Although TSMC reiterated tainan February earthquake has little impact, but the current cast slice of TSMC south branch factory of IC design industry at home and abroad is still very nervous, fear of TSMC as could affect delivery season 1 operating performance, industry said mediatek hit from tainan earthquake, its integrated FM, wi-fi, GPS and bluetooth wireless connection chip MT6625 short-term pressure shipment delays. Mediatek, said senior in TSMC to help case, estimated in the first quarter revenue targets can still be successful touchdown.
Recent mediatek to industry and market prospect of release positive view, due to the mainland intelligent mobile phone market demand in China mobile and China telecom to offer a replacement and new subsidies, half the mobile phone market situation will be better than expected in 2016, mediatek makes the industry expected the first quarter guidance season 7 ~ 15% reduction of conservative goals, should have the opportunity to raise.
Mediatek January performance hit the second highest in nearly a year, however, affected by the earthquake, MT6625 chip deferred nearly a month of shipment, mediatek, 2, 3 month performance decline variables could make the industry had hoped to raise outlook dream broken. According to information released by TSMC, a wafer six factory in tainan, 14 a and 14 b factory, there is no impact structure, but in the production of wafer damage situation is more serious than previously evaluation, expected JiJing round 1 shipment will be delayed.
Among them, Taiwan semiconductor wafer 14 a factory 10 to 50 days after shipment will be delayed, and there are 100000 pieces of 12 inch wafer shipment time from the first quarter of deferred to season 2; Wafer factory of shipment will be delayed 5 ~ 20 days, about 20000 pieces of 8 inch wafer shipments to season 2, because the main mediatek wireless connection chip MT6625 in TSMC 14 factory production, shipment could be deferred, as for the other mobile phone chips may also be a drag on delivery.
Mediatek top admitted that TSMC is very help, has been to the cargo, if can smoothly in the shipment before the end of season 1, expected because MT6625 chip shortage may cause little influence on delivery of mobile phone chips, and may even because of the supply chain replenishment to after the earthquake effect, makes the shipping more warm.
The mobile phone supply chain inventory level is not high, and the mainland in the first three months of intelligent mobile phone market looks better than expected, not bad in season 2 demand, mobile phone customers in the short term is expected to have a more positive cargo movements appear, as long as the fabs tiem to delivery, mediatek first quarter reached maximum forecast target, even have a chance to forecast in advance.
