC Insights’ current 7% forecast for total worldwide semiconductor market growth this year.
Outside of the top six spots, there were numerous changes within the 1H14 top-20 semiconductor supplier ranking. In fact, of the 14 companies ranked 7th through 20th, 12 of them changed positions in 1H14 as compared with 1H13 (with AMD jumping up two spots).
As a result of its top-20 leading 38% 1H14 sales surge, MediaTek moved up one position in 1H14 as compared to 1H13 into 12th place.  MediaTek continues to experience extremely strong demand for its devices in the booming low-end smartphone business in China and other Asia-Pacific locations.  Moreover, MediaTek and MStar finalized their merger on February 1, 2014.  Annual post-merger sales for MediaTek are now expected to be over $7 billion this year.
Avago purchased LSI Corp. on May 6, 2014.  The combined annual semiconductor sales run-rate of the two companies is currently over $5 billion.  Also, last year’s Micron/Elpida merger essentially created a new “giant” semiconductor company with Micron’s total sales this year on pace to be over $16 billion!
It should be noted that the sales of Micron and Elpida, MediaTek and MStar, and Avago and LSI use the combined sales of the two companies for both 1H13 and 1H14, regardless of when the merger actually occurred.  This was done in an attempt to make the company’s 1H14/1H13 sales growth rates more directly comparable and give a clearer picture of the merged company’s sizes going forward.
More details on the 1H14 top 25 semiconductor suppliers, including estimates for their 3Q14 sales, will be provided in the August Update to The McClean Report.
Report Details:  The 2014 McClean Report
The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry features more than 400 tables and graphs in the main report alone.  A subscription to The McClean Report includes free monthly updates from March through November (including a 250+ page Mid-Year Report), and free access to subscriber-only webinars throughout the year.  An individual-user subscription to the 2014 edition of The McClean Report is priced at $3,490 and includes an Internet access password.  A multi-user worldwide corporate license is available for $6,490.

Samsung outlook from 2014












Samsung Electronics Co. Ltd. (005930.KS)




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    Samsung’s Profit In Q4 2013 Declined By 18%: Korean Giant Loses Top Spot In Mobile Ad Impressions [Report]

     
     
    Korean electronics giant Samsung Electronics Co., Ltd. (KRX:005930) posted their earning reports for the fourth quarter ending December 31, 2013. According to the report the company has reported revenues of 59.28 trillion Won which amounts to $54.95 billion, while the net profit stood at 8.31 trillion Won ($7.7 billion) amounting to a decline of 18% compared to the previous quarter with 8.84 trillion Won, when converted to USD the same figures reach $ 8.18 billion operating profits for the same period in 2012.
    Interestingly, this was the first quarterly net profit decline for Samsung in the last two years although the company was able to record more revenue with 228.69 trillion Won compared to the fiscal year 2012 with just 201.10 trillion Won which accounted for profits of 14%. Focusing on the record revenue generation and net profit on a quarterly basis, Samsung dived significantly in Q4, 2013 with a decline of 18% over the previous qaurter – Q3, 2013 to record revenues of $55.6 billion and net profit 0f $9.40 billion. Korea-based electronics gaint accounted for $51.5 billion in Q2, 2013 with a net profit of $6.96 billion. The comparative study below indicates how the revenue and the net profit have changed over Q1, 2013 to Q4, 2013.
    samsung 2013
    Even though the company’s performance was appreciable if we compare the revenue generated over the previous year, but Samsung has experienced a substantial loss over the last quarter. The revenue generated through their mobile division was again responsible for half of their revenue which is 33.89 trillion Won, but their performance declined over the last quarters by 9% and 18% each.
    “This year, looking at the industry environment, we do expect that the industry will become a bit more difficult with growth slowing down and competition becoming more fierce.” – Hyunjoon Kim, an executive in Samsung’s mobile business.

    Reasons Amounting To The Loss!

