Semiconductor supply chain has undergone inventory adjustments. Due to weak customer demand, many IC design factories may reduce the third quarter by 20% to 30% quarter-on-quarter performance. The operating outlook of some manufacturers is still optimistic, and there will be significant differences in performance.
As inflation soared, consumer demand was suppressed, the global economy became weaker, and semiconductor inventory problems increased. Not only did the TV, notebook computer and mobile phone market continue to sell inventory, but the server market, which had previously strong demand, also slowed down due to the conservative overall environmental atmosphere.
According to domestic legal entities, the number of chip inventory turnover days in the second quarter climbed to 94 days, reaching a new high in the past 10 years. If some manufacturers are not considered to eliminate inventory, all applications will increase.
Affected by weak demand in consumer electronics and computer markets, power management chip factory Zhixin, touch chip factory Yilong Electric and high-speed transmission interface chip factory Purui-KY's third quarter operation outlook is conservative, and quarterly revenue may drop by 20% to 30% compared with the second quarter.
Mobile chip factory MediaTek is also likely to be in a low peak season due to customers' continued adjustments in inventory, and its quarterly revenue will drop to NT$141.7 billion to NT$154.2 billion, a quarterly decrease of 1% to 9%.
However, market demand for automotive, industrial and Netcom continues to be hot, and some IC design factories' operating outlook for the third quarter remains optimistic. Netcom chip factory Realtek is cautious and positive in the third quarter due to the continued intensity of Netcom's market demand, and expects that the performance in the second half of the year should be better than the first half of the year.
Silicon Intelligence Finance (IP) Factory Liwang and M31 are also optimistic about their operating prospects. Liwang expects that the two major businesses, including authorization funds and equity funds, are expected to grow simultaneously in the third quarter, and the overall operation will continue to grow momentum, and the quarterly revenue will hit a new high.
M31 is expected to benefit from the heating of new R&D momentum, and there is still significant momentum in operation in the second half of the year. This year's total revenue is expected to grow by 20% to 25%, and work towards a 30% growth.
As for the inventory adjustment time, most IC design factories expect that inventory adjustment will take two quarters. Whether demand can return to normal in the first half of next year, sales status at the end of this year is an important observation indicator.
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