September, National Day holiday core information summary: there is no suspense about price rise, and supervision continues to crack down on speculation

Date：2021-10-15 13:54:00 Views：1175

Since the beginning of the year, chip shortage and price rise have continued, seriously affecting the order of the electronic industry chain.In September, the price rise trend of the whole industrial chain was active, including original factories, chip foundry and silicon wafer factory.Under the rising price of out of stock，Hoarding speculationSuch chaos is frequent and has been widely discussed.

At the same time, the production expansion of the industrial chain has not stopped. This month, several major car core manufacturers announced their production expansion plans, which will help to end the shortage and price increase.In late September, a large range of domestic films affected the electronics industry chain, and the follow-up effect remains to be observed.

The shortage of supply deepened and the price of the whole industrial chain increased

In September, the prices of many original chip manufacturers increased, including tI、ST and other importantIDM plant，There are also manyIC design manufacturers are listed。 In addition to the original factory, the price of wafer foundry and more upstream silicon wafer factory is also rising, so the price of the whole chip industry chain is rising. The details are as follows:

Original factory：

Texas Instruments（TI）Raise the prices of all products,9month1Effective from 5th；

Ansenmey raised the price of most products，10月Effective from 1 January;

Italian French semiconductor（ST）Raise the price of all products and implement it in the fourth quarter;

Xilinx（Xilinx）Raise the prices of all products,11月Effective from 1 January;

Ziguang zhanrui raises the price of intelligent wearable product line25%，10月Effective from 1 January;

MediaTek、Realtek 、Lianyong and other Taiwan systemsIC design plant is scheduled to raise prices in the fourth quarter，The amplitude is about10%-30%between。

Molex announced a minimum price increase for all specially priced products7%，10月Effective 1.

OEM:

Samsung9At the beginning of the monthPlan to raise the price of wafer foundry services15%-20%；

TSMC, UMC1Early OctoberIt is reported that prices continue to rise in the fourth quarter10%-20%；

Li Jidian chip foundry will raise prices10%, effective in the fourth quarter.

Silicon Wafer Factory：

At the end of September, it was reported that Xinyue and Shenggao factories in Japan had signed a 2022 long-term contract with customers and had increased their prices. Subsequently, manufacturers such as universal wafers in Taiwan also signed long-term contracts with customers and raised prices, of which the contract price of 6-inch and 8-inch wafers increased by about 10%, and the contract price of 12 inch wafers increased by about 15%.

It was reported in September thatStart of wafer regenerationSupply exceeds demand, and the price of main supplier Zhongsha has increased.

The current overall price rise is directly related to demand growth. Electric vehicles5G and other emerging fields, requiredThere are far more chips than ever beforeTo support the long-term demand for chips. In the short term, it coincides with the peak electronic season, and the demand for downstream goods preparation is deepened, but the chip capacity is trapped by the epidemic and other factors. The superposition of long-term and short-term factors has led to the gradual conduction of short supply, resulting in the shortage of production capacity of original chip manufacturers, wafer foundry and silicon wafer factories, and the prices have increased one after another.

The shortage of market leads to the increase of industrial chain cost，But for the original chip factory and OEM, againIs an opportunity to seize the market。September andEarly OctoberIn addition, several manufacturers disclosed their plans to expand their production,It is undoubtedly a major positive for the mitigation of the lack of core market。

Manufacturers expand production with great efforts，But it does not mean that the price rise will stop immediately

The details of the manufacturer's production expansion plan disclosed in the past month are as follows:

In early September, SMIC announced that it would spend 57 billion yuan to build a 12 inch wafer factory in Shanghai

Infineon Austria 1 in mid September2-inch new plant starts operation，Power semiconductor；

Mid September, tI confirm that it will be in Texasnewly buildOne12-inch factory；

In mid September, lattice core announced that it would increase the production capacity of car core by at least one time this year and would invest 6$0 billion expansion；

At the end of September, Renesas revealed that it planned to increase the production capacity of on-board MCU by more than 50% by 2023;

1Early October，TSMC confirms that it will comprehensively improve7 nm and 2Capacity of 8nm process；

