According to Taiwan media reports, said after the meeting the mediatek method, mediatek order of mobile phone chips "explosive growth", vice chairman xie qingjiang busy to fabs, sealing test factory production capacity, the phenomenon of lack of capacity will continue until the end of the year, so tight, mediatek why not in price, profit margins bottoms out?
Xie qingjiang is "competition". Although legal circle is the pressure of competition from qualcomm, but in fact, after mainland China spreadtrum rise, has become a mediatek heart pain, because spreadtrum, mediatek gross margin is difficult to ascend.
The past Taiwan chip designer mediatek, sunplus, via, etc., with a 40% - 40% of the gross profit margin, results from 50% to 60% of the European and American chip design company hands grabbing market, now the tables have turned, spreadtrum chip design company, the sea from the mainland, zte microelectronics, such as: science and technology, in the same way, to grab the market with Taiwan chip design company. Mainland companies only 30% - 40% gross margin requirements.
If you want to avoid the threat of a "red tide", often choose different chip design company with China market, just don't have much of the size of the market in Taiwan chip designer output contraction.
Therefore, Taiwan chip design companies to understand competitors coexistence and co-prosperity with China, jointly seek cooperation alliance mode, sharing the global semiconductor business opportunities have a chance. The Taiwan government are supposed to help the open policy, Taiwan's chip design company to return to the high gross profit margin, high-growth, high EPS era of "three highs".
Previously, mediatek chairman Mr Tsai proposals to the government for open mainland capital, said "hope on both sides of the hand in hand", many times by the Taiwan government media criticism of the roll call.
Taiwan science industrial park, industrial board of trade principle the resolution of the board of supervisors by mediatek proposals, recommendations to the government to the mainland to Taiwan capital investment chip design, in wafer foundry and assembly test, into the positive list items.
However, Taiwan's "ministry" more hope the island company priority, versus the "red" supply chain. Taiwan's economy minister, "changxi Yang said," because the national security problem is not really clear, "and the industry has not reached a consensus, premature to talk about the open policy.
According to Taiwan's industrial institute report, Taiwan's chip design about leading mainland 2 to 3 years.