Shulou(Shulou.com)11/24 Report--

CTOnews.com February 7 news, according to Taiwan Economic Daily reported that in the face of semiconductor inventory correction tide, PC, mobile phones and other consumer electronics applications have not seen obvious signs of recovery.

Taiwan media pointed out that from the point of view of a number of IC designers, from the perspective of the supply chain, the notebook computer market may continue to decline this year, the market estimates provided by mobile phone customers are also conservative, and the demand for consumer electronics orders is still weak. Some manufacturers say bluntly that "there is almost no order visibility to speak of."

This also means that the IC design areas that Taiwan manufacturers are good at, such as microcontrollers (MCU), power management, mobile phone chips and so on, are all in poor condition. The first quarter was originally a traditional off-season, but now the market demand is sluggish and inventories still need to be eliminated. According to the industry, the operation of this quarter may face a "off-season in the off-season".

CTOnews.com learned that IC designers said frankly that although inventories continue to be eliminated, the speed is still slow. The most optimistic situation at present is that the market situation bottomed out this quarter and gradually began to pick up in the second quarter, but the general environment still changed greatly. "now no one can tell, we can only look at it while walking."

IC designers pointed out that the overall notebook market is bound to decline this year, as to how much it will continue to decline, there are different views in the industry at present, some people are optimistic that it will only decline by single digits, but others think it will be reduced by about 10%. If you look at consumer or commercial laptops, the current market conditions of both are similar.

Some IC designers related to the mobile phone supply chain also mentioned that there is almost no order visibility, and the volume of some IC has increased slightly, but "the price has fallen very badly." the mobile phone market situation this year can only be viewed conservatively, and it may not be able to recover obviously even in the third quarter.

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