Since the beginning of the spring of 2013, the US fiscal cliff doubts have been temporarily resolved, and the European debt problem has not yet been announced. The industry is optimistic about the recovery of the global economic boom. Among them, the semiconductor industry benefits from the demand for killer applications such as mobile devices. Indicator manufacturers such as TSMC have outstanding operating performance last year, and their share prices have reached a record high. Looking forward to 2013, IC design groups should be able to see the sky and deploy "Smart" related TVs, mobile phones, and tablets The market in other fields will be a "smarter" operating strategy.

Smart system application blowout Smart TV will greatly promote IC design development in 2013

In terms of TV, Gartner, an international research and advisory body, recently predicted that nearly 85% of flat-screen TVs in 2016 will be smart TVs. Global flat-screen smart TV output will increase from 69 million units in 2012 to 198 million units in 2016. Global smart TV output in 2013 is expected to reach 108 million units. For mobile phones, market research agency TrendForce estimates that low- and mid-price smartphones will become more common in 2013, and with the improved infrastructure such as 3G and LTE, global smartphone shipments will reach 876 million units, an annual growth of approximately 24.3%; DIGITIMES Research also estimates that with the accelerated penetration of smartphones in emerging markets such as China, Russia, India, Indonesia and South America, shipments are expected to grow by 30% to 865 million units.

As for the tablet computer, the legal person predicts that the non-Apple camp tablet computer will be gradually accepted by the end consumer under the Win8 operating system. The overall shipment is expected to grow to about 21 million units. If more than 67 million Android units are added, Apple camp shipments will look at about 90 million units, with an annual growth rate of over 70%.

From an overall economic perspective, the research and adjustment agency iSuppli expects that global GDP will grow by 3.2% in 2013, better than 2.6% in 2012, and industries including semiconductors and communications are expected to recover. iSuppli also estimates that the IC and communications market will grow by 6% in 2013, of which the communications market will surpass the computer for the first time and become the largest IC terminal application market, including mobile devices such as smartphones and tablet computers will be a must for 2013. product.

On the whole, this year's smart phones are developing in the direction of multi-core, large size, resolution and pixel improvement, and related supply chains such as driver IC groups will benefit. In addition, the increase in the deployment rate of distance sensing elements and NFC functions is also the focus of attention. In addition, China's 4G license will be issued at the end of the year, and MediaTek will continue to dominate the contribution of 3G chips in the short term. This year's market bidding and expansion of tablet PCs will be the main points of operation growth observation.

Win8 drives the demand for touch. The legal person estimates that the mounting rate of NB equipped with touch ICs will gradually increase, and touch OC manufacturers will benefit. As for Smart TV, it emphasizes network transmission, exquisite image quality, and rich video and applications. Peripheral equipment such as STB and other IC factories have a chance to be exposed.

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