Affected by the U.S. sanctions imposed on Chinese high-tech. Recently, the supply of chips in mainland China continues to be tight, and more and more semiconductor companies are joining the ranks of price increases. China Resources Microelectronics recently sent a price increase letter to its customers, causing industry insiders to worry about the future of China’s semiconductor industry.
China’s largest power semiconductor company, China Resources Microelectronics price adjustment letter this Wednesday (6) widely circulated in the industry, informing customers that from New Year’s Day this year, the company’s product prices will be adjusted accordingly, an increase of 10%. Industry insiders believe that China Resources Micro as the industry’s leading enterprises, the price increase will trigger a new round of price increases for semiconductor products.
Since the second half of 2020, due to 8-inch fab capacity continues to be tight, triggering power management ICs, power semiconductors and other oversupply and open up a wave of price increases, followed by chip packaging and testing plants, automotive electronics companies, chip design companies have done the corresponding price increases.
Mainland China chip supply continues to be tight, more and more semiconductor companies to join the ranks of price increases.
Financial scholar commander said in an interview with this station on Friday (8), the chip upstream enterprise product price increases, for its upstream and downstream enterprises are not beneficial: “For the chip industry price increases, it can be said that the impact on these enterprises such as cell phones, tablet PCs production, IT industry and other intelligent manufacturing industries that use chips as core components, in China, absolutely not less than one trillion yuan The scale of the output value.”
Semiconductor products price increase of one to three percent
In addition to China Resources Micro, new clean energy, Huideng Technology, Silan Micro, Fu Man Electronics and other semiconductor companies have issued a price increase notice letter. The price increases range from 10% to 30%.
According to industry sources, China’s semiconductor products, price increases, and the U.S. government blockade and their own production is increasingly reduced, this phenomenon will directly affect the amount of Chinese electronic products exports.
Liu Li, head of Shenzhen Qiang Mei trading company, told the station: “Recently received a notice from the production of semiconductor manufacturers, some products and materials are to increase prices. We predict that in the future the corresponding prices of these products will also be increased.”
Last month, Germany’s Volkswagen plant in China, also because of the tight supply of wafers and face a full-line production stop.
China’s semiconductor product price increases, and the U.S. government blockade and their own production is decreasing, this phenomenon will directly affect the amount of Chinese electronic products exports.
Price increases affect the competitiveness of China’s manufacturing industry at home and abroad
Liu Li, who is responsible for export trade, said domestic product prices up, will affect the competitiveness of the Chinese national market and the international market: “competitiveness will decline, because the previous is to rely on low prices to seize many international markets, but the current situation caused by Chinese products in the future in the international market is not competitive, will also affect exports, and the negative impact on the development of China’s semiconductor. “
In fact, China’s semiconductor and chip industry still lags behind the United States and other Western societies. As a result of the U.S. sanctions, China’s total chip imports have surpassed imported oil, exceeding $300 billion in 2019, making it the number one imported commodity. As a result, so-called chip manufacturing plants have sprung up all over China, eventually setting off a “tidal wave of failure” due to a lack of technical support.
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