BE Semiconductor « Terug naar discussie overzicht

Sectornieuws

193 Posts, Pagina: « 1 2 3 4 5 6 7 8 9 10 | Laatste
[verwijderd]
0
Flip chip defies semiconductor downturn
26 July 2011

THE INFORMATION Network reports that semiconductor advanced packaging is growing at a 18 percent compounded annual rate.

The report, titled Lithography and Etch Market Analysis for Flip Chip Manufacturing, points to a downturn in semiconductor equipment sales for the second half of 2011 and through 2012, but not all semiconductor equipment markets are subject to this trend.

Flip chip technology, an advanced form of packaging of ICs, is projected to show strength even in the face of a faltering equipment market.

Total flip chip sales represented 11 percent of worldwide IC production in 2010 but will grow to more than 18 percent in 2015. Just six years ago, in 2005, flip chip comprised only 5 percent of IC production.

In advanced packaging, Intel is the leader, followed by Chipbond Technology, TSMC, Samsung, NEPES, and ASE.

Sputtering and copper electrodeposition equipment, main sectors of the flip chip equipment market, will exhibit a compounded annual growth rate of 17 percent.

Companies, recognising the trend, are making strategic investments in developing equipment for flip chip. Lam Research purchased SEX in 2008, while Applied Materials acquired Semitool in 2009.

The growth of flip chip technology is attributed to its edge over traditional wire-bond packaging, with superior thermal and electrical performance.

In the world of high-speed/high-performance IC and package design, flip chips are appearing in growing numbers of high-volume consumer products such as mobile phones, digital cameras, MP3 players, and computing.

For example, in the Apple iPad, 20 percent of the ICs on the motherboard are made up of flip chip markets

wie was ook alweer Wereldmarktleider Flip-Chip...

www.i-micronews.com/upload/Interviews...
[verwijderd]
0
quote:

beeldscherm schreef op 27 juli 2011 11:06:

Flip chip defies semiconductor downturn
26 July 2011

THE INFORMATION Network reports that semiconductor advanced packaging is growing at a 18 percent compounded annual rate.

The report, titled Lithography and Etch Market Analysis for Flip Chip Manufacturing, points to a downturn in semiconductor equipment sales for the second half of 2011 and through 2012, but not all semiconductor equipment markets are subject to this trend.

Flip chip technology, an advanced form of packaging of ICs, is projected to show strength even in the face of a faltering equipment market.

Total flip chip sales represented 11 percent of worldwide IC production in 2010 but will grow to more than 18 percent in 2015. Just six years ago, in 2005, flip chip comprised only 5 percent of IC production.

In advanced packaging, Intel is the leader, followed by Chipbond Technology, TSMC, Samsung, NEPES, and ASE.

Sputtering and copper electrodeposition equipment, main sectors of the flip chip equipment market, will exhibit a compounded annual growth rate of 17 percent.

Companies, recognising the trend, are making strategic investments in developing equipment for flip chip. Lam Research purchased SEX in 2008, while Applied Materials acquired Semitool in 2009.

The growth of flip chip technology is attributed to its edge over traditional wire-bond packaging, with superior thermal and electrical performance.

In the world of high-speed/high-performance IC and package design, flip chips are appearing in growing numbers of high-volume consumer products such as mobile phones, digital cameras, MP3 players, and computing.

For example, in the Apple iPad, 20 percent of the ICs on the motherboard are made up of flip chip markets

wie was ook alweer Wereldmarktleider Flip-Chip...

www.i-micronews.com/upload/Interviews...
Inderdaad, en daarom zeg ik ook regelmatig dat BESI in de delen van de markt zit waar de groei zit, dit is er zeker 1 van.

Overnames zijn er ook al gedaan in de sector in verband hiermee maar BESI lijkt nergens op de kaart te staan.
sremmal1
0
quote:

Hans Heijkers schreef op 27 juli 2011 12:32:

[...]

Inderdaad, en daarom zeg ik ook regelmatig dat BESI in de delen van de markt zit waar de groei zit, dit is er zeker 1 van.

Overnames zijn er ook al gedaan in de sector in verband hiermee maar BESI lijkt nergens op de kaart te staan.

Dat nieuws over flip chip is weer een bevestiging van waarom ik in Besi zit. En de mooiste beleggingsresultaten behaal je daar waar verder nog bijna niemand in gelooft... Vergt wel enig geduld helaas.
[verwijderd]
0
II. BESI COMPETITIVE POSITIONING
(In US$ millions)
2010
Market Size
(USD)*
2010
Market
Share
2009
Market
Share
2008
Market
Share
2007
Market
Share Competition
Company
Position
Die Attach 1,159.0 29% 29% 27% 21%
Die Bonding 915.4 28% 27% N/A N/A ASM-PT, Shinkawa,
Panasonic, Renesas, K/S
#1
Flip Chip 171.4 32% 32% N/A N/A Panasonic, ASM-PT #1
Advanced Packaging N/A N/A N/A N/A N/A Panasonic #1
Die Sorting 72.3 24% 11% N/A N/A Muhlbauer, ASM-PT #2
Packaging 829.2 10% 13% 12% 15%
Molding 490.6 9% 13% 13% 16% Towa, ASM-PT, Yamada, Dai
Ichi Seiko
#2
T&F 150.3 19% 17% 12% 10% ASM-PT, Gallant #2
Saw/Laser Singulation 188.3 4% 8% 13% 24% Hanmi, Rocco #3
Plating 22.2 90% 98% 38% 43% AGM, Technic #1
Total Addressable Mkt 2,010 23% 27% 21% 19% ASM-PT, Panasonic #1
Total Assembly Mkt 4,528 10% 11% 12% 12% ASM-PT, K/S #3

[verwijderd]
0
Goh wat komt dat er een stuk slechter uit als ik het copieer.

