Responsible for the recovery of the stock market, the wafer foundry generally has a high growth rate of more than 30% in 2010, which is better than the average growth rate of the overall semiconductor industry. In the first quarter of 2011, thanks to smart phones and tablet computers, coupled with the Lunar New Year inventory replenishment effect, production capacity continued to be tight, and the operation of the wafers was expected to be weak in the off-season. The world’s advanced inventory adjustments came to an end and the Lunar New Year’s demand led The revenue is also expected to grow.
In the fourth quarter of 2010, UMC's revenue was RMB 31.319 billion due to the appreciation of the New Taiwan dollar, which was 4.08% lower than the third quarter, in line with market expectations. Despite the impact of the exchange rate in the fourth quarter, benefiting from the rapid recovery of the foundry industry, UMC's operating performance in 2010 was outstanding. The annual revenue reached RMB 120.43 billion, a 35.9% increase from 2009, setting a record high. Return to the top 20 semiconductor companies in the world.
Looking forward to 2011, UMC believes that the semiconductor industry outlook is still optimistic, and the expected output value is expected to grow by 5-10% compared with 2010. The wafer industry growth will still exceed the overall semiconductor industry, which will increase by 10-15% annually. In addition, with the integrated component manufacturing (IDM) plant to expand the release of outsourcing OEM orders, UMC's 2011 operation is expected to continue to rise.
TSMC will announce last month's revenue on the 10th. According to TSMC's financial forecast, in the fourth quarter of 2010, based on the exchange rate of 30.6 yuan against the US dollar, the revenue will reach 107 billion to 109 billion yuan, down 2.89 from the third quarter. 4.67%, the gross profit margin will be about 48~50%, and the operating profit rate will be 35.5~37.5%. However, due to the busy orders, the market expects that TSMC's revenue in the previous quarter will slightly exceed the high financial standard of RMB 109 billion. Estimated to reach 419 billion yuan.
In the first quarter of TSMC, Qualcomm and NVIDIA and other major customers actively placed orders, and orders related to smart phones and tablet computers were booming, and 12-inch capacity was full. Zhang Zhongmou, chairman of TSMC, expected that the first quarter was affected by seasonal factors, but its performance was weaker, but it was stronger than the traditional first quarter. It even had a chance to be flat with this quarter, or a slight decline of 5%. The second season is expected. A quick recovery.
In the world's advanced 2010 and November 2010, due to the impact of customers' destocking, the performance dropped sharply. In November, revenue fell to 1.035 billion yuan, the lowest monthly revenue in 2010. However, since December, due to the end of inventory adjustment, customers have actively replenished, and the world's advanced performance has rebounded, reaching 1.259 billion yuan, up 21.67%. The world's advanced 2010 fourth quarter revenue was 3.403 billion yuan. Decrease by 29.44%, in line with expectations; 2010 annual revenue of 16.034 billion yuan, an increase of 27.37%.
As for the world's advanced season, it is expected that under the demand for stocking for the Lunar New Year, the camp will be able to recover the temperature and there will be a single-digit quarterly increase. The world's advanced days pointed out that from the application point of view, the demand for IT panels is weaker than that for TV panels. Small and medium-sized panels are better because of the demand for mobile phones, but they are not strong, and the overall order visibility is not long.
After the full conversion into the logic process, the future focus will be on large-size driver ICs and power management ICs. The world's advanced forecast is held on the 31st to hold a corporate briefing, to announce the operating results of the previous quarter, and to say the first quarter operating outlook.
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