Under the shadow of a small shadow, the semiconductor industry needs to accumulate more

In recent months, major market research companies have lowered the market expectation of the semiconductor industry in the next two years, making the semiconductor industry just out of the shadow of the financial crisis as frightened. After undergoing a 30% high growth rate in the semiconductor industry in 2010, although the industry had predicted that the market performance in 2011 would not be as strong as last year, conservative estimates of a 10% increase should not be a difficult task.

Since the Great Kanto Earthquake in March, many local factories have suffered serious damage. At that time, the industry was most worried about the supply of devices. It caused a stock upsurge for the time. It was predicted that the earthquake in Japan may drive demand growth. However, the international environment following the European debt crisis and the slowdown in the recovery of the global economic situation undoubtedly cast a shadow over the industry.

Many people are very cautious when it comes to how to view the industry's current boom climate index. After all, the international situation is changing, but it still maintains confidence in the market. After all, because of the high inventory caused by the earthquake, it will take some time to digest. The global economic environment is not optimistic and pessimistic predictions will come.

In fact, I think this situation is also an opportunity. The slowdown in demand actually gives the company a breathing space and can take the opportunity to cultivate its strengths.

With the promotion of Moore's Law, the semiconductor industry has become accustomed to the development trend of flying every day. The time-to-market has become a killer weapon for survival. Whoever runs is the winner. Take everyone's ipad2 and release it early. The netizens did their best, but there was only one "Apple" in the world and they were so generously tolerant that the loophole did not affect sales. It is difficult for other people to have such a great charm. A small mistake can be lost.

If there is a detrimental market environment, for the companies looking at the future, this time can be reluctant to take advantage of the market, the market slows down, the pace of progress can not be slowed down, until the time of accumulation, fame, took out several "orange "Pears" and "peach" are also very likely.

If Chinese companies can make good use of this development situation, they will seize the opportunity to catch up with the narrowing gap with advanced technology, and the "China Core" will really be able to scream louder.