Electronics sector: last week, Shenwan electronics industry index fell 1.15%. Over the same period, the Shanghai stock index fell 0.92%, and the gem index fell 1.57%, which was weaker than the market. The rise and fall of the electronics sector ranked 11th in the Shenyin Wanguo first-class industry index. We recommend the layout of semiconductor equipment and materials, discrete devices, consumer electronics and other fields. It is suggested to pay attention to the relatively certain growth of performance in 2021. The industry leaders in the track industry where the prosperity will continue to improve in the next two years are Will Semiconductor Co.Ltd.Shanghai(603501) , Naura Technology Group Co.Ltd(002371) , medium and micro semiconductors, Starpower Semiconductor Ltd(603290) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Gigadevice Semiconductor (Beijing) Inc(603986) , Goertek Inc(002241) , etc. it is suggested to pay attention to the consumer electronics companies Luxshare Precision Industry Co.Ltd(002475) , Lingyi Itech (Guangdong) Company(002600) , Shenzhen Everwin Precision Technology Co.Ltd(300115) Lens Technology Co.Ltd(300433) wait.
[Apple accepts TSMC's price rise for the first time] semiconductor OEM capacity continues to be in short supply, and even apple can't get special treatment. According to the report of industry and Commerce in Taiwan, supply chain sources said that due to the shortage of wafer foundry capacity, TSMC comprehensively raised the wafer foundry price in 2022. Apple, its largest customer, has never been "affected" by the price increase in the past. Now, in order to ensure the capacity, it has accepted the price increase and has stepped down the production capacity of 120000-150000 pieces of 4nm of TSMC. The chip to be produced by TSMC 4nmn4p process is a new generation of a16 application processor developed by apple. The design of the processor chip has been finalized. It is expected to enter mass production in TSMC fab18 plant in the second half of the year, and will eventually be carried in the new generation of iphone14, iPad and other products.
