Semiconductor MIC next year: intense competition

The MIC policy on the 7th forecasted the development of Taiwan's semiconductor industry next year. It pointed out that the 28nm and below foundry process will compete and the Taiwanese IC design industry can aggressively attack the low-level smart phone business opportunities on the mainland.

Central News Agency reported that the Information Industry Research Institute's Institute of Industrial Intelligence (MIC) held a press conference on “Prospecting the Top Ten Trends in 2012 High-Tech Industries” on the 7th. Hong Chunhui, the MIC industry consultant and deputy director of the Financial Policy Council, made the above statement.

Looking ahead to the development of the foundry industry next year, Hong Chunhui estimates that the global 12-inch wafer foundry will have sufficient production capacity next year, which will result in price competition. High-margin 28nm and below process wafer foundry industry will become a battleground for manufacturers.

The MIC also estimates that the annual growth rate of semiconductor output in Taiwan will be negative by about 10% this year, and the global semiconductor market will show a slow pace of growth next year.

As TFT-LCD panels are still in oversupply next year, Shi Shixiong, a senior industry analyst at SMC, said that with the gradual growth of peripheral products and content, it is estimated that the penetration rate of large-size LCD TVs with 3D panels will reach 16% next year. Up to 28% in 2014.

Next year, the penetration rate of 3D panels in smartphones is estimated to be 2.8%, and by 4% in 2014.

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