The consequences of a total cell phone chip shortage

In December last year, the global automotive industry has been affected by the chip shortage. For example, the domestic North and South Volkswagen, foreign Audi, Daimler, Nissan, Honda, Ford, Toyota and so on. Chip shortage of pressure, and news that Europe and the United States of America's automotive semiconductor manufacturers or because of overseas chip tensions temporarily stopped supplying Chinese car manufacturers, which will lead to domestic cars in the consumption of parts and components now have stock, into the "lack of core" predicament. Once the chip import channel is blocked, directly to the domestic automobile production caused by a heavy blow.

It is also because of the lack of automotive chips, synchronized with the impact of the consumer electronics chip industry. According to OFweek electronic engineering network to embedded and edge computing technology provider Kangjiat understand, on the recent industry lack of core problems, the biggest reason for two: First, the United States Texas cold wave problem, several occupy a large capacity of semiconductor manufacturers caused by the impact; Second, due to the automotive industry lack of core, part of the production capacity to transfer to the field of automotive chips in preference to the rest of the core manufacturers, thereby squeezing the chip demand. The second is that due to the lack of core in the automotive industry, some production capacity is transferred to the automotive chip field, thus squeezing the chip demand of the remaining core manufacturers. Overall, the semiconductor industry capacity is tight, the relevant upstream and downstream manufacturers have been affected by the progress of the supply.

The most direct manifestation of the chip shortage wave is the product price increase. Semiconductor wafers, materials, chips, packaging, testing of all segments of the manufacturers have announced a product price increases, price increase notification came one after another.

In August last year, there was news that the world's advanced chairman Fang Liao pointed out that, benefited from the home office and telecommuting applications and other new lifestyle changes, and 5G accelerated the deployment of the relevant power management IC, panel driver IC and separation of components and other applications, so that the 8-inch wafer foundry production capacity tightened, and is expected to be still in short supply throughout the year of 2021, and the world's advanced and customers do discuss the price of foundry to raise 8-inch wafers, but the relevant details are not yet available. The company did discuss with its customers to increase the price of 8-inch wafers, but the relevant details were not disclosed.

Power Semiconductor Manufacturing International Corporation (TSMC) Chairman Huang Chongren revealed to the media further confirmed the wafer price hike. The current wafer capacity has been tight to incredible, customer demand for capacity has reached panic level, predicted that the second half of next year to the second half of 2022, logic, DRAM market will be out of stock to an unimaginable point. News statistics show that Samsung, UMC Electronics, Grid Core and world advanced these companies in the fourth quarter will raise prices by about 10-15%, 2021 rise at least 20% jump, insertion of rush orders even as high as 40%.

Mobile phone chip shortage is also related to the scarcity of semiconductor materials. As mentioned at the beginning of the text, the impact of the epidemic created the rise of the mobile device industry, the panel industry capacity demand is booming, silicon, silicon and other materials also showed a sustained trend of price increases. Samsung, LGD and other large manufacturers in short supply, target production capacity is also very tight. Some of the industry's large volume of customer orders are in short supply, resulting in small customers as well as the development of new customers on the heart.

The semiconductor industry chain at the end of the sealing link also took the price of the express train. The industry expects that after the price hike of Sun Micron, ChipBang, Nanmao, etc., including Huatai, Lingsheng, super abundant and other operators will also follow. Combined with the situation in previous years, after the middle and end of November, the sealing and testing market has entered the traditional low season, and the end of 2020, the capacity of the full load situation has not been alleviated, packaging capacity constraints will continue at least until the middle of 2021, the first quarter of the full price increase of 5 to 10% is inevitable.