The road appears an Er / Singapore on May 8 – because worry about a smartphoneThe marketPut delay, of global chip manufacturerInvestmentPerson a few months experienced a paragraph of hard time in the past, but consumer is right the strong demand of more video content, propping up memory (memory) of chip manufacturer exuberantSaleImpetus.

In fact, the money that in the past a month releases signs up for chip manufacturer and each smartphone manufacturer to drop in temperature besides shipment of indication mobile phone besides, return report to give a case that makes a person pay close attention to more: Smartphone manufacturer is in itsProductMore memory is added in, in order to satisfy the demand that consumer increases increasingly.

Among them an example is an apple (the quarterly money bulletin that AAPL.O) issues last week. The apple expresses, IPhone X is the IPhone type with the first the most welcome season, this is to appear firstCostTop IPhone model also is most suffer recall the model that hold in both hands.

Come from SamSung electron (connect 005930.KS) , high (QCOM.O) and meaning law semiconductor (the more and hopeful comment of STM) (STM.PA) , also alleviatedInvestmentPerson be anxious.

SamSung is forecasted last month, have capability of more expensive processing and larger memory capacity ” high density is spent ” chipSaleMomentum is powerful, this kindProductthe effect that demand will help his answer volume of integral smartphone shipment to glide. Consumer is willing to draw out money to buy more expensive, faster type, so that be watched easily,mix memory is many video.

“Although the smartphone delivers goods the quantity puts delay, but every mobile phone will use the memory chip with capacity and higher performance, to chip production business character, this will make up for smartphone whole to sell the influence that puts delay, ” Kim Rok-ho of analyst of Hana Financial Investment says.

This makes everybody new examine a stage to accumulate report (the warning that 2330.TW) puts delay to give out with respect to smartphone sale, this warning is the partial cause that the near future causes apple and share price of business of other chip production to drop.

Around chipThe marketThose who put delay is more extensive be anxious to appear to also alleviate somewhat.

The Philadelphia semiconductor index that measures global chip to produce business to behave sells misgive because of IPhone at first from March the high point of the middle ten days of a month considerably fall after a rise, but in the past two weeks already look forward to is firm, rise up to now this year 4.4% .

** professional chip produces ** of business foreground light

Dimensions 1, the memory chip industry of 22 billion dollar from 2016 in year since enjoying unprecedented prosperity, sheet was 2017 grow nearly 70% , profit from smartphone and cloud service grow strong; These business need can store the more powerful chip of mass data.

As chipThe priceFrom exalted fall after a rise, this industry is added fast will put delay half above, but smooth to the United States (Micron Technology) (MU.O) and SK Hailishi (the business of professional chip production such as 000660.KS) , foreground still bright. Beautiful smooth share price already rose this year 18% , SK Hailishi rises 8.5% .

It is with beautiful light exemple, the two season battalion that the company releases this year closes to grow on average about 65% ; According to Shang Sen the road appears I/B/E/S, the analyst predicts inside odd this year time company battalion receives average makings to will grow 30% .

Beautiful light and Hailishi are led with coming to 12 city of month of gain plan to be filled with be in fourfold left and right sides, and the median of this industry is 16.7 times, mean is worn these two stocks still have growing space.

Other chip manufacturer is opposite for instance smartphone market lever exceeds small semiconductor inferiorly (AMD) (AMD.O) and heart state apparatus (De Yi) (Texas Instruments) (TXN.O) , and the manufacturer of chip of sale of money of group of manufacturer of those pairs of cars, industry, bit and game company, the state is very pretty good also.

** microprocessor chip behaves inferior by comparison **

However, to the chip manufacturer of design microprocessor, smartphone shipment volume puts delay still is a bad news: Every mobile phone needs to employ chip of a microprocessor only, andEquipmentMemory is allowed in rapid spread however.

Study company StrategyAnalytics according to the market, the four seasons reduced afterwards of volume of global smartphone shipment last year 9% hind, the first season glides this year 2% .

The accredit business camp that tells a key high closes in newest one season acute is decreased 44% hind, the near future namely movement again and again, this company has obvious to want to be on guard to rushing more the risk putting delay of business. What at present a lot of smartphones use is the brave dragon that connects high (Snapdragon) processor.

Connect the per cent according to mobile phone price high to come collection chip patent fee. Connect high will use calculation the mobile phone of this chargeThe priceUpper limit set is in 400 dollars, even if is price 1, the mobile phone of 000 dollars, the company still can come by 400 dollars collection patent fee.

Stage accumulating report is the whole world the largest chip generation is industrial and commercial, its outstanding achievement and smartphone industry joys and sorrows are relevant. This company experienced this kind of impetus that put delay strongly in the closest quarter.

Inside year up to now, gaotong and stage accumulate electric share price to glide respectively 21% with 2.6% .

“(chip manufacturer invests) defray cycle is continueing, but still may appear be similar to what appeared 2015 to amend, ” Berenberg analyst says in the report to the client.