Learned, February north American semiconductor equipment BB a value of 0.87, compared to 0.85 last month rose slightly from 0.02 shipments for $1.827 billion, compared with $1.804 billion in January rose 1.27% orders, orders for $1.585 billion in February, compared with $1.538 billion in January rose 3.06% at present, the semiconductor core basic dependence on imported equipment, for the sake of strategic development, localization of the semiconductor industry is imperative.
Semiconductor chip sales of $25.5 billion in January, up 14.28% year on year, rose 1%. And this is 16 consecutive months year-on-year growth. 4 quarter chip stock for 83.6 days, compared with growth in the third quarter the 5.5 days, inventory levels basically recovered to the peak before the financial crisis. Japan earthquake affected the supply of the chip, chip price volatility, therefore, is expected in the second quarter inventory levels will decline.
PCB's big and not strong in China
In January, the north American PCB board and BB, a value of 0.97 is for four months less than 1. Compared with the previous month to modestly 0.01. 0.96 the north American PCB soft board BB a value of 1.01, compared with the previous month rose 0.97 0.04. Our country is the world's largest PCB production country, but not power production, the current industry affected by the upstream raw materials and labor costs rise, industry profitability. However, with the rapid development of electronic products, the downstream communication HDI and upstream of the copper clad demand and profit will take the lead in improving.
Small size of fine surface will have a chance
For apple "iphone 4" equipped with 640 x 960 pixels 3.5 inches "RetinaDisplay," smartphone high-end models equipped with 4 inches WVGA (800 x 480 pixels) panel will be taken for granted. In 2011 is expected to more than 640 x 960 pixel display output will reach 77.5 million pieces of better prospects.
LED needs low investment
Q4LED application demand is still not back to 2010, accelerated decline in prices, the largest decline is high brightness LED lighting, price drop of about 21% in domestic investment, is expected to 11 years in investment of 183.6 billion yuan.
