In the past ten years, the demand for chips driven by smartphones has been a well-deserved main force in the semiconductor industry. The popularity of the iPhone and Android phones has driven the entire semiconductor industry to undergo earth-shaking changes in the past decade. According to Siltronic statistics, the terminal market with the largest demand for 12-inch wafer area in 2020 is the smartphone market, accounting for up to 25%. In fact, as early as a few years ago, everyone began to predict that the smartphone was about to end. However, the smartphone market has maintained a stable basic market in the past few years. However, under the influence of the epidemic and geopolitics, the smartphone industry is struggling. Recently, Guo Mingqi It is even more news that major domestic Android mobile phone brands have cut orders by about 170 million units so far this year (accounting for 20% of the original shipment plan in 2022). The financial report disclosed by TSMC recently has become a weather vane. In their financial report, the revenue contributed by mobile phones fell to the altar for the first time in recent years and was surpassed by HPC. From this financial report, we also see the rapid growth of the automotive electronics business. For this reason, in the author’s opinion, the golden age of smartphone semiconductors has come to an end, and the new era of HPC and automotive electronics is coming quickly. mobile phone into .
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