Leading analog IC companies to do three great!

The story of Big Evergrande is constantly being played out in the semiconductor market, especially in the last two years when the world's semiconductors are at a low ebb, and the two-strong Intel and Texas Instruments continue to show the story of acquisitions. The former is the digital IC field giant alligator, do "big" is the invariable law, but the latter is transforming from digital to analog/mixed IC, for the simulation IC company whether to big, the industry has not a conclusion, TI's continuous acquisition and expansion is to give the industry a clear verdict?

"But we think the leading analog IC company is going to do three great!" On the occasion of the 25 anniversary of Texas Instruments in China, TI CEO Rich Templeton interpretation of TI in recent years, the reason for the series of major errors, "the first strong, is to have strong products and technology; The second strong is to have strong manufacturing capacity, especially low-cost fast, high-volume manufacturing capacity; The third strong is to have a global coverage of a strong sales, technical service system. He stressed, "only at the same time to do these three strong, to become the industry's leading analog IC companies." We can see that a lot of small companies are particularly strong in research and development, or there may be a channel for manufacturing, or in a certain area of sales, technical support is strong, but a considerable number of companies do not have these three, so this is why our company can continue to expand a reason. ”

Rich these three strong and very accurate explanation of the recent years TI's expansion, and this series of expansion, not only for TI has a significant impact on its customers and the entire industry has a significant impact.

More than a year of expansion to reconstruct a "simulated Ti"

TI analog IC In accordance with the income of 5.98 billion U.S. dollars last year, the past more than a year TI in analog IC capacity expansion of about 5 billion U.S. dollars, if these capacity of all input volume production, equivalent to another TI simulation company. In fact, most of them have been commercially available.

First, Rich introduced the world's first 12-inch analog wafer factory in Texas, the plant Phase I was certified in the fourth quarter of 2010, has entered the mass production, Phase II parts of the equipment has been entered, ready to increase capacity. The plant's new capacity is about 2 billion dollars.

Rich's acquisition of Chengdu's core is quite certain. "This is an exciting milestone because it is the first time we have invested in a factory in mainland China," he said. He said that the new production capacity from the core of about 1 billion U.S. dollars, in addition to two of the plant empty there, if necessary to immediately add capacity. Chengdu Factory for the 8-inch wafer factory, the main production power type IC.

In addition to the above two people talking about more acquisitions, over the past year, TI also through the acquisition of Spansion in Fudao 8-inch wafer plant new capacity of about 1 billion U.S. dollars, "in addition, will Tianjin's second Crystal Garden plant can be in need for future capacity to provide 8-inch or 12-inch equipment." "Rich added. In addition to the above three inputs, TI also increased in the Dallas, Freising and the United States of America's 8-inch production capacity amounted to 500 million U.S. dollars. These new production capacity amounted to about 4.5 billion dollars, equivalent to the creation of a TI analog IC company. The supply chain will be a big improvement for more than a year, according to Steve Anderson, general manager of TI's high-performance analog IC division, now the delivery cycle for HPA devices has returned to normal 8-12 weeks.

In addition to the expansion of production capacity, TI's investment in research and development last year also reached 1.5 billion U.S. dollars, "mainly to analog IC and smartphone-related research and development." "says Rich.

However, relative to the expansion of analog IC capacity, Rich said that the capacity of the digital IC will be outsourced, "45nm after the digital IC will be all outsourced." "However, the MCU product will be part of the production in TI's factory, such as Texas 300mm factory, if there is demand, can also produce MCU products." ”

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