Original factoryThe recent production expansion focuses on the car core with the most serious shortage，The foundry is expanding vigorouslychargeUsed in car core2Capacity of nodes such as 8nm。 Since the beginning of the year, the shortage of car cores has seriously affected the automotive industry. All major vehicle manufacturers in the world have experienced production suspension and production restriction. In terms of market,September 2008 MCU、MOS tubeThe prices of semiconductors involved in vehicles are still rising, and the delivery time is further extended. The delivery date of many categories with serious shortage is generally reached35-52周，What's more, there are no morespecificDelivery date, original factoryShipment in the form of quota。

be based onSerious shortage，The car core must be the focus of manufacturers' production expansion，Like Reza, Infineon and other strong manufacturers will certainly seize the opportunity. But expanding production does not mean that the market will turn in the short term. On the contrary, the original factory will certainly transfer the cost of expanding production to the downstream. for exampleTITSMC's recent expansion of production and the spread of price increases reflect that the original factory and OEM tend to share the cost of expansion with downstream customers to avoid overburdening themselves.

This tendency has been reflected before. For example, liandian in this yearThe production expansion in April means that customers pay in advance to order production capacity. This can not only reduce the burden of capital flow, but also prevent losses caused by changes in future demand. At present, more manufacturers start to expand production, and the prerequisite is that the demand in the industry is true. If the market is flooded by hoarding speculation and repeated orders, the decision-making and operation of the original factory and the agent factory will be affected, and the order of the industrial chain will also be hurt.

TSMC said frankly that it was hoarding goods,The supply chain is deeply affected

the near futureThe report pointed out that some car manufacturers accused TSMC of being the source of the core shortage problem. Liu Deyin, chairman of TSMC, responded that there was no bias towards supply. Liu Deyin also stressed that under the global core shortage, more chips are sent to customers than used in products, pointing directly to the phenomenon of hoarding in the supply chain. According to Liu Deyin, TSMC is trying to screen real and effective demand. In the future, it may give priority to enterprises in urgent need of chips.

The chaos mentioned by TSMC，It does exist in the near future。In mid September, the industry broke the news that Bosch Automotive ESP chips are fried to each piece4000 yuan，The formal ex factory price of the chip is only13元。before，Bosch's supply chain has indeed been hit by Malaysia, the price rise of the product is understandable,But it's not normal for a chip to be fired hundreds of times higher, it is obviously boosted by hype.

In mid September, the State Administration of Market Supervision announced to investigate and deal with the acts of three distribution enterprises such as Shanghai Qite to bid up the price of car core. Next, the market supervision bureau will continue to pay close attention to the price order in the chip field, strengthen price supervision, severely crack down on illegal acts such as hoarding and driving up prices, and maintain good market order. With the strengthening of supervision and the gradual realization of chip manufacturers' production expansion, the phenomenon of market speculation will be greatly alleviated in the future.

Domestic large-scale power rationing affects the electronic industry chain

In late September, power rationing across the country also affected IC. industry trends。September 26日，The sealed test plant riyueyue Kunshan company announced，Shutdown due to power limitation to9end of month。 In addition, there are many passive component factories in Taiwan, such as housheng, kaimei and many other factoriesPCB manufacturers are limited to film sound。 Due to the reduction of supply due to shutdown, the relevantChip and passive component materialsexistencePossible price increase。

This power cut，such asRenbaoAssembly plants such as Heshuo were also affected。 In particular, some apple supply chain enterprises have stopped production due to power rationing, which has led to new problemsThe delivery period of iPhone and other products has been extended. Power cut and shutdown of electronic manufacturers may reduce the demand for components. How does power rationing specifically affect IC. market conditions，Still need to observe。

Other important events in September and during the National Day holiday

Murata acquires RF technology companyEta Wireless

Sharp Vietnam plant closed, newMost of the capacity of iPhone camera moduleLG InnoTek

Intel coordinates the capacity of the Irish plant, part of which is used for the car core

NVIDIA applies for EU approval for acquisitionArm transaction

Toshiba Dalian factoryClosed at the end of September

Changjiang storage is ready for mass production128 layer QLC flash memory

Apple conditionally approves BOE's supplyIPhone 13 screen

permanentlargeThe car stalled，Employee leave continues until1End of 0