Lack of significant electronic chip production chain, gain edge – 830nm diode laser module
As the ODM / OEM factory for the first two quarters and 3 quarter peak season demand high expectations, the chip shortage problem persists spread, in addition to graphics chip and rectifier diodes continue to supply shortages, the power management IC, NOR flash memory, LCD driver IC, power amplifier (PA) and other product lines are making the supply gap. With the chip supplier in March onwards prices 5-10%, but the electronic end-product price hike did not follow-up shows that this year's electronics manufacturing chain, gain edge is a foregone conclusion.
According to retailers that this year Chinese Lunar New Year due to strong end-market demand significantly to the inventory of chips late last year, drawing on the shortage of chips, rectifier diodes, metal-oxide half-effect transistor (MOSFET) and so on, there are still 10% of about the supply gap, and includes the power management analog IC, NOR chips, LCD driver IC, PA components, MLCC, also began to spread the message in short supply, and even hard drives, DRAM particles, Blu-ray read the first-class, although not yet to the shortage of stage, but also appeared tight supply. Intel Calpella notebook platform processor came the startling news in short supply, even ODM / OEM factory unexpected.
Although the wafer foundries and packaging and testing plant expansion has invested large sums of money, but new capacity elongated delivery device, the first two quarters can not open enough capacity to meet market demands, while international IDM plant shut down last year, after another 6-inch and 8-inch factory production line, to stop 12-inch fab expansion, and switched to outsourcing foundry strategy, but also to make chips out the problem difficult to solve the short term, prices have gone up. For example, Texas Instruments raised on a large scale as part of the product price to the four into two, memory prices have also soared nearly two weeks into the two remaining components are put up their prices ranging from 5-10% range.
In fact, ODM / OEM industry originally expected in March after the chip is expected to alleviate the shortage, but subject to TSMC, UMC wafer foundries such as new capacity is not yet fully in place, ASE, silicon products such as IC packaging and testing plant capacity loaded across the board, and Europe and the United States continued to reduce the Japanese IDM's own fab plant capacity and other factors, the chip seems to be getting more and more serious signs of shortage. Because of this, wafer foundries and packaging and testing plant 2nd quarter, orders big full, the number of orders was also deferred to the first three quarter of shipments, semiconductor plant sales and profits will therefore scale new heights.
Because nearly 8 percent of the world's electronic products in both Taiwan and China manufacturers, chip shortage has seriously affected the shipping industry, including Hon Hai, Compal, Acer, D-Link and other high-level system operators are on many occasions Point out the chip shortage problem has not only affected the first two quarter, notebook computers and mobile terminal products such as shipping, chip prices gradually gone up in price, but not with the end-product prices rose a more direct impact on ODM / OEM Factory margin. From this point of view, the chip shortage problem has not been settled, the electronics manufacturing chain, gain edge phenomenon will not be changed.
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