    The fiscal year 2013 saw the company surpass previous year records but somehow in the last quarter the revenue for Samsung did not live up to their own expectations. Samsung also lost its first spot in mobile ad impressions with 29.58%  in Q3, 2013 with an accounted fall of 1.52% over the last quarter. They lost in the mobile segment as their profits declined and the advertisements could not strengthen their products in the market when compared to theprevious years. Samsung generally invests heavily on marketing in the last quarter of its fiscal year, but the same could not help them to profit in Q4, 2013.
    marketing
    One of the main other factors behind the company’s loss is decrement in the value of the Korean Won compared to the US Dollar, which has declined to 1080 KRW per 1 USDresulting in the loss of approximately 700 billion Won. This amounts to improper impact on the revenue and net profit generated by Samsung Electronics. The company rewarded their employees with special bonuses worth 800 billion Won to commemorate 20 years since Chairman Lee Kun-hee announced a management strategy, which brought the profit figures down, as per Reuters.
    Closely analyzing a few aspects of the deal between Apple Inc. (NASDAQ:AAPL) and China Mobile Ltd. (NYSE:CHL), Samsung needs to be more worried about the China market where Apple has collaborated with the world’s largest mobile telecom carrier to sell an estimated 20 million iPhones in the present year. This is the biggest challenge for Samsung in the Chinese market where it has been the largest Smartphone vendor till date.


    Read more: http://www.dazeinfo.com/2014/01/27/samsungs-profit-declined-by-18-percent-q42013/#ixzz3BU0KD4rA

    Samsung profit 2014 outlook

    盈餘堪憂 三星股價重傷

    http://news.ltn.com.tw/news/business/breakingnews/1089456
    2014-08-25  10:34
    〔中央社〕彭博報導,三星電子今天上午股價倒地不支,盤中跌幅一度達2%,寫下2013年8月來盤中低點,主因三星的盈餘堪憂。
    全球智慧手機龍頭三星電子(Samsung Electronics Co. )的股價目前挫1.92%,報122萬3000韓元,盤中一度挫跌2%,相較韓股Kospi指數小漲0.07%。
    • 三星電子今天上午股價倒地不支,盤中跌幅一度達2%,寫下2013年8月來盤中低點,主因三星的盈餘堪憂。(路透社)
    未來資產證券公司(Mirae Asset Securities)今天發布報告指出,三星第3季營業利益恐較上季衰退14%,跌至6.21兆韓元,不如彭博訪查37名分析師預估均值7.57兆韓元。儘管如此,未來資產證券仍維持三星「買進」評等。

    三星漸失光環 目標價慘遭下修17.5%

    http://news.ltn.com.tw/news/business/breakingnews/1079399
    2014-08-12  17:44
    〔本報訊〕《CNBC》報導,南韓三星(Samsung Electronics Co Ltd, KR-005930)不僅逐漸失去市場的注意力,對投資人的吸引力也迅速衰退。
    Sanford Bernstein 資深分析師Mark Newman於今(12)日將三星12個月目標股價,由原本的200萬韓元下調17.5%至165萬韓元;他強調,最主要利空為來自中國廠的強力競爭,及毛利下滑,不過對於三星長期的前景,他依然保持樂觀態度。
    Newman認為,隨著三星往低階市場發展,試圖從中國手機廠拿回市佔,產品毛利必定會承受許多壓力。他預估,三星手機事業毛利率將從2013年的23.3%,銳減至2015年的15.5%;這段時間,手機對三星整體的獲利貢獻,也將會由67%大幅下降至47%。
    研調機構Canalys的報告指出,中國本土手機廠小米(Xiaomi)機在第二季於中國的出貨量,將首度超越三星。
    Canalys表示,今年第二季小米機在中國智慧型手機的出貨量比率為14%,緊跟在後的為三星、聯想(Lenovo Group Ltd, HK-992)、酷派(Coolpad, HK-2369)、華為,前三者市佔均為12%,華為則是11%。
    今年第一季,三星在中國市佔率仍達18.3%。

