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These original factory price increases take effect, please check—— Industry information summary in December 2021

Date：2022-01-07 13:32:00Views：1154

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The spring tide of core shortage continued, and several original factory price increases took effect around New Year's day, some of which were announced in the fourth quarter of last year, and some just announced. The price increase of these original factories just corresponds to the price increase of a new round of wafer foundry. This time it is liandian"Play the most". in addition to,RecentThe storage market is also variable due to the epidemic, but the impact is relatively limited compared with wafer foundry.

New year's DayOriginal factory summary before and after the price increase takes effect：

Renessa:last yearA letter was sent on October 15 to raise the price of most products, which will take effect from January 1, 2022. （Since 2021The effective second price increase; Including its subsidiariesDialog products)

ADI：last year1The price adjustment letter came out in January, the prices of some products have increased,Effective December 5. （2The third effective since 021Second price increase; Its Meixin last yearPrice increase effective August (reserved)

Toshiba:last yearA letter was sent in late November to raise the price of optocouplers, which will take effect from January 1, 2022.

MediaTek:The fourth quarter of last yearWiFi 6 chip price increases by 20% - 30%. (rumor has it that this year QThe price will rise again）

Peng Cheng:last yearAt the end of the year, it was confirmed that the price of automotive diodes increased for non long-term customers,2Effective on New Year's day, 022。

Realtek：Taiwan media recently reportedQ1 increases the price of Wi Fi chips and Netcom chips5%。

The original factory keeps sending letters，Spot marketAlsoRising prices, toMCu and vehicle materialsEspecially.ST、NXP、ADIetc.Market of main brand materials，It can't be expected in the short term"Reduce fever". Some materials, such as sT32 seriesMCu et al，It's a lot lower than beforeHowever, the price is still higher than that before the spring tide of core shortage. The overall market is still quite good"Irrational".

Wafer foundry is the main driving force for price increase

Wafer foundry is the main driving force of this wave of core shortage. from2From the second half of 2020 to the end of last year, foundry prices have been rising. Just past12月，United Power raised its quotation again，Point to this yearThe price increased by about 5% in March.Following last year1After a long-term customer quotation was raised in January，Liandian rose twice in a single quarter，his2The quotation of 8nm process even exceeds that of TSMC，Never seen before.

in addition to，Main panel driveICandPMIC OEMLi Jidian also said that at present, the order is full, and the order visibility can be seenIn 2023, and there is no problem of oversupply. Gongs and wafers under constructionfactory，Capacity is also fully booked。 last year1In February, listco was listed，A major purpose is to raise funds for the construction of the new plant。

Under the frequent price increases, the capacity of the OEM is still booked out, indicating that the market is still a unilateral seller pattern.moreoverSince the spring tide of lack of coreDelivery date of chip equipmentContinuous extension,There is no guarantee that the production expansion of each plant is in place, the trend of chip price rise will continue.

The delivery time of equipment is extended, and the expansion of OEM is limited

last year1Late February，Peng Jin, senior vice president of SMIC, the largest wafer foundry in China, said publicly，Affected by the extended delivery date of key equipment，SMIC's production expansion was not as expected。The actual new production capacity of 8 inches is 45000 pieces per month, 3% lower than previously expected5%； oneThe 2-inch monthly capacity increases only monthly10000 pieces, and the production expansion progress is not as expected.

According to existing reports，The sluggish expansion of SMIC is related to the US government's restriction on its access to key equipment。But put that aside，The delivery date of chip production equipment is lengthening。United power last year1February said，28/The delivery time of 14nm equipment is lengthened，Part of the most precise、The minimum equipment delivery time of the supplier can reach30 months。meanwhileSEMI alsoStatisticsSemiconductor equipment in North America last year1The delivery date reached a new high in January，expressequipmentStrong demand。

In combination with the situation of full orders of the agent factory and the lengthening of equipment delivery time, foundry is still rising. But it can not be ignored at this timeThe hidden worry about the depletion of demand for "housing economy". For this round of OEM price increase, the industry believes that it is testing the downstream demand. If it rises smoothly, it shows that the terminal demand is still healthy; If the price rise encounters downstream resistance, it indicates that the demand outlook is bearish, and end customers are unwilling to pay more chip costs, implying the possibility of the end of the price rise tide.

Epidemic fearNAnd flashandDRAMwave

Coreless spring tide，The two memory markets are not hotRecently, however, this calm has been broken. Affected by the epidemic, Samsung and micron may have doubts about the capacity output of the two original memory factories, which has aroused deep concern in the market.

NAnd flash memoryPreviously, Jibang consulting predicted that the contract price would fall in the first quarter10%-15%, after Samsung Xi'an plant was affected by the epidemic, it remains to be seen whether the decline in contract price converged.becauseNAnd flash memory has been in a unilateral decline before，Even if emergencies affect production capacity，The impact is also expected to be limited。

DRam aspect, Meguiar said that the reduction of employees in Xi'an plant has some impact on product assembly and testing, which may cause shipment delay.Recently coincided withDRam falling kinetic energy depletion, changes of Meguiar Xi'an plantFear causedDRam spot market fluctuated further, compareNAND flash memory is different。

1FebruaryIndustry trends,It formed the tone of the beginning of the year。 At present, out of stock price increase is still the main theme. Due to another round of price increase caused by wafer foundry, it can still be done this year"Look forward to" receiving many price increase letters from the original factory. In addition, changes in the storage market will not trigger a turning point, but we also need to pay attention.

For the end of the spring tide of lack of core，Major vehicle manufacturers、Research institution and original factory"Leaders" generally put the time point of supply and demand reversal on2022年Second half to2023年First halfbetween，And this happens to be the majorIDM and OEM new capacityTime point of departure. So capacityLet's wait and see whether the "reinforcements" can break through the core shortage tide.