As the global sales momentum of smart phones slows down and the volume of personal computers continues to decline, the semiconductor production chain is facing the pressure of inventory de allocation in 2015, which also leads to the poor operation performance of wafer generation plants and packaging test plants. Fortunately, the market inventory has been adjusted in the fourth quarter of last year, and there will be no excess inventory in the semiconductor market in 2016.

The industry believes that although the growth of smart phone market will slow down in 2016, the demand for wearable devices, including smart watches, will grow significantly. There will also be many new applications in the Internet of things market, and the automotive electronics and advanced driving assistance system (ADAS) will see strong growth.

As the sales volume of Internet of things related applications will gradually accelerate, the demand for MCU, sensor, power management chip, network communication chip will also increase. As a large number of special application chips (ASICs) of the Internet of things do not need to adopt advanced processes, but adopt 8-inch factory mature processes for production, the world's advanced order receiving will return to the full load level, and Sunmoon, the largest sensor testing factory jingyuandian, which has a huge system level packaging (SIP) capacity, will benefit synchronously.

The world's advanced benefits and strong demand for OEM

The world advanced forecast that the revenue in the first quarter of this year is between 5.85-6.15 billion yuan, and the operation has gradually stepped out of the bottom, which also represents the demand for 8-inch wafer foundry is gradually increasing.

With the end of inventory de stocking and the beginning of additional investment by customers, the capacity utilization rate of 8-inch wafer generation plant has obviously recovered, and the revenue will appear in the first quarter of this year. The world's advanced industry benefits from the rapid recovery of orders such as LCD driven IC, power management IC, Internet of things application MCU and sensor. In the first quarter, the operation is not weak, and after the second quarter, the operation performance is expected to recover to the level at the peak of 2014.

Sun and moon snatch into Internet of things SIP

Sunmoon has been in the SIP packaging market for many years. In addition to being the largest generation factory of SIP modules such as Apple iPhone and apple watch, it will also make a big push into the Internet of things SIP market this year. The first mock exam is to connect all the items online, so every networking device needs separate processors, sensors, power management and network chips. So only through SiP technology can all chips be integrated into single module in a limited size.

Sunmoon has launched the second public acquisition of silicon products, which is expected to be successfully completed. Sunmoon will move towards 100% acquisition of silicon products. After integrating the technology of silicon products in the future, it will be able to establish the most complete ecosystem in the world in SIP market, including the Internet of things ASIC or sip large sealed OEM orders.

Jingyuan inductance measuring single bag

After the deregulation of the market inventory, Kyodo has seen orders begin to show a return. The operation performance in the fourth quarter of last year has obviously turned better. The first quarter of this year will also be off-season, with the opportunity to keep the same or grow within 3% with the fourth quarter of this year.

In recent years, Jingyuan power has been actively expanding the production capacity of Miaoli Causeway Industrial Park, mainly focusing on the testing of sensors and micro electro mechanical systems (MEMS), and has been certified and placed an order by the international system factory and IDM factory. Nowadays, the demand for sensors or MEMS in the Internet of things is greatly increased. Kyodo is already the largest sensor testing manufacturer in the Asia Pacific region, and it is expected to benefit directly.