In 2018, star products of the technology industry have not yet been released, but it is certain that silicon wafers, dynamic random access memory (DRAM), passive components, metal oxide semiconductor field effect transistors (MOSFETs), and micro controllers for semiconductor upstream materials (MCU) and PCB upstream materials and other components and components, this year is still a good year out of stock, price increase.
Many of the materials and components that were out of stock this year have continued to be out of stock last year. In the upstream materials segment, the silicon wafers for the semiconductor upstream materials were out of stock, making the major silicon wafer fabs significantly increase their profits last year.
There has been no significant increase in new capacity this year, and dozens of fabs in the Chinese mainland have concentrated on mass production in the second half of the year and next year. This has made tight supply of silicon wafers out of stock; the most important one is the 12-inch semiconductor silicon wafers. This year's average price is estimated to have risen by 20% from last year's average price.
The upstream material of PCB was affected by the reduction of the effective production capacity before the Spring Festival stocking and the mainland market, and the supply was tight. This led to the emergence of a wave of price rises in the PCB upstream material glass fiber gauze and copper foil substrate manufacturers.
In the DRAM shortage of more than one year, due to virtual currency diggers joining the ranks of the buyers and strong server demand, the Industrial Economics and Trend Research Center (IEK) of the Taiwan Industrial Technology Research Institute in Taiwan believes that this year's prices are still rising, and the forecast is The global DRAM output value increased by more than 20%, continued to record high, and the average unit price could rise by another 30%.
The same tight supply of MOSFETs is constrained by the lack of upstream material supply, and the production capacity of international manufacturers has turned to high-margin vehicles, excluding the supply of PCs and 3C applications, resulting in a shortage of market supply and making room for Taiwanese factories last year. The performance of the stock MOSFET-related manufacturers showed growth performance. It is worth noting that whether the relevant manufacturers can increase the selling price in a timely manner will reflect the operating pressure of rising raw material costs.
The MCU's stock-out is also due to the fact that large international companies have switched production capacity to the automotive and industrial control markets, and have pushed prices to fine-tune prices. Although the Taiwan factory did not follow up the signs of price hike, but Sheng Qun, New Tang and other enjoy the benefit of transfer orders.
Passive components experienced out-of-stock and price increase effects in 2017 and this year has the opportunity to extend to the end of the year.
Twinkle System Technology Co Ltd , https://www.pickingbylight.com