After the global semiconductor industry experienced a financial tsunami in 2008-2009, resulting in a significant decline in demand for end-use products, demand at the end of 2H09 gradually recovered. Semiconductor manufacturers at the upper, middle, and lower levels have all actively expanded their production capacity, which also contributed to the semiconductor equipment amount from 2010 to 1Q11. Shipments grew significantly. However, due to the impact of the financial tsunami, IDM realized the importance of cooperation with foundries. As a result, it actively negotiated orders during the financial tsunami to release fascination with foundries, and capital spending expanded from 2010 to 2011. It also performed best with wafer foundry.
After the financial tsunami ended, the demand for technology products from terminal consumers picked up, which also led to higher semiconductor stock prices. After the financial tsunami, semiconductor manufacturers tend to be conservative in the management of inventory, and their orders have become more cautious, causing semiconductors to rise. Manufacturers often have problems with order visibility (order visibility reduced from 3 to 4 months to 2 to 3 months). However, 2H11 global economy faces European debt, US debt, soaring gold prices, soaring prices and inflation crisis. Although the current semiconductor inventory is not high, but the visibility of customers orders is relatively more wait and see.
In addition, a major earthquake in Japan in 311, the semiconductor plant due to the fear of broken chain, actively inventories 03/2011 ~ 05/2011, 06/2011 Japan's supply chain recovery, Japan's earthquake on the semiconductor industry does not seem to be as expected, Therefore, from 06/2011 onwards, manufacturers began to carry out stock removal, while the Japanese earthquake increased the number of semiconductor inventory days by about one to two days, which also caused the original 3Q11 peak season effect to show a prosperous season, among which the upstream foundry was The customer adjusted the largest inventory.
Prospects for the Semiconductor Industry For the domestic semiconductor industry, 1H11 faced a weak terminal demand, the US dollar weakened, and the NT appreciates significantly. Export-oriented Taiwan semiconductor manufacturers are facing great pressure on gross margin and profitability.
Looking into the 2H11 Semiconductor Industry Overview: The 3Q11 semiconductor industry has already been established in peak season, but the 3Q11 IC factories with relatively high relevance to Smart Phone and Tablets still perform well.
Looking into the 4Q11 semiconductor industry: In Europe and the United States, the consumption power is still weak. The momentum supporting the growth of the semiconductor industry is still dominated by emerging markets. The replenishment of Chinese Lunar New Year manufacturers will fall in 4Q11, and the governments of Europe and America will also continue to save the economy.
On the currency side: The US dollar index has turned upwards, and the exchange rate between the New Taiwan dollar and the US dollar is declining. For the export-oriented semiconductor industry, it is expected to improve 2H11 gross margin and foreign exchange gains against the industry.
After the semiconductor upstream foundry and IC packaging and testing plant adjusted the inventory after customers of 3Q11 customers, 4Q11 operation is expected to be superior to the downstream, and IC design 4Q11 needs to pay attention to the trend of NT.
Some of the products used in the past were mainly used in the DT/NB/TV/mobile phone market. With the rapid development of mobile communications, Smart Phone and Tablet became major growth drivers for semiconductors in 2011. It is estimated that 4Q11 will still require Smart Phone and Tablet-related chips. Stronger, TV and NB demand is weaker.
Global Semiconductor Production (Month)
With the financial tsunami, the global semiconductor output value has gradually risen from the bottom. Although the demand for semiconductor products in Europe and the United States has picked up slowly, with the rapid growth of emerging markets, emerging markets have become the main demand for semiconductors. The growth momentum, however, was affected by the United States’ implementation of QE2, causing global inflation to intensify and the price of gold to rise, thus crowding out consumer demand. The US debt and European debt problems still plague the global semiconductor industry. IBTS IC believes that 2H11 global semiconductor output value Will show a slowdown.
