In the year 2011, global economic chaos was unclear. As long as Taiwanese passive component manufacturers have put on "Apple Light," performance and stock prices will allow investors to see more of their eyes. This year, with South Korea's Samsung Electronics Co., Ltd., the stock price is high, this year. Passive component factories have a chance to shine as long as they successfully “stretch the starâ€. However, in the eyes of many Taiwanese technocrats, the passive device is not a key component of electronic products, such as DRAM, semiconductors, and panels. However, in the face of Samsung, passive high-level officials also frankly stated, “Yes, Be careful".
In the past, the main rival of Taiwan’s technology industry was the Japanese manufacturer, but with Samsung’s strong support under the government’s Olympic aid, it became the world’s largest electronics factory. Looking at the product side of the final product, the TV segment, Samsung’s stability over the past 6 years Ranked the world's top TV brand leader, Taiwan manufacturers only served as their supply chain; mobile phone field, Samsung boarded the global smart phone selling champion last year, leaving Apple and HTC behind; and Samsung entered too late pen The electricity market, after the rise of the tablet, also gave Samsung a chance to stand up again.
Looking at electronic key components, Samsung first grabbed a high market share in DRAM and NAND Flash, and had a strong price-setting ability. Then, in the life and death battle of the panel industry, it actually acted as a witness of taint and sent it to peers. At the end of last year, Samsung took orders from Apple's A6 OEM and put TSMC into the army.
Although passive components are not a significant key component, as TSMC Chairman Zhang Zhongmou said, "Samsung is an all-encompassing rival, Samsung is almost anything electronic products have to do." In recent years, Samsung has indeed passed its Samsung. SEMCO expanded the capacity of MLCCs and chip resistors to break the price of products. Japanese manufacturers that did not involve price competition in the past could not bear the loss of orders and take the lead in bargaining. Taiwan's MLCC and wafer resistance plants are even more useless. At the end of last year, under the unfavorable market conditions, Guo Guo (2327) also unexpectedly announced that it had become the largest number of unpaid leavers in Taiwan.
These messages show that Samsung may really do anything. So far, Samsung's products include IC substrates, digital tuners, network modules, radio frequency components, etc., while passive components are based on MLCCs, LEDs, and chip resistors. The characteristics of these products are: It is used in all electronic products and uses a lot of chips, which has a market size. As for niche-type, relatively small amount of inductors, protection components and other products, then Samsung has not yet entered, some of Taiwan's niche small factory casually under Samsung orders, Samsung has become its largest customer.
Although Samsung has not yet stepped into these product areas, Taiwanese manufacturers are also very cautious when facing Samsung. In the past, Taiwan’s large-scale product manufacturers had significantly expanded production after taking orders from Samsung. After Samsung’s ability to self-sufficient passive components, it eventually gave way to Taiwan. Factory orders disappeared. In order to reduce the risk of stressing a single big company, Taiwanese companies are trying to diversify their customers. An inductor manufacturer is bluntly saying that although orders from Samsung and Apple are excellent, the company is still trying to diversify its customers and not bear the enormous risk of single customers cutting orders.
In addition, in the face of Samsung’s strong intentions, the domestic passive component factory with a niche is low-key and low-key in material formulations, product manufacturing processes, and the construction of machinery and equipment. Some manufacturers prefer not to apply for patents, and do not need to disclose materials. Formulation: There are also manufacturers' equipment and equipment designed by themselves, and overseas and overseas equipment suppliers are required to supply them in order to avoid the possibility of any process being studied in Taiwan and mainland China.
Although Taiwanese manufacturers love Samsung, they are also forced to admire them in private. Passive component prices are low, and their overall cost of electronic products such as smartphones, tablets, and even LED TVs is not high. Samsung can save costs from self-contained products such as other active components (ICs) and panels. Therefore, Samsung must pick the most stable and best components and the price is excellent. This is the main reason why Taiwan has to pick stars.
