According to a "product price increase notice letter" obtained by the reporter, in order to cope with the price increase in the upstream wafer and closed test link, Huiding Technology, the leading enterprise of fingerprint chip, decided to make a price adjustment to its GT9 series products from 0: 00 on January 1, 2021: the US dollar price of the product was uniformly raised by 30% on the basis of the current price.
Coincidentally, the main MOSFET, IGBT and other new Jieneng also issued a price notice letter. The company said that as the upstream raw materials and packaging costs continue to rise, and production capacity is tight, the production cycle has been extended, and product costs have increased significantly, the original price is difficult to meet the supply demand. After careful consideration, the company decided that from January 1, 2021, the product price will be adjusted to varying degrees according to the specific product model, and all deliveries will implement the adjusted price from the price increase date. Synchronize will also implement the adjusted price for unpaid orders in the system.
The "rising sound" of semiconductors can be heard all the time.
Judging from the two price increase letters, the main reason for the price increase of enterprises is the upstream cost drive, and the price increase is relatively strong: the price increase of Huiding technology products has reached 30%, while the new Jieneng price increase products cover the "outstanding orders in the system".
In fact, in recent months, there have been a lot of "rising voices" in the semiconductor industry, involving contract manufacturing, design and closed testing, while price increases include memory chips, power management chips and automotive chips.
Xu Xiulan, chairman of (GlobalWafers), a large silicon wafer manufacturer in Taiwan, said a few days ago that thanks to the rewarming downstream, 6-inch, 8-inch and 12-inch capacity are all fully loaded and will remain fully loaded until the first half of next year, and shipments next year are expected to be the same as the highest level in history. It is reported that the global silicon wafer market accounts for the third ring spheroidal crystal has raised the spot price of 12-inch wafers, the spot prices of other products will also gradually increase.
In addition, according to the micro-grid, since the second half of the year, the production capacity of 8-inch wafers has been tight, and the impact of rising prices has been transmitted to downstream industries, so there is also a shortage of production capacity in the closed test link. Since November, it has been revealed that the ball-planting packaging capacity is full, coupled with the increase in the price of the IC carrier board due to shortage, the new order price has increased by about 20%, and the urgent order price has increased by 20% to 30%. The packaging and testing company Riyueguang announced that it will increase the average order acceptance price of the closed test in the first quarter of next year by 5% to 10%, and several closed test leads in the mainland are also basically fully loaded.
Institutions are optimistic about the growth potential and sustainability of the industry.
The Semiconductor Research Office of Jibang Consulting recently pointed out that due to the panic preparation caused by the epidemic, as well as the new normal life of telecommuting and teaching, the penetration rate of 5G smartphones and related infrastructure demand is strong. It is estimated that the global wafer foundry output value will reach 84.6 billion US dollars in 2020, an annual growth rate of 23.7%, exceeding the peak in nearly a decade. Global wafer foundry production has become a scarce resource, and it is estimated that the output value of 2021 is expected to reach a new high, with an annual growth rate of nearly 6%.
Galaxy Securities said on December 28 that according to WSTS's forecast, driven by 5G popularity and the recovery of the automotive industry, the global semiconductor market in 2021 will grow 8.4% year-on-year to reach a record high of US $469.4 billion.
Benefiting from the strong demand downstream, it is expected that the price increase in wafer foundry will continue until the first half of next year, while the price increase will spread to power chips, storage, MLCC and so on, and drive the growth of demand for semiconductor equipment. The above institutions suggest to pay attention to: domestic wafer manufacturing enterprises Huahong Semiconductor, SMIC, Huarun Micro, semiconductor equipment leader North Huachuang, China Micro Corporation, power semiconductor enterprise Wentai Technology, MLCC leading Fenghua Hi-Tech, semiconductor storage leader Zhaoyi innovation.
Tianfeng Securities also pointed out in a recent report that the rise in the price of semiconductor chips reflects the prosperity of the industry, the price increase is the appearance, and the relationship between supply and demand is the core. The prosperity of the industry lasts for two quarters, and there is a high probability that it will be transmitted upward to materials and equipment.
With the opening of a new round of capital expenditure cycle, Tianfeng Securities is optimistic about the development of upstream semiconductor equipment and material suppliers in the context of domestic alternatives. Suggested attention: North Huachuang / Jacques Technology / Dinglong Co., Ltd. The equipment corresponds to the production expansion cycle. At present, the bottleneck of production capacity is in closed testing. We are optimistic about the profit performance of asset enterprises in the pro-cyclical environment. It is recommended to pay attention to: ASM Pacific/ Changchuan Technology / Precision testing Electronics / SMIC / Changdian Technology / Huarun Micro.
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