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, TI, ADI, ON and other chip markets: Who is increasing the price? Who is plummeting?
The International Monetary Fund (IMF) lowered its world economic growth expectations for 2022 and 2023 to 3.2% and 2.9% respectively on the 26th. This is the second cut by the institution after lowering its world economic growth expectations in April.
IMF released the update content of the " World Economic Outlook Report " on the same day. It is expected that the world economic growth rate will slow from 6.1% last year to 3.2% this year, 0.4 percentage points lower than the April forecast; expects the world economic growth rate to be 2.9% in 2023, 0.7 percentage points lower than the April forecast .
IMF believes that globally, especially in the United States and Europe, the major economies, , which is higher than expected, inflation, triggers a tightening of the financial environment, and the negative spillover effect of the Ukrainian crisis, further impacts the world economy.
Specifically, the US economic growth forecast for 2022 and 2023 is 2.3% and 1.0%, respectively, down 1.4 and 1.3 percentage points from the April forecast, respectively. Eurozone economic growth forecasts are 2.6% and 1.2% in the next two years, down 0.2 and 1.1 percentage points from April forecasts, respectively.
IMF pointed out that the world economy faces multiple downward risks, including the Ukrainian crisis that caused Europe to suddenly stop importing natural gas from Russia, inflation is more difficult to control than expected, and the tightening of the global financial environment has exacerbated debt problems in emerging markets and developing economies. If these risks become a reality and inflation rises further, the world economic growth rate will drop to 2.6% and 2.0% in 2022 and 2023, respectively. (Xinhuanet )
, TI, ADI, ON and other chip markets: Who is increasing the price? Who is plummeting?
Although demand has cooled down, a new wave of price increase letters has arrived. It is said that Intel , Qualcomm , Botong , TI, Marvell have all notified customers of price increase plans. Major IC design manufacturers cannot withstand the rise in high inflation and material costs, and have to transfer the pressure of continuous rising costs brought by various upstream links through price increases.
However, it is a foregone conclusion that most chips both fall in quantity and price. IC design factories use order cutting to adjust inventory, and even pay liquidated damages. There are also reports that wafer foundries in mainland China and Taiwan have begun to adopt price cuts or disguised price cuts to prevent customer order loss.
The more off-season the industry is, why does the chip price increase more? By sorting out the market trends of various mainstream brands, we can see that some companies adopt price increase strategies for cost sharing pressure, and the final effect must be tested in the subsequent market. Another manufacturer's products still maintain a long delivery period compared with the previous quarter, with supply exceeding demand and tight production capacity, such as high-end devices such as MCU/MPU/automotive chips. In the market noise, we have counted the latest market trends of chips such as Broadcom, TI, Qualcomm, ADI, ON Semiconductor, Renesas, etc. for your reference.
Botong: From January next year, Netcom chips will rise by 6%-8%
market says that the supply of wireless network chips will continue to be lower than the demand for 5G and Wi-Fi 6 devices. Broadcom has notified customers that the price of its network communication chips will rise by 6%-8% from January 2023. The delivery time of Broadcom has not improved, and it is still more than 50 weeks.
As Broadcom's chips continue to return, demand is weak, many terminals are selling inventory, and their prices are falling, and some are even close to the normal ordering market.Representative models that have reduced prices are such as PLX series, PEX8796, PEX8724, PEX8733, etc.; the BCM series mainly include BCM56960, BCM82381, BCM8727, etc.
TI: The price increase of a specific IC in the third quarter was about 10%
Recently, it was reported that TI has notified customers that the prices of specific ICs such as server ICs will rise by about 10% in the third quarter of 2022. Reflecting that despite the sluggish demand for consumer electronics applications, analog IC suppliers such as TI still benefit from strong demand for automotive electronics and industrial controls. The spot market of
TI has experienced an oversupply, and the shortage of its conventional models has basically eased, and the price has gradually tended toward the normal price. In addition to the shortage of car materials and some models, the price of the entire line has basically plummeted. , for example, general consumer analog chips, have many dropped to normal prices, such as TPS61021ADSGR, TPS63070RNMR, and the current price of automotive buck converter TPS54260QDGQRQ is still high.