    三星營收驟降 將展開成本縮減

    2014-08-11  14:18
    http://news.ltn.com.tw/news/business/breakingnews/1078269
     三星(Samsung Electronics, KR-005930)今年第二季營業利益為7.2兆韓元(約新台幣2,088.5億元),年減24.6%。據傳,為挽救難看的獲利成績,三星正全面展開成本縮減計畫。
    • 三星今年第二季營業利益為7.2兆韓元(約新台幣2,088.5億元),年減24.6%,據傳,為挽救難看的獲利成績,三星正全面展開縮減成本計畫。(法新社)
      三星今年第二季營業利益為7.2兆韓元(約新台幣2,088.5億元),年減24.6%,據傳,為挽救難看的獲利成績,三星正全面展開縮減成本計畫。(法新社)
    《韓國先驅報》報導,因智慧型手機銷量遜於預期,三星上季營收驟減,第二季淨利比去年同期大幅萎縮20%,達6.3兆韓元(61億美元),不如分析師預估的6.5兆韓元,創2012年第2季來最低。為挽救獲利減少的狀況,正展開成本縮減計畫,其中,減少差旅支出更是首要目標。
    報導指出,三星上個月與26家全球性航空公司一同舉行會議,會中提出海外差旅新政策,未來將以招標的方式,選出票價最為優惠的公司,以供主管、員工海外差旅。
    事實上,三星去年的飛航費用高達590億韓元(約新台幣17.11億元),為減少費用支出,因此,公司內部希望透過新的縮減政策,讓差旅支出減少20%。
    此外,外界也盛傳,三星今年底將實施人事重整計畫,以精簡成本,包括公司內的高階主管、承包商,皆可能面臨人事調動。

     Guess point : next 2 years will reveal the future strength on semis

    March 20, 2014
     
    Three Companies to Account for 52% of Semiconductor CapEx in 2014
    Samsung, Intel, TSMC with largest budgets, SanDisk and Micron with biggest increases.
    IC Insights’ soon-to-be-released March Update to The 2014 McClean Report provides a forecast ranking of the top 25 semiconductor capital spenders for 2014.  A preview of the top 10 spenders is shown in Figure 1.  Samsung and Intel are each forecast to spend at least $11.0 billion this year, and TSMC slightly less than $10.0 billion. Collectively the three companies are forecast to account for 51.8% of total semiconductor industry capex this year.  As amazing as that number is, it is a decrease from the 55.5% share these three companies held in 2013.  Among the top 10, six companies are forecast to spend at least $3.0 billion in 2014, and nine suppliers are forecast to spend more than $1.0 billion.  After keeping their combined spending essentially flat in 2013, the top 10 spenders are forecast to boost capex spending by 10% in 2014.
    Figure 1
    After chopping its capital spending by 28% in 2012 and 12% in 2013, SanDisk is forecast to show the largest capital spending percentage increase (86%) among the top 10. The company stated that this large increase is needed to expand production of advanced 3D NAND flash memory with its manufacturing partner Toshiba. While SanDisk’s capital spending level is expected to be much higher than in 2013, this increased spending is not expected to result in a significant boost to its NAND flash capacity levels.  It is worth noting that the combined capex spending increase of Toshiba and SanDisk (on account of their joint venture partnership to build flash memory) is forecast to be $1.06 billion in 2014.
    Capital spending budgets are forecast to increase by $1.0 billion or more at two companies.  Micron is expected to be very aggressive by increasing its spending $1.12 billion in 2014.  Still, this 58% jump in spending is forecast to be less than the 88% jump in sales revenue the company logged in 2013 (after the inclusion of Elpida’s sales).  Also, pure-play foundry GlobalFoundries is expected to increase its semiconductor capital spending by $1.0 billion as well this year.
    SK Hynix is expected to display an 18% increase in spending in 2014.  However, given the company’s excellent sales performance in 2013 (43% growth) and its aggressive rebuilding program for its fire-damaged China DRAM fab, IC Insights believes there is potential upside to this estimate.
    Some of the most eye-catching numbers are the massive amounts of spending expected by Samsung and Intel over the 2012-2014 timeperiod.  Over this three-year period, Samsung is forecast to spend $35.3 billion, with about 60% of this amount targeting memory production.  Intel is forecast to be second to Samsung in total outlays over this same time with $32.6 billion in dedicated to capital expenditures.  These huge levels of spending are enough for each company to construct and equip eight or nine $4.0 billion leading-edge 300mm wafer fabs.
    Nine of the top 10 semiconductor industry capital spenders are expected to increase their semiconductor capital expenditures in 2014.  In contrast, only four of the top 10 capital spenders increased their spending levels in 2013. Meanwhile, capex spending among “other” suppliers is expected to grow at a much slower 3% rate this year, but that is a marked improvement from the 15% decline registered by the “other” segment in 2013.  In the long run, IC Insights believes that “other” companies will likely increase their spending at a lower rate, or decrease their spending at a higher rate, as compared to the top 10 companies as they implement the fabless or “fab-lite” business models for their IC production.
    Report Details:  The 2014 McClean Report
    Data in this research bulletin was excerpted from IC Insights’ soon-to-be-released March Update to the 2014 edition of IC Insights’ flagship report, The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry, which features more than 400 tables and graphs in the main report alone.  A subscription to The McClean Report includes free monthly updates from March through November (including a 250+ page Mid-Year Report), and free access to subscriber-only webinars throughout the year.  An individual-user subscription to the 2014 edition of The McClean Report is priced at $3,490 and includes an Internet access password.  A multi-user worldwide corporate license is available for $6,490.
    11/08/2014 10:04
    《神州民企》中芯與長電科技江陰成立合資,完善集成電路產業鏈
      《經濟通通訊社11日專訊》中芯國際(00981)宣布,與封裝服務供應商江蘇長電科
    技(滬:600584)宣布合作,將於江陰高新技術產業開發區建設具有12英吋凸塊加工
    (Bumping)及配套晶圓芯片測試(CPTesting)能力的合資公司。
      合資公司落地江陰高新區,可利用當地獨特的區位優勢和成熟的產業環境,快速建立起凸塊
    加工、晶圓芯片測試為主的中段生產線,並利用長電科技就近配套的倒裝
    (Flip-Chip)先進後段封裝生產線,為40納米、28納米及以下先進工藝的終端芯
    片服務,加上中芯國際正在建設的12英吋前段先進工藝技術芯片加工生產線,將打造國內首條
    完整的12英吋先進集成電路製造本土產業鏈。
      這樣的產業鏈將縮短芯片從前段到中段及後段工藝之間的運輸周期,有效銜接各個加工環節
    ,更重要的是它貼近中國這一全球最大的移動終端市場,從而幫助芯片設計公司明顯地縮短市場
    反應時間,更好地服務於快速更新換代的移動終端市場。(wi)
    http://www.etnet.com.hk/www/tc/news/categorized_news_detail.php?newsid=ETN240811535&page=1&category=latest

