IDM manufacturers fabless trend Anchaoxiongyong

The two major semiconductor companies in Europe before the STM set up a joint venture with NXP ST-NXP Wireless, and is expected to start operating in August, specializing in cell phones and other wireless communications-related chips, will become second only to Qualcomm, TI and squeezing under the original ranking the third largest of the new MediaTek Co. The new company, while retaining some packaging and testing capacity, semiconductor manufacturers will be handed over to the earlier NXP, STM and foundry companies. This shows that in the wireless chip market less out two IDM manufacturers, and add a Fabless companies. The global market share second only to Intel CPU ranked the second largest AMD, Hector Ruiz in late July after Jiaobang Dirk Meyer, AMD is even more active implementation of the beginning of this year to put the assets activation strategy (Asset Smart Strategy). While all sectors reported a different version:

1. The company designs, manufactures completely separated, AMD to Fabless;

2. Fab will sell part, to Fablite;

3. Maintain its own capacity,

the demand for full outsourcing Xinzengchanneng Foundry. But certainty in the face of a large-scale warfare Intel, resource warfare, AMD has become stretched, not to its own strength of the process technology and equipment investment and the Intel competition, with the earlier IBM, Chartered cooperation, but provided by the 12-inch production capacity, and the long-term follow-up support is still insufficient, and Latin America Taiwan's TSMC and UMC approach is AMD's strategy may not be otherwise. These two significant cases, other people can not help but want to know whether the IDM maker announced the expansion of FSA is the special situation of individual companies or entire IDM environment of the large long-term trend. This article will examine the FSA IDM long-term growth trend changes.  IDM outsourcing continued to raise the proportion of  IDM companies are facing competition in addition to the same IDM companies, such as AMD face of Intel's example, in recent years forced the international IDM manufacturers adjust production capacity is an important factor in the strategy Qingzhuangshangzhen a large number of Fabless companies, combined with the foundry's manufacturing advantage, for manufacturers IDM has brought threats. This makes IDM On the one hand, lower production investment, and on the other resources will be invested in improving IC design sector competitiveness. This also includes the acquisition and merger of other company's design department, NXP merger with STM Wireless communications sector to set up a new company is an example. IDM companies in the three no's 5:00 announced the expansion of the fabless, IDM expand FSA contribution to the foundry is a company goes beyond the Fabless? » View the output value of the global foundry customers in the proportion of components found, Fabless has been a professional foundry industry's largest customer, the proportion as high as 70%; IDM FSA accounted for some of the 30%, from 2002 to 2007 Global output value of the professional foundry customer distribution as shown in Figure 1. Can be seen from the map of professional IDM foundries and the proportion of the value of no significant increase in the maintenance of stability in about 30% and 33% for 2007, only 2002 of a 32 percent increase one percentage point. This release and the semiconductor sector continued to increase the proportion of the IDM FSA message seems to be conflict, in fact the proportion of IDM FSA is a steady increase, but the increase in the output value of the Fabless was partly offset by the growth of.

Main memory for the global semiconductor industry and the first major Intel Corporation shortly become a professional foundry industry, the possibility of low, and the size of its own, therefore be ruled out. This will at this stage is close to the foundry industry by the potential of IDM fabless business conditions. From the map can be seen from the global IDM (excluding Memory and Intel) outsourcing foundry industry professionals to the proportion of stable growth, from 2002's 10.6 percent increase from 2007's 17.5 percent, and clever presentation of the Second In a ladder pattern of growth. This is mainly by the IDM companies in the semiconductor industry to regulate short-wang in the impact. For example: in 2004 a substantial growth of the semiconductor industry, IDM's outsourcing from the 2003 proportion of 11.3% in 2004 to 15.2 percent in 2005 semiconductor industry growth to slow down, the IDM companies slightly lower proportion of outsourcing. 2006 semiconductor industry growth rate of expansion, the IDM has further amplified the proportion of the FSA. This also shows that, in recent years has not significantly IDM companies to expand its own capacity, so whenever the semiconductor industry entered a boom period when the buoyant, by increasing the proportion of FSA to be the production capacity Demand. Clearly, the global IDM industry of this new model of development greatly benefit the foundry industry's professional growth. The global foundry industry excellent growth momentum depends on the scale of Fabless industry continued to be higher than that of the semiconductor industry growth rate of expansion, with the FSA IDM large proportion of the continuous rise. Foundry industry to both cooperation and competition which interact with the IDM manufacturers, through building its own fab IDM is better than the efficiency and cost advantages, the IDM's own fab formation pressure, and this advantage Fabless designed to help the IDM sector and a strong competitive pressure for IDM companies to increase outsourcing orders, making IDM to Fablite or Fabless road development, the United States and the European TI's STM, NXP, are typical examples. AMD's expansion from the FSA is on the same kind of operation is IDM maker Intel's fierce competition, in order to survive will make effective use of resources, and the foundry industry with the manufacturing advantages. The competitive environment in which, coupled with limited resources to focus on design, manufacturers are reduced in recent years IDM capacity investment, the value chain reorganization, the FSA to expand the important factors. Looking to the future, the global semiconductor industry will continue to set off wave after wave of large-scale IDM companies in product lines, cutting the value chain and restructuring actions and foundry industry is no doubt that the process of the biggest beneficiaries.