By Allchips | 28 April 2021 | 1 Comments
Price situation of the main brands
Chips News Summary
TI prices have skyrocketed, and delivery time is 20-24 weeks. Large price and lead time fluctuations this monthTI
- Appliance industry: The prices of Samsung and Sony TVs have all increased, and the prices of the semi-finished LCD TV panels have increased by 100-250%.
- Continuous price increase in 2021
- Panel price increase: Global LCD panel prices continue to rise. BOE and TCL doubled their net profit in the first quarter
- Automotive chip: Automotive chips are in severe shortage
- Semiconductor equipment : Delivery of some semiconductor equipment has been as long as one year
The global chip shortage continues to spread, and many industries such as automobiles, mobile phones, and security cameras have been hit. They have even begun to impact the home appliance market recently. The impact of chip shortages has begun to affect ordinary consumers.
The biggest shortage in history, the delivery time of the netcom chips have been extended The main suppliers of Netcom chips include Broadcom, MediaTek, Realtek, Richwave, etc.
Broadcom, the global leader in communications chips, has extended the lead time of its main communications chips to 50 weeks, and some of the chips are more than one yearBroadcom
Realtek's delivery time was extended to 32 weeks or longer due to lack of production capacity. In addition, it will continue to be retainedRealtek
Power to modify delivery date.
The global chip shortage is expected to continue for three or four quarters, and it may not be until 2022 that the industry returns to normal.
The shipment volume of semiconductor companies is 10% to 30% lower than market demand. It will take at least 3-4 quarters to catch up with demand. And then after another 1-2 quarters, the inventory of customers and distribution channels can return to normal levels.
The global chip shortage trend has spread to the home appliance industrySamsung and Sony TVs all increase prices
Global proportion of Chinese household appliance production in 2019
Chinese household appliance production accounts for 60%-70% of the world.
Air conditioner 80% Refrigerator 52% Washing machine 37%
The two major Korean and Japanese TV brands, Samsung and Sony, started to increase their prices due to the cost increase of TV raw materials. In 2021, the price of new machines will increase by an average of 5% to 10%. Except for TV panels that have risen by more than 80% from 2020 to the present, the cost of other TV materials has also increased by 30% to 50%.
At present, the global chips shortage has spread to the home appliance industry. The industry generally predicts that the chip shortage may continue until 2022. Then domestic replacement chips will be more adopted.
-The production lines of major foundries in the world are fully loaded. Although TSMC, Samsung and other factories have expansion plans to meet the huge market demand. However, the short-term chip shortage problem is still difficult to solve. The industry generally predicts that the chip shortage situation may continue until 2022.
TI prices have skyrocketed, up to dozens of times
Will TI repeat the market situation of ST?
The price increase covers more and more models, the price is soaring, the price is changing every day, and the market is getting hot. At present, the delivery time of the TI factory is 20-24 weeks.
Reasons for TI's price increase
-
Insufficient supply of 8-inch wafer capacity
With insufficient 8-inch wafer production capacity, TI shifted its production capacity to more profitable products, resulting in significant market changes for products that were originally less than one dollar. -
Decrease in TI chips on the market
The decrease of TI chips in the market, strong demand, and stockpiling have all contributed to the skyrocketing rise of TI chips. -
Market demand growth
In markets such as 5G base stations, smart home appliances, electric vehicles, smart industries, smart security, and LED drivers, China consumes more than 13 billion US dollars in power management IC a year.
On the whole, TI will repeat the ST market for a period of time, but how long this situation can last, it depends on the constraints and balance of various factors.
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