picture According to Xinhua News Agency
Recently, the epidemic in the Yangtze River Delta region, dominated by Shanghai, has touched the nerves of the semiconductor industry.
It is reported that the scale of the integrated circuit industry in the Yangtze River Delta occupies half of the country, and semiconductor companies cover all upstream and downstream links. After the outbreak of the epidemic, some companies stopped working and production, while some companies took measures such as home office and closed-loop management to try their best to ensure the safety of the supply chain.
Among them, companies engaged in chip design such as GCL Integration (002506.SZ) have adopted the form of working from home. These companies do not involve manufacturing business, or manufacturing business is out of the field or outsourcing, and only have offices or R&D centers in Shanghai. The impact of the epidemic is relatively small. There are also wafer factories such as Huahong Semiconductor that adopt "closed-loop management" to provide emergency support, but the future of these manufacturers is also full of uncertainty about the unpredictable development of the epidemic.
chip design companies are worried about supply chain tightness
Shanghai is known as the "national semiconductor center". Many chip design companies are located here. After the outbreak of the epidemic, most of them adopted the home working model.
A person from GCL Integrated Securities Department told Tianmu News reporters that the company's largest production capacity is located in Hefei area. The factory located in Zhangjiagang is under closed-loop management, and production is still in normal operation. The impact of the epidemic in Shanghai is mainly due to poor logistics and the delivery time to customers is lagging behind.
, the relevant person in charge of Fudan Microelectronics (688385.SH), an IC design headquartered in Pudong, told reporters that most of the employees are currently working from home, and the upstream and downstream of the company are basically outsourcing, and the impact of the epidemic is limited.
Lanqi Technology (688008.SH) Securities Department also told reporters that the impact of the epidemic is mainly at the logistics level, and the company's manufacturing is mainly outsourcing, and the impact is not large at present. Chen Weisheng, an analyst at TrendForce, told Tianmu News that due to the spread of the epidemic, the Shanghai Municipal Government has adopted zoning control since March, and Kunshan, a major electronics production center near Shanghai, has also been affected. It is understood that in the case of manpower and logistics being regulated and transportation is almost shut down, surrounding OEM and ODM factories can only rely on the in-house inventory to meet production line demand at a low level, and the problem of long and short materials has been further expanded.
Chen Weisheng believes that it is expected that after the various regions are unsealed one after another, there may be a sudden increase in logistics volume after short-term demand for finished product shipments and material replenishment, which will cause traffic jams at the customs gate and extend delivery time.
htmlOn April 8, the Shanghai Integrated Circuit Industry Association issued a document saying that the Shanghai Municipal Government is making every effort to ensure the stability of the supply chain and actively solve the difficulties encountered by enterprises in the transportation process. Recently, it has applied for more than 433 types of passes for enterprises, basically solving the problem of raw material transportation for key enterprises.chip manufacturers strive to stabilize the production of
For wafer factories responsible for chip production, the impact of the epidemic is more direct.
SMIC (688981.SH/00981.HK) and Huahong Semiconductor are the two largest wafer fabs in Shanghai, with a total monthly production capacity of more than 300,000 pieces. At present, both manufacturers have adopted closed-loop management.
SMIC staff told Tianmu News reporters that the company is in normal operation. According to a research report by Minsheng Securities, all employees of SMIC live in collective dormitories and use shuttle buses to pick up and drop off employees to and from get off work to achieve closed-loop management of "two points and one line".
, and Huahong Semiconductor’s current phone number cannot be dialed. A reporter from Tianmu News found on the official account of “Huahong Group” that Huahong Semiconductor has more than 6,000 employees stationed in various factories, and perform closed-loop management by laying floors in offices, conference rooms, passage corridors, etc. In addition to closed-loop management,
also has related factories being shut down.
"Because of the infection cases in the factory, our factory has been shut down for a while. It is hard to say when it will resume normal production. It must be determined according to the policies of Shanghai." Relevant staff of Changshuo Technology (Shanghai) Co., Ltd., which belongs to Heshuo (4938.TW), said in an interview with Tianmu News reporters.
htmlOn April 12, Pegatron issued an announcement stating that its two major factories in Shanghai and Kunshan have been suspended and will actively communicate with the local government to resume work as soon as possible.As Apple suppliers, Shanghai and Kunshan are important iPhone production bases, and their production capacity accounts for about 20% to 30% of the world's total.Guojin Securities' research report on April 5 pointed out: "Smart International, Huahong, TSMC Songjiang 8-inch factory and packaging and testing factory Huanxu Electronics have maintained normal operations for 10 days due to sufficient preparations in advance, and does not seriously affect the revenue expectations in the first quarter."