Global semiconductor output (years)
After the financial tsunami, the global economy entered a period of recovery. However, demand in Europe and the United States remained weak, but strong demand from emerging markets supported the growth of global semiconductor output. In 2010, the global semiconductor output value reached 298.3 billion U.S. dollars, YoY+ 31.82%, SIA projected in 2011 globally. The semiconductor output value was 308.7 billion U.S. dollars and YoY+3.49%. However, under the weakness of the 2H11 global economic outlook, IBTS IC estimates that there is still a chance for the 2011 global semiconductor output to go down, and there may be a slight negative growth.
The Global Semiconductor Equipment Index The North American Semiconductor Equipment Index has undergone seven cycles since 1995, with North American semiconductor equipment orders YoY having leading indicators, and observing the past few cycles, when equipment orders YoY fell into the range of -70 to - 80% and the index fell to 0.5 to 0.6 can see the low point, the current North American semiconductor equipment orders YoY-35.03%, the index is 0.8, has been relatively low-grade area, but it will take some time to complete the bottom, IBTIC estimates North America semiconductor The fastest equipment index 4Q11~1Q12 is at the bottom, and 2Q12 has the opportunity to enter the eighth cyclical inflation point, so there is no need to be overly pessimistic about the semiconductor industry.
Global semiconductor equipment order/shipment amount 08/2011 The North American semiconductor equipment index was 0.8, showing a declining trend. The equipment order amount was 1.18 billion US dollars, YoY-35.03%.
After the global semiconductor manufacturers substantially expanded their production capacity in 2010, the current expansion has eased. In addition, the issue of global inflation has been serious. The debt problems in Europe and the United States have yet to be resolved and the price of gold has soared, affecting consumer demand. With a lower willingness to produce, IBTS IC believes that orders, shipments, and indices for semiconductor equipment in 2H11 North America will continue to decline.
Global semiconductor inventory days 3Q11 wafer foundry decline, mainly due to customers adjust the inventory generated by the 311 Japan earthquake, and IC design revenue 3Q11 generally have 5 to 10% of the growth space, so IBTSIC believes that 3Q11 semiconductor inventory days are expected From 81.5 days in 2Q11 to 75-76 days, 4Q11 due to the introduction of new products related to NB, coupled with weak terminal demand, the semiconductor inventory days should be comparable to or slightly higher than 3Q11.
Global semiconductor equipment capital expenditures After the financial crisis in 2010, customers realized the importance of cooperation with foundries and reduced their own risk of capital expenditures. Therefore, semiconductor capital expenditures from 2010 to 2011 were significantly higher than those of 2009, and the major momentum came from Foundry industry. Looking forward to 2012, the global environment is not good. Most semiconductor plants have experienced a general decline in capital expenditure in 2012 after expanding their production capacity from 2010 to 2011. However, the demand for foundry high-level processes (processes below 40, 32, and 28 nm) has changed. Strong, plus the amount of equipment is expensive, so semiconductor capital spending will tend to be concentrated in 2012, and most semiconductor plant capital expenditures will decline compared to 2011, but semiconductor capital expenditures in 2012 will rise slightly compared to 2011.
Digital IC is better than analog IC
4Q11 observed from the foundry capacity: 12-inch capacity utilization is better than 8 inches and 6 inches.
In 4Q11, domestic mobile phone and TV chip makers significantly increased the number of films they took, with MediaTek and Morningstar as important indicators.
TI revised the 3Q11 financial measure, and the 4Q11 interim price strategy took back orders, which brought pressure on domestic analog IC design industry product prices.
Driver IC to 12-inch chip-into-trend Driver IC originally used 8-inch factory (0.5um, 0.35, 0.25um and 0.18um) for production, 12-inch due to Wafer grinding problems, so DriverIC factory has stayed in the 8-inch factory process.
As the Wafer grinding problem is solved, the 12-inch gold bump production capacity increases, and the supply of 12-inch equipment to support Driver IC production increases. The driver IC has a strong demand for the Cost Down. Therefore, there are some large-scale Driver IC plants that are gradually transferred from the 8-inch process. To 12-inch process.
