Looking forward to the second quarter of 2011, TSMC spokesperson He Limei’s chief financial officer said that although there was a 311 strong earthquake in Japan, internal estimates for the second quarter of the year’s revenue reached 109 billion to 111 billion yuan, which will continue to be higher than 1 quarter higher by 3% to 6%, however, due to the increase in production capacity in the second quarter of more than 8%, the company's single quarter gross profit margin and profitability rate fell due to the decline in production capacity utilization and depreciation fee, which may be slightly lower than the first quarter 2 Percentage.
According to TSMC's latest fiscal target in the second quarter of 2011, although the company's second-quarter revenue can increase by 3 to 6%, it is subject to the second quarter gross margin target has fallen to between 45.5 to 47.5%, and the profit-earning rate target is also It was revised down to between 33.5 and 35.5%. Therefore, the market initially estimated that the second quarter EPS performance of TSMC should decline compared to the first quarter. However, people familiar with TSMC said that the company did not recognise the income tax benefit in the first quarter of the year. With confidence in the company's 2nd quarter operating target, TSMC's Q2 EPS should have no less than the 1st quarter standard.
The key to TSMC’s revenue growth in the second quarter, He Limei said, observe the customer orders? “The most enthusiastic consumer orders in the second quarter were PC customers. The quarterly growth rate was more than 10%. Consumer electronics customers only experienced slight growth due to inventory issues. As for mobile communication products, customers were restricted to the Japan 311 earthquake. It will decline compared to the first quarter, in which smart phone chips have low inventories, and the inventory of functional and low-end mobile phone chips is relatively high, but it is expected that this type of slightly higher inventory will gradually end in the second quarter of 2011. Finished.
As for the world's semiconductor industry deducting the growth rate of the output value of the semiconductor industry, TSMC revised from 7% to 4%, mainly due to the fact that many economies in the world have been experiencing downward pressure on local GDP figures due to inflation issues and weak demand. Therefore, internally, the growth rate of the global PC industry in 2011 was revised from 12% to 8%, the growth rate of the mobile communication industry was from 9% to 7%, and the growth rate of the consumer electronics industry was also 6%. It is 3%.
He Limei said that the revenue from the 40-nanometer process accounted for 22% of the sales volume of TSMC in the first quarter of 2011, and 65-nm process? The percentage of wafer sales represented 32% of the sales amount of wafers. The amount of wafer sales of the two advanced processes mentioned above has reached 54% of the wafer sales amount in the first quarter of 2011. As for the 28-nm manufacturing process, it is estimated that by the end of 2011, it will also account for 2-3% of the sales amount of TSMC wafers.
How does TFT work?
TFT is the abbreviation of "Thin Film Transistor", generally refers to thin film liquid crystal displays, but actually refers to thin film transistors (matrix)-can "actively" control each independent pixel on the screen, which is The origin of the so-called active matrix TFT (active matrix TFT). So how exactly is the image produced? The basic principle is very simple: the Display Screen is composed of many pixels that can emit light of any color, and the purpose can be achieved by controlling each pixel to display the corresponding color. In TFT LCD, backlight technology is generally used. In order to accurately control the color and brightness of each pixel, it is necessary to install a shutter-like switch after each pixel. When the "blinds" are opened, light can pass through, and " When the shutters are closed, light cannot pass through. Of course, technically, it is not as simple as the one just mentioned. LCD (Liquid Crystal Display) utilizes the characteristics of liquid crystals (liquid when heated, and crystallized into solid when cooled). Generally, liquid crystals have three forms:
Smectic liquid crystal similar to clay
Nematic liquid crystal resembling a fine matchstick
Cholestic liquid crystal
The liquid crystal display uses filaments, and when the external environment changes, its molecular structure will also change, and thus have different physical properties-it can achieve the purpose of letting light through or blocking light-which is just like the blinds just now.
Everyone knows the three primary colors, so each pixel on the display screen needs three similar basic components described above to control the three colors of red, green, and blue respectively.
The most commonly used one is twisted nematic TFT LCD (Twisted Nematic TFT LCD). Existing technologies vary greatly, and we will cover them in detail in the second part of this article.
There are grooves on the upper and lower layers. The grooves on the upper layer are arranged longitudinally and the grooves on the lower layer are arranged horizontally. When no voltage is applied to the liquid crystal in its natural state, the light emitted from the light emitting layer of the twisted nematic TFT Display working principle diagram of Figure 2a will be twisted by 90 degrees after passing through the interlayer, so that it can pass through the lower layer smoothly.
When a voltage is applied between the two layers, an electric field is generated. At this time, the liquid crystals are aligned vertically, so the light will not be twisted-the result is that the light cannot pass through the lower layer.
(2) TFT pixel structure: The color filter is divided into red, green, and blue according to the color, which are arranged on the glass substrate to form a group (dot pitch) corresponding to a pixel. Each monochromatic filter is called It is a sub-pixel. In other words, if a TFT display supports a maximum resolution of 1280×1024, then at least 1280×3×1024 sub-pixels and transistors are required. For a 15-inch TFT display (1024×768), then a pixel is about 0.0188 inches (equivalent to 0.30mm), for an 18.1-inch TFT display (1280×1024), it is 0.011 inches (equivalent to 0.28mm) .
As we all know, pixels are decisive for the display. The smaller each pixel is, the larger the maximum resolution that the display can achieve. However, due to the limitation of the physical characteristics of the transistor, the size of each pixel of the TFT at this stage is basically 0.0117 inches (0.297mm), so for a 15-inch display, the maximum resolution is only 1280×1024.
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