Now many market participants microelectronic components build rosy forecasts for the high development rates of the automobile "autopilot" and "Internet of Things", segments of virtual and augmented reality. Even in the smartphone market, many lose interest because it no longer shows old growth.
However, at a recent conference, representatives of the reporting quarter TSMC were forced to admit that the company's revenue still depends strongly on the smartphone market. On the slide, the official presentation of the direction of "telecommunications products", which include mainly components for smartphones, has formed 65% of annual revenue. In the words of TSMC representatives voiced the estimate for the current year, 80% revenue growth to be achieved is the segment of smartphones.
Although the automotive electronics and the "Internet of Things" on the effect of "low base" will grow by 20-30%, in absolute value of their contribution to total revenue TSMC will be minimal. Counting on revenue growth at the end of 2017 by 5-10%, the company still relies on smartphones. They are in the current year will be sold at 6%, about 1.55 billion Pieces. It is noteworthy that the given section and price categories for smartphones expensive to grow by 3%, average
- 5%, and the lower - at all 8%. The number of PCs shipped in 2017, according to TSMC opinion, will be reduced by 5%. The tablet will be sold less than 7%, but the segment of the "Internet of Things" will grow by 34%. Related Products :
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