Ik maak DE regel mbt Flip Chip nog even dik gedrukt :)
[verwijderd]
0
quote:

Freekman schreef op 2 augustus 2011 10:44:

blogs.barrons.com/techtraderdaily/201...

voor de lezer.
Uit de stats link is op te maken dat er een aardige Japan impact is geweest, die komen langzaam ook weer 'online'.

Nu maar afwachten hoe de algehele economie uit deze schulden problemen komt.
[verwijderd]
0
Voor wat het waard is :

SOURCE: MarketResearch.com

August 02, 2011 10:08 ET
Semiconductor Market to Reach $300 Billion by 2013
ROCKVILLE, MD--(Marketwire - Aug 2, 2011) - MarketResearch.com has announced the addition of the new report "Semiconductor Industry Market Analysis & Future Trends Worldwide (2010 - 2013)," to their collection of Electronics market reports. For more information, visit www.marketresearch.com/product/displa...
Today semiconductor industry serves as driver, enabler and indicator of technological progress. The semiconductors have entirely changed the outlook of the world we live in today. The PCs we work on, the cars we drive, the phones we communicate, the electronic gadgets for watching movies, listening to music and playing video games, the planes and weapons used to transport or protect us all use semiconductor devices. In other words we can say that semiconductors are being used for entire range of industries like automotive, communications infrastructure to computer industries and many more.
Semiconductor equipment plays a vital role in the manufacturing of integrated devices (ICs). Worldwide semiconductor equipment market is expected to cross US$ 35 Billion by 2013. Wafer processing is the leading segments in the equipments markets. Its market share is steadily increasing and expected to be over 80% of the worldwide equipment market by 2013.
However, semiconductor material market has long played a supporting role in relation to semiconductor equipment but with consistent year-over-year growth before 2009 as the result of record volumes of chips produced, the materials market is set to leave the shadow of the flashy equipment market. It is expected that this market will grow on average growth rate of 7.74% for the period spanning 2010 - 2013. Japan and Taiwan were two major semiconductor material markets in the globe.
As a result, worldwide semiconductor market in 2009 was approximately US$ 200 Billion and it is expected that the worldwide semiconductor market will cross US$ 300 Billion landmark by the end of 2013. In this growth, only minor shifts in sales distribution are expected.
For more information, visit www.marketresearch.com/product/displa...
About MarketResearch.com
MarketResearch.com is the leading provider of global market intelligence products and services. With over 300,000 research reports from more than 700 top consulting and advisory firms, MarketResearch.com offers instant online access to the world's most extensive database of expert insights on global industries, companies, products, and trends. For more information, call Veronica Franco at 240-747-3016 or visit www.MarketResearch.com.
Pitmans
0
Japan's Renesas to cut 6,000 jobs, raise capital: report

By Mari Saito and Ayai Tomisawa TOKYO | Tue May 22, 2012 3:06am EDT

TOKYO (Reuters) - Japanese chipmaker Renesas Electronics Corp (6723.T) plans to cut 6,000 jobs, about 15 percent of its workforce, and raise 50 billion yen ($630 million) in new capital, local media reported, as the loss-making firm struggles to get back on its feet.
Renesas - a product of successive mergers of the chip units of Mitsubishi Electric (6503.T), Hitachi Ltd (6501.T) and NEC Corp (6701.T) - is the world's biggest supplier of microcontroller chips used in automobiles, but has struggled in the face of global oversupply and new competitors.
Japanese chipmakers have also been hit hard by natural disasters in Japan and Thailand and a strong yen. Elpida Memory, the country's sole maker of dynamic random-access memory (DRAM) chips, has filed for bankruptcy protection.

A source familiar with the matter told Reuters that Renesas was considering a range of plans, including a capital raising, but said the talks were still in preliminary stages.
Renesas shares jumped as much as 11 percent on the jobs-cut report in the Yomiuri Shimbun, and were also boosted by a pledge of support on Monday from Mitsubishi Electric, but analysts noted the stock has tumbled in recent months.
"The stock was sold off as investors saw it as the next Elpida. But Mitsubishi Electric saying that it is prepared to give support provided some relief to investors that this will not be a repeat of Elpida for now," Hajime Nakajima, deputy general manager at Iwai Cosmo Securities in Osaka
"So the stock move this morning is purely short covering ... I don't think investors can buy the stock on long-term conviction," he said.
Renesas declined to comment on the Yomiuri report. Its shares closed up 7 percent at 289 yen, but have more than halved from levels above 600 yen in February and March.

