Let's take a look at the price increase rhythm of 10 major chip manufacturers, starting a new round of price increases
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As we enter 2022, price increase letters from major chip manufacturers are still being updated and price increases are still continuing.
There have been frequent emergencies recently, including factory shutdowns due to the Japanese earthquake, material contamination at major flash memory chip manufacturers, the Hong Kong epidemic, and the Suzhou epidemic at UMC and King Yuan Semiconductor, which have impacted the semiconductor industry chain and aggravated market tensions.
There is currently no consensus in the industry on questions such as "Is wafer production capacity in short supply" and "When will the chip shortage and price increase stop?" On the one hand, there are warnings of overcapacity and weak demand, and on the other hand, there are unstoppable price increases, delivery times continue to be extended, and production capacity (orders) are sold out.
Therefore, we have compiled the latest spot market trends of chips from Infineon, ADI, ST, Micron, Toshiba, ON Semiconductor, Xilinx, Microchip, etc. for your reference.
1. Infineon: There is no end in sight for the current shortage
Infineon Technologies recently revealed that its order backlog in 2022 will reach 31 billion euros, which is more than twice the revenue forecast of 13 billion in 2022.
At present, Infineon's automotive MCU delivery time continues to lengthen, and the delivery time in the first quarter of this year is in the allocation status; the delivery time of analog chips is as long as more than 52 weeks, and the shortest is 18 weeks, among which the automotive analog chips are 45-52 weeks.
Infineon executives recently said that the supply shortage of the company's core products will improve this summer, but will not end completely until 2023, and the supply problems facing the automotive industry will be resolved by 2023 at the latest.
2. ST: Production capacity sold out, 18-month backlog of orders
Most of ST's MCUs are in distribution status, and the delivery time continues to be extended, and they are not available even at high prices. The delivery time of analog chips and signal chain products has been extended from the longest 43 weeks to 52 weeks. It is expected that ST's hot spots in 2022 will still be automotive chips, such as automotive power management chips and MOSFETs.
The CEO of STMicroelectronics said that the current backlog of orders has visibility of about 18 months, which is much higher than ST's current and planned production capacity for 2022. Due to the rapid development of electrification transformation, ST's automotive chip production capacity has been sold out.
Since ST's price fell at the end of last year, there has been an increase in the phenomenon of selling goods in the market. In January 2022, the price rebounded, and after the Spring Festival, the price continued to rebound.
From the chip spot market, we know that after the New Year, ST's high-end MCU series have ushered in a surge. In general, ST product prices are rising across the board.
3. Microchip: Prices will increase by 10% starting in March
Recently, the market has heard that all Microchip products will increase in price starting March 1 this year, with an average increase of 10% due to increased chip manufacturing costs.
We learned from the spot market that after the price increase news came out, the chip spot market began to buy up crazily.
Previously, Microchip had been in a long-term shortage in the market, and the prices of popular models such as ATMEGA328P-AU had increased significantly. In December, the average price was around 45 yuan, while in February it had risen to around 250 yuan.
Microchip is expected to remain in short supply for a long time. Microchip's EEPROM (Electrically Erasable Programmable Read-Only Memory) products are extremely scarce, with the longest delivery time reaching 99 weeks, which means that some buyers may not be able to buy this product in the next two years.
4. Micron: NAND chip prices reportedly increased by more than 25%
Recently, the market has reported that Micron has increased its contract price and spot price. The contract price has increased by about 17% to 18%, and the spot price has increased by more than 25%, which may be the highest in the industry. The reason for the price increase may be related to the contamination of raw materials in Western Digital and Kioxia factories, which has impacted NAND production capacity (the two factories account for nearly 4% of the global bit production in the first quarter), driving the spot price of NAND chips to double.
Since the contract price is negotiated monthly, Micron's price increase is almost effective in real time, and it is expected that there will be obvious market reflection in early March.
5. Toshiba: Price increases intensify
After Western Digital and Kioxia's two NAND Flash factories in Japan stopped production due to raw material contamination, Western Digital issued a notice to customers on February 14, announcing an immediate price increase for all Flash products. It was later reported that Phison immediately raised the price of flash memory modules by 15%, while other manufacturers suspended their quotations.
