With the advent of the post-PC era, Qualcomm, NVIDIA and other chip makers are actively participating in the mobile communications market, but the old digital IC manufacturer Texas Instruments (TI) is the opposite. In addition, the focus of operations will be transferred back to digital ICs and embedded processors (EmbeddedProcessing), and lock niche applications such as industrial control and automotive, as the initiative for future growth, the reason behind the curiosity. The general manager of TI Greater China and the president of China, and the vice president of Asia, Xie Bing, further explained the consideration of TI layout.
Xie Bing pointed out that if TI's product portfolio last year, the total revenue is 12.8 billion US dollars: Among them, digital IC accounted for 7 billion US dollars (including power management IC and other products), Wireless (including mobile communication related processors such as OMAP) only $1.3 billion, others accounted for $2.5 billion, while embedded processors accounted for $2 billion. It can be seen that digital ICs and embedded processors have become the main support for TI's operations. He stressed that TI will focus on the digital IC market, mainly optimistic that all electronic products are almost related to digital ICs, and the end applications of customers and products are very extensive.
Digital IC application / customer layer are wide, optimistic about the market recovery this year
Xie Bing said that TI's global customers now exceed 9000, and the company will aim at providing a total solution for customers to purchase at a time. TI acquired National Semiconductor in 2011 in order to make the product line more complete. Today TI has more than 100,000 products.
If the global digital IC market reached US$42 billion in 2011, TI accounted for 18% and market share ranked first in the world. STMicroelectronics accounted for 10% and Qualcomm accounted for 6%. Xie Bing observed that although the global digital IC market faced a single-digit recession in 2012, he is optimistic that with the improvement of the overall economic environment this year, the digital IC market will also grow back.
Regarding the competition situation of global digital ICs in recent years, Xie Bing's analysis is probably a pattern of division: the global digital IC market now has more than 200 players, of which the top 30 accounts for about 80% of the market share, and from TI. As the largest in the industry, but the market share is only 18%, it can be said that as long as the strategy is correct and properly implemented, the company still has a lot to do in the digital IC market, and TI will continue to stick to the numbers because there is still much room for growth in the future. IC market. Xie Bing is optimistic, TI can continue to make the company's cake bigger and bigger, and grab more market share from the opponent.
He said that TI is currently the big brother in digital IC, but the global market share of embedded processors is second. TI will become the global leader in digital IC and embedded processors in the future. At present, TI and Xie Bing also stressed that Asia's global status in the digital IC market is becoming more and more important. For example, more and more electronic product chip designs are shifting from Europe and America to Asia, and not only The cost-down version of the design shows that its technical capabilities have a significant leap forward, so TI has placed more emphasis on the layout in Asia in recent years. He said that TI currently has four offices in Taiwan, hoping to provide the most real-time and flexible services for local customers.
In addition, TI has set up 109 university laboratories in Taiwan, 28 of which were newly established last year. It is obvious that TI is quite optimistic about the growth potential of the future Taiwan market. He also revealed that TI's current number of customers in Taiwan has increased by about 50% compared with a year ago. In the future, TI will uphold the belief in the acquisition of National Semiconductor in 2011, and will not miss any opportunity to promote growth, and M&A is of course a form.
Withdrawal from the mobile communications market, industrial control / vehicle use double kinetic energy
In many digital IC terminal applications, Xie Bing, especially named industrial and automotive, will play the twin engine of TI's future growth. He cited the data of the research institute iSuppli as an example, pointing out that the global output value of so-called industrial applications (ie all 3C products such as electronic exclusion consumption) will grow steadily from $27.5 billion in 2010 and will reach 47.5 billion in 2017. Dollar.
Xie Bing said that TI also saw the growth trend of this industrial control industry in Taiwan: If the performance of individual industries in Q1 this year, although most of the electronics industry Q1 revenues show a decline, he believes that Taiwan's industrial control market Q1 compared to last year Q4, still can see growth of about 5-7%, mainly because the industrial control application market including medical and energy conservation is still expanding.
In the automotive field, Xie Bing pointed out that among ICs for automotive electronics, digital ICs accounted for 41% and MCUs accounted for 36%. These products are originally good at TI, and TI will continue to turn. Applications such as automobiles and industrial controls, mainly because of the longer time required for their design-in, will be fairly stable once the order is obtained.
The shipment of OMAP5 processor produced by TI's 28nm production is not as good as expected. He admits that the main reason is that smart phones still account for the majority of Apple and Samsung, while TI's customers (including Nokia and Motorola) account for the market. The rate is relatively low, so the overall growth space is limited. In addition, OMAP5 is a dual-core architecture, and its performance is considered by the market to be less than 4 cores. Therefore, in the future, OMAP5 processors will gradually fade out of the mobile communication market, turning to less competitors and more differentiated applications. TI's next-generation OMAP6 will continue to be launched, and will turn to the automotive electronics market.
However, TI processors have opted out of the mobile communications market, but due to early entry into the wireless charger solution, the global market share is as high as 7-8 percent, which is expected to continue to grow in smart phones and tablet shipments. Benefited from it. Xie Bing quoted data from the research institute as saying that the wireless charger shipped about 5 million units in 2012 and is expected to jump to 100 million units by 2015. The wireless charger's global revenue in 2010 is about 100 million US dollars, but it is estimated that it will jump to 4.5 billion US dollars in 2016. During the period, the compound annual growth rate is nearly 80%, which shows that its growth is rapid, so he is still quite Optimistic about the wireless charger solution will become a new wave of growth momentum for TI in the future.
Xie Bing pointed out that TI's wireless charger solution has already launched products that support WPC specifications, and will continue to introduce new products that support A4WP and PMA specifications.