Renesas Semiconductor, the world’s No. 1 Driver IC manufacturer, actively cooperated with Shanbang (4147) in its 12-inch gold bump production capacity from 2008 to 2009. It is the first 8-inch to 12-inch production driver IC in the world. Manufacturers.
2H10 Domestic Driver IC Plants (3034), Qijing, and Haoli (3598) began to follow-up on the 12-inch input. The domestic production of 8-inch Driver IC fabs mainly includes TSMC (2330) and UMC ( 2303), the world's advanced (5347) and other manufacturers, Powerchip (5346) in the standard DRAM Samsung rivals pressure to transfer 12-inch production capacity to Driver IC OEM business, adding to the competitive pressure of domestic DriverIC OEM market.
In addition, TVDriverIC still stays in the 8-inch factory due to process problems. Currently, it is common for small and medium-sized Driver IC customers to switch from 8-inch to 12-inch.
ARM-based processors will boost Intel's position on FC-CSP substrates. The demand for ARM will be significantly increased. ARM (Anchor) is an embedded processor IP vendor that is independent of Acorn Computer. The processor has always dominated the Intel X86 architecture. After that, CPU vendors such as AMD appeared one after another. As a result, ARM has not been able to obtain a competitive advantage in the market. Until 1993, after well-known companies such as TI adopted the company's IP, ARM visibility was established. The ARM architecture processor IP implemented by it has also gradually been accepted by customers. In terms of performance, ARM Cortex series products are still inferior to Intel X86 architecture CPUs. Therefore, ARM is actively arranging mobile phones and PDAs for mobile communication devices (with low demand for data processing performance). However, with SmartPhone's penetration rate in the mobile phone market, ARM has become more effective. The demand for architecture processors also increases. According to ABI statistics, the market's support ratio for X86 and ARM in 2010 is 75:25, and it is estimated that by 2012 it will increase to 60:40. In addition, ARM and TSMC collaborated to develop a 40nmG process design to integrate two Cortex-A9MPCore (clocks at 2GHz), graphics chips, and VideoCodec functions under the SOC. This product will enter the low-power Netbooks and SmartBook market in the future, making the ARM The architecture processor then counterattacks from the mobile phone market back to the PC market. However, with ARM-based processor IP, FC-CSP is used as part of the processor's substrate. With ARMIP's increased penetration of processors, IBTSIC is optimistic that the FC-CSP market will continue to grow in the future.
The increase in the NT$trend semiconductor plant's gross margin has been weakened by the US Fed's implementation of the easing monetary policy, which has caused the funds to hedge against the euro market and the gold market, which has led to a passive appreciation of the NTD and has also caused hot money to flow into Taiwan.
However, Taiwan’s semiconductor industry is export-oriented. The pressure on foreign exchange losses and gross margins caused by the appreciation of the Taiwan dollar in the past one and a half years has been considerable. Observe the recent debt problems in the euro area and the U.S. government’s expectation of 4 US$47 billion boosted the job market to rescue the U.S. market, which was stuck in stagnant inflation. The move resulted in the return of hot money to the US dollar and the depreciation of the Euro, driving the US dollar index to rise, resulting in a depreciation of the exchange rate of the Taiwan dollar against the US dollar. This will help the export semiconductor industry's 2H11 gross margin and profitability improve.
After the financial tsunami ended, the demand for technology products from terminal consumers picked up, which also led to higher semiconductor stock prices. After the financial tsunami, semiconductor manufacturers tend to be conservative in the management of inventory, and their orders have become more cautious, causing semiconductors to rise. Manufacturers often have problems with order visibility (order visibility reduced from 3 to 4 months to 2 to 3 months). However, 2H11 global economy faces European debt, US debt, soaring gold prices, soaring prices and inflation crisis. Although the current semiconductor inventory is not high, but the visibility of customers orders is relatively more wait and see.
