Global semiconductor supply chain inventory level has fallen to a relatively low, but because of the global economic situation is not optimistic, and exchange rate volatility is still large, customer cargo will be closely related to new product market shop goods, IC design industry is expected in 2016 first half could only smartphones, tablets and other mobile device products, will be in season 2 has a wave of new product, customer urgent single time point should fall between 3 ~ 4 month, more than the current companies order visibility it seems.

Although TSMC south plant affected by the earthquake, almost all outgoing wafer plant production line wafer scrap redo, but for TSMC said have comprehensive return to work, can't reach monthly sales 1 ~ 3%, in the first quarter guidance goal remains high level, Taiwan IC design industry had expected inventory to cover urgent single effect, I'm afraid I have to wait.

Is one line of IC design industry, points out that although the client and the company internal chip stocks is not high, but the current environment there are still too many variables, and in the first quarter is the traditional off-season, facing the customers don't want to start up easily inventory level movement, expected in 2016 first half wave report urgent single point, it will be between 3 ~ 4 months.

Series LCD driver IC supplier of Taiwan pointed out that to create the severity of the wounded, despite coming from a smartphone customers may turn factory and turn single message, but not a lot of back order action, related supply chain industry is still not see single effect, highlight the customer is not worried about in the traditional off-season moments, and there will be a chip components shortage phenomenon.

Analog IC design industry, according to current PC shipments complete extinction, willingness to higher inventory level is not high in the short term, according to seasonal factors all or a change to go.

Taiwan semiconductor supply chain has, in fact, in the fourth quarter of 2015 the covering of inventory movements, medium and small size LCD driver IC nasty flying alone, 2016 in the first three months of large-sized LCD driver IC and fingerprint identification chip manufacturers, began to compete for TSMC, the world's advanced 8 inch wafer production capacity.

IC design industry thinks, to repeat the past strong covering of supply chain inventory, will need to have the terminals of the strong market demand for support, because of the new season 2 have the mobile device, cooperate with the mainland 51 season effect, coupled with advance of consumer electronics product line for season 3 Olympic urgent demand, there will be a better time point which high inventory levels.