Semiconductor Industry

[behappyalways]

Chip Industry Had Worst Sales Year Since Dot-Com Bubble Burst
https://au.finance.yahoo.com/news/chip- ... 00507.html

[behappyalways]

Chip stocks dive after Broadcom rescinds guidance, questions second-half rebound amid coronavirus
https://www.marketwatch.com/story/chip- ... =investing

[winston]

China's semiconductor stocks showing some signs of immunity

Source: SCMP

https://www.scmp.com/business/markets/a ... s-immunity

[winston]

How Chip Demand Looks for Smartphones, PCs, Cars and Other Major End-Markets

Chip suppliers have reported seeing strong demand from notebook and server OEMs, and major order declines from automotive clients.

by ERIC JHONSA

Source: Market Watch

https://www.thestreet.com/investing/how ... yptr=yahoo

[winston]

Chip crunch feared amid board battle

by Stella Zhai

Global chip supply is expected to become more critical as major supplier Arm and its Chinese venture, clashed publicly over senior management issues and Huawei failed to convince suppliers to move its supply chain to the mainland, while Apple is planning to research and develop its own chips.

The conflict erupted after the British Arm said the board of Arm China had voted to oust chief executive Allen Wu, while Arm China posted a statement hours later to its official WeChat account, asserting he was still in charge.

The UK firm then fired back and said Wu had been dismissed after an investigation that uncovered undisclosed conflicts of interest and violations of employee rules.

Arm relies on Chinese names like Huawei for a large portion of its global revenue, and leans on Arm China to help it conduct business in the world's biggest smartphone market.

This came as Huawei attempted to shift a part of output back to the mainland, but its chip and printed circuit board suppliers rejected to relocate their production given uncertainties in the semiconductor industry, local media reported.

Elsewhere, Apple is preparing to announce a shift of its own main processors in Mac computers, replacing chips from Intel as early as this month at its annual developer conference, according to people familiar with the plans. This will be the first time in the 36-year history of the Mac that Apple-designed processors will power these machines.

The new processors will be based on the same ARM-licensed technology used in the Apple-designed iPhone and iPad chips. However, future Macs will still run the macOS operating system rather than the iOS software on mobile devices from the company. Since the hardware transition is still months away, the timing of the announcement could change, the people added.

Apple also plans to launch volume production of the iPhone 12 in July or August, which is ahead of the pre-planned lineup this year for other phone units, tech news agency BGR reported.

Source: The Standard

https://www.thestandard.com.hk/section- ... ard-battle

[winston]

<Research Report>UBS Hikes 2020E Global Semiconductor Rev Growth to 4.5%; Terminal Mkt Keeps Reviving

Terminal market is in the right direction overall, with faster recovery in smartphone, consumer electronics, auto and industrial markets after hitting a sector trough in 2Q20, reported UBS.

UBS raised the 2020 global semiconductor revenue forecast from US$406 billion (-1.4% YoY) to US$431 billion (+4.5% YoY).

SMIC (00981.HK) was rated at Sell, with a $15 target.

Source: AAStocks Financial News

[winston]

According to IDC, notebook sales are expected to grow from 171 million units last year to 194 million units in 2024.

On the other hand, desktop sales are expected to go south from 91 million units in 2019 to an estimated 66 million units in 2024.

Source: Motley Fool

[winston]

IC industry to grow 17pc to US$70b

The global integrated circuits industry is expected to grow 17 percent to US$70 billion (HK$546 billion) in 2020, and rise another 6.8 percent in 2021, according to a DigiTimes report.

The newspaper also said that Taiwan Semiconductor Manufacturing Company and Samsung Electronics will continue expanding their capacity.

The Covid-19 pandemic and Sino-US trade war will put pressure on the global semiconductor supply chain, but 2020 output will be driven up by stay-at-home activities in the second half, the report said.

DigiTimes expects the industry output to grow at a five-year compound annual growth rate of 6-7 percent to reach US$95 billion in 2025. However, the Sino-US trade dispute remains the biggest uncertainty.

In other news, shares of Semiconductor Manufacturing International (0981) dropped 4.64 percent to HK$17.28 yesterday after Chinese chipmaker warned US export restrictions may have adverse effects.

Source: AP

https://www.thestandard.com.hk/section- ... -to-US$70b

[winston]

Global semicon sales up 5.8% in 2Q2020 to US$113.6b, market uncertainty remains, says SIA

by Surin Murugiah

SIA said sales rose 11% quarter-on-quarter.

“Sales into the Americas remained strong in September, increasing by more than 20% year-to-year, and sales increased on a month-to-month basis across all major regional markets.”

Source: The Edge

https://www.theedgemarkets.com/article/ ... s-says-sia

[winston]

Global 3Q semiconductor equipment billings up 30% y-o-y at US$19.4b, says SEMI

by Surin Murugiah

The figure was 16% higher quarter-on-quarter.

Source: The Edge

https://www.theedgemarkets.com/article/ ... -says-semi