In addition, a major earthquake in Japan in 311, the semiconductor plant due to the fear of broken chain, actively inventories 03/2011 ~ 05/2011, 06/2011 Japan's supply chain recovery, Japan's earthquake on the semiconductor industry does not seem to be as expected, Therefore, from 06/2011 onwards, manufacturers began to carry out stock removal, while the Japanese earthquake increased the number of semiconductor inventory days by about one to two days, which also caused the original 3Q11 peak season effect to show a prosperous season, among which the upstream foundry was The customer adjusted the largest inventory.
Prospects for the Semiconductor Industry For the domestic semiconductor industry, 1H11 faced a weak terminal demand, the US dollar weakened, and the NT appreciates significantly. Export-oriented Taiwan semiconductor manufacturers are facing great pressure on gross margin and profitability.
Looking into the 2H11 Semiconductor Industry Overview: The 3Q11 semiconductor industry has already been established in peak season, but the 3Q11 IC factories with relatively high relevance to Smart Phone and Tablets still perform well.
Looking into the 4Q11 semiconductor industry: In Europe and the United States, the consumption power is still weak. The momentum supporting the growth of the semiconductor industry is still dominated by emerging markets. The replenishment of Chinese Lunar New Year manufacturers will fall in 4Q11, and the governments of Europe and America will also continue to save the economy.
On the currency side: The US dollar index has turned upwards, and the exchange rate between the New Taiwan dollar and the US dollar is declining. For the export-oriented semiconductor industry, it is expected to improve 2H11 gross margin and foreign exchange gains against the industry.
After the semiconductor upstream foundry and IC packaging and testing plant adjusted the inventory after customers of 3Q11 customers, 4Q11 operation is expected to be superior to the downstream, and IC design 4Q11 needs to pay attention to the trend of NT.
Some of the products used in the past were mainly used in the DT/NB/TV/mobile phone market. With the rapid development of mobile communications, Smart Phone and Tablet became major growth drivers for semiconductors in 2011. It is estimated that 4Q11 will still require Smart Phone and Tablet-related chips. Stronger, TV and NB demand is weaker.
Global Semiconductor Production (Month)
With the financial tsunami, the global semiconductor output value has gradually risen from the bottom. Although the demand for semiconductor products in Europe and the United States has picked up slowly, with the rapid growth of emerging markets, emerging markets have become the main demand for semiconductors. The growth momentum, however, was affected by the United States’ implementation of QE2, causing global inflation to intensify and the price of gold to rise, thus crowding out consumer demand. The US debt and European debt problems still plague the global semiconductor industry. IBTS IC believes that 2H11 global semiconductor output value Will show a slowdown.
Global semiconductor output (years)
After the financial tsunami, the global economy entered a period of recovery. However, demand in Europe and the United States remained weak, but strong demand from emerging markets supported the growth of global semiconductor output. In 2010, the global semiconductor output value reached 298.3 billion U.S. dollars, YoY+ 31.82%, SIA projected in 2011 globally. The semiconductor output value was 308.7 billion U.S. dollars and YoY+3.49%. However, under the weakness of the 2H11 global economic outlook, IBTS IC estimates that there is still a chance for the 2011 global semiconductor output to go down, and there may be a slight negative growth.
The Global Semiconductor Equipment Index The North American Semiconductor Equipment Index has undergone seven cycles since 1995, with North American semiconductor equipment orders YoY having leading indicators, and observing the past few cycles, when equipment orders YoY fell into the range of -70 to - 80% and the index fell to 0.5 to 0.6 can see the low point, the current North American semiconductor equipment orders YoY-35.03%, the index is 0.8, has been relatively low-grade area, but it will take some time to complete the bottom, IBTIC estimates North America semiconductor The fastest equipment index 4Q11~1Q12 is at the bottom, and 2Q12 has the opportunity to enter the eighth cyclical inflation point, so there is no need to be overly pessimistic about the semiconductor industry.
Global semiconductor equipment order/shipment amount 08/2011 The North American semiconductor equipment index was 0.8, showing a declining trend. The equipment order amount was 1.18 billion US dollars, YoY-35.03%.
