Fabless semiconductor giant Broadcom Limited (shortened here as Broadcom) announced on November 6 that the company is offering US$130 billion to acquire its rival Qualcomm. Qualcomm’s official response is that the company board is currently reviewing the proposal. This deal, if approved by Qualcomm’s board, represents another milestone for M&As in the global semiconductor sector as its value sets a new record high for the industry. Once completed, TrendForce expects the deal will expand Broadcom’s presence in the automotive electronics market. Furthermore, the joining of Broadcom and Qualcomm will impact the global foundry market and threaten the competitiveness of China's and Taiwan's IC industries in the future.
The tablet market has undergone four consecutive years of downward correction from 2014 to 2017 and is showing signs of bottoming out. Latest analysis from TrendForce estimates that the global tablet shipments for 2017 will total around 148.9 million units, registering a more moderate drop of 5.4% compared with the 2016 result. Looking ahead to 2018, major tablet brands are expected to see their shipment declines ease. At the same time, Amazon, Huawei and other relatively new market entrants will continue in their rise. In sum, global shipments are projected to recover next year, rising by 0.3% annually to around 149.3 million units.
LEDinside, a division of TrendForce, reports that the global ASP of LED light bulbs continued its slide in October. Compared with September, the ASP of 40W equivalent LED light bulbs fell by 1.7% to US$6.2. The 60W equivalent counterparts also saw a 1.7% decrease in their ASP to US$7.4.