TSMC, UMC replaced as MediaTek preferred wafer supplier – 830nm diode laser modu
The second-largest wafer foundry companies to take advantage of UMC's advanced process comprehensive tight, giving priority to major clients this quarter capacity to protect, strategies worked. The industry came out this season as UMC foundry MediaTek's largest mobile phone supplier, to replace the TSMC, UMC not only the capture of large customers of special significance, also contribute to boosting their operating revenues.
For the market rumors, wafer planes trend for customers not be reached for comment. MediaTek executives say, in the wafer transfer between a single supplier is a frequent occurrence, this is a natural market competition results.
MediaTek are the main source of silicon UMC, for risk control, starting in 2006 for the first time mobile phone chips will be distributed to TSMC, the industry as "high-end product in Taiwan, and mature processes in UMC" argument. However, as mobile phone chips have been expanding, at present MediaTek chips for cell phones the same process takes place simultaneously in TSMC, UMC orders, but the test in R & D investment and high-end smart phones to 40-nanometer chips, TSMC is still the main .
The industry of the year last year, MediaTek mobile phone chip shipments more than 300 million calculations per month required for conversion of mobile phone chips 12-inch, 90-nanometer silicon calorimeter on more than 40,000; Taiwan Semiconductor Manufacturing accounts for about 2.5 10000, UMC 15000, accounting for TSMC, UMC 12-inch total monthly production capacity of 18% and 25%.
UMC 65-nanometer half of last year, and gradually mature, and gradually achieved through pricing strategy of TSMC's major clients, sourcing the right to supply a second, more successful first win MediaTek a M6253 single-chip mobile phone go to UMC's 12-inch 65-nanometer manufacturing in Singapore.
Earlier this year, 12-inch wafer foundry's advanced production process fully tight, UMC Youyi more favorable price guarantee for large, long single customer. The industry spread, based on price considerations, MediaTek transferring from the Taiwan Semiconductor Manufacturing Company into two orders to UMC, to allow UMC to re-acquire MediaTek's largest supplier of chips for cell phones.
MediaTek this year in the existing mobile phone chip market will face rivals 2G/2.75G including Spreadtrum, Morningstar, and Infineon Technologies to compete in order to maintain this year's gross profit margin remained at 55% to 56%, in addition to talking about end foundry a better price, in the IC packaging and testing part of the acceleration switch into the copper process, the company estimated that there will be 5 end of the year into the mobile phone chip copper process, could be further cost savings of 5%.
UMC's wafer shipments this quarter, flat with last year's fourth quarter, and revenue accounting for more than 65 nm will also continue to increase 17 percent sequentially. It is understood that UMC wafer season average price (ASP) reduction of 3% sequentially, with the past, the proportion of advanced manufacturing processes to enhance the trend has raised the ASP contrary, which is based on long-term consideration, give priority to large customer strategy. The company said some customers for a long time, prices have even cheaper to maintain.
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