Qualcomm: Delivery orders next year
Price will rise by nearly 10%
Recently, a market source said that Qualcomm has notified customers to raise prices, and its price increase is divided into two steps: The new contract price will rise by 4% , and the orders that need to be delivered will rise by nearly 10% starting from January 2023. Qualcomm's terminal customer demand is in a wait-and-see state, with consumer spots mostly in stock. The prices of some of the arrival of Internet celebrity router chips AR8033-AL1A and AR8035-AL1B are still at high levels, and the terminal continues to wait-and-see.
ADI: The prices of many models are halved. The market for
ADI is also generally downward, and a large number of goods have been arrived in various channels, resulting in the prices of many chips being halved, or even lower. Such as LT1964ES5-BYP#TRPBF, AD5290YRMZ10-R, OP2177ARMZ.
ADI Due to the situation where customers bought spot stocks at a high price in the early stage, many of them are willing to sell to traders after a large amount of goods arrived, but due to the lag in information, the target selling price is too high, so the market price gradually lowered after step-by-step testing.
ON Semi: IGBTh has stopped taking orders
On Semi's supply situation is still tight, and the out-of-stock demand is mainly concentrated on Mosfet, logic ICs and power management ICs.
Not long ago, news from ON Semi revealed that its orders for automotive insulated gate bipolar transistor (IGBT) have been full, and production has been sold out by 2023. Mosfet product delivery period generally remains above 50 weeks, and the price is still at a high level. such as FDN306 and FDD4141 have an upward trend; logic ICh delivery period is 30-50 weeks, with large market demand, and spot prices are generally high, such as the NC7SZXX series.
ON Semi's simulated IC delivery period remains at 35-50 weeks, but the most popular NCP455XX series load protection products, the price increase by more than 100 times, and the delivery period is more than 70 weeks. The NC7 series, which has a wide range of applications, continues to be out of stock, with some deliveries of 90 weeks and prices still at high prices.
Renesas: Structural shortage
Renesas's 8-bit, 32-bit MCU/MPU and automotive MCU delivery periods are between 38-52 weeks, and delivery periods generally have an extension trend , and most microcontroller models are still in a distribution state; their signal chain, interface and switching regulator products are still maintained for 40-60 weeks.
Renesas' demand in July was weak, showing a structural shortage, and the demand for general models declined significantly, while the original production capacity was gradually released, and some models had eased delivery periods. Models that had frequently missed tickets before even arrived in advance.
ST: The lack of the demand for missing
ST continues to decline, STM32F030C8T6 and STM32F103VCT6 are still popular models, but they are basically in the end of clearing. The latest delivery period for Q3 shows that ST's MCU/MPU/automotive chips have changed from shortage to "delivery" state , and the supply is constantly tight.
Recently, ST and GF ( GFK ) jointly established a factory in France, and jointly developed chips with Volkswagen Group . It is a big effort to alleviate the chip shortage problems of automobiles, industry and other core shortages. In addition, ST's multi-source analog/power supply and switching regulator shipment period has been significantly extended, with delivery periods basically ranging from 40-52 weeks; RF and wireless chip delivery periods are 30-52 weeks, which is sought after by the market; EEPROM product delivery periods are still 52-54 weeks, and the supply is quite tight.
Infineon : Delivery is not optimistic
Due to consumer customers' large-scale cancellations of orders recently, Infineon's demand has tended to decline from prosperity. Some MOS materials are also in stock, such as IRLML0060, IRLML2246, IRLML6344, and the overall price of dropped from . In terms of
analog chip , Infineon's sensor delivery period remained 18-52 weeks, and the switching regulator, automotive simulation and power supply devices remained 40-52 weeks, and the supply was relatively tight. Infineon's automotive chip has changed from shortage to distribution state , and the situation is not optimistic. Demand for automotive electronics is still strong, such as IPP65R110CFDA, SAL-TC299TP-128F300N BC, SAK-TC233LP-32F20 and other models, but there is still a certain gap between the target buying price and the selling price.