Toshiba cut its profit forecast for the year to March as its businesses from car battery production to railway systems face rising commodity prices and a shortage of semiconductors. Toshiba said the impact of the chip shortage and rising commodity prices were intensifying in the January-March quarter.
6. Xilinx: Prices have risen by 20%
Last October, Xilinx's price increase letter showed that the price of Xilinx products will increase by 20% from November 1, 2021. This operation affects all part numbers (SKUs).
On February 14, AMD completed its acquisition of Xilinx for $49.8 billion (about 317.724 billion yuan). AMD CEO Lisa Su has since hinted that the semiconductor shortage is unlikely to end in 2022.
Xilinx is currently facing a serious shortage of materials for the 6/7 series. This series is produced by Samsung, but due to conflicts in the recent cooperation negotiations between Samsung and Xilinx, Xilinx has been unable to obtain production line capacity for this series. It is expected that the shortage of this series will continue for some time.
7. ADI: Amazing growth
ADI announced that starting from December 1, 2021, the price of its entire series will increase by 6%. At that time, it was revealed by insiders that ADI may announce a new round of price increases in 2022, and the increase is expected to be more than 10%. It is expected that the market will be in a state of skyrocketing prices by then.
Currently, the demand for ADI has increased significantly, and the delivery time of some materials has been as long as more than 90 weeks. According to the chip market, the current price increase of ADI is alarming, and the price of some chips has even increased from a few yuan to thousands of yuan.
The ADI market has continued to be hot recently, and materials with low to medium circulation are still the main force of shortage, and prices continue to rise.
The current demand is mainly concentrated in the server and automotive categories. Some general-purpose models arrived in early November, which reduced customer demand and the corresponding market price was relatively stable.
8. ON Semiconductor: Supply exceeds demand, prices remain high
Since Q4 2021, market demand for ON Semiconductor has begun to increase significantly, with logic ICs, MOS, and image sensors in severe shortage. The price of some products has increased by nearly 100 times. For example, the price of 1SMB5919BT3G has increased from about 0.5 yuan under normal circumstances to 90 yuan. Although it has declined recently, the price is still much higher than normal.
In terms of delivery time, due to production capacity constraints, ON Semiconductor's current sensor delivery time is as long as 52 weeks, and some products have been scheduled until mid-next year. Therefore, it is expected that ON Semiconductor's shortage situation will continue for a long time.
9. Texas Instruments: Delivery time up to 35 weeks
Currently, the delivery time of Texas Instruments is about 35 weeks, and some of the scarce materials are still in short supply. Currently, the scarce materials are still in short supply, and there are a lot of general materials and conventional materials in stock. The first quarter is the off-season, and demand is declining, which may lead to a price war like when TI was out of stock at the beginning of last year.
Texas Instruments' chief financial officer said inventories were increasing, suggesting chip shortages were easing, but at 114 days of inventory, that level was still well below normal.
Texas Instruments said its revenue and orders reflect real demand, the number of expedited orders the company received has begun to slow, and the spot market in 2022 will be more challenging than last year.
10. Renesas: Prices have risen by 10%, and delivery time has been significantly extended
The delivery time of Renesas' MCU chips has been significantly extended, from a minimum of 30 weeks to 40 weeks, and from a maximum of 40 weeks to 45 weeks.
Its latest financial report shows that the company's longer chip delivery time may be due to the continued supply and demand imbalance of foundry companies' production lines and some raw materials, as well as the impact of the epidemic.
Last year, Renesas announced that it would increase prices of its entire product line by 10% starting January 1, 2022. The products that will be increased this time include the Dialog products newly acquired by Renesas.
It is worth noting that some of Renesas' old models of home appliances will be discontinued, and production capacity will be transferred to automotive-grade ICs.
Renesas' supply has been tight for nearly a year last year, and there is still a large gap in the supply of automotive chips, and prices remain high.
The president of Renesas recently said that the semiconductor shortage problem is expected to continue until the first half of 2022.
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