Market overview of this week:
Semiconductor market outperformed some major indexes this week. This week, the Shenwan semiconductor industry index rose 5.2%, the gem index rose 2.69%, the Shanghai Composite Index rose 3.18%, the Shenzhen Composite Index rose 2.56%, the small and medium-sized board index rose 2.26%, and wandequan a rose 2.57%. Semiconductor industry index underperformed some major indexes. Among the semiconductor segments, the semiconductor material segment rose 6.5% this week, the discrete device segment rose 4.8% this week, the semiconductor equipment segment rose 6.1% this week, the semiconductor manufacturing segment rose 2.8% this week, the IC Design segment rose 4.5% this week, the packaging and testing segment rose 2.6% this week, and other segments rose 5.3% this week.
IC Design: consumption is still affected by the epidemic and inflation, and the demand in the automotive / industrial control / commercial field remains strong.
In terms of memory chips, Huabang power / wanghong / South Asia branch achieved a revenue of NT $8.92/38.8/6 billion, a year-on-year increase of 7% / 2% / - 11%. In terms of analog chips, the demand for power management chips for vehicles / industrial control is booming, and the market remains in short supply. Silijie / Zhixin achieved revenue of NT $2.36 billion and NT $895 million, a year-on-year increase of 34% / 16%. In terms of master chips, MediaTek / Ruiyu achieved a revenue of NT $52.6/10.4 billion, a year-on-year increase of 44% / 33%. In terms of high-speed transmission chips, Purui / Xinhua / Weifeng electronics achieved a revenue of NT $2.054337 billion in April, with a year-on-year increase of 18% / 61% / 26%. In terms of MCU, shengqun / Xintang / Songhan achieved a revenue of NT $613 / 37.1 / 356 million in April, with a year-on-year increase of 17% / 6% / - 35%. In terms of RF chips, the inventory adjustment of mobile phone PA makes manufacturers perform poorly. Wenmao / hongjieke / Liji achieved a revenue of NT $18.87/300 million, a year-on-year increase of - 11% / - 50% / - 51%. In terms of display driver chips, Lianyong / Duntai / Jiji achieved a revenue of NT $12.33/11.3/. 38 billion, a year-on-year increase of 11% / - 41% / 29%.
Power devices: in short supply, the market continues, and attention is paid to the incremental market brought by new energy vehicles. In terms of power device manufacturers, Maosi / Jieli / Fuding / qiangmao achieved revenue of NT $1.91/2.55/3.28/1.13 billion, a year-on-year increase of 37% / 15% / 5% / - 2%. In the first quarter of 2022, the penetration of new energy vehicles led to growth. The cost of power devices in pure electric vehicles increased significantly compared with traditional fuel vehicles. We are optimistic about the growth momentum brought by new energy vehicles to power devices. At the same time, the penetration rate of 800V high-voltage platform for electric vehicles has been continuously improved, bringing broad growth space for the third generation semiconductor.
OEM sealing and testing: the production capacity continues to be fully loaded, and ASP increases or helps the manufacturer's revenue reach a new high. In terms of wafer foundry, TSMC / UMC / lismc achieved revenue of NT $1726 / 228 / 7.33 billion, with a year-on-year increase of 55% / 39% / 48%. The semiconductor market demand continued to grow, especially for vehicle use and efficient computing. In terms of packaging and testing, riyueyue / jingyuandian / Licheng achieved a revenue of NT $48.6/33.8/7.33 billion, a year-on-year increase of 18% / 23% / 10%.
It is recommended to pay attention to:
1) semiconductor design: semiconductor design: semiconductor design: semiconductor design: semiconductor design: semiconductor design: semiconductor design: semiconductor design: semiconductor design: the East micro and half guide / 603 Starpower Semiconductor Ltd(603290) / Shanghai Bright Power Semiconductor Co.Ltd(688368) / acousto optic Department / Unigroup Guoxin Microelectronics Co.Ltd(002049) / Shanghai Fudan Microelectronics Group Co.Ltd(688385) / sinocore / haiguang information
\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: ofthe material for the material of the semiconductor device: ofthe material of the material of the material of the semiconductor device: ofthe Beijing Huafeng Test & Control Technology Co.Ltd(688200) / 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