MARKET SHARE FALL

Japanese suppliers held a 27 percent supply of global semiconductor revenue in 2003, but decreasing prices and strong competition from South Korea has seen that fall to 19 percent by 2011, according to research firm IHS iSuppli.
Renesas was also hard hit by last year's earthquake and tsunami in Japan, which forced it to shut eight factories and encouraged domestic automakers to diversify supply.
With the Japanese chip industry in a state of flux, sources with knowledge of the matter told Reuters earlier in the year that Renesas, Fujitsu Ltd (6702.T) and Panasonic (6758.T) have been in talks on combining their system chip operations with the financial backing of government-backed investment fund Innovation Network Corp.
The Yomiuri report said Renesas would likely try to raise capital from its three main shareholders, who together account for about 90 percent of the stock.

"We will consider offering support, including capital raise, if we were asked by the company, but we haven't been asked yet," a Mitsubishi Electric spokesman said, echoing comments from the company's president on Monday. <ID:L4E8GL239>
However, a spokesman for NEC, which logged a net loss of 110 billion yen in the year just ended, said the company now held only 3 percent of Renesas directly and did not plan to offer support.
"We will not comment on whether we have been asked for support from Renesas. But even if we have been asked, we have no plan to offer support because we only have a 3 percent shareholding ratio," the spokesman said.
NEC earlier this month shifted more of its stake in Renesas into its employee pension trust. The pension fund holds 32.4 percent of Renesas, while NEC has 3.0 percent.
A spokesman for Hitachi, which held 30.6 percent of Renesas as of March, said the company had not been asked for support, but noted that Hitachi did not have a semiconductor business.
"We can say that our management resources will be allocated to such core businesses as the social infrastructure business," he said.

Renesas, whose chips are used in Toyota Motor Corp's (7203.T) Lexus luxury car and Nintendo Co Ltd's (7974.OS) Wii game console, posted a worse-than-expected 62.6 billion yen net loss in the just-ended financial year.
The reported job cuts follow an announcement by Sony Corp (6758.T) in April that it would cut 10,000 jobs, or 6 percent of its global workforce, and take a 75 billion yen restructuring charge. NEC said in January it would also cut 10,000 jobs, about one in 10 of its workers.
Sony has said some 5,000 workers would be taken off the payroll with the sale of its chemical and device unit and small liquid crystal display fabricator. NEC has not provided details about whether the workers would be sacked to meet the job cut targets, or whether some would be reallocated to other parts of the business.
($1 = 79.3500 Japanese yen)
[verwijderd]
0
quote:

VOORTS schreef:

Ik durf de 5.50 wel weer aan voor vandaag om 17.35 uur.
Kunnen wij die man geen motie van dankbaarheid bezorgen?
Pitmans
0
Wederom 2 posts die uitermate nuttig bijdragen aan de bedoeling van deze draad, waarvoor dank.

Micron bevestigt overnamegesprekken Elpida

Door Olaf van Miltenburg, donderdag 10 mei 2012 11:02, views: 5.082

Micron bevestigt gesprekken te voeren met Elpida over een mogelijke overname van de noodlijdende geheugenfabrikant. Micron is de meest aangewezen kandidaat voor de acquisitie nu Hynix uit de race is om het Japanse bedrijf over te nemen.

Micron werd al gezien als de enige overgebleven kandidaat om het Japanse Elpida over te nemen, maar tot nu toe weigerde het concern de geruchten te bevestigen. Donderdag kreeg Micron echter toestemming van de rechtbank in Tokio om de gesprekken met Elpida voort te zetten, waarna de bevestiging van de overnameplannen werd gepubliceerd. Elpida wil dat Micron zijn 'sponsor' wordt, zoals neergelegd in zijn reorganisatieplannen, maar in feite krijgt Micron het volledige concern in handen.

Met een overname zou Micron zijn positie op de concurrerende geheugenmarkt flink verbeteren. Het Amerikaanse bedrijf zou een kwart van de dram-markt in handen krijgen en wordt daarmee de op een na grootste fabrikant, na Samsung. Elpida en Micron hebben momenteel beide een aandeel van ongeveer 12 procent. Elpida vroeg in februari zijn faillissement aan. Hynix trok zich eerder deze week terug als mogelijke overnamekandidaat. Hynix bezit een marktaandeel van om en nabij 20 procent.
tweakers.net/nieuws/81890/micron-beve...
193 Posts, Pagina: « 1 2 3 4 5 6 7 8 9 10 | Laatste
Aantal posts per pagina:  20 50 100 | Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met uw e-mailadres en wachtwoord.

Direct naar Forum

Detail

Vertraagd 14 jun 2024 17:35
Koers 153,600
Verschil -5,600 (-3,52%)
Hoog 161,150
Laag 152,150
Volume 431.821
Volume gemiddeld 451.080
Volume gisteren 393.332

EU stocks, real time, by Cboe Europe Ltd.; Other, Euronext & US stocks by NYSE & Cboe BZX Exchange, 15 min. delayed
#/^ Index indications calculated real time, zie disclaimer, streaming powered by: Infront