Intel (Intel) from good news in the mobile device market, Intel's 4 g LTE Modem (Modem) chip and has strong squeeze into Apple (Apple) is expected to September published the new iPhone supply chain, and Intel order proportion on the five into, well above the industry expected. Semiconductor industry, according to the Intel chip wafer foundry by TSMC, encapsulated by Intel itself, test by jing yuan electric win big. However, relevant manufacturers to order message has not been confirmed.
Semiconductor industry, said Intel in the global mobile device market supremacy in lee, but against the ARM processor chip army strong offensive, Intel and even forced to cut 12000 jobs, about 1 into a global workforce, however, Intel has spread rapidly in Modem chip part, Intel had new apple iPhone 5 orders, far more than the industry had expected the proportion of three orders.
Fact, Qualcomm, Qualcomm has revealed that there will be a loss of important customer orders, investors believe should order is apple. Semiconductor industry, points out that the department in charge of Mobile phone chips from Intel subsidiary Intel Mobile Communications GmbH (IMC), place the order directly to Taiwan wafer foundry and test factory, IMC is Intel in 2011 Infineon (Infineon) Mobile phone chips after the department, set up by the 100% owned subsidiary.
Intel the Modem chip for apple's new iPhone order weight more than expected, in addition to the wafer generation of labor by TSMC, encapsulated by Intel itself fencing, it is worth noting that the yuan electrical test for large by Beijing, let the industry attention.
Because of the global smartphone market growth slowing, Taiwan semiconductor testing factory also jointly affected, ase in system level package (SiP) cut into the apple iPhone, and other products supply chain, in 2016 first half has been significantly influenced by the iPhone sales than expected, ase admits system-level encapsulate business revenue to a seasonal decline.
In contrast, the recent silicon products, jing yuan electric operating relatively steady. Silicon products, said smartphone is still the main consumer electronics market, is also the important IC test terminal applications, 2016 upper Android mobile phone operator performance is good, as for when apple released its new iPhone in September, could lead the second half of the 2016 market demand.
To in Beijing yuan electric important orders on both sides and the U.S. to win customers, in 2016 operating relatively optimistic, at present Beijing yuan electric main business focus on testing, and customer layout is quite broad, huawei group, including the mainland haisi IC design company, Taiwan IC design leading mediatek etc are main customer. However, Intel for Modem chip testing orders, would not comment on jing yuan electrical speech system.