    江蘇長電科技股份有限公司

    各地密集出台集成电路政策 发表于 2014-08-06 09:38:21

    各地密集出台集成电路政策 产业利好加速落地
    ——
    安徽省出台《关于加快集成电路产业发展的意见》,提出到2017年产业总产值突破300亿元,2020年力争在此基础上翻一番。近日山东等地也纷纷出台地方性集成电路发展政策。
    点评:上述政策可视为对6月出台的《国家集成电路产业发展推进纲要》的响应,在利好加速落地的情况下,我国集成电路产业有望迎来发展的黄金期。A股公司中,长电科技(600584)拥有集成电路制造全产业链;华天科技(002185)在先进封装技术方面已有很好的积累;台基股份(300046)是我国销量最大的大功率半导体器件供应商。

    防技術外流 陸資入股富田遭駁

    (中央社記者黃巧雯台北25日電)大陸廠商信質電機申請入股國內富田電機,經濟部投審會考量防止技術外流,對國內產業發展恐有不利影響,否決其投資申請案。

    經濟部投資審議委員會今天召開委員會議核准及核備僑外投資案、陸資投資案、對大陸投資案共7件,其中以陸商信質電機申請匯入約新台幣3億4488萬元入股富田電機,預計持有19.96%股份,最受矚目。

    經濟部工業局金屬機電組科長盧文燦表示,信質電機其廠房占地面積逾230畝,員工2000多人,屬大陸電器工業行業前10強企業,主要供應汽車用發電機定子鐵芯,全球市占達2成,大陸市占高達8成,並連續 8年在大陸市場排名第一,競爭力相當強。

    盧文燦指出,富田電機主要生產電動車馬達為名,經過多年政府協助,打入美國電動車大廠特斯拉(Tesla)供應鏈,去年銷售2.6萬顆馬達,預計2016年馬達銷售量可望上看60萬顆。

    考量扶植產業不易,加上政府過去投入相當多資源協助,工業局不願看到富田電機技術因此外流,期盼其技術能用於協助國內電動車發展。

    經濟部投審會執行秘書張銘斌表示,由於信質電機在全球汽車定子鐵芯具寡占地位,且富田電機為獨家供應美國電動車大廠特斯拉(Tesla),信質電機入股投資,恐對國內全電式電動跑車專用馬達、智慧電動車產業發展有不利影響,依據大陸地區人民來台投資許可辦法第8條第2項第3款對國內經濟發展或金融穩定有不利影響,否決其申請案。

