Taiwan's analog IC suppliers this year, the prospect is unknown

Taiwan-based analog IC design industry has unclear outlook for revenue growth in the next six months, coupled with persistent decline in gross profit margins, recent stocks have performed more or less up and less drama, so that the Taiwanese analog IC design industry hundred yuan club in 12 On the day, there are only three remaining companies, namely, Lisa, Accumulation and Lingyao.

However, in the accumulation has been lost once 100 yuan mark, Lingyao is even lower on the 12th to accept the limit of 105.5 yuan, Li Wei, I am afraid this week will become the only share price stability at more than 100 yuan Taiwan analog analog IC design company.

With revenue and profitability slightly lower than in the past, coupled with the 2011 recession, Taiwanese analog IC design shares have begun to follow the footsteps of the overall Taiwanese IC design industry, becoming the target of street-crossing mice and everyone. The fact that domestic capital is not loved and foreign capital is not bought allows the original to keep stable, create new, accumulate, and linger above the hundred yuan mark! Yao, IML, and analogy have all lost the throne of the hundred-dollars, and there is a tendency not to look back. In Zhixin, IML, and analogy, the analogy has fallen below the one-hundred-yuan mark, and Lingyao and its accumulation are also in jeopardy. It is very likely that the analog IC design stocks will only have a stock price that can hold 3 times.

Actually, although Taiwanese analog IC design companies' operating performance in the first half of 2011 was not good, they still showed considerable resistance compared to other IC design companies, at least under the impact of a nearly 10% appreciation of NT since the same period in 2010. The performance of Taiwan-based analog IC suppliers in terms of revenue and gross margin decline is much lower than this figure. This shows that the theme of market share growth that replaces foreign companies still has considerable benefits, but only in the second half of 2011, the global economic outlook is bleak. Coupled with the trend of the future is more and more poor, Taiwanese analog IC design industry in 2011 the last straw inevitable recession, is still the final pressure of the relevant stock price?

In fact, many Taiwan-based analog IC design companies are aging. They still believe that the biggest obstacle to hurting the company's growth performance in 2011 is still the appreciation factor of the NT. As for the impact of the 12-inch wafer fab, it is actually at the end of 2010 and early 2011. After the price cuts seized their market share, the follow-up pressure on competition has shifted to foreign companies rather than local players.

Although the second half of 2011 seems to be affected by the bad economy, the new listing efficiency will drop sharply, and the growth effect of old products will not be strong, forcing the company to regain its disadvantages in the short term, but the new product volume will continue to accumulate in 2012. Most Taiwan-based analog IC design industry revenue is expected to improve.