NXP: Structural out-of-stock continues
NXP overall demand has arrived in the traditional off-season, the price of LPC series has generally declined, and some general materials of the TJA series have almost returned to normal prices. As the stock is gradually arrived in the second half of the year, the out-of-stock situation will be somewhat alleviated compared to Q1 and Q2.
However, NXP's structural shortage continues. NXP's automotive chips and MCU products jumped from the shortage in the last quarter to the "delivery status", and the out-of-stock sentiment is more serious than Q2. Some materials such as the S series and MK are still very tight, and the I.MX 8 series is also quite popular, and the price of shortage chips remains high.
Microchiph: It is hard to get a ticket for a car MCU
Recently, with the arrival of some series and models in the market, the overall demand for Microchip is very weak and the price has dropped sharply. For example, the internet celebrity chip ATMEGA328P-AU has dropped sharply from around 250 yuan in February to around 40 yuan (even as low as more than 20 yuan) , KSZ9031RNXIC-TR has dropped from more than 600 yuan to around 300 yuan at the moment, including the AT24 series, and currently have sufficient inventory.
Microchip's end customer demand (such as some chips for consumer and industrial types) is also gradually weakening, mainly because of the gradual recovery of production capacity, and the goods ordered by its customers from the original factory were slowly delivering the goods last year.
Microchip's
July 26th news, the chip industry is in a state of "ice and fire tide".
According to media reports, due to the sluggish demand in the consumer electronics market, many chip manufacturers have been cut by customers recently, and even TSMC is difficult to escape. They also said that the prices of many chips have frequently plunged, some chip prices have dropped by 80%, and some chip prices have dropped from 200 yuan to 21.5 yuan.
However, while news such as order cuts and price reductions are emerging one after another, there are also reports that Texas Instruments and Broadcom plan to increase chip prices and have notified customers. Intel, Qualcomm and Marvell have also been reported to have price increases, and many manufacturers in the automotive industry say they are still suffering from "chip shortages", and the prices of certain chip models are still soaring.
On one side, it cut orders and lowered prices, but on the other side, it was still out of stock and increased prices. Why is this?
Some industry insiders pointed out that the recent order cuts and price cuts are mainly concentrated in the consumer electronics field. Previously, the "chip shortage" wave swept the world, and many chip manufacturers have expanded production significantly to meet customer needs and quickly seize the market. However, since the beginning of this year, demand in the consumer electronics market has declined significantly, resulting in oversupply of related chips, and the phenomenon of cutting orders and price reductions, and manufacturers canceling production expansion plans.
Compared with the consumer electronics field, the market is weak and the price has plummeted. The demand for chips in the automotive, industrial, cloud server and other fields is still strong and the prices are high. Industry insiders pointed out that these application fields have high requirements for products. In order to ensure the performance and quality of the products, most customers still choose brand manufacturers. As the saying goes, "there are more monks and less porridge", and some chip models are even "hard to find a single chip".
is like automotive-grade chips. The market is currently mainly occupied by a few chip manufacturers with very strong ability to integrate with vertically. Among them, in automotive chassis control, steering control and thermal system management, there are very few power devices that can be selected, and now it is even more in short supply. It is understood that the original normal price of BUK7J1R4-40H, a chip under Wingtech Technology , is about 6 yuan for thermal systems and steering control. Now, due to out-of-stock prices, it can be quoted at more than 100 yuan, which has increased by nearly 30 times.
According to relevant market news, Infineon's AUIRS1170STR chip was originally priced at about 8-9 yuan, but now it has risen to 200 to 300 yuan. The chip is mainly used in automotive DC-DC converters, automotive SMPS, and high-power industrial SMPS; ST's automotive intelligent power IC-four-channel high-side driver chip VNQ7050AJTR price has risen from the normal price of around 7 yuan to about 500 yuan now; NXP is used in automotive entertainment The official price of chip MCIMX6U7CVM08AD is about 185 yuan, and it has risen to more than 800 yuan...
