Thursday, September 22, 2016

LED industry will enter a chip packaging and integration route

LED is a kind of electrical energy into light capable of semiconductor electronic components. Such electronic components appear as early as 1962, can only be issued early low-light red, followed by the development of other versions of monochromatic light, the light energy emitted today throughout visible light, infrared and ultraviolet light, luminosity also increased to a considerable luminosity. The use is also made at first as indicator, display panels; With the continuous advancement of technology, light-emitting diodes have been widely used in monitors, televisions and lighting decorative lighting.
    
2010-2016 LED penetration in the market will have a substantial increase, in which the home market rose from 6% to 49%, outdoor lighting increased from 5-40%, while the largest commercial lighting will appear development, rising from 2-51%. With lower LED costs, prices fall, and the policy out of incandescent light, China LED market is growing rapidly, LED lighting penetration gradually increase in 2015 has reached 32%, has become a mainstream source. LED output value of 154 billion yuan from 2011 to 2015, an increase of 396.7 billion yuan, CAGR of 26.69%. lm2594
    
2016 - 2021 China is the development of LED industry analysis and investment potential study shows that the rapid development of China's LED industry is increasingly competitive. Benefit ratio of domestic chip to enhance access to technology as well flip a mature power efficient high-power LED chips, 2011-2015 upstream LED chip industry output value increased year by year, CAGR of 21.32%. 2015 China LED chip industry output value reached 13 billion yuan, an increase of 8.3% slowdown. Midstream LED packaging industry also developed rapidly. 2011-2015 CAGR of 19.01%. The rapid development of China's domestic packaging companies also intensified global competition, China LED packaging industry has entered a period out of competition.
    
LED artificial intelligence replace the equipment, increase production efficiency, reduce production costs. LED as a typical labor-intensive industries, the upstream, midstream and downstream equipment to replace artificial intelligence, LED is expected to increase production efficiency, reduce production costs, and thus LED intelligent equipment has a huge market space. In LED upstream industry, for photovoltaic involving LED chips Prober. LED chip LED Prober for sorting measurement point links. The accuracy and stability of the test device has a very high demand, mainly Taiwan Whitby, MPI ASM and Hong Kong and other major manufacturers, except for Optoelectronic outside yet there are other domestic enterprises involved. Localization services for photovoltaic has advantages, point measuring machines have been mass production, and by the international manufacturers of quality certification. On the midstream industry, LED spectral taping equipment is part of the LED package of essential tool for LED light products, color, electrical, appearance one by one to detect, classify, and taping receipts, to ensure consistency of the three sex. For photovoltaic technology has a profound accumulation in packaging automation, packaging factory to China positive transformation from labor-intensive to capital-intensive, in line with industry trends to create 4.0 smart factory has promoted. hd74ls00p
    
Quality LED industry core technology and high-end products are generally held in foreign hands, but with the rapid development of China's LED business, our core technology and core patents in foreign manufacturers have quietly changed hands this pattern. Upstream has taken shape throughout the next period of time lead to new competition big changes? Chinese and foreign market background is different, the development of chip and packaging industry in Europe and America and Japan and South Korea is different, whether it is research and development, technology infrastructure, industry or stage of development, the future have the opportunity to take the package and chip integration route.

Monday, September 12, 2016

TSMC 10nm production by the end of Apple's customer lock MediaTek Qualcomm Hass

TSMC 10nm by the end of mass production, according to the equipment industry sources, including sea, MediaTek, Qualcomm, Apple and other four major customers, is expected end of this year is expected to complete chip design decision (tape-out), and have started booking TSMC 10nm production next year. TSMC, the first quarter of next year 10 nanometers can contribute revenue in the 10 nanometer production capacity quickly pulled a quarterly basis, the revenue growth momentum strong operating performance this year will be significantly better.
    
In addition, TSMC 7 nanometers estimated to be completed by the first half of next year chip design finalized, the first quarter of 2018, mass production, which currently includes programmable logic gate array (FPGA) maker Xilinx (Xilinx), graphics chip maker Huida (NVIDIA) two 16 nanometer customers have been identified across the 10 nanometer process generation directly with TSMC 7 nm to cooperate. 20t201da2
    
TSMC in the 12-inch wafer Fab 15 Section 5 has completed the first 10 nanometer capacity building, the recent trial production was better than expected, the first 10-nanometer chip has reached a satisfactory yield, there will be three 10-nanometer chips have been complete the design finalized by the end of the wafer and now there will be more to complete the design finalized, the first quarter of next year is expected to start contributing revenue. TSMC continued expansion section 6 and section 7, in addition to support for future 10-nanometer production, but also in some capacity in 2018 will be converted into 7 nanometers enter mass production.
It is understood that TSMC 10 nanometer customers, Continental Huawei Hass Group's semiconductor operation most active Hass phone network processor chip and has been determined to be the TSMC 10 nm process mass production, the fastest at the end of this year will enter volume production. MediaTek mobile phone chip maker also plans to speed up the miniature 10 nanometer, next year the launch of Helio X30 will use TSMC 10 nm production, the fastest in the first quarter next year may begin to expand the cast sheet. u83133169
Qualcomm next-generation 10 nanometer chip Snapdragon 830 phone still commissioned by Samsung OEM, but Qualcomm branched out into the ARM architecture server high-performance computing (HPC) chip market's first 10 nanometer processors, but not to the Samsung production, but TSMC by the steering committee, the same is expected to be finalized before the end to complete the design and mass production.
    
Moreover, this year, Apple TSMC 16-nanometer production A10 Fusion applications processor, has 14 production volume in the park TSMC 12-inch wafer Fab, next generation applications processor A11 is almost exclusively determined by the generation of TSMC continues to win work orders, A11 is expected to be completed by the end of October the design finalized, the second quarter of next year begin commissioned by the TSMC 10-nanometer process chip foundry cast, and will continue to use TSMC's second-generation integrated fan-out wafer level package (InFO WLP) technology.

Thursday, September 1, 2016

2020 global smart solar PV market CAGR of 15.22%

According to Sandler Research released by the global solar PV market intelligence report 2016-2020 shows that one of the key market trends reflected in the growth in demand for services and solutions is growing, mainly due to advances in technology and components, such as smart meters, solar simulation , a smart grid components, services, and smart solar photovoltaic applications.
Most vendors focus on providing a complete solution for intelligent solar energy, ranging from components to the service.
In 2016-- During 2020, Sandler Research expects the global PV market intelligence CAGR growth rate of 15.22%.
According to this report, the increasingly serious environmental problems will be the main driver of market growth. If the global smart energy technologies (including smart solar energy), the global carbon dioxide emissions can be reduced by 15%.
According to geographical area, throughout the Americas region over the forecast period will dominate the smart energy market by 2020, will account for 40% of the total market.
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