Mobile communications intensifies Taiwan’s IC design re-transformation

Looking back at the development of the Taiwanese IC design industry from 2006 to 2010, the DRAM and LCD panel industries were substantially corrected in 2008, resulting in a sharp drop in revenue for LCD driver ICs and non-PC DRAM makers. Fortunately, handset baseband chips and LCD TV control ICs The market share in the Greater China region continues to increase. The output value has increased to NT$422.9 billion in 2010. Among them, the development trend of the electronics industry to which the relevant electronics industry belongs and the changes in the global market position have often become the leading IC design industry trends. As for the two key factors, overall, the development trend of Taiwan's IC design industry is closely related to changes in local electronics industry operators.

Observing the top 10 IC design companies in Taiwan in 2010, Mediatek ranked first in several successful level expansion transitions, becoming the only Taiwanese IC design company with a revenue level exceeding US$3 billion, and the remaining US$1 billion The ranking companies include MStar, which operates Novatek, a LCD driver IC, and LCDTV control ICs. Basically, a revenue of US$300 million means that the company has expanded its successes to specific products. For various types of application areas, as for the $1 billion revenue category, the industry must expand horizontally across other product types to create opportunities for further growth.

Overall, from 2006 to 2010, the growth of Taiwan's IC design industry focused on mobile communications, digital television, and wireless communications. The market for related players has risen significantly, while competition in the PC chip set and DVD player has intensified. o Occupation in the market has fallen sharply. As for niche-type memory and LCD driver IC industry operations, it has been closely linked with the flow of customer orders. Market share has been mixed. Overall, Taiwan and Taiwan = 10 major IC designers in 2006 and 2010. Changes in account for changes in rankings not only clearly show the growth and competitiveness of individual operators, but also reflect changes in product mix including wafer types and applications.

If the value of the top 10 industry players accounted for the proportion of the overall industry as a basis for assessing industrial concentration, Taiwan's IC design industry had climbed 70.1% in 2000. With the loss of PC chip group leader's speculation, the industry concentration has declined year by year. At the low point of 56.6% in 2004, at this time, mobile communications and digital TV chips gradually developed into the backbone of the industry. The level of industrial concentration also reversed from a low point. In 2009, it climbed to 65.3%, which is not far from the 2000 high point. However, the intensified competition among the industry has led to a narrowing of the leadership gap. In 2010, the degree of industrial concentration dropped by 3.8%, indicating that Taiwan’s IC design industry has entered a period of transition.