Smart phone chip demand is strong, driving IC design strongly

This year, smartphones and tablet PCs are still the two products with the best sales volume among consumer electronics products. Among them, mainland smartphones have the strongest growth. The legal person believes that this year's Taiwanese IC design company is a strong player in sports, and it is the first to launch stocks for panel driver ICs, mobile phone communication ICs and touch ICs around smart phones.

According to the DisplaySearch data, the terminal application of the panel has the best growth rate of smartphones and tablets. It is estimated that the demand for smartphone panels in 2013 will be 907 million, an annual increase of 34.77%, while the demand for tablets will be 1.81. 100 million pieces, an annual increase of 37.12%.

General Manager Li Fangguo of Unified Investment Gu believes that Taiwanese manufacturers drive IC design companies have a geographical location and long-term advantage in the mainland market, and there are few local competitors in the mainland. It will strengthen. Among them, the driver IC design manufacturers that can provide resolutions higher than WVGA are the first choice. At the same time, the unit price of high-resolution driver ICs is higher, and this year will be the biggest winner.

Smart phone chip demand is strong, driving IC design strongly

Li Fangguo said that this year, there are estimated to be about 400 million smartphones in mainland China, and the penetration rate of the WVGA specification will exceed 50%. Among them, Taiwan manufacturers supply WVGA specification driver ICs to enter the supply chain earlier with Novatek and Xu Yao. . As for the WVGA driver IC products of Yili and Sitron resolution specifications, mass production is expected in the second quarter of this year.

Li Fangguo said that MediaTek, a smart phone communication chip solution, will use its four-core chips in its customers ZTE, Huawei, TCL, Lenovo and Coolpad this year. The demand for the chip is strong, and the camp can have imagination.

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