Power chip factory expands panel market

With the increasing popularity of panel applications, Taiwan's power management chip makers have successively adopted panel as their main market.

In addition to monitors and notebook computers, other TVs, tablets, and mobile phones also use panels. The panels have been widely used in computer, communications, and consumer products.

With the gradual expansion of panel applications, domestic power management and wafer fabs, including Ritek, Zhixin and Aibi, have expanded their panel market layouts, with panels as the main market.

Among them, the analog department has long been a panel product, the proportion of products as high as 90%.

As a result of the effective growth of shipments of panel customers in Taiwan and mainland China this year, the proportion of panel products has risen significantly, and the product category has also been specifically added to the panel.

According to statistics, the proportion of new panel products reached 27% in the third quarter of this year, which has surpassed 18% of notebook computers and has taken a major leap forward.

Although the product classification does not include a panel, which is spread over computers and consumer electronics products, the panel still constitutes an important market. For example, Liye is cutting through the Apple tablet supply chain through panel partners.

However, if differentiated by end application products, power management wafer factories such as Philips, Zhixin and Aibi are still using personal computer products as the bulk; if Liye’s computer products account for 43%, it is the second largest consumer electronics product. 28 %, 15 percentage points higher.

Analog panel products are also based on monitors and notebook computers. Operating performance is highly correlated with the personal computer market.

In response to the slowdown in the growth of the personal computer market in recent years, Liye and other power management chip plants have actively expanded the non-personal computer market, such as TV and Netcom, to promote steady growth in their operations.

In recent years, Liye has made good gains in consumer electronics products such as TVs, tablet computers, digital cameras, and handheld devices. The proportion of consumer electronics products has increased by 10% in the past year, while the proportion of personal computer products has dropped by 9 in the past year. percentage point.

The company is optimistic that in the fourth quarter of this year, driven by the new product output volume of customers, the performance of smart phones and TV products is expected to outperform the other product lines such as personal computers, which will drive the overall performance to be off-season.

With the success of this year's expansion of the TV market, Analog Corp.’s performance should be able to smoothly rebound and return to growth.

As a result of the sharp increase in panel weight this year, the proportion of notebook computer products has dropped from 31% last year to 18% in the third quarter. It is expected that under the steady growth of panel shipments, the new year's performance will grow steadily. Gradually, the growth of the personal computer market has gradually eased.