Chip factory, points out that due to the wisdom of mainland China mobile phone market better than expected, plus a iot order injections, including 28 TSMC and umc nai metric process orders are full capacity to September.
Although apple such smart phone to sell, but low order smartphone market of mainland China because of the local's three major telecommunications operators restart subsidies, alibaba also offering subsidy scheme, in the second quarter started a wave of demand.
Mobile phone chip factory, points out that the mainland has collected smart phone brand customer data, including huawei, millet, OPPO, Vivo, Letv, meizu brands are in the crazy make track for a single plant, season 2 to chip factory order quantity is as high as 170 million to 180 million.
Because not smart phone traditional peak season now, if the order quantity, straight at the local smartphone sales throughout the year 680 million, about fifty percent more than the original estimate of 450 million cigarettes, let chip factory pleasantly surprised and worried.
Chip factory, points out that because the phone main chips and peripheral chips in a state of out of stock, the market should have a repeat order, although not too optimistic about season 2 of a hit, but also had to upstream foundries after single.
Under after single chip factory, at present the low order smartphone chip using the main process of 28 nanometers, capacity utilization present filled with water, in addition to the full of TSMC, umc is under the demand and price advantage, win a lot of orders.
Said chip factory, including TSMC and umc foundries are response to endure the metric to the September 28; In contrast, apple products such as the main customer base 16 nanometers, capacity utilization is relatively low.
In the short term, in the part, in terms of nt $32.3 against the dollar, TSMC forecast revenue for 215 billion yuan to 218 billion yuan, 2 quarter increased 5.6% to 7.1%, maintain between 49% to 51% gross margin, operating income rate is from 38.5% to 40.5%.
Umc is scheduled on Wednesday (27th) method to say, could be announced first quarter financial results and explain season 2 operating outlook, as legal person is expected, in 28 nai metric under full load process, the outlook can't bad this season.
