2012 brings yet another year to all of us, and once again the industry is bouncing back after a challenging 2011. We welcome a fresh optimistic outlook as perceived by semiconductor industry analysts at large, both domestically and abroad. The sovereign debt and economic worries of the European Union has brought a torrent of dreadful news, yet the industrial indicators within
technology and specifically the semiconductor segment reflect increasing stability and projected growth during year 2012. In Recent two months, seems that more Power Device is coming up, IGBT, Power Clips. Automobile will be stable over the year with some minor growth as comparing with 2011.
Moreover, IDM, Subcon tends to have a new demand for a better cost format on legacy or even QFN, obviously there is a new demand for equipment base on 100mmx300mm leadf rame format on Legacy SOIC, TSSOP and also QFN run in Q4 2012.
Wireless and mobile is everything, no matter, handphone, tablet, Ipad had demand on wire less devices, Iphone5 will follow Ipad3 in March Launch. Samsung has stuck a good balance In terns of performance, flexibility and versatility comparing to Ipad, Samsung will gain market share, and grow with Apple. Solid state Ram in replacing harddisk will create huge demand on equipment. I am speculating that Q2 2012 will have some ramp up for equipment demand. Worse case 2012 business will at par at 2011 or even 5%-7% better than 2011.
HK Snob
