The price of multiple chips is avalanche; In July, the delivery date of power management chip was ex

1. 200 yuan → 20 yuan! Price avalanche of multiple chips

2. Chip differentiation and unstoppable expansion tide

3. Samsung reduced the shipment of mobile phones this year to 260 million, with a decrease of double digits

4. In July, the delivery date of power management chip was extended against the trend

5. The photoelectric industry is blowing a holiday wind, and the LED manufacturer Yiguang starts the "golden tourism week"

6. The PC demand stabilizes, and it may wait until the second half of next year

7. Operation ignition of IC carrier board and semiconductor strip equipment factory

8. Wall Street Journal: chip bill is a big mistake

9. Silicon carbide or the most potential chip material in the field of new energy

10. SMIC: the oversupply of wafer foundry industry is not obvious

▎ 200 yuan → 20 yuan! Price avalanche of multiple chips

According to CCTV finance and economics report, since the beginning of this year, the market price of consumer electronics control chips has continued to decline, falling from a high of 100 yuan to double digits. The core component of the electronic control system, St semiconductor chip, has dropped from about 3500 yuan last year to about 600 yuan in 2022. The price of another type of chip will remain at about 200 yuan in 2021. At present, the price is only about 20 yuan per chip, only one tenth of the highest price. (CCTV News)

▎ chip differentiation and unstoppable expansion tide

According to CCTV finance and economics report, the market prices of many types of chips have avalanched, the problem of lack of cores in new energy vehicles is serious, and the chip market has begun to appear differentiation. However, at present, countries continue to improve chip production capacity, chip enterprises have also formulated production expansion plans, and the frenzied influx of capital from all walks of life has intensified the market's concern about the future chip overcapacity.

In 2021, the world shipped 1.15 trillion chips. The global "core shortage" in the past two years has enabled many chip manufacturers to continuously expand production and increase energy. According to incomplete statistics, from 2020 to 2024, a total of 25 8-inch and 60 12 inch wafer factories will be built, with a total investment of nearly 1 trillion yuan. By then, the global capacity of 8-inch wafers will be increased by nearly 20%, and the capacity of 12 inch wafers will be increased by nearly 50%.

Corresponding to the production capacity is the continuous increase of inventory level. According to the Nikkei news report, taking nearly 2350 chip related listed manufacturing companies around the world as objects, it is learned that the inventory amount in the first quarter of 2022 is about 97 billion US dollars higher than that at the end of 2021, and both the remaining inventory and the increment are the highest in 10 years. (CCTV News)

▎ Samsung reduced the shipment of mobile phones this year to 260 million units, with a decrease of double digits

According to South Korean media the elec today (15) quoting industry insiders, Samsung lowered the target shipment of mobile phones this year from 300 million to 260 million, a decrease of 13%, and a decrease of 3.7% compared with last year's shipment. Meanwhile, it also reduced the mobile phone production. It is expected that the production line will remain low. (juheng.com)

▎ in July, the delivery date of power management chip was extended against the trend

In recent years, the shortage of chips has been troubling the development of the whole industry. However, with the increase of production capacity of major chip manufacturers and the reduction of demand, the shortage of chips has improved. The delivery time has been significantly shortened, but the shortage in some areas is still serious.

According to the latest data of Susquehanna financial group, the average chip delivery time (the period between semiconductor ordering and delivery) in July was 26.9 weeks, compared with 27 weeks after the revision in June. The delivery time was shortened for three consecutive months.

However, in some specific chip fields, such as power management chips, especially those used in the automotive and industrial control markets, there is still a shortage. Thanks to the hot new energy market, the average delivery time of some commonly used power management chips increased from 31.3 weeks last month to 32 weeks in July, and the prices of some products are still rising. (ZOL News)

▎ the wind of vacation blows in the optical and electrical industry, and the large LED manufacturer Yiguang starts the "golden tourism week"

The global high inflation led to weak terminal demand, and the industry continued to adjust inventory. After the panel double tigers reduced production and encouraged employees to take leave, Yiguang, a large LED manufacturer, also confirmed that it had recently implemented the "golden week holiday" to encourage employees to take leave. The optoelectronic industry was once again facing an adverse operating wind.