For example, in the cloud server field that has high requirements for computing power, energy efficiency, reliability, etc., Anshi Semiconductor's chip PSMN3R7-100BSE is originally the norm price for hot-swap chips at around 8 yuan. Now, due to the soaring orders of international server giants, the price of this chip has soared to around 200 yuan, and is still in a state of substantial out of stock.
market analysis believes that the polarization phenomenon of "cutting orders and reducing prices while raising prices at the same time" in the industry reveals that the chip market will shift from structural chip shortage to chip shortage in local and specific application fields. For chip suppliers in automobiles and other fields, there will still be significant performance growth. (TechWeb)
The global "chip shortage wave" that has lasted for more than two years has gradually moved towards a "order cut" and a "price cut". Recently, some chip prices in the market have even plummeted from more than 3,500 yuan to more than 600 yuan, with a price reduction of more than 80%.
Affected by the spread of the global COVID-19 epidemic, the situation in Ukraine and high global inflation, there are endless voices about the "chip order cut" trend. consumer electronic chip design manufacturers are the first to be hit under the "selling trend" of and have begun to spread to the wafer foundry process, but automotive MCU chips and other products are still popular.
The supply and demand of the semiconductor industry has been messed up. The supply and demand reversal quickly triggered the deterioration of high inventory and low demand. It is not gradually resolved by the past methods of price-killing inventory reduction. On the contrary, under the pressure of soaring costs and other multiple parties, many major manufacturers have shouted for a reverse increase in prices. The latest news is that MediaTek and UD are also interested in shouting for a rise.
Taiwan's Electronic Times quoted sources on July 27 as saying that MediaTek is considering increasing the price of 3G and 4G chips to alleviate the negative impact of poor 5G chip sales performance. UMC, which still maintains high-end production capacity, has also notified some customers that it will raise its OEM quotations again.
According to previous media reports, many major manufacturers such as TSMC, Samsung , Intel, Qualcomm, Broadcom and Marvell have announced prices to increase.In the case of supply and demand reversal, these large manufacturers not only do not lower prices, but instead raise prices in reverse, which also makes customers who want to maintain long-term close cooperative relationships or have no scale.
At present, from the perspective of filming, South Korea's Samsung, which accounts for 17% to 18% of the world's share, has high costs, and the production capacity of mainland OEM leader Huahong Hongli is also relatively tight. TSMC, the global leader in foundry, generally raised the price of wafer foundry by 6% a few months ago, and may have a second round of price increase in in the near future.
industry chain person said that large factories have a certain market position and customers can only accept price increases. Recently, the semiconductor industry chain fully demonstrates the real food chain of big fish eat small fish, small fish eat small shrimp .
At present, the shortage of high-end chip supply is relatively prominent, and its price increase is inevitable. With the improvement of my country's chip manufacturing level and breakthrough in production capacity, relatively low-end chips are oversupply in the specific supply and demand interaction process, and chip prices will naturally be adjusted accordingly. (Silicon Speed)
According to industry sources, MediaTek is considering raising its 3G and 4G mobile chip prices, aiming to mitigate the impact of lower-than-expected 5G chip sales on its performance this year.
According to Taiwan media Electronic Times, sources said that MediaTek's Android smartphone customer orders have declined and may not be able to achieve the 20% year-on-year revenue growth target in 2022.
Previously, there was news that , Xiaomi , OPPO, vivo and other leading smartphone manufacturers in mainland China have told suppliers that orders in the next few quarters will be reduced by about 20% compared to the previous plan. Xiaomi has told suppliers it will reduce its full-year forecast from its previous 200 million units to around 160 million to 180 million units, people familiar with the matter said. vivo and OPPO also reduced orders in the second and third quarters by about 20% in an attempt to digest the excessive inventory currently flooding retail channels.
According to previous media reports, many major manufacturers such as TSMC, Samsung, Intel, Qualcomm, Broadcom and Marvell have announced price increases. In the case of supply and demand reversal, these large manufacturers not only do not lower prices, but instead raise prices in reverse, which also makes customers who want to maintain long-term close cooperative relationships or have no scale.
