Market overview of this week:
This week, the Shenwan semiconductor industry index rose 0.18%, the gem index rose 1.81% in the same period, the Shanghai Composite Index fell 1.77%, the Shenzhen composite index fell 0.95%, the small and medium-sized board index fell 1.67%, and wandequan a fell 1.31%. The semiconductor industry index outperformed some major indexes. Among the semiconductor segments, the semiconductor material segment fell by 1.4%, the discrete device segment fell by 0.9%, the semiconductor equipment segment rose by 0.7%, the semiconductor manufacturing segment fell by 1.7%, the IC Design segment fell by 1.1%, the packaging and testing segment fell by 2.7% and other segments fell by 5.1% this week.
IC Design: the release of new products smoothes the periodic fluctuation, and the downstream automobile + HPC continues the high boom. Huabang power and wanghong, which are mainly engaged in memory chips, achieved revenue of T $8.61 billion and T $3.62 billion respectively in February 2022, with a year-on-year increase of 33% and 20%. In the field of analog chips, the supply of power management chips is still tight, and the upgrading of interface specifications promotes the rapid development of high-speed transmission chips. Silijie 2022m02 achieved a revenue of NT $1.89 billion, a year-on-year increase of 65%. Zhixin 2022m02 had a revenue of NT $790 million, a year-on-year increase of 27%. Both spectrum and Weifeng electronics achieved significant year-on-year growth. Display driver chip manufacturer zhonglianyong 2022m02 achieved a revenue of NT $11.7 billion, a year-on-year increase of 35%; Accumulated 2022m02 achieved revenue of NT $201 million, with a year-on-year increase of 38%. The improvement of downstream AR / VR application and miniled penetration is expected to open up new market space. In the field of master chips, MediaTek 2022m02 achieved a revenue of NT $40 billion, a year-on-year increase of 23%. The newly launched Tianji 8000 Series and Tianji 1300 chips helped the company further improve the 5g chip layout. Ruiyu benefited from the tight supply of Ethernet chips and the accelerated promotion of WiFi 6 / 6e. In February 2022, its revenue was NT $9.1 billion, a year-on-year increase of 30%. In terms of MCU, the performance of Xintang and shengqun 2022m02 increased significantly year-on-year, seized the opportunity of core shortage and actively introduced into the high-end market.
Power devices: the application demand of new energy vehicles is strong, and the penetration of third-generation semiconductors is accelerated. In February 2022, silicon metallocene, whose main business is IGBT, achieved a revenue of NT $173 million, a year-on-year increase of 30%; Jieli, whose main business is MOSFET, achieved a revenue of T $242 million, a year-on-year increase of 41%; FUDING achieved revenue of 352 million Taiwan dollars, a year-on-year increase of 28%; Qiangmao achieved a revenue of NT $1.1 billion, a year-on-year increase of 20%. At present, the demand for power devices in the field of electric vehicles is hot, and Taiwan manufacturers are expected to introduce into the high-end market; At the same time, the third-generation semiconductor has accelerated its volume, and the power device market has ushered in a new growth explosion point.
Wafer Foundry: the lack of core may drive the price to continue to rise, and the revenue of wafer foundry will further increase. In 2022m02, TSMC achieved a revenue of 146.9 billion Taiwan dollars, a year-on-year increase of 38%; Liandian achieved a revenue of NT $20.8 billion, an increase of 39% year-on-year and a slight increase of 2% month on month; Li Jidian achieved a revenue of NT $6.62 billion, a year-on-year increase of 56% and a slight decrease of 4% month on month. In addition, the conflict between Russia and Ukraine has a partial impact on the supply of semiconductor gas; The impact of the Japanese earthquake on the semiconductor industry is limited.
It is recommended to pay attention to:
1) semiconductor design: Design of the semiconductor: design: 1) design of the semiconductor design: design: designfor the design of the semiconductor: Macmic Science & Technology Co.Ltd(688711) / Shanghai Bright Power Semiconductor Co.Ltd(688368) / sound and photoelectric Department / Unigroup Guoxin Microelectronics Co.Ltd(002049) / Shanghai Fudan
\u3000\u30002）IDM: Hangzhou Silan Microelectronics Co.Ltd(600460) Zhuzhou Crrc Times Electric Co.Ltd(688187) Wingtech Technology Co.Ltd(600745) China Resources Microelectronics Limited(688396) Sanan Optoelectronics Co.Ltd(600703) ；
3) wafer foundry: Semiconductor Manufacturing International Corporation(688981) / Huahong semiconductor;
(4) semiconductor equipment materials: Beijing Huafeng Test & Control Technology Co.Ltd(688200) of the material for the material of the semiconductor device: ofthe material for the material of the material of the material of the semiconductor device: ofthe Naura Technology Group Co.Ltd(002371) of the / Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) / Hubei Dinglong Co.Ltd(300054) ;
Risk warning: the epidemic situation continues to deteriorate; Insufficient upstream supply; The scientific research progress is less than expected; The demand is less than expected
