Samsung suddenly suspended the procurement of all business parts. Japanese foreign capital issued a latest report that this is a warning. In addition to warning of the slowdown in global terminal demand, it also proves cautious view of the mobile phone, PC, semiconductor and panel industries. "This is a very unusual situation in supply chain management, and the situation may be worse than expected."
Japanese foreign capital mentioned in a previous report that mobile phones will not recover in the rest of this year, PC and NB return to their pre-2020 levels, semiconductor will experience cyclical weakness, and panel weakness may continue until the second half of the year, proving that global terminal demand deteriorates faster than parts procurement, forcing Samsung to suspend procurement to curb further increase in inventory.
According to the survey, Samsung smartphone parts suppliers shipped to extremely low from May to July, at a normal level of 20-40%, and it is expected to return to the level moderately in July.
In fact, Samsung's suppliers have been facing the trouble of order cuts in the past few months, which will lead to extremely low factory utilization in the short term, and will also cause a chain reaction to other brands, instead checking their own inventory. In addition, parts manufacturers in Greater China have previously focused on Samsung's orders due to the slowdown in Chinese brands and the slowdown in China's domestic demand market. Japanese foreign capital believes that Samsung's move will cause temporary setbacks to these suppliers.
Japanese foreign investors pointed out that the latest situation is that Samsung also adopts more extreme methods for panels to control the inventory level of the panels, and then pays attention to the supply chain after the suspension.
supply chain part, Japanese foreign capital reiterated its cautious view on MediaTek , Lianyong, Qijing Optoelectronics, AAC Technology , Sunny Optics, Q-tech, and Shanghai Aiwei (all neutral ratings), and will turn Fucai from better than to neutral.
Japanese foreign investment also lists Samsung's non-Korean factory parts suppliers, including Qualcomm , MediaTek, Lianyong, Qijing Optoelectronics, AUO, BOE , Huaxing Optoelectronics , Qunchuang, Sanan Optoelectronics , Fucai, Kovo, Broadcom , Skyworks, Sunny Optics, Daliguang , AAC Technology (AAC), Wingtai Technology , Skywei , Shanghai Huaqin, Longqi Holdings, Q-tech, Austrian Microelectronics (AMS), Shengjia Electronics, Tianma Microelectronics, Japan Display (JDI), Duntai Electronics, Yili Technology, Shanghai Aiwei Electronics, ASUS, Huiding Technology, Xinwei Communications (sunway), Huatong Computer, Milu Technology (MTC), Jianding Technology and Gol Group .
(First picture source: Flickr/Marco Verch Professional Photographer and SpeakerCC BY 2.0)
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