On June 15, Taiwan’s "Economic Daily News" reported that the wafer market reported that the third quarter quotations would increase by up to 30%. Among them, UMC and TSMC are the most sought after by customers, and their prices have risen the most. The report pointed out that as Europe and the United States gradually stepped out of emotional interference to drive demand to continue to heat up, coupled with higher-than-expected price increases, the traditional peak season operations of the four major foundries in the third quarter will be "booming."

Previously, the market had expected that foundries would adjust their quotations again in the third quarter, with an increase of about 15%. However, recent news has shown that some companies have increased by 30%, which is much higher than industry expectations.

UMC emphasized on the 14th that this year's average selling price (ASP) will have double-digit growth; Power Semiconductor Manufacturing Chairman Huang Chongren previously stated publicly: "Now semiconductor foundry prices are rising every quarter, and there is no sign of any decline. "

The real reason for the lack of chips?

The media reported that due to the influence of the new situation, the chip is lacking; in fact, this is a misunderstanding. The real area affected by the situation is India and other countries. Although the situation in the United States is serious, it has not affected Silicon Valley. Most of the young people in Silicon Valley. , The medical conditions are good. Most of the chip production areas are affected by serious i conditions, and the production plan is more overloaded. The real reason for the lack of chips lies in the need for a large number of chips in emerging industries around the world, which is a trend that did not exist in the past.

Chip prices have skyrocketed not only because of inflation, but also because the demand is indeed strong. In the past two years, the market size of new energy vehicles, VR equipment, and industrial robots has continued to soar, and these downstream manufacturers need a large number of high-specification chips. It is the demand that leads to the lack of cores. This is a point that most institutional analysts did not expect. The chip buyers such as BYD (new energy vehicles), Estun (industrial robots), and Xiaomi Group (mobile phone + AIot) have seen their revenues soar in the past three years.

The automotive industry has been the most severely affected, and the global automotive industry has collectively fallen into a "stopped production wave." A car requires hundreds or thousands of chips, and the lack of one will result in the failure of the entire car to be produced.

So far, many well-known auto companies such as Ford, Suzuki, Volkswagen Americas, Toyota, and Honda have announced plans to suspend their production lines. Among them, Changan Automobile, Great Wall Motors and other executives even went directly to the door of the chip manufacturer to "stay".

According to statistics, the average chip content of each car is 350 US dollars; the content of pure electric vehicles can reach 770 US dollars; for high-end electric vehicles, the chip content can exceed 1,500 US dollars, which is 5 to 6 times that of basic types of cars at present.

As the global "core shortage" intensifies, "unable to buy" and "unaffordable" have become a common dilemma faced by many downstream companies. According to a report from CCTV Finance, the price of a German-made chip last year was 3.5 yuan, and this year it has risen to 16.5 yuan, and the price has soared by 500%.

The most direct impact of the skyrocketing price of chips is that buyers of downstream companies in the semiconductor industry have to pay more for purchases than in previous years, or a large number of rushed purchases are stored in warehouses to prevent chip prices from continuing to skyrocket, passively forcing product costs to rise, and reducing products in the market. Competitiveness. For some manufacturers with brand pricing power, whether it is for corporate users or individual users, perhaps in a few quarters, in order to avoid the company’s book loss, they have to increase the price of the terminal product, and externally claim that it is a brand upgrade. It is individual buyers or corporate buyers who are hurt by inflation.

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