On February 23, the semiconductor sector rose sharply, Konfoong Materials International Co.Ltd(300666) , Kingsemi Co.Ltd(688037) sealed the 20% price limit, and puran semiconductor, Tianyue advanced, Maxscend Microelectronics Company Limited(300782) , zhenradium technology, Fujian Acetron New Materials Co.Ltd(300706) and other companies all rose by more than 10%.
Why did the semiconductor sector soar?
On the message side, the chip is still out of stock.
Yan Boyu, CEO of Porsche China, said recently that the shortage of chips will still affect the global market. Porsche China will try its best to continue its sales in China last year and hopes to find a solution to the shortage of chips in the second half of this year; Daimler shares the same view on the shortage of vehicle chips. Its chief technology officer Markus Schaefer said in January this year that the chip shortage will continue in 2022, especially in the first half of the year, and the production capacity is not expected to increase significantly.
As for the lack of core in cars, Zhou Xiaoying, CEO of gestar automobile, predicts that the chip supply may be alleviated to some extent by the third quarter of 2022, but it will still be affected by many uncontrollable factors; Deloitte believes that the shortage of chips is expected to continue in 2022, and the delivery date of chips will be delayed by about 10 to 20 weeks, which may not be alleviated until the beginning of 2023.
Under the shortage of chips, the price of some chips has increased again.
The reporter interviewed insiders and learned that power semiconductors (represented by IGBT / MOSFET), MCU, memory, semiconductor materials and other markets are in short supply, and the price rise is heard all the time.
Infineon, a large analog semiconductor manufacturer, recently mentioned in a notice to distributors that Infineon is unable to continue to bear the pressure caused by rising costs due to the contradiction between supply and demand caused by the global lack of core and the rapid development of downstream markets. This is regarded by the market as a signal that Infineon is about to rise in price.
"The price of MCU original factories abroad is rising, up about 20% MCU chip manufacturers said in an interview.
A relevant person of a large power plant told reporters that due to the increase of upstream costs and the shortage of market demand, the company just raised the price of IGBT and other power products in December last year.
It should be mentioned that for the price rise of chips, a person from a component distributor stressed that unlike the general rise market last year, chips are structurally out of stock in 2022, and analog and power chips will still be in shortage.
For the current shortage and price rise of some chips, Fang Jing, chief analyst of Minsheng securities electronics, said that as a global power semiconductor leader, Infineon accounted for 25% of the market in the field of MOSFET and more than 30% in the field of IGBT in 2019. Its price rise expectation has important reference significance for the prosperity of the industry. Fang Jing stressed that as the demand for new energy vehicles, photovoltaic and wind power continues to rise, the trend of short supply in the power semiconductor industry will continue, Hangzhou Silan Microelectronics Co.Ltd(600460) , Wuxi Nce Power Co.Ltd(605111) , Wingtech Technology Co.Ltd(600745) , Yangzhou Yangjie Electronic Technology Co.Ltd(300373) and other manufacturers deserve attention.
For example, Yangzhou Yangjie Electronic Technology Co.Ltd(300373) recently announced that the company will invest 14 million yuan to establish Wuxi Jiesi micro Semiconductor Co., Ltd. (accounting for 70% of the registered capital), specializing in the industrialization of power management chip R & D and design technology.
Wingtech Technology Co.Ltd(600745) recently, when accepting the institutional research, said that from the perspective of 2022, not only the number of electronic devices on traditional vehicles increases, there are more application scenarios, and the demand for power devices increases exponentially. With the development of electrification and intelligence of new energy vehicles, the demand for ANSYS semiconductor products is also very strong.
In addition, the reporter learned that in addition to power semiconductors, memory chips and upstream semiconductor materials are also in short supply. For example, according to the information on the supply chain, micron plans to increase the contract price of NAND chips by 17% to 18% and the spot price by about 25%; Western Digital announced that it would raise the price of flash chips on the grounds that a large number of wafers were scrapped due to material pollution in Japanese factories.
Pran semiconductor said in an institutional survey in January that at present, due to the slowing down of the relationship between supply and demand in the industry, the price of NOR flash products has some differentiation according to different product categories, some products are still rising, and some product prices have been corrected. The company will balance the product price according to the relationship between market supply and demand. In 2022, the company will increase its market share in the field of medium and large capacity. At the same time, the company will also actively expand customers with demand for high-capacity products in the fields of industrial control and communication.
