Data from the mainland’s General Administration of Customs showed that the mainland imported $35.9 billion worth of semiconductors in March, a record high amount for a single month. The market said the semiconductor industry has seen panic stockpiling, and some land-based companies are acquiring chips on the global market at a spread of up to 20 times. Because the safety stock has bottomed out, so the current procurement even if the price, continue to place orders, but also can not ensure the required number.
First Financial quoted sources reported that some micro control units (MCU), for example, last year for $ 8 each, is now soaring to $ 50, more than six times last year. Now the market is generally eight to ten times the price increase, all chip companies are facing great pressure. In particular, small and medium-sized chip manufacturers, package experts design chip companies, because there is no bargaining power, has been directly outside the foundry cut orders.
Gu Wenjun, chief analyst of core research, said that recently a mainland design company was a long-term cooperation with overseas foundries to cut orders, as a last resort, with ultra-high prices to fight for 300 pieces. Some overseas foundries use the form of auction to sell capacity, in fact, is external, forcing mainland design companies to take capacity at high prices, but not for other design companies.
The phenomenon of panic hoarding is not only happening on chip companies, but also in the same kind of situation on downstream end products, including cell phone factories.
realme China President Xu Qi said, before the cell phone supply chain stockpiling is generally about eight months enough to use, but the company has prepared a full year’s volume in advance.
IDC analyst Wang Xi pointed out that the supply fluctuations of advanced process chips are obviously affecting the products and procurement plans of cell phone manufacturers.
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