At present, from the perspective of the flow, South Korea's Samsung, which accounts for 17% to 18% of the world's share, has high costs, and the production capacity of mainland OEM leader Huahong Hongli is also relatively tight. TSMC, the global leader in foundry, generally raised the price of wafer foundry by 6% a few months ago, and there may be a second round of price increases in the near future.
industry chain person said that large factories have a certain market position and customers can only accept price increases. Recently, the semiconductor industry chain has fully demonstrated the real food chain of big fish eating small fish and small fish eating small shrimps.
At present, the shortage of high-end chip supply is relatively prominent, and its price increase is inevitable. With the improvement of my country's chip manufacturing level and breakthrough in production capacity, relatively low-end chips are oversupply in the specific supply and demand interaction process, and chip prices will naturally be adjusted accordingly. ( Xinjisu, Xinwenshe)
At around 8:43 am on July 27, a magnitude 7.0 earthquake occurred in northern Luzon Island, Philippines, with a focal depth of 25 kilometers, and the capital, Greater Manila, felt a tremor.
This earthquake is expected to have aftershocks and will cause losses.There are currently no casualties reported in this earthquake. According to Ministry of Natural Resources, the tsunami warning center initially judged the earthquake parameters of Luzon Island, the Philippines, the earthquake in Luzon Island may trigger a tsunami, but it will not cause a catastrophic impact on my country's coast. At present, houses in central Philippines have been seriously damaged and power supply has been interrupted, which may affect the power supply demand of semiconductor production bases. This strong earthquake may also impact global semiconductors. The Philippines, as one of the main production bases of the world's passive components (especially MLCC), has factories in the Philippines, including the top three MLCC manufacturers Murata, Samsung Electric and Sun Yudian.
As early as 2011, Japan's Murata Manufacturing invested about 620 million yen to build the largest factory in Asia at that time in Batangas, southern Manila, Philippines. It mainly produces capacitor needed for electronic products such as smartphones, and was put into production in January 2013. In 2018, Murata also increased production at its Philippine factory.
In 2015, Samsung Electric invested 288 billion won to build an MLCC factory in Laguna, southern Manila, Philippines, covering the front and rear stage processes.
and SunsuoDen also has an MLCC factory in Lapu Rapu City, Cebu, Philippines (not on Luzon ).
According to a previous report by the Taiwan Business Times, Murata Production and Samsung Electric both have considerable production capacity in the Philippines, with a proportion of up to 15% and 40% respectively.
In addition to MLCC, there are many packaging and testing manufacturers on Luzon Island, the Philippines, such as Amkor, Anshi Semiconductor, Intel, Texas Instruments, etc., all of which have semiconductor factories on Luzon Island.
The Philippines is an important part of the semiconductor supply chain. The earthquake news has attracted the attention of industry insiders. The specific losses caused by the earthquake are unknown. No official notification from semiconductor manufacturers has been received. However, many semiconductor giants have set up factories in Luzon Island, the earthquake site and the Greater Manila area with a tremor. Industry insiders can follow the trends of the relevant factories in the future to understand the impact of this earthquake on the semiconductor supply chain.
The Ministry of Natural Resources Tsunami Warning Center will continue to track and analyze earthquake and tsunami monitoring data, and release information in a timely manner. (Xinwenshe)
TSMC has started a global factory building model, first building a 5nm factory in the United States, and then building a 22/28nm chip factory in Japan.
However, TSMC did not stop building factories overseas. There was previously news that TSMC intends to build a new factory in Singapore , and this time, TSMC has reported another investigation in India. Can't stop it? Why is TSMC building a global factory?
India set up a semiconductor incentive plan, and TSMC rushed to inspect
A chip shortage storm made countries around the world realize the importance of mastering chip production capacity. They did not pay much attention to the semiconductor manufacturing industry before. In recent years, the United States, Japan and other countries have successively accelerated the development of chip manufacturing industry, and the top priority is to build chip factories.
