Taiwan's IC Industry Operation Results Released in the Third Quarter of 2010

According to WSTS statistics, the sales value of 10Q3 global semiconductor market reached 79.4 billion U.S. dollars, up 6.1% from the previous quarter (10Q2) and 26.2% from the same period of last year (09Q3); sales volume reached 179.1 billion, compared with the previous quarter (10Q2). The growth rate was 1.8%, which was 19.3% over the same period of last year (09Q3). ASP was 0.443 USD, which was 4.3% higher than the previous quarter (10Q2) and 5.8% higher than the same period last year (09Q3).

10Q3 US semiconductor sales reached US$14.6 billion, up 6.1% from the previous quarter (10Q2) and 39.5% from the same period of last year (09Q3); Japan’s semiconductor sales reached US$ 12.6 billion, up 11.5% from the previous quarter (10Q2). Compared with the same period of last year (09Q3), it grew by 15.4%; European semiconductor market sales value reached 9.8 billion US dollars, 5.0% more than the previous quarter (10Q2) and 24.4% from the same period of last year (09Q3); Asian semiconductor market sales value reached 42.4 billion. The US dollar rose 4.9% from the previous quarter (10Q2) and 26.1% from the same period last year (09Q3).

According to SEMI's latest September order shipment report, the B/B ratio was 1.03, a sharp drop from 1.17 in August, but it has been 1 for 15 consecutive months. The above levels show that the semiconductor industry continues to maintain its economic recovery. The estimate of the average global order for semiconductor equipment manufacturers in North America for the three months in September was 1.616 billion U.S. dollars, which was 11.0% lower than the final order amount of 1.816 billion U.S. dollars in August and 113.0% higher than the same period in 2009. In terms of shipping performance, the average shipment amount for the three months in September was US$1.575 billion, which was 1.3% higher than August's US$1.554 billion and 143.0% higher than the same period in 2009. Dan Tracy, SEMI's senior director of industrial research, pointed out that the strong growth of semiconductor equipment in the past year has seen a softening in August and September.

In the third quarter of 2010, Taiwan's overall IC industry output value (including design, manufacturing, packaging, testing) reached NT$478.1 billion (USD$15.3B), which represents a 4.1% increase from the previous quarter (10Q2), compared with the same period of last year (09Q3). ) It grew 29.6%. The output value of the design industry was NT$120.2 billion (USD$3.9B), which was 0.5% higher than the previous quarter (10Q2) and 5.1% higher than the same period of the previous year (09Q3); the manufacturing industry was NT$242.9 billion ( USD$7.8B), which grew by 5.1% from the previous quarter (10Q2) and 42.0% from the same period of last year (09Q3); the packaging industry was NT$79.5 billion (USD$2.5B), which was 6.0% higher than the previous quarter (10Q2) Compared with the same period of last year (09Q3), it grew 37.5.0%; the test industry was NT$35.5 billion (USD$1.1B), which was 6.0% higher than the previous quarter (10Q2) and 39.2% higher than the same period of the previous year (09Q3). The exchange rate of the Taiwan dollar against the US dollar is calculated as 31.33.

It is estimated that the output value of Taiwan's IC industry in 2010 will reach 1,798.3 billion yuan (USD$57.4B), which is 43.9% higher than that in 2009. The output value of the design industry was NT$461.5 billion (USD$14.8B), which was 19.6% higher than in 2009; the manufacturing sector was NT$908 million (USD$29.0B), which was a 57.6% increase over 2009; the packaging industry It was NT$296 billion (USD$9.4B), up 48.3% from 2009; the test industry was NT$133.2 billion (USD$4.2B), a 50.9% increase from 2009. The exchange rate of the Taiwan dollar against the US dollar is calculated as 31.33.