Taiwanese analog IC design companies that have just handed over their business recovery report in the first half of 2016 are facing the blessing of the peak season effect in the third quarter and the continuous mass production and shipment of new products, including Angbao, Silicon Power, Tong Jia, Maoda and Zhixin successfully set a single-month record high in August.
's outstanding performance in a single month this year highlights that thanks to the efforts of re-developing products, markets and customers in the past few years, the growth performance of Taiwanese analog IC design companies in 2016 when their operations recovered is not a short-term high, but a mid-term high in the company. , long-term revenue and profit figures will begin the necessary process of renewed growth.
is continuously opening up customer and market channels for new products, and the issues of energy saving and fast charging continue to ferment. Taiwanese analog IC design companies that have been working hard for many years seem to be about to stage a Shaokang ZTE story, which deserves close observation by the upstream and downstream industries. The market characteristics of
analog IC solutions, such as low unit price, high technology, great responsibility, and long hard work, are destined to force domestic and foreign IC suppliers to use multi-level stacking methods to accumulate the company's revenue and profit growth momentum.
In the past few years, major foreign analog IC manufacturers have been striving to fill the production capacity of their own wafer fabs and have returned to compete for business opportunities in the global analog IC market for consumer electronics such as smartphones, tablet computers, PCs, NBs, digital cameras, TVs, and STBs. .
With domestic and foreign analog IC suppliers all crowded together and forced to compete with each other, Taiwan's dream of increasing analog IC autonomy and self-sufficiency was shattered, leaving only the rapid decline in unit prices of analog ICs in the end market. The gross profit margin of chips is deteriorating, and the company's operations are in a predicament of retreating instead of advancing.
However, because of this, after 2000, Taiwanese analog IC design companies, whose company market value grew at the speed of light, were finally able to think carefully about their own products and market positioning, and start over.
Energy saving in end products is always an undefeated issue, and with the prospect of rapid popularization of fast charging applications, the global analog IC market has successfully caught up with business opportunities in topics such as Industry 4.0, Internet of Things (IoT), smart vehicles, and robots. Electronic products also plan to undergo a major makeover for power management, and charging interfaces.
The output value of the global analog IC market has restarted a new wave of growth. With foreign companies looking for high-end, high-priced, new applications, and new technologies in the analog IC market to compete, Taiwanese IC design companies compete for opportunities to reduce pressure and regain lost ground. has increased significantly.
In addition, Taiwanese analog IC design companies did not wait and continued to make plans for new products, new technologies, new customers and new technologies. With the smooth mass production and shipment of new products in the third quarter of 2016, in August Silicon Lijie, Angbao, Tongjia, Maoda and Zhixin, which reported good results in advance, all appropriately demonstrated the growth momentum of new products that they have worked hard on internally for a long time, and also helped the company to deliver monthly, quarterly and annual revenue growth. A high-level goal for a comprehensive recovery rate.
Analog IC solutions have always been very difficult to sell. Due to the amazing business characteristics of selling them, Taiwanese analog IC design companies have recently aggressively launched new products such as Type C PD chips, fast charging chips, optical zoom chips, and motor driver chips in the third quarter. The aggressive shipments seem to indicate that the company's future operating performance will continue to recover.
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