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Tokyo Electronics: The next phase of semiconductor growth will not depend on smartphones

via:CnBeta     time:2018/9/14 22:31:19     readed:44

The resulting big data will determine the semiconductor demand. He added that new technologies such as artificial intelligence, augmented reality and virtual reality, as well as 5G will also affect the demand for semiconductors. ”

“Internet of Things” basically refers to millions of physical devices, such as smart TVs, home appliances and cars, which are connected to the Internet and can synchronize data so that users can control everything at the same time.

He said: "This is no longer the beginning and end of smartphone sales like the so-called silicon cycle. We will experience a different growth phase."

According to research firm Gartner, global semiconductor revenues in 2017 were $420.4 billion, up 21.6% year-on-year. This growth is mainly due to the memory chip market, where insufficient supply leads to price increases.

But analysts and investors predict that the semiconductor industry will fall sharply as memory chip prices continue to fall, inventory levels continue to rise, and demand from high-growth industries slows. The main drivers of memory chip demand are smartphones, computers and data centers. Recently, an analyst pointed out that the demand in these two departments has greatly deteriorated, resulting in an increase in supplier inventory.

In addition, Kawai said that Tokyo Electronics has not been affected by any trade conflicts, but the company will continue to pay attention to developments, especially those factors that may affect Tokyo's electronic development in the short term.

Another concern for major chip makers is that many technology companies are already working on their ownprocessorYou can run artificial intelligence software. These companies include Alphabet, Facebook, Apple and Alibaba.

Kawai said that for Tokyo Electronics, the opportunity is attractive because the company can provide the equipment and technology needed to make its own chips.

He said: "We believe that artificial intelligence will grow by an average of 67% between 2017 and 2022, and artificial intelligence has matured in the field of innovation in our production equipment and semiconductor manufacturing technology."

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