Top Ten New Industries Add Growth Factors to Semiconductors in 2012

2012 will undoubtedly be a challenging year for the semiconductor industry. Several global macroeconomic issues not only affect the semiconductor industry, but also have a negative impact on the global economy. The high unemployment rate, worries about the economic recession, the current European debt crisis, inflation in China, India and Brazil, these economic issues will slow down the semiconductor market growth.

The good news is that the ten emerging industries (LED lighting, smart grid, new energy, LTE communications, smart phones, smart TVs, tablet computers, cloud computing, electric vehicles, and personal medical electronics) have injected a lot of the semiconductor market in 2012. Factors that drive demand growth.

For example, LED lighting will become as popular as incandescent lamps. Today, it is a widely shared consensus in the industry that the legislative bodies of the United States, Europe, Japan, Australia, and China are pushing LED bulbs to replace incandescent lamps. Although no one really knows when the takeoff inflection point in the LED lighting market will take off, the LED lighting market has begun to take shape because the rapid progress of LED technology is making LED lighting a viable alternative in more and more applications and installations. select. With the increase in lumens per watt and the decrease in the cost per lumen, the economics of LED lighting have become very attractive.

The technological innovation in the field of smartphones brings opportunities for system manufacturers to increase the functionality of the final product. The growth in IP traffic, cloud computing technologies, the evolution of fixed-line networks, and smart devices, including mobile phones and tablets, will drive demand growth in the semiconductor market.

Thanks to the stringent energy efficiency regulations of European governments and the stimulation of renewable energy generation and grid integration, smart grids will continue to be the fastest growing market in Europe. China also plans to build a large-scale smart grid during the 12th Five-Year Plan (2011-2015), which will play an important role in the growth of the smart grid market.

China has huge business opportunities in using semiconductor technology to greatly improve the transmission and distribution of electricity and develop new renewable energy sources such as wind and solar energy. China has advantages that many other countries do not have, because we have just started a brand new page in many areas. China National Grid has announced that it will invest 4 trillion yuan in electricity infrastructure construction. This investment is 100 times that of the rest of the world. Its goal is to build a nationwide smart grid by 2020. This is the world's most ambitious smart grid project.

In addition, according to industry forecasts, by 2020, China's electricity demand will double. This growth means that the demand for various new products will also increase, including smart meters, upgrading of power stations, solar and wind power plants and transmission equipment, and EHV transmission lines.

In addition, at the 2011 Smart Grid International Forum, Liu Zhenya, general manager of the State Grid Corporation of China, has stated that in the next five years, 2900 new electric vehicle charging stations will be built and 540,000 charging stations will be built to guarantee the application of 800,000 electric vehicles by 2020. A charging and replacement service network for electric vehicles covering the company's business area will be formed. This will be of great benefit to the development of China's electric vehicle industry.

The deployment of LTE communication networks has also entered a rapid development track. As of June 20, 2011, 28 LTE commercial networks have been deployed in 16 countries around the world, mainly in Europe and the United States, and both are FDD-LTE networks. China's development of TDD-LTE based on TD-SCDMA has also been widely recognized by the market, and has built dozens of experimental networks around the world.

From the perspective of end products, LTE has also entered the road map of Chinese manufacturers following the early introduction of mobile phones and tablets by smart machine pioneers such as HTC and Samsung, among which Huawei, ZTE and TCL are among the leaders. Xiong Ting, president of Triquint China, said: "We think 2012 is an important year for LTE development."

Smart TVs and cloud TVs will also become new hot spots this year. In particular, cloud TV is the concept first put forward by Chinese brand manufacturers. In 2012, Smart TV will develop TVOS based on Android. Cloud TV is currently only a concept for product promotion, because Apple has icloud! Not surprisingly, in 2012, TV play with voice interaction will also be a fashion. The challenge of smart TV in the future lies in solving the good experience of human-computer interaction.