The challenges of the optoelectronic industry are not small, including the continuous revision of the demand for consumer electronics, TV, and pen. The big pen manufacturers ASUS and Compal have predicted that the adjustment time of industrial inventory may be extended to the first half of next year, resulting in the supply chain having to step on the brake and reduce supply. The LED supply chain also has a conservative outlook for the second half of the year, facing the pressure of the peak season.

Yiguang also believes that the electronics industry is full of noise, and the company's revenue can still maintain a certain level. In the second half of the year, it is optimistic about the growth of vehicle use. The legal person estimates that Yiguang's operating target in the second half of the year is better than that in the first half of the year. (juheng.com)

▎ PC demand stabilizes and may wait until the second half of next year

PC brand manufacturers and OEM manufacturers have successively expressed the consensus that the short-term market situation of the PC industry is not good. In the second half of this year, the demand is under pressure. The overall market situation and industrial adjustment period will be at least in the first half of next year, and it is expected to gradually return to normal in the second half of next year.

However, both ASUS and Lenovo have positive views on the medium and long-term future of the PC industry. In particular, after more than two years, the structural changes brought by the epidemic on the PC industry have become irreversible. PC products have become the most productive and important tool in the digital transformation, which will bring rigid demand to the PC market.

On the other hand, yingyida and Weichuang, which are mainly based on commercial models, are also conservative about the third quarter's laptop shipments, and are expected to be the same as the second quarter. Meanwhile, the annual shipping momentum is not as good as the previous performance of the second half of the year, which is obviously better than the first half of the year. However, this year's shipments will still strive to be the same as that of the previous year. (China time news network)

▎ operation ignition of IC carrier and semiconductor Daiwang equipment factory

Despite the market noise, driven by the expansion of IC carrier boards and semiconductor plants, many equipment factories still showed performance growth in the first half of the year. Looking forward to the second half of the year, Zhisheng, Qunyi, Dazhong, mude and other enterprises all believe that under the situation of uncertain prospects, they do see a slowdown in demand. However, customers' investment in advanced processes and high-end products will not stop, which is also the direction of the equipment factory's active expansion. It is expected that the follow-up operation will remain unchanged with the support of relevant demand. (China time news network)

▎ Wall Street Journal: chip bill is a big mistake

According to the Wall Street Journal, US President Biden signed the chip and Science Act (chips +) worth 280 billion US dollars last week to subsidize domestic semiconductor production and alleviate the shortage problem. In their view, this is a big mistake.

Because the chip + Act provides chip manufacturers with $52 billion in subsidies and tax credits. Subsidies are wrong, and handouts are almost always distributed according to the benefits to politicians rather than rational economics. On subsidies, Elon Musk said at the CEO Committee summit of the Wall Street Journal: "delete them all." (just delete'em all.) on the contrary, the correct and feasible solution should be to let suppliers place a large number of chip orders for the military, intelligence agencies and other institutions, or even take the form of prepayment for transactions. (semiconductor industry observation)

▎ silicon carbide or the most potential chip material in the field of new energy

Mastering high-performance new materials is becoming the key for enterprises to win in this round of new energy industrial revolution. As the key third type semiconductor material in electric vehicles, silicon carbide (SIC) has higher power density, which has attracted the attention and layout of automobile enterprises and supply chains.

Recently, at the Q2 performance meeting, the world semiconductor giant Anson semiconductor said that it is expected that the revenue from silicon carbide products in 2022 will be three times that of 2021. The large amount of silicon carbide comes from the vigorous adoption of car manufacturers. A major selling point of Xiaopeng G9, which will be launched in September, is the use of 800V silicon carbide high-voltage electric drive platform. In addition to Xiao Peng, Tesla, BYD and other leading new energy vehicle manufacturers have successively launched models using silicon carbide in the past two years, seizing the lead of silicon carbide explosion. (Associated Press of Finance)

▎ SMIC: the oversupply of wafer foundry industry is not obvious

According to the economic news agency, Zhao Haijun, the joint chief executive officer of China's largest semiconductor manufacturing company, SMIC international, said on the 12th that the oversupply in the wafer foundry industry is not obvious, and the production capacity of many manufacturing nodes and fields has not increased, because the entire supply chain is growing slowly; For example, if the equipment supplier fails to deliver quickly, the production capacity cannot be built, or it is found that the upstream industries such as silicon wafers have not increased too much, so the monthly shipments of the whole industry have not increased too much. （MoneyDJ）