[Core Information 06.02] TI price cut for share, Infineon seeks a new acquisition (2023/6/2 11:39:09)
1. To win share, Texas Instruments started price cuts on generic analog chips
In an effort to grab the market and crush rivals, Texas Instruments, a US chip maker, cut its chip prices in China in an attempt to gain more market share in the dark moments before the industry recovers, the company reported.
It is reported that the main impact of the Chinese market price reduction is the general analog chip, and the impact of the more dispersed special analog chip market is uneven. Among them, PMIC and signal chain chips are affected by the price reduction strategy of the disaster areas.
The senior executive of a domestic analog chip factory revealed that: TI this price reduction does not have a fixed range and the bottom line, completely compared with the price of domestic chips, the purpose is to hit competitors. It can be predicted that, starting from the PMIC, the analog chip began a new round of big fight.
2. Anson: a compound annual growth rate of 10% to 12% from 2022 to 2027
According to kechuang board daily 30, beauty has said in investors conference, the company is actively developing intelligent power supply in the field of automobile and industrial and sensing business, is expected from 2022 to 2027, the company revenue annual compound growth will reach 10% to 12%, for the semiconductor market expected growth rate of 3 times, and through new product sales profits into SiC production, target 2027 gross margin of 53%.
3. Infineon seeks small acquisitions of less than 3 billion euros
Infineon chief financial officer Sven Schneider told a German media outlet that Infineon is seeking small and medium-sized acquisitions worth up to 3 billion euros that would fit the company's business portfolio, according to IT Home.
Infineon's acquisition could be between 1 billion and 3 billion euros, and liquidity problems. Schneider Said Infineon has nearly 3.5 billion euros in liquidity and will only be acquired if it is in line with the company's strategic, financial and cultural portfolio.
4. Mediatek will develop an automotive SoC that integrates Nvidia GPU pellets
Mediatek on May 29 announced a partnership with Nvidia to provide a complete AI smart cockpit solution for software-defined vehicles. The two sides will give full play to the advantages of their respective automotive product portfolio and jointly provide excellent solutions for the new generation of intelligent vehicles.
Through this partnership, Mediatek will develop an automotive SoC that integrates Nvidia GPU Core (chiplet), equipped with Nvidia AI and graphics computing IP. The core particle supports the interconnection technology, which can realize the smooth and high-speed interconnection between the core particles.
5. UMC: The recovery is slower than expected, with 28nm capacity utilization to more than 90% in the second half of the year
Liu Qidong, chief financial officer of UMC, said the destocking of the semiconductor industry in the first half of the year was slower than expected and saw no strong recovery, the board daily reported, citing MoneyDJ. At present, the 28nm OLED DDI (driver chip) is still tight, and the utilization rate of the 28nm production capacity can reach more than 90% in the second half of the year.
By contrast, 8-inch wafers have relatively low capacity utilization because they are less stylized than 12-inch. In terms of application category, the demand for mobile phones and PC is poor, while the demand for automobiles and industry is good in the first quarter. Now there are signs of peak, because the customer inventory has reached a certain level.
6. Forecast: Global AI server shipments will be close to 1.2 million units this year
After IDC announced that global AI server revenue will reach $25 billion this year, TrendForce expects global AI server shipments to reach nearly 1.2 million units this year, up 38.4% annually and growing at a compound annual rate of 22% until 2026. Shipments of AI chips will grow by 46% year on a year.
TrendForce Also pointed out that in addition to AI servers equipped with FPGA and ASIC, Nvidia's GPU is the current mainstream of AI server chips, with an estimated market share of about 60-70%, and AISC independently developed by cloud service provider, with a market share of more than 20%.
7.IDC: Global smartphone shipments fell 3.2% this year and rebounded next year
According to IDC's latest forecast, the weak economic outlook and continued inflation will reduce global smartphone shipments by 3.2 percent in 2023 to 1.17 billion units, IT Home reported. That forecast is lower than the agency's forecast of a 1.1% decline in February.
But IDC reports that the smartphone market will recover in 2024 with a 6% growth. But it also noted that consumer demand is still slower than expected. If 2022 is a year of excess inventory, 2023 is a cautious year. While manufacturers want to be ready for a necessary recovery, no one wants to hold for too long, which means the risk of overstocking.