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Although IC designers at home and abroad have begun to reduce wafer foundry orders recently, with the rapid warming of mobile payment applications, the visibility of orders including near-field wireless communication (NFC) and fingerprint recognition chips still lasts for more than six months. According to the IC channel industry in Taiwan, as apple watch is about to go on the market, and Android mobile phone camp follows up with the launch of mobile payment function applications, driving the demand for NFC and fingerprint recognition chips, the relevant IC design industry is expected to receive orders smoothly by the end of 2015.
In the second quarter, the global market of smart phones, game consoles, tablet computers, PCs and Netcom chips received no obvious improvement in demand. As a result, IC design companies at home and abroad, which were actively competing for wafer foundry capacity at the beginning of 2015, have recently reexamined the problem of high inventory level and started to play a single retreat in the upstream wafer foundry. However, NFC and fingerprint recognition Other chip suppliers continue to receive orders.
Taiwan IC designers point out that the global NFC chip market demand is growing explosively. At present, the order delivery period has been more than six months. As the main NFC chip suppliers, such as NXP, STMicroelectronics, Infineon, etc., do not favor urgent orders in chip delivery. In addition, their corresponding terminal brand mobile device customers also have relatively long The visibility of orders makes NFC chips continuously under supply pressure, and requires more production capacity from upstream Fab generation plants.
Due to NFC chip demand of payment machines and related mobile devices, in order to quickly establish mobile payment financial circles around the world, and Google camp also follow the same security specifications, and catch up with them, while mainland mobile phone brand operators also strive to build their own mobile payment system, the global NFC chip demand is rapidly increasing, so that the relevant chip suppliers have been in a state of under delivery.
According to foreign IC designers, NFC and fingerprint identification security applications led by Apple have begun to spread from mobile phones to tablet computers, Nb, wearable devices, smart homes, Internet of things and other products, which will make the global NFC and fingerprint identification chip demand boom continue to emerge.
IC designers believe that the mobile payment market has become a big pie, and the terminal chip market demand is hot, which makes NFC and fingerprint recognition chip manufacturers dare to chase orders from upstream Fab generation factories, and expect the operation performance will be stable and higher in 2015.