The "lack of core tide" is difficult to understand: semiconductor giants have raised prices one after another A-share list of major companies

According to media reports, BYD Semiconductor sent a notice of price increase to customers, and the company decided to adjust the price of IPM and IGBT single tube products by no less than 5% from July 1, 2021.

BYD Semiconductor said that due to market changes, the shortage of upstream production capacity and the increase in supplier prices, the cost of our products continues to rise, and the original price is difficult to meet the supply demand. In order to ensure the continuous supply of products, after appropriate consideration, the company has decided to increase the above-mentioned products, and the on-the-way and outstanding orders will be carried out according to the new price from now on.

Infineon, the global leader in power semiconductors, is also brewing a new round of product price increases, with a 12% increase in MOSFET. In addition to Infineon, the world's leading power semiconductor manufacturers, such as ST, on Semiconductor and on Semiconductor, have also issued price increase notices one after another.

ST announced that the price of its full range of products will begin to rise on June 1; on Semiconductor also announced price increases for some products, effective July 10 this year; and on Semiconductor announced an increase in the price of its products on June 7.

There are many kinds of power semiconductor devices. IGBT and MOSFET, as the representatives of fully controlled power semiconductor devices, have outstanding performance in working frequency, working voltage and signal control performance, and are gradually becoming the mainstream applications of high-end power semiconductor devices.

In fact, imported IGBT has been out of stock since the second half of 2019, and MOSFET entered the out-of-stock cycle in early 2020 with the outbreak. At present, the market demand for transistors, transistors, low, medium and high voltage MOSFET, IGBT and other power semiconductor products is still very strong. The delivery time of some imported products is as long as 52 weeks, while that of domestic products is as long as three months.

Guojin Securities believes that according to downstream research feedback, from the on-hand orders, delivery cycle, revenue recognition cycle, the semiconductor industry will continue to be booming until 2022. Gaojing demeanor, due to the improvement of product structure, price increases and other factors, the semiconductor sector is expected to increase the profit for the whole year.