The semiconductor industry pattern change intensified
                                                                     Release time ：2003-12-08

   No wafer factory semiconductor association (FSA) recently entrust investment bank Morgan Stanley (Morgan Richard Stanley) conducted a study shows that the semiconductor industry outsourcing activities increased, ASIC yields, and it was just some major changes in electronic industry discoveries.

Morgan Stanley results indicate that at present 17% of the global semiconductor sales belong to outsourcing, to the end of the century, the first ten years this proportion will rise to 34%. If you don't include standard simulation, separation and optoelectronics, and Intel produces components, is currently the market proportion of outsourcing is 30-35%, 2010 will reach 60 to 65 percent.

Morgan Stanley semiconductor research department's executive director, said Mark Edelstone also have some major semiconductor industry change is occurring.

The first kind of change is, small and medium-sized IDM manufacturers must change the business model, take no semiconductor company practices. Judging from the chip development costs, it might penny money also provinces, but they will not from fixed costs high mode into capital not too dense pattern.

The second change is, wafer foundry industry itself will also occur integration, wafer foundry to the decrease in the number of traders.

The third change is a direct result of industrial integration results. Because manufacturers from IP development steering IP, capital equipment supplier manufacturing terminal user will be fewer.