Although the supply of Wi Fi core chips remained tight in the first half of this year, the shipments of MediaTek and Ruiyu showed signs of improvement in the first quarter. According to industry insiders, MediaTek and Ruiyu semiconductor are continuing to strive for the 16nm and 12NM chip capacity of more available Wi Fi core chips.
According to the electronic times, many IC design companies pointed out that although 28nm is the process node with the largest production scale at present, the supply of this node is likely to remain tight in the next few years. Some applications are moving towards more advanced process nodes and seeking more production capacity support.
Although the output of Wi Fi 6e will not be much this year, sources estimate that the output will increase in the next two years, and 16nm and 12NM process products will be used. In the future, Wi Fi 7 will use more advanced processes. Although the relevant demand will not expand significantly until 2025, MediaTek and Ruiyu have begun preparations.
At present, among enterprises in Taiwan, China, only TSMC can stably provide production capacity for relevant processes. Therefore, some people worry that the supply of 16nm, 14nm and 12NM will only become more and more tight. Several IC design companies have urged liandian to promote the mass production of relevant manufacturing process nodes to meet the growing market demand in the future.
MediaTek and Ruiyu have strong OEM support, which is reflected in the shipment of their Wi Fi core chip products. People familiar with the Wi Fi core chip market believe that MediaTek's Wi Fi 6 shipments in the first half of this year will be considerable, and will follow router and the expansion of notebook application shipments.
In addition to maintaining a stable share in the existing market, Ruiyu is gradually starting to supply more medium and high-end product lines. It also confirmed at a previous investor meeting that its market share has increased. (checked by / indrich)