Nikkei reported on the 12th that OEM factories are in the main battle, which has also widened the market's demand for Apple's iPhone 7. Analysts pointed out that "the demand for some iPhone 7 models is weak and has had an impact on the supply chain."
According to reports, more than half (12) of the 19 major IT factories in Taiwan, China have a downward trend in revenue, among which the iPhone OEM Hon Hai 's revenue fell by 6.2% in October, Hon Hai fell by about 14%, Daliguang's recession was 12.1%, and F-TPK Chinghong reduced by 40%.
On the contrary, LCD panel factory showed signs of recovery, AUO's revenue grew by 4.3%, showing growth for the first time in 19 months. The reason for the growth was that Samsung Electronics introduced new panel technology and lowered LCD production capacity, which led to tight supply of LCD panels and rising unit prices.
As for memory, it is reported that when Apple bargained the supply chain again, memory-related manufacturers such as Samsung and the leading wafer foundry TSMC have become one of the few suppliers that are not affected or even can raise prices due to market conditions such as demand in demand or unique technology.
has been in good memory market recently, and the latest contract price has risen by about 20%. Global market research firm TrendForceTransbound Technology believes that with the capital expenditure of major DRAM factories such as Samsung, SK Hynix, Migm , and other products will remain conservative next year, and the product price continues to be bullish, next year will be a good year for the DRAM industry.
NAND Flash is also the main memory product for this wave of surge. Pan Jiancheng, chairman of the NAND control IC manufacturer Qunlian, believes that last quarter was the most out of stock in the history of NAND chips, and supply is still tight this season. Although the supply in the first half of next year will be slightly in demand, due to the rapid growth rate of demand, it is expected that another wave of stock outages will be set off in the third quarter of next year, and the stock outage will be more serious than this year.
KGI Investment Advisory analyst Ming-Chi Kuo pointed out that taking Samsung as an example, it mainly supplies Apple's 3GB DRAM and 3D NAND Flash. With the huge out of stock, suppliers such as Samsung have more bargaining power to Apple and even demand price increases.
Source: MoneyDJ Central News Agency
