Under the influence of the strong earthquake in 2016, half of Taiwan and Japan, cross-strait science and technology industry chain under the crisis consciousness of break, have begun to spontaneous covering inventory movement, let Taiwan IC design company season 2 orders instantly clear visibility, plus 2016 years Brazil Rio's major sporting events of the Olympic Games, customer urgent single, short, more let Taiwan IC design industry showed no BaiXiang season 2.
However, in the face of the customer has a mind which high inventory level and strive to make track for a single phenomenon, many Taiwan instead of IC design industry began to worry that deficit spending, the four roles in both three pressure, in the case of the terminal market demand remains weak, the second half of the 2016 I'm afraid there will be again good operating performance is not easy, even a backsliding anticlimactic.
Traditional peak season by season 3 delivery in advance to sign of season 2, released from mediatek revenue growth target 2 will be up to 24 ~ 32%, the highest in more than 73.8 billion nt dollars, can be a nodding acquaintance. In size of about 60 billion yuan level, mediatek season season 2 unexpectedly can also be a stronger more than 20%, even more than 30%, it happened that the global handset market demand is not too much good news coming from sales, the customer actively back to build up inventory level, and prepare the new inventory requirements of high pressure is great.
Therefore, mediatek general manager xie qingjiang although season 2 published as expected strong revenue growth targets, but also left the second half of the 2016 will have to be again good is not easy to set, I'm afraid even the truth in the competition will certainly make a city share back to attack, after mediatek potential gross margin performance is still poor.
System analog IC suppliers is the truth, although the season 2 terminal market demand is not too much, but short-term downstream customers do not artificially low inventory level movements appear again, this should be in the first three months of strong earthquake in southern Taiwan, led wafer deferred delivery 2 ~ 3 months, at the beginning of season 2 see kumamoto, Japan, earthquake, many key components related to pressure situation also appeared out of stock.
Worries about the new products listed stock could have in crisis, combined with previous historical low level inventory level has been reduced, the downstream customer one by one, in season 2 prepared the second half of the season in 2016 new product inventory level, is the emergence of the industrial chain universality, traditional peak season effect of halo 3 season, have been the phenomenon of season 2 urgent single string, to many.
Just, this customer order with short-term trend positive behavior, control terminal market demand at the same time, and no good sales digital synchronous phenomenon of different tone, let Taiwan IC design industry in busy order, instead, in 2016 the second half of the operating performance are also beginning to be fear.
Industrial chain in the first half of the year, after all, hard to cover the inventory, in the second half of the redirection to inventory anticlimactic lesson, also has experienced many times over the past few years, in the end market demand is the best referee under high and low level of inventory, season 2 traditional peak season effect seems situation ahead of time, has not made Taiwan IC design industry, instead of the terminal 3 c products market actual sales figures, for myself, better control inventory level of opportunity for our customers.
