Taiwan is well-positioned in the global mobile market because of increasing demand for electronic parts made in Taiwan, global investment firm Bank of America Merrill Lynch said yesterday.
The output value of the worldwide logic IC sector has grown at an average of 10 percent a year over the past decade, and this rate will accelerate to 11 to 12 percent in the next few years as major players — including Taiwan Semiconductor Manufacturing Co (台積電), United Microelectronics Corp (聯電) and Advanced Semiconductor Engineering Inc (日月光) — are expected to benefit from a rapidly growing mobile phone market, the brokerage said.
“There will be a structural shift towards mobile media and devices, and this will benefit more chip companies and substrate companies,” Daniel Heyler, head of global semiconductor research at Merrill Lynch, told a press conference.
Downstream manufacturers like HTC Corp (宏達電) will also gain from the booming market, he said.
Vivek Arya, a senior US semiconductor analyst at Merrill Lynch, said he expected the growth in smartphones and tablets to overtake personal computers for the first time this year.
“The replacement cycle of handsets will be shortened as consumers play a bigger part in consumption of mobile devices,” Arya said.
Arya said that the distinction between desktops, laptops, netbooks and tablets will blur in the next few years because manufacturers would finally compromise on product size and functions to meet consumer demand.