This year, passive factories in Taiwan are in poor condition. There is no demand for NB and PC. TV has just picked up. Solar energy and consumer electronics have not been strong. They have to move closer to the super Samsung. However, the Taiwanese factory also said that it is climbing. While taking stars, you must be very careful.
In the past, the main rival of Taiwan’s technology industry was the Japanese manufacturer, but with Samsung’s strong support under the government’s Olympic aid, it became the world’s largest electronics factory. Looking at the product side of the final product, the TV segment, Samsung’s stability over the past 6 years Ranked the world's top TV brand leader, Taiwan manufacturers only served as their supply chain; mobile phone field, Samsung boarded the global smart phone selling champion last year, leaving Apple and HTC behind; and Samsung entered too late pen The electricity market, after the rise of the tablet, also gave Samsung a chance to stand up again.
Looking at electronic key components, Samsung first grabbed a high market share in DRAM and NAND Flash, and had a strong price-setting ability. Then, in the life and death battle of the panel industry, it actually acted as a witness of taint and sent it to peers. At the end of last year, Samsung took orders from Apple's A6 OEM and put TSMC into the army.
Although passive components are not a significant key component, as TSMC Chairman Zhang Zhongmou said, "Samsung is an all-encompassing rival, Samsung is almost anything electronic products have to do." In recent years, Samsung has indeed passed its Samsung. SEMCO expanded the capacity of MLCCs and chip resistors to break the price of products. Japanese manufacturers that did not involve price competition in the past could not bear the loss of orders and take the lead in bargaining. Taiwan's MLCC and wafer resistance plants are even more useless. At the end of last year, under the unfavorable market conditions, Guo Guo (2327) also unexpectedly announced that it had become the largest number of unpaid leavers in Taiwan.
These messages show that Samsung may really do anything. So far, Samsung's products include IC substrates, digital tuners, network modules, radio frequency components, etc., while passive components are based on MLCCs, LEDs, and chip resistors. The characteristics of these products are: It is used in all electronic products and uses a lot of chips, which has a market size. As for niche-type, relatively small amount of inductors, protection components and other products, then Samsung has not yet entered, some of Taiwan's niche small factory casually under Samsung orders, Samsung has become its largest customer.
Although Samsung has not yet stepped into these product areas, Taiwanese manufacturers are also very cautious when facing Samsung. In the past, Taiwan’s large-scale product manufacturers had significantly expanded production after taking orders from Samsung. After Samsung’s ability to self-sufficient passive components, it eventually gave way to Taiwan. Factory orders disappeared. In order to reduce the risk of stressing a single big company, Taiwanese companies are trying to diversify their customers. An inductor manufacturer is bluntly saying that although orders from Samsung and Apple are excellent, the company is still trying to diversify its customers and not bear the enormous risk of single customers cutting orders.
In addition, in the face of Samsung’s strong intentions, the domestic passive component factory with a niche is low-key and low-key in material formulations, product manufacturing processes, and the construction of machinery and equipment. Some manufacturers prefer not to apply for patents, and do not need to disclose materials. Formulation: There are also manufacturers' equipment and equipment designed by themselves, and overseas and overseas equipment suppliers are required to supply them in order to avoid the possibility of any process being studied in Taiwan and mainland China.
Although Taiwanese manufacturers love Samsung, they are also forced to admire them in private. Passive component prices are low, and their overall cost of electronic products such as smartphones, tablets, and even LED TVs is not high. Samsung can save costs from self-contained products such as other active components (ICs) and panels. Therefore, Samsung must pick the most stable and best components and the price is excellent. This is the main reason why Taiwan has to pick stars.
This year, passive factories in Taiwan are in poor condition. There is no demand for NB and PC. TV has just picked up. Solar energy and consumer electronics have not been strong. They have to move closer to the super Samsung. However, the Taiwanese factory also said that it is climbing. While taking stars, you must be very careful.
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