Source: The content is compiled from the WeChat public account Semiconductor Industry Observation (ID: icbank) from the Industrial and Commercial Times and the Economic Information Daily, thank you.
Just as there are reports in foreign investment circles that the price increase of semiconductor silicon wafers next year may be less than 10%, and the investment rating of silicon wafer stocks is further downgraded, silicon wafer factories including Global Crystal, Hejing and other silicon wafer factories have recently cooperated with semiconductor Dachang Regarding the negotiation of contract prices in the first half of next year, the industry has reported that there is a preliminary consensus. The average contract price in the first half of 2019 is expected to increase by 7 to 9% compared with the second half of this year. The average unit price of 12-inch silicon wafers has reached 108 to 112 US dollars. price point.
Industry players said that new semiconductor silicon wafer production capacity will not be opened until the second half of 2020, and the market situation will still be in short supply throughout next year. Although silicon wafer factories have successively signed long-term contracts with major customers, price negotiations have also been changed to half a year. Once, but the price increase did not shrink as time went on. Judging from the trend of contract prices next year, the first half of the year will increase by 7 to 9%, and the second half of the year will also increase by 5 to 7%. The annual increase will be at least about 15%. The outside world expects price increases to gradually increase in the next two years. The expectation of shrinkage is not correct.
Semiconductor silicon wafers have been in short supply since this year. The unit price of 12-inch silicon wafer contracts finalized by first-tier wafer foundries and memory factories in the first half of the year was about US$95. In the second half of the year, it was successfully increased by 6 to 8%. The average contract unit price is between 101 and 103 US dollars. In other words, after the price of 12-inch silicon wafers has been stagnant for nearly 8 years, the average unit price of contracts for first-tier major customers has once again returned to more than 100 US dollars.
Benefiting from the new contract prices that will officially take effect after July, the revenue of silicon wafer fabs in August was brilliant and hit a record high simultaneously. The leading manufacturer Global Crystal's August consolidated revenue increased by 4.6% month-on-month to 5.191 billion yuan, an annual increase of 30.4% and a record high in single-month revenue; Hejing announced that August's consolidated revenue increased by 1.2% month-on-month to 8. 6.5 billion yuan, an annual increase of 49.6% and setting a record high in single-month revenue; Jiajing's August consolidated revenue increased by 2.0% monthly to 423 million yuan, an annual increase of 49.2% and also set a record high in single-month revenue. Industry players are also optimistic that September revenue will reach a new record high.
As prices continue to rise, silicon wafer fabs' profits have also shown a big leap forward. Legal persons are optimistic that the profits of Global Crystal, Hejing, Jiajing and other companies in the third quarter will be significantly better than that in the second quarter.
Among them, the legal person optimistically predicts that Global Crystal is expected to earn 3 shares this year, Hejing's annual net profit per share may exceed 3 yuan, and Jiajing's net profit per share this year may be between 1.5 and 2.0 yuan. Relevant industry players did not comment on the company's estimated financial figures.
For silicon wafer fabs, all production capacity is now operating at full capacity. After price increases in the first half of next year, revenue and profit performance are expected to reach higher levels.
my country’s silicon for integrated circuits is almost entirely dependent on imports
According to Chen Quanxun, president of the China Nonferrous Metals Industry Association, my country’s silicon industry is currently in a period of strategic transformation, facing market demand adjustments, intensifying trade disputes, as well as the need to strengthen innovation capabilities and the quality of development. With multiple challenges such as upgrading and upgrading, the task of transformation and development is very arduous.
According to Chen Quanxun, in 2017, my country's integrated circuit imports were 1.76 trillion yuan, far exceeding the 1.1 trillion yuan of oil and natural gas, making it the largest imported commodity. However, 12-inch silicon wafers for integrated circuits are almost completely dependent on imports.
Chen Quanxun said that the silicon industry must first adhere to innovative development, focus on national strategic needs, and strive to break through the key core technologies and processes in the production of electronic-grade polysilicon and monocrystalline silicon. Through the development of intelligent manufacturing, we must thoroughly solve the problem of product batch stability and promote the industry. Moving towards the mid-to-high end to meet the needs of the development of modern manufacturing industries such as integrated circuits in my country and the maintenance of national security.
Zhao Jiasheng, vice president of China Nonferrous Metals Industry Association and president of the Silicon Industry Branch, also said at the meeting that under the background of national support for the development of new materials and new energy industries, the development potential of the silicon industry is still huge. In the future, China should Elevate it to the national strategic level.
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