Renesas is reportedly transferring towards a fab-lite enterprise mannequin by briefly shutting down some frontend and backend fabs, with its Taiwan-based OSAT companions together with ASE, Ardentec, Greatek Electronics and KYEC seen to get pleasure from extra outsourcing orders from the Japan IDM, in response to business sources.
Among them, Greatek Electronics has newly ventured into the availability chain of Renesas via its current consumer IDT, a US-based vendor of chip options, which was absolutely acquired by the Japan chipmaker for US$6.7 billion by the tip of March 2019. Greatek will provide QFP and QFN packaging companies for Renesas’s in-vehicle telematics and leisure system chips.
As shut MCU testing companions for Renesas, Ardentec and KYEC are additionally anticipated to land extra orders for processing IoT and auto-use chips from Renesas and different Japan IDMs in search of to extra flexibly farm out some IC processing operations amid market uncertainties.
Renesas has turn into the world’s second largest vendor of automotive chips, subsequent solely to NXP, after buying IDT, business sources mentioned, including that the IDM has farmed out all fabrication orders for 28nm auto-use MCU chips to TSMC according to its fab-lite technique.
Next-generation automobiles will incorporate 5G and AI purposes, making the Internet of Vehicles (IoV) an omnipresent idea. IoV will use sensors and MCUs to gather and course of various knowledge, after which ship the information to edge gadgets and cloud techniques for computing and evaluation earlier than they’re prepared for sensible automobile and C-V2X (mobile vehicle-to-everything) purposes, the sources indicated.
Accordingly, worldwide first-tier chipmakers won’t be absent from the automotive chips house, and Taiwan backend service suppliers will be capable of profit from the large demand for ICT semiconductor gadgets by electrical automobiles and different new-energy automobiles, the sources commented.
