Leadis Technology, Inc.Sunnyvale, CA, United States (NASDAQ (GM): LDIS)

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Leadis Technology Competition

Now Viewing Leadis Technology's competition in: Electronic Components & Semiconductor Manufacture (primary)

Recent Developments

Top Chip Makers Acknowledge Uncertainty - Semiconductor makers Intel and Advanced Micro Devices (AMD) recently said that they're unclear how global economic troubles would impact fourth quarter 2008; a forecast for 2009 chip demand was even more elusive. Chipmakers are challenged to accurately plan for future plant capacity and inventory needs in light of the uncertainty of the macroeconomic environment. Both AMD and Intel admit that they as yet don't know exactly how to plan for 2009 seasonal holiday and back-to-school demand.

Semiconductor Exports Rise, Imports Decline - US exports of semiconductors and other electronic components rose nearly 5 percent in the first eight months of 2008 compared to the same time a year earlier; US imports of semiconductors dropped nearly 6 percent. While exports declined in eight of the US' 15 top markets, exports to emerging markets including China, Malaysia, and Taiwan buoyed overall demand.

Texas Instruments Warns of Sales Drop - Communications chipmaker Texas Instruments (TI) says that its fourth quarter revenue will likely be hurt by weak orders, and that it'll cut the costs of its wireless operations by one-third. TI also plans to sell the merchant division of its wireless business. TI's market-leading position in the mobile phone chip market has been increasingly undermined by some of its key customers, including Nokia and Ericsson, moving business to TI's rivals, according to The Wall Street Journal.

Competitive Landscape

The industry depends highly on demand from the computer industry and makers of telecommunications products like cell phones, which can vary sharply from year to year. Companies can be successful producing standard parts at low cost or by producing highly specialized components. Small companies can compete effectively with large ones by producing specialized products or developing new applications. Technological expertise is extremely important. The industry is highly automated: average annual revenue per employee is about $250,000.

Electronic Components & Semiconductor Manufacture Industry Forecast

from Hoover's/D&B subsidiary First Research

The value of US electronic components manufacturing output is forecast to grow at an annual compounded rate of 4.3 percent between 2008 and 2013.

Electronic Components Growth Uneven After Peak

First Research forecasts are based on INFORUM forecasts that are licensed from the Interindustry Economic Research Fund, Inc. (IERF) in College Park, MD. INFORUM's "interindustry-macro" approach to modeling the economy captures the links between industries and the aggregate economy.

First Research Opportunity Rating

The First Research Opportunity Rating is First Research's estimate of industry performance vs. industry risk over the next 12 to 24 months.

  • Demand: Tied to demand for electronics
  • High fixed costs
  • Risk: Slow economy cuts computer sales

Industries Where Leadis Technology Competes

  • Electronics
    • Semiconductors
      • Graphics & Video Chips & Boards (primary)
      • Analog Chips
      • Audio Chips & Boards
    • Electronic Components