IC design revenue and annual growth rate in 2022

Reporter Zhuo Yijun / Feature Report

It took more than a year to digest the inventory. Recently, urgent orders and short orders have been received one after another, but it still needs to be pushed up by the recovery of the market economy.

(Photo by reporter Jin Changling)

The IC design industry launched inventory digestion projects one after another last year. This time, the market boom reversed too quickly. Because the IC design industry previously placed excessive orders due to the tight wafer foundry capacity, the result was a recession, and the inventory digestion time was relatively prolonged.

Fortunately, there has been some light recently, and urgent orders and short orders have been received one after another.

According to the IC design industry, it took more than a year to digest the inventory, and the inventory is expected to return to a healthy level in the first quarter or the second quarter at the earliest.

Since the panel industry was the first to start clearing inventory, panel driver ICs were also the first to show signs of bottoming out along with the panel industry. When the market was shrouded in a sluggish atmosphere at the beginning of the year, panel driver IC manufacturer Novatek (3034) was the first to release IC designs with urgent orders. industry.

Wang Shouren, general manager of Novatek, said that the performance in the first quarter was better than that of the off-season in the same period of previous years due to the urgent orders for NB and IT high-end applications. New products are also available, and revenue has the opportunity to continue to increase.

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Inventory depletion is coming to an end, operations in the first half of the year are expected to increase quarter by quarter

Elan Electronics (2458), a touch IC design company mainly engaged in the notebook computer market, has recently received urgent and small orders.

Elan said that the destocking of NB is coming to an end, the bottom of the operation has passed, and some brand factories have started to pull goods. In the first quarter, the revenue is challenged to increase by 20% quarter-on-quarter, and the operation in the first half of the year can be increased quarter by quarter.

Tianyu (4961), a panel driver and power management IC manufacturer, pointed out that urgent orders for TV-related ICs began to appear in the fourth quarter of last year, and the urgent orders continued to the first quarter of this year. Some NB urgent orders were added in the first quarter. However, due to consumption The market inventory of sexual electronic products is still relatively high, and the effect of urgent orders still needs to be observed.

Gao Guodong, general manager of Holtek (6202), a microcontroller (MCU) factory, said that the consumer product market continues to be weak, but recently we have seen new orders and urgent orders coming in. The first quarter should be the bottom of the year, and the performance in the second half of the year is better than In the first half of the year, we will strive to grow quarter by quarter.

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