The Source of a New Wave of Global Semiconductor Power

The United States Semiconductor Industry Association (SIA) announced that in March this year, global semiconductor sales reached 23.48 billion US dollars, an increase of 1.1% from 23.23 billion US dollars in the previous month and an increase of 0.9% from 23.28 billion US dollars in March 2012. In the first quarter of 2013, total global sales increased by 0.9% from the same period of last year. All monthly sales figures are taken as moving averages for 3 months.

Brian Toohey, president and chief executive officer of the Semiconductor Industry Association of America, said: "Compared to the same period of last year, the global semiconductor industry experienced a modest but continuous growth throughout the first quarter of 2013. The vast majority of terminals The sales of product categories have all increased, and the growth of memory is the most prominent. Recent signals indicate that semiconductor companies may begin to replenish inventory, but we still hope that the growth momentum can be extended in the coming months. From a regional point of view, it has achieved good results this year. After the opening, sales in the Americas decreased slightly, but sales in the Asia Pacific and Europe have seen significant growth in the near future."

In March 2013, sales in Asia Pacific and Europe increased by 6.9% and 0.7% respectively over the same period of last year, with a slight decrease in the Americas (by 1.5%) and by Japan by 18% (in part due to the depreciation of the yen). Compared with the previous month, European sales increased by 5.7%, achieving the largest monthly increase since March 2010. Sales in the Asia-Pacific region also increased by 1.7% from the previous month, but both Japan and the Americas decreased by 1.6% and 1.9% respectively.

The latest revenue statistics of major semiconductor manufacturers

From the following set of latest data on semiconductor manufacturers, we can easily see that compared to 2012, the economy in 2013 is gradually recovering.

STMicroelectronics' net income for the first quarter of 2013 totaled US$2.01 billion, gross margin 31.3%, and a net loss to STMicroelectronics of US$171 million: ST-Ericsson, which owns 50% of its shares, has operating losses and reorganization costs are STMicroelectronics The main reason for the loss this quarter.

Intel’s revenue for the first quarter of 2013 was US$12.6 billion, which was 2% lower than US$12.9 billion in the same period of last year; net profit was US$2.045 billion, which was 25% lower than the US$2.738 billion in the same period of last year.

In terms of marketing data for the second quarter of 2013, Qualcomm reached US$6.12 billion, an increase of 24% compared to the same period of last year and a slight increase from the previous quarter. The net profit reached US$2.07 billion, an increase of 17% over the same period of last year.

Texas Instruments' revenue for the first quarter of 2013 was $2.885 billion, which was a year-on-year decline of 8%. The first quarter net profit was 362 million U.S. dollars, a year-on-year increase of 37%.

Freescale recently announced its 2013 first quarter results report, which reported that its first-quarter turnover was 981 million US dollars, EBITDA profit level was 178 million US dollars, gross margin was 40.6%, and adjusted loss per share was 0.03 US dollars. In the first quarter of 2013, the turnover increased by 3% year-on-year, and the same period-on-year increase was 3%. Operating profit was US$104 million, a decrease of 40% year-on-year and a 50% increase from the previous quarter.

Broadcom’s net revenue for the first quarter of 2013 was US$2.01 billion, a decrease of 3.6% from US$2.08 billion in the fourth quarter of 2012, and an increase of 9.7 compared to US$1.83 billion in the first quarter of 2012. %.

Comments: As we all know, the development of the semiconductor industry is closely related to the economic cycle. In 2012, due to the slowdown in the U.S. economy and the European debt crisis, the growth rate of the global semiconductor market slowed down, and even the revenue growth in the wireless communication field only increased. The rest of the fields were negative growth. Therefore, everyone was interested in 2013 semiconductors. Insufficient confidence in the development of the industry. However, through the above data, it is optimistic to reflect the gradual recovery trend of the semiconductor industry in 2013. The increase brought by the entire semiconductor manufacturers in the future is bound to attract a new round of growth.

As a barometer for the development of the LED industry, data from the Guangzhou International Lighting Fair show that, in contrast to the continued expansion of the exhibition scale, as of the end of April 2013, the number of exhibitors in 2013 was more than 2,400, a 10% reduction over the previous session. However, the total area of ​​the exhibition area for companies that chose the brand exhibition area increased by 15%, indicating that the concentration of the brand in the industry has further increased.