In 2013, Apple reshape the relief of the semiconductor industry

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POSTER: computer news   ||   IN 2013, APPLE RESHAPE THE RELIEF OF THE SEMICONDUCTOR INDUSTRY	DATE:2013-08-11
The market value of Apple at the end of last week was $ 412.87 billion, which is four times the value of Intel and Qualcomm shares for all types of shares.  Exxon Mobil (capitalization of $ 399.32 billion) and Google ($ 296,50 bn).  From their positions, Apple is able to independently change the landscape of the semiconductor market. This year, according to IHS iSuppli, analysts   some of Apple actions   will lead to significant activity among contract manufacturers of semiconductors, which drastically increase the flow of money into the sector with all the attendant: expansion of production base, improvement of production and so on. It has long been speculation that Apple is going to move orders to release Ax processors for smartphones and tablets on the power of the Taiwanese company TSMC. Until now, Apple provided the processor shipments Samsung company , which is not a pure contractors.   If Apple switch to  TSMC, the revenue growth in the sector of contract manufacturing of semiconductors will grow by 21%.  For comparison, a fully semiconductor sector for the year expects to increase its revenues in 2013 by a modest 5%. Processors for smartphones and tablets are traditionally produced by contract manufacturers, so the growth in demand for the first and second automatically add money to TSMC, UMC and other contractors.  This is already happening.  In the first quarter of 2013, contract manufacturers have revenues of $ 8.2 billion - is 4% more than in the fourth quarter of 2012.  In general, the semiconductor market over the same period revenues declined by 5%.   Contractors have to compete not only among themselves but also with companies such as Intel or Samsung.  Such competition has led to the fact that  TSMC, UMC and GlobalFoundries company began to actively develop new process technologies and deeper study related technologies.   Related Products :

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