The Industrial Technology Research Institute (IEK) held the “2011 Technology Development Trend Seminar” for three consecutive days yesterday. Senior industry analyst Peng Guozhu delivered a speech titled “The Trend of Competition and Layout Changes in Taiwan IC Manufacturing after the Financial Crisis”. Peng Guozhu said that IDM's transformation will result in the release of more manufacturing orders under the focus of the product line and the division of the value chain. With the continued growth of Fabless, the production capacity of 12-inch foundry will be in short supply. It is expected that before 2015, there will be Two foundries joined the war.

Peng Guozhu pointed out that the utilization rate of the 12-inch professional foundry in the world has continued to exceed 90% since 2007, and only fell short of 90% in the fourth quarter of 2008 and the first quarter of 2009. After the recovery, 12 inches The capacity utilization ratio of professional foundries continues to exceed 90%, and tight production capacity makes it necessary for manufacturers to increase production capacity.

According to IEK statistics, of the semiconductor plants with the world's top fifteen largest capital expenditures this year, four are professional foundries, including TSMC, UMC, GF, and SMIC, with amounts of $5.9 billion, $2.5 billion, and 18 respectively. Billion U.S. dollars and 800 million U.S. dollars, the annual growth rates were 120%, 436%, 227%, and 321% respectively.

Peng Guozhu further stated that the capital expenditures of the top four professional wafer foundries in the world have exceeded the average value of the global semiconductor industry for two consecutive years, and they have risen since 2009, accounting for 16% of the global semiconductor industry's capital expenditure, which is much higher than 2008. 8% will jump to 22% by 2010.

Peng Guozhu expects that in the future, the global semiconductor industry’s main capital expenditure will be at the fab, and the logic IC will surpass the memory industry. Before 2015, two more fabs will be produced because the industrial scale is large enough and the future Growth can be expected.

Peng Guozhu also pointed out that IDM outsourcing orders will also bring orders to professional foundries. Peng Guozhu said that every time the process transitions, IDM will give up and move forward, this time the professional foundry can rise up, including the pre-foundation of the semi-finals, TSMC, UMC, GF, SMIC's growth pattern are Will be renewable.

Peng Guozhu said that the investment in 12-inch wafer fabs of IDM industry has entered a major exit field, and the exit speed is too fast, making the production capacity of professional wafer foundry's 12-inch fabs in short supply. It is expected that the foundry industry ASP will show a long-term upward trend.

Peng Guozhu pointed out that the transformation of the top ten companies in the United States, Japan, and other countries IDM manufacturers can be seen, including the division of memory, product focus, the value chain of division of the action are continuing, and this year the world's top 50 semiconductor company IDM accounted for 26 Home, but in the top 20 rankings, IDM is only on the list. In anticipation of the future, when the outsourcing ratio of IDM reaches 50%, the business opportunities released will reach 54 billion U.S. dollars, or NTD 1.7 trillion.