Due to the rapid growth of application demand for image sensor CIS, power management chip PMIC, fingerprint identification chip, Bluetooth chip, special memory chip, etc., orders for 8-inch wafers are hot.
According to the Securities Times, with the gradual launch of 5G mobile phones, the demand for foundry of key chip parts continues to ferment. Foundry companies such as TSMC, Samsung, GF, UMC, and SMIC have full capacity and have become a seller’s market.
Samsung is considering an automated investment for the 8-inch production line, from manual transportation to machine transportation, and is expected to spend more than 100 billion U.S. dollars.
According to the Securities Times report, due to the short supply of foundry production capacity, some IC design manufacturers have revealed that they have raised the price of new films in the near future and notified customers to increase the foundry prices in the fourth quarter of this year and next year.
According to the calculations of Founder Securities, since September, the 8-inch wafer foundry capacity has been tight, and the foundry delivery period has been continuously extended to 3 months or even more than half a year. It is expected that the foundry price of new orders in the fourth quarter will be increased. Will rise by 10%.
According to industry sources, Shenzhen De Ruipu has taken the lead in issuing a product price increase notice on September 18, announcing that the company has decided to adjust its product prices accordingly from October 1, 2020. Its 8205 will be based on the original price. Increase by 0.02 yuan.
Another MOS tube manufacturer, Shenzhen Jinyu Semiconductor, also sent a contact letter to customers for price increases. From October 1, 2020, the price of MOS tube and IC series products will be adjusted accordingly by 20%-30%.
Some analysts said that the current demand-side driving factor for the current 8-inch production capacity is the continuous increase in demand for analog chips and power devices, while the growth rate of supply lags behind the growth rate of demand, which makes major manufacturers actively deploy foundry.
Industrial Securities said that the current shortage of chips is mainly caused by supply chain disturbances. Some mobile phone brands have increased chip purchases in the past three months to ensure supply chain security. As a result, the current industry inventory is at a very low level.
At the same time, Xiaomi, OPPO and other brands are looking forward to major changes in the mobile phone share next year. They are more optimistic about the share growth next year. They also increase the goal of stocking. It is not ruled out that there is an overstocking situation. Therefore, Industrial Securities expects that the shortage will continue until the first half of next year. .
Post time: Dec-21-2020