c**i
发帖数: 6973 | 1 (1) Taiwan to Pass Japan as Largest Source of IC Wafer Fab Capacity; The
Idea of Fabricating ICs for Others has Paid Off Handsomely for the Country.
IC Insights, Nov. 11, 2010.
http://www.icinsights.com/news/bulletins/Taiwan-To-Pass-Japan-As-Largest-Source-Of-IC-Wafer-Fab-Capacity/
(2) Memory and Foundry Companies Climb in 2010 Semiconductor Ranking! UMC
jumps into top 20 while Elpida moves up four places. IC Insights, Sept. 9,
2010.
http://www.icinsights.com/news/bulletins/Memory-And-Foundry-Companies-Climb-In-2010-Semiconductor-Ranking/
(3) Smartphone IC Market Expected to Surge by 42% in 2010! Worldwide
smartphone IC market forecast to register a strong 20% 2010-2014 CAGR.
IC Insights, Nov. 2, 2010.
http://www.icinsights.com/news/bulletins/Smartphone-IC-Market-Expected-To-Surge-By-42-In-2010/
Quote:
"It should be noted that all of the three top-10 cellphone suppliers that
are expected to register the highest unit shipment growth in 2010--HTC,
Apple, and RIM--are entirely dedicated to shipping smartphone handsets.
"2010 is shaping up to be the 'year of the smartphone' in the cellphone
market. * * * This is the first time that the smartphone IC market will
outpace the enhanced cellphone IC market.")
My comment:
(a) CAGR stands for Compound Annual Growth Rate.
http://www.investopedia.com/terms/c/cagr.asp
(b) Regarding quote 1. Of course, there is the biggest smartphone maker,
Nokia, which does not grow much, however.
(c) Regarding quote 2. I do not know what the future holds for Taiwan's
Mediatek, if demand for basic cellphones shrinks. |
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