By Hogan Su | 28 April 2021 | 0 Comments
Component Market Analysis： Which more brands have increased the price this week?
Component Market Analysis
--Which more brands have increased the price this week?
3rd Week of April 2021
--Which more brands have increased the price this week?
3rd Week of April 2021
Hot News in Chip Industry
Rise，Explosion of Demands for Chinese Chips
Lead-in: Recent hot topic - Most Chinese home appliance manufacturers have been worried about the risks of supply failure in the future due to their long-term dependence on overseas brand chips, therefore they start to use Chinese chips. And as now more and more oversea electrical product manufacturers know Chinese chips can be alternatives for their projects, demands for Chinese chips has exploded. Even the price of Chinese chips keep increasing, orders that Chinese chip manufacturers received are still booming.
Runjet
Mesilicon
Runjet
Mesilicon
Chinese Chips—Price-increase Chinese Brands
FMD(Fremont Micro Devices)
MindMotion
Now in electronic component market, demand exceeds supply, and Chinese chips have suffered price increase. But given the shortage situation of MCU market, Chinese local MCU industry chain is still expected to accelerate market expansion and increases production capacity to meet market demand
MindMotion
Now in electronic component market, demand exceeds supply, and Chinese chips have suffered price increase. But given the shortage situation of MCU market, Chinese local MCU industry chain is still expected to accelerate market expansion and increases production capacity to meet market demand
MLCC: Another Extension of Lead Time
TAIYO YUDEN, the 3rd largest MLCC manufacturer around the world, has extended lead time again for all new orders after it has stopped taking orders for consumer electronics. “16 weeks is the basic lead time, but it cannot be guaranteed that goods can be delivered according to the lead time.
MLCC World Market Share
MLCC World Market Share
Taiyo 7.3% TDK 7% locals 9%
AVX 4% Yageo 3% Kemet 2%
SEMCO 23% Murata 29%
AVX 4% Yageo 3% Kemet 2%
SEMCO 23% Murata 29%
Because the fast growth of 5G phones, new energy vehicles and smart automobiles, the era of IOE(Internet of Everything) will drive the demands for MLCC of these industries. And also drive the production quantity of MLCC, which is estimated to be 480 billion pieces per month.Uneven Distribution of MLCC, Imbalance of Supply and Demand
Up to now, Samsung, Walsin and Yageo have had an price increase of 10%-30% in MLCC, though Chinese MLCC manufacturers haven’t posted price increase notice, most of them have extended the lead time. Judging from the current market, passive components are in highly demands in 5G phone, PC and Automotive market, therefore, passive components are expected to keep the trends of increasing.
he price increase and shortage supply of MCU has been well known by customers, and it has become a problem of the entire industry chain. The upstream chip manufacturer, the chip packaging factory and the chip designer, all have been impacted by the MCU issue. Production reduction, shortage supply, price increase, these have been a chain reaction, none of MCU manufacturers all over the world can be spared.Chinese MCU Manufacturers List(Posted Notice in April)
| Price Notice Date | Brand | Content |
| 21st April | Holtek |
|
| 12th April | FMD | Cost of all production lines all suffered an increase. |
| 7th April | ADI | Posted price notice for part of components, new price is valid from 16th May. |
| 1st April | MindMotion | Adjustment for a part of products. |
| 15th April | Bright Power Semiconductor | New price has been applied to all new orders since 19th April. |
| 6th April | Runjet | Since April 8, the price of the product has increased by 5% to 20%, detail price increase classified by specific part number. |
| 6th April | Mesilicon | New price is valid since price notice date, delivery of orders is proceeded according to latest price. |
| 1st April | Nanya | A price increase of 15% to 20% since 1st April. |
| 1st April | ALEGRO | Adjustment on latest price of products. |
| More (Posted Notice) |
ITEQ, Xilinx, ALPHA&OMEGA, Diodes, ST | |
Due to the tight production of 8-inch wafer foundry factory, for semiconductors, especially MCU, the price had an crazy increase. And MCU is widely used in many applications, which caused its large demands, production lines have been run at full speed by MCU manufacturers both at China and abroad, demands still exceed supply. Price increase notices have been posted in the past few months, however, the orders is still rising.
Rise in Cost of Wafer Foundry, UMC Had An Increase of 40%
Industry news at 21st April, UMC semiconductor foundry has started the negotiation for contract of wafer production in 2022, according to the news, price has risen again, at least 10% to 20%. Among these, quotation for processing of 28nm and 40nm has risen for at least 40%. And the overall increase is also applicable to orders of Media Tek Inc. and other UMC power IC design enterprises.
In reaction to this price increase news, UMC rejects to answer any price questions, they will indicate the relevant details in the meeting, 28th April.
The trend of price increase in semiconductor industry keep ascending, most of global enterprises have posted price increase notice last year because of the shortage supply of ICs caused by the low productivity of wafer. From the perspective of the current supply situation, this trend is going to be intensified, and is supposed to last till 2022.
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