    值得注意的是,投審會今天還核准大陸中國銀行申請匯入新台幣18億元作為營運資金,增資中國銀行在台分公司,為今年以來最大筆陸資投資案。

    張銘斌指出,中國銀行台北分行為兩岸指定的人民幣清算銀行,負責新台幣、人民幣清算業務,由於過去一年國內人民幣存款達3000億元,其中半數為國內銀行吸收存款後,再轉存到中國銀行台北分行,顯示相關營運資金需求很大,因此申請增資。

    僑外投資部分,投審會今天核准 4件,以荷蘭商VISHAY DUTCH HOLDINGS B.V.申請匯入約新台幣23億3360萬元金額最大,主要增資國內事業台灣威世光電,再經由該事業公開收購國內上櫃公司凌耀科技全部股權

    瑞士商BAKER HUGHES SWITZERLAND SARL連2個月分別申請匯入約15億元、6億元,增資國內事業台灣貝克休斯公司。

    對大陸投資部分,投審會通過台灣土地銀行申請匯出人民幣10億元,投資設立台灣土地銀行武漢分行,從事經營銀行業務。

    詳全文 防技術外流 陸資入股富田遭駁-財經新聞-新浪新聞中心 http://news.sina.com.tw/article/20140825/13198370.html

    Infineon buys IR

    Infineon buys IR

    Dr Reinhard Ploss - Infineon
    Dr Reinhard Ploss – Infineon
    Infineon is to buy the world’s oldest independent semiconductor company, International Rectifier, for $3 billion. The deal is 50% above IR’s market cap yesterday.
    Founded in 1947, IR has been run as a standalone semiconductor company – until today.
    Eric Lidow, who died last year aged 100, co-founded IR with his father. He was CEO until 1995 but even after handing the management of the company to his two sons, he was still going into into the office every day at the age of 94.
    The two sons, Alex and Derek became co-CEO in 1995, but Derek left in 1999 to set up the semiconductor industry analyst company iSuppli.
    “The acquisition of International Rectifier is a unique opportunity,” says Dr Reinhard Ploss Infineon’s CEO, “with their great knowledge of specific customer needs and their application understanding, International Rectifier employees will contribute to Infineon’s strategic development from product thinking to system understanding and system solutions. The combination of Infineon’s and International Rectifier’s products, technological and innovative excellence, as well as distributional strength will unleash great potential.”
    Infineon says its and IR’s product portfolios are highly complementary. IR’s expertise in low-power, IGBTs, intelligent power modules, power mosfets and digital power management ICs will integrate with Infineon’s offering in power devices and modules.
    With IR, Infineon acquires its in-house gallium nitride on silicon (GaN) process which, unlike several others, is producing real power semiconductors.
    Infineon already has a silicon carbide (SiC) process and products, so now it can make discretes and integrated circuits with both of the new kids on the power block, as well as using its established silicon power processes.
    The integration of International Rectifier will generate economies of scale through optimisation of the combined entity’s operating expense structure and through the acceleration of the ramp-up of Infineon’s leading 300-millimeter thin wafer manufacturing capability.
    - See more at: http://www.electronicsweekly.com/news/business/infineon-buys-ir-2014-08/#sthash.rHbc5MxO.dpuf



    英飛凌最大收購 30億美元收購IR半導體
    最早由 Siemens 半導體部門獨立出來,目前主攻車用電子與電源方案的 Infineon(英飛凌),日前宣布了將以 30 億美金收購美國的 International Rectifier 公司。
    低調的德國半導體大廠 Infineon 出手收購美國同業。
    最早由 Siemens 半導體部門獨立出來,目前主攻車用電子與電源方案的 Infineon(英飛凌),日前宣布了將以 30 億美金收購美國的 International Rectifier 公司。
    來自美國矽谷,簡稱 IR 的 International Rectifier,主要提供電力電子領域的解決方案,在很多 3C 產品都能夠看到由 IR 所生產的電源開關晶體或是控制器。

    這次行動將會是 Infineon 史上最大的一宗收購案。
    根據協議,Infineon 以每股 40 美元的價格收購 IR,收購程序將在 2014 年末到 2015 年初間完成。消息傳出後,IR 的股價大漲了 47%,來到了 39.1 美元。預期本次的收購完成之後,未來將能夠大幅提升 Infineon 的收益,至少可以達到年度利潤目標的 15% 。