The United States and Japan lack the advantages of chip manufacturing, so they invited TSMC to build a factory locally. After receiving the invitation, TSMC launched corresponding construction plans in the United States and Japan respectively.
is not so invited to go, but rather for the chip subsidy of the United States and Japan. The United States promised to provide large subsidies to TSMC, and Japan also clearly subsidizes TSMC at US$3.5 billion. With the subsidy, everything is easy to say.
not only provide subsidies, but India also plans to spend US$10 billion as a semiconductor incentive program to attract foreign companies to invest in the semiconductor industry in India.
In December 2021, India approved a subsidy plan of 10 billion US dollars. As long as foreign companies build factories in India and participate in the development of the semiconductor industry, they may receive subsidy funding.
According to Indian media reports, semiconductor manufacturers such as TSMC will rush to India for inspection and conduct cooperation and discussions on chip manufacturing in industries such as electronic products and communication equipment, and also include the possibility of cooperation with Indian companies.
As the saying goes, it is easy to do things with money. India has brought out huge subsidies. At the same time, India is a country with a large population, and the demand for chips is very large. In such a market, semiconductor manufacturers may discover a consumer market with broad prospects.
Under the dual factors of subsidies and market demand, TSMC and semiconductor manufacturers in their headquarters will form a group to India for inspection. However, the exact inspection time has not been set yet. What is the inspection result and what kind of cooperation can be achieved in the end? Further observation is still needed.
But it can be known that TSMC rushed to India to inspect and sent out a signal that Europe and the United States are not the only factory building sites for TSMC. In the chip manufacturing industry, TSMC has many choices. Moreover, the investigation of the Indian market also shows that TSMC is accelerating its global factory construction action.
TSMC's factory construction plan can no longer stop it. First, it is in the United States and Japan, and then it is not ruled out that the possibility of building a factory in Europe and Singapore. This time, it is planned to go to India to prepare for the future.
Why is TSMC building a global factory?
TSMC's global factory building model is still continuing. From the perspective of market demand, chip factories in TSMC's headquarters can produce sufficient production capacity. If there is overcapacity in construction of too many chip factories, wouldn’t TSMC be in vain? So why is TSMC building a global factory?
First, TSMC's global factory construction can reduce supply chain costs and increase industrial chain advantages.
If TSMC only builds a factory in one place, the equipment purchased from all over the world will incur considerable logistics and transportation costs. In the areas of procurement, transportation and import and export, a lot of supply chain resources must be consumed.
For example, TSMC purchased photoresist from Japan. On the basis of raw materials, plus transportation and additional time costs, it is a great burden on TSMC. However, after the factory was built in Japan, materials such as photoresist will arrive soon. While reducing supply chain costs, it can also increase the advantages of the industrial chain.
Secondly, building factories around the world is expected to receive subsidy funding, which can reduce unnecessary capital expenditures.
TSMC will not build a factory in a place for no reason. It needs to go through detailed investigations in the early stage to make a comprehensive judgment on the supply chain, market demand, local support measures, etc. But if the subsidies are given in place, everything will be easy.
is like TSMC going to the United States to build a factory, which has repeatedly emphasized that it has high costs and no supply chain advantages, but in the end it has to build a factory in the United States, because the US $52 billion chip subsidy is very attractive.
TSMC is expected to receive subsidy funding for construction of factories around the world, ranging from billions of dollars to tens of billions of dollars. These subsidies can reduce unnecessary capital expenditures and improve resource utilization.
In addition, TSMC's headquarters area has limited freshwater resources and needs to expand production lines around the world.
actually does not have subsidies from countries and regions such as the United States, Japan and India. TSMC may also consider building factories around the world. Because power outages often occur in TSMC's headquarters area, freshwater resources are tight during water shortage, which brings inconvenience to chip production.
chip manufacturing requires a lot of water and electricity resources. TSMC cannot always expand its chip factory at its headquarters and build factories in areas with rich resources, which is in line with TSMC's interests and needs. If you can get subsidies from all over the country, it will be the best of both worlds for TSMC.
Europe and the United States are not the only places where TSMC builds its factory. It is probably not that easy for the United States to win over TSMC and devote itself to investing production resources for the local semiconductor manufacturing industry.TSMC also understands that globalization is the best way to solve the problem of chip rules. Only globalization can have more market opportunities. (Electronic semiconductor industry trends)
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