After the global semiconductor manufacturers substantially expanded their production capacity in 2010, the current expansion has eased. In addition, the issue of global inflation has been serious. The debt problems in Europe and the United States have yet to be resolved and the price of gold has soared, affecting consumer demand. With a lower willingness to produce, IBTS IC believes that orders, shipments, and indices for semiconductor equipment in 2H11 North America will continue to decline.
Global semiconductor inventory days 3Q11 wafer foundry decline, mainly due to customers adjust the inventory generated by the 311 Japan earthquake, and IC design revenue 3Q11 generally have 5 to 10% of the growth space, so IBTSIC believes that 3Q11 semiconductor inventory days are expected From 81.5 days in 2Q11 to 75-76 days, 4Q11 due to the introduction of new products related to NB, coupled with weak terminal demand, the semiconductor inventory days should be comparable to or slightly higher than 3Q11.
Global semiconductor equipment capital expenditures After the financial crisis in 2010, customers realized the importance of cooperation with foundries and reduced their own risk of capital expenditures. Therefore, semiconductor capital expenditures from 2010 to 2011 were significantly higher than those of 2009, and the major momentum came from Foundry industry. Looking forward to 2012, the global environment is not good. Most semiconductor plants have experienced a general decline in capital expenditure in 2012 after expanding their production capacity from 2010 to 2011. However, the demand for foundry high-level processes (processes below 40, 32, and 28 nm) has changed. Strong, plus the amount of equipment is expensive, so semiconductor capital spending will tend to be concentrated in 2012, and most semiconductor plant capital expenditures will decline compared to 2011, but semiconductor capital expenditures in 2012 will rise slightly compared to 2011.
Digital IC is better than analog IC
4Q11 observed from the foundry capacity: 12-inch capacity utilization is better than 8 inches and 6 inches.
In 4Q11, domestic mobile phone and TV chip makers significantly increased the number of films they took, with MediaTek and Morningstar as important indicators.
TI revised the 3Q11 financial measure, and the 4Q11 interim price strategy took back orders, which brought pressure on domestic analog IC design industry product prices.
Driver IC to 12-inch chip-into-trend Driver IC originally used 8-inch factory (0.5um, 0.35, 0.25um and 0.18um) for production, 12-inch due to Wafer grinding problems, so DriverIC factory has stayed in the 8-inch factory process.
As the Wafer grinding problem is solved, the 12-inch gold bump production capacity increases, and the supply of 12-inch equipment to support Driver IC production increases. The driver IC has a strong demand for the Cost Down. Therefore, there are some large-scale Driver IC plants that are gradually transferred from the 8-inch process. To 12-inch process.
Renesas Semiconductor, the world’s No. 1 Driver IC manufacturer, actively cooperated with Shanbang (4147) in its 12-inch gold bump production capacity from 2008 to 2009. It is the first 8-inch to 12-inch production driver IC in the world. Manufacturers.
2H10 Domestic Driver IC Plants (3034), Qijing, and Haoli (3598) began to follow-up on the 12-inch input. The domestic production of 8-inch Driver IC fabs mainly includes TSMC (2330) and UMC ( 2303), the world's advanced (5347) and other manufacturers, Powerchip (5346) in the standard DRAM Samsung rivals pressure to transfer 12-inch production capacity to Driver IC OEM business, adding to the competitive pressure of domestic DriverIC OEM market.
In addition, TVDriverIC still stays in the 8-inch factory due to process problems. Currently, it is common for small and medium-sized Driver IC customers to switch from 8-inch to 12-inch.
