Passing Samsung 5G baseband chip 2019 mass production during CES low-profile publicity

1. TSMC confirmed that smartphone wafer shipments are likely to decline this year;

According to the micro-network news, TSMC said yesterday that it will report that the shipment of mobile device wafers will decline this year, which indirectly confirms the previous report that this year, including Apple and Android, the two mobile phones have poor sales momentum.

The industry believes that TSMC's customer base is broad. From this point of view, it is equivalent to predicting that the smartphone market will enter a recession for the second consecutive year.

The smartphone market has been growing at a high level in the past few years and has been the most important growth kinetics of the technology industry, including TSMC. However, from the first law conference of TSMC in the spring of this year, it was the first time to leave the key areas. For the first time, it fell into the product line of “quantity decline, price increase”.

According to TSMC, the decline in revenue this quarter is mainly due to the seasonal effect of mobile devices; for the whole year, mobile device wafer shipments will decline this year, but the semiconductor embedded value of each mobile phone increases, the overall mobile equipment camp The receipt will be the same as last year.

The mobile phone chip supply chain believes that global smartphone shipments in 2016 were 1.36 billion, an annual growth of 4.7%, and the growth rate began to slow down. In the fourth quarter of last year, due to the large correction, the 2017 is likely to have entered a micro-recession state. It will be the first year of decline since the launch of the smartphone.

Although mobile phone applications with the largest revenue share are not as good as high-speed computing applications, TSMC Chairman Zhang Zhongmou is still very confident in his own technology, emphasizing TSMC's 7nm process. This year, he will dominate the world with almost 100% share, and estimate the next few years. Will continue to maintain a high share of performance.

This is also the TSMC's 7nm process after it has grabbed the Apple A11 processor order in the 10nm process, or to order Apple's next generation new processor orders.

2. TSMC announced its 2017 financial report: Apple cut the order and the cryptocurrency became timely;

On January 18, TSMC held a corporate briefing and announced the fourth quarter of 2017. As of the end of December 2017, the consolidated revenue was approximately NT$2.7757 billion and the net profit after tax was approximately NT$99.29 billion. In US dollars, the revenue for the fourth quarter of 2017 was US$9.21 billion, an increase of 10.7% from the previous quarter and an increase of 11.6% from the same period last year. In the fourth quarter of 2017, the gross profit margin was 50.0%, the operating profit margin was 39.2%, and the post-tax net profit margin was 35.8%.

The quarter-on-quarter growth of 10.7% was mainly driven by the strong growth of Apple's new iPhone and Other important products, as well as the cryptocurrency mining operations such as Bitcoin. At a time when iPhone X shipments are declining and China's demand for smartphones is weak, cryptocurrency-related business may become a timely rain for TSMC's revenue contribution.

For the whole year of 2017, TSMC's cumulative revenue was approximately NT$977.447 billion, an increase of 3.1% over the same period last year.

In terms of process technology, in the fourth quarter of 2017, 10 nanometer process shipments accounted for 25% of TSMC's wafer sales in the fourth quarter; 16/20 nanometer process shipments accounted for 20%. Overall, revenue from advanced process processes (including 28nm and more advanced processes) reached 63% of all-season wafer sales. Throughout 2017, 10nm process shipments accounted for 10% of net wafer sales, 16/20nm process shipments accounted for 25%, and 28nm process shipments accounted for 23%.

In terms of application market, in the fourth quarter of 2017, communication-related applications accounted for 62% of overall revenue, industrial and standard ICs accounted for 22%, computer-related applications accounted for 11%, and consumer electronics-related applications accounted for 5%. Throughout 2017, computer-related applications accounted for the largest change, up 25%, followed by industrial and standard ICs, up 14%, and communications applications and consumer electronics-related applications fell 2% and 10% respectively.

TSMC's chief financial officer and spokesperson He Limei, senior deputy general manager, said that TSMC's fourth-quarter revenue growth was mainly due to the launch of important new products for mobile devices and the continuing demand for cryptocurrency mining operations. In the first quarter of 2018, TSMC expects demand for cryptocurrency mining operations to continue to be strong, while seasonal factors in mobile device products will reduce TSMC's performance.

Looking forward to the first quarter of 2018, TSMC expects consolidated revenues to range from $8.4 billion to $8.5 billion, which is affected by the traditional off-season and Apple cuts, down about 8% from the fourth quarter of 2017. However, TSMC said it expects a massive influx of bitcoin and high-performance computing orders, which will reduce the downward pressure on Apple's iPhone orders. It is expected to increase by 9-15% for the whole year of 2018.

According to China Institute of Information and Communication Technology, smartphone shipments in China fell nearly 12% in 2017, and the world's largest mobile phone market is near saturation point. However, TSMC may win orders for more fast-growing brands. For example, Huawei, which designs its own mobile processor, may turn to TSMC for mass production.

Liu Deyin, general manager and co-CEO of TSMC, said that although Bitcoin and other cryptocurrencies are hot, the mining tide will continue, but there are many factors in the future market that are difficult to predict. However, it is certain that deep learning and blockchain are still the core technologies in the mining field, and there is still strong demand for wafers in this area.

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