By TSMC, mediatek semiconductor industry import and export of chang rwindi, the Treasury announcement exports of $24.12 billion in July, China Taiwan grew at 1.2%, the Treasury Cai Meina, census and statistics department director said: "export growth is a positive growth for the first time since February 2015." China exports finally cast off plight, 17 black back to growth path.
The ministry of finance yesterday announced July exports $24.12 billion, the month increase 5.4%, annual increase of 5.4%, the cumulative before July exports $155.46 billion this year, a 7.7% cut from the same period a year earlier. Cai Meina said Asian neighboring countries south Korean exports in July 19 black, even Singapore export even until the end of June 22 until the end of June even 16 black black, Hong Kong, there had been no back to news, China's Taiwan's first of the 4 small dragon announced export of positive region.
Most integrated circuits
Cai Meina said, are the major factors in order to increase the export of July reverse rising 3:1, electronic components monthly export amount of $7.96 billion, a monthly calendar year high, 4 grew at 5.7%; 2, in the same period last year annual repairs of petrochemical factory, lower oil exports more base period; Third, semiconductor industry imports of capital equipment for three consecutive months up higher, according to the manufacturer shipment is still positive.
The Treasury noted that July integrated circuits (including the semiconductor and related products), value $6.69 billion the most in the year increased by 8.9%, integrated circuit also hit a monthly calendar year 3 high export amount. Cai Meina said, even if deduct annual repairs of petrochemical factory reason -- 0.7%, show export momentum transfer stability.
Taiwan scholastic boom forecast ming-de sun, director of the center said "it is high time exports from negative to positive", "snow tunnel to slow the speed of turtle speed". Semiconductor is July, he said, import and export of large, good performance this month, more than three months can expect in the future.
Ming-de sun said, turning, export performance depends on three wheels are electronic components, materials and machinery. The electronic components this wheel has been moved, but the other two wheels raw materials, machinery and lack of good performance, so "overall value is better, but still not enough health", still to be August or September to conclude relay performance.
Kuo-yuan liang: the bottom has already taken place
Ming-de sun said, however, the semiconductor capital equipment imports continue to increase, the second half of the year is expected to break through the fog of the industry, TSMC, mediatek industry performance index rebound will know, these enterprises is equal to the ChunYan ChunYan, if already fly first, have the opportunity to continue to lead in the second half of the boom.
Kuo-yuan liang yuan integrated JingJiYuan dabao China chairman, said exports monthly and annual increase rate is positive news, but I still want to see the absolute amount of export amount is only $24.12 billion in July, from the 2014 peak of more than $2014 is still a distance, blessing, have the iPhone 6, 2014, this year have iPhone7 listed, but forecast effect won't be as clear as i6. Leung said: "the bottom has already taken place, but not so lax."
Import recession even 20 months
Amount of imported parts, but imports in July for $20.51 billion, increased 6.3%, a 0.2% cut in, although for 20 consecutive months of decline, Cai Meina emphasizes "has returned to the flat", if combined with the second half of the imports of capital equipment, semiconductor companies enforce import and export amount is still can continue to rise. Accumulated before July but imports $127.81 billion this year, the year minus 9.2%.
Cai Meina said: "TSMC to raise capital spending this year, and perform highly concentrated in the second half of the capital equipment import looking pretty good, positive benefit to the domestic production of energy for the future." TSMC, mediatek hikes in the third quarter this year, the panel industry effect on season orders increase visibility, is worth looking forward to the second half.
