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Analog IC Plants Usher Winter
Date: 2014-01-02

Texas Instruments (TI) third -quarter profit in line with market expectations, but in the fourth quarter outlook , as the law says past club TSMC 's semiconductor industry inventory argument , the case of low orders , revenue forecast will be quarter by 8% below market expectations, As a result, the analog IC ethnic TAIEX fourth-quarter results will also be overshadowed by fear .Malpractice, CSC , Taishin Securities Investment Advisory pointed out that in the first three quarter results on TI , slightly better than expected earnings , higher gross profit margin was mainly TI analog and embedded products , total rose from 77% in the previous quarter climbed to 80%. TI revenue in the third quarter of the structure , with 60% of the proportion of analog IC , logic IC revenue growth of 11 percent quarter , the best performance, mainly due to computing , game consoles and mobile phones restocking .Legal entities that TI book to bill ratio in the third quarter from the previous quarter fell 1.03 to 0.97 , in line with the trend of industry into the off-season , while the outlook in the fourth quarter on revenue of 2.86 billion - $ 3.1 billion , with an average quarter by 8.1% , as market expectations, which is a 50% decline in revenue by the computer being dragged down due to the traditional off-season , in addition to the remaining production lines into the off-season . Because TI gradually withdraw from the mobile phone market , making the product reduces the degree of dispersion , specific industries vulnerable to ill effects such as PC demand , but also easy to make revenue increased volatility .Analysts pointed out that the Taiwan stock analog IC vendor by NB, TV poor demand effect in the case of TI possible prices competitive pressures , therefore , the estimated population of analog IC Q4 revenue may be difficult to show smile .

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