News & Analysis
Comment
escher
If Apple is counted as a US company despite not making anything in the US (ditto ...
peter.clarke
Chip market rebound coming, survey says
Peter Clarke
12/14/2012 10:45 AM EST
More deals in 2013
Two-thirds, compared to 62 percent last year, anticipate an increase in the number of merger and acquisition deals in the industry during 2013. More than three-quarters expect semiconductor-related R&D spending to increase, up significantly from 2012 (65 percent).
Near-field communications (32 percent) and RFID (28 percent) were cited most often as the technologies expected to provide the best platforms for enabling mobile payments.
"The decline in Korea and Taiwan may be explained by their high exposure to the Japanese and China economies which are both in poorer condition than 2011," Gary Matuszak, global chair of KPMG's Technology, Media and Telecommunications practice, said in a statement.
Related links and articles:
Chip executives' confidence in decline for 2012, says KPMG
Survey: IC execs upbeat about 2011
Recovery remains uncertain but China is key, says survey
Semi execs feeling gloomy about 2009
Mixed mood over semiconductors in 2008
Two-thirds, compared to 62 percent last year, anticipate an increase in the number of merger and acquisition deals in the industry during 2013. More than three-quarters expect semiconductor-related R&D spending to increase, up significantly from 2012 (65 percent).
Near-field communications (32 percent) and RFID (28 percent) were cited most often as the technologies expected to provide the best platforms for enabling mobile payments.
"The decline in Korea and Taiwan may be explained by their high exposure to the Japanese and China economies which are both in poorer condition than 2011," Gary Matuszak, global chair of KPMG's Technology, Media and Telecommunications practice, said in a statement.
Related links and articles:
Chip executives' confidence in decline for 2012, says KPMG
Survey: IC execs upbeat about 2011
Recovery remains uncertain but China is key, says survey
Semi execs feeling gloomy about 2009
Mixed mood over semiconductors in 2008
|
|
|
|
|
Navigate to related information
HS_SemiPro
12/15/2012 8:27 PM EST
this is an interesting article, I think Global Semiconductor Executives are figuring out that investing and Playing China is not easy and not worth it any more.
Asian business dominated by low cost competition with local govt. Subsidy and Invention,
1) China specially has too much Govt. intervention. Govt is protecting and promoting local companies and market is not free, no not good business Ideas, besides very hard to protect IP & Tech Know how, too many copy cats
2) Korean companies have Govt. protection as well.
3) Taiwan has nationalistic approach to its Industry, hard for outsiders to win here,
It is much easier for Korean and Taiwanese companies to win here,
Also Asian companies are realizing importance of R&D Talent in USA, lot of companies investing in R&D in USA.
I think more MFG investment will also be seen from Asia in USA.
Sign in to Reply
peter.clarke
12/16/2012 5:30 AM EST
@HS_SemiPro
To your last point. That could well be the case.
There are rumors that Apple will pressure Hon Hai to build a manufacturing plant in the United States. But that would just be one example.
There is a lot of awareness in Europe of how Germany's manufacturing- and export-led economy is really the most viable here. There is also much discussion of re-industrialization.
But how to achieve it against global competition is not easy.
Sign in to Reply
escher
12/17/2012 8:16 PM EST
If Apple is counted as a US company despite not making anything in the US (ditto for Qualcomm), it is no surprise that the "US chip market" is growing.
Sign in to Reply