ARM-based processors will boost Intel's position on FC-CSP substrates. The demand for ARM will be significantly increased. ARM (Anchor) is an embedded processor IP vendor that is independent of Acorn Computer. The processor has always dominated the Intel X86 architecture. After that, CPU vendors such as AMD appeared one after another. As a result, ARM has not been able to obtain a competitive advantage in the market. Until 1993, after well-known companies such as TI adopted the company's IP, ARM visibility was established. The ARM architecture processor IP implemented by it has also gradually been accepted by customers. In terms of performance, ARM Cortex series products are still inferior to Intel X86 architecture CPUs. Therefore, ARM is actively arranging mobile phones and PDAs for mobile communication devices (with low demand for data processing performance). However, with SmartPhone's penetration rate in the mobile phone market, ARM has become more effective. The demand for architecture processors also increases. According to ABI statistics, the market's support ratio for X86 and ARM in 2010 is 75:25, and it is estimated that by 2012 it will increase to 60:40. In addition, ARM and TSMC collaborated to develop a 40nmG process design to integrate two Cortex-A9MPCore (clocks at 2GHz), graphics chips, and VideoCodec functions under the SOC. This product will enter the low-power Netbooks and SmartBook market in the future, making the ARM The architecture processor then counterattacks from the mobile phone market back to the PC market. However, with ARM-based processor IP, FC-CSP is used as part of the processor's substrate. With ARMIP's increased penetration of processors, IBTSIC is optimistic that the FC-CSP market will continue to grow in the future.
The increase in the NT$trend semiconductor plant's gross margin has been weakened by the US Fed's implementation of the easing monetary policy, which has caused the funds to hedge against the euro market and the gold market, which has led to a passive appreciation of the NTD and has also caused hot money to flow into Taiwan.
However, Taiwan’s semiconductor industry is export-oriented. The pressure on foreign exchange losses and gross margins caused by the appreciation of the Taiwan dollar in the past one and a half years has been considerable. Observe the recent debt problems in the euro area and the U.S. government’s expectation of 4 US$47 billion boosted the job market to rescue the U.S. market, which was stuck in stagnant inflation. The move resulted in the return of hot money to the US dollar and the depreciation of the Euro, driving the US dollar index to rise, resulting in a depreciation of the exchange rate of the Taiwan dollar against the US dollar. This will help the export semiconductor industry's 2H11 gross margin and profitability improve.
Brand:Sloth
Model:GY60
Color:Yellow,Black, Camouflage
Suitable for : Dog(Middle.Large Dog)
Control Distance: 2000 Meters(Outdoor open fields : 9000 Meters)
With the improvement of living standard, People's attention to the pets is improving, More and more people take pets as a member of the family and start to train the pets. Training pets is not a short process, need to insist on it for a long time. Sloth Remote Control Dog Collar is composed by two of our models(GPS Two Way Radio + GPS Pet Locator Collar), train the dog/Pets daily behavior, The Remote control dog collar adopt waterproof magnetic suction charging, Built-in battery, and it can be rechargeable.The handheld Controller support GPS/WIFI/LBS multiple positioning and GSM/GPRS network,UHF communication. It have Remote control ,Intercom, GPS positioning function. Can use for user's location viewing, if pairing with GPS Pet Training Locator,then it can track and train pets daily behavior and long distance to talk with pet.
The GPS Dog Training Locator Collar must match with handheld gps controller to work, it have the have the GPS locator,intercom,
locator,intercom,vibration ,electric shock stimulation in one.The Pet locator collar's positioning information will send to the handheld Two Way Radio or the cloud server via the UHF wireless signal or 2G network signal.In the Sloth App, if you set the geo-fence, when the pet enter or leave the geo- fence area, then the geo-fence system will send the alarm messages to mobile phone automatically.
Product Function:
1．Dog daily behavior training
2．Voice Commands broadcasting
3．Precise GPS/WIFI positioning
4．Geo-fence alarm
5．Remote Control
6．Historical Route playback
7．Location information display
8．Dormancy
9．SOS emergency Calling for help
10．Remote UHF signal Listening
11．400MHz-480M intercom
12.Waterproof, Dustproof,Drop Resistance
13. One cable double charging
GPS Tracker For Dog, Dog GPS Location, GPS Pet Collar, Pet Tracker with GPS, GPS Dog Training Collar
Shenzhen Yixie Electronics Co.,Ltd. , http://www.aprsu.com