Today's hot spots
1. The control of Kunshan has been extended, and the influence of Taiwan factories has deepened
2. Demand suspension puts storage under price pressure
3. Zhang Zhongmou: Meipin semiconductor manufacturing, waste and futility
4. How lacking are the chips? ASML CEO exposed the enterprise to dismantle the washing machine chip emergency
5. The European Union passes the Unified Type-C Charging Bill
01
Kunshan extended control, and the influence of Taiwan factories deepened
The latest epidemic notice of the Kunshan Municipal Government pointed out that the control will be extended for another 7 days to the 27th of this month.
According to the Taiwan media "Economic Daily", the expectations of Taiwan-funded indicator factories such as Pegatron, Xinxing, and Jingding that they expected to resume work in the near future were disappointed. Among them, Pegatron subsidiary Kunshan Shishuo, as well as the flex board factory JialianYi Kunshan Factory are included in the most stringent sealing and control area, that is, the area is closed and the state of staying at home, which makes the production alarm of electronic products such as iPhone and laptop lengthened.
Kunshan is a gathering town of Taiwan-funded technology factories, and now the resumption of work is delayed, and the operation of the electronics industry continues to be chaotic. Pegatron Kunshan factory focuses on key products such as the iPhone, and the industry expects Apple to expand its dependence on Hon Hai to ensure shipments, and products such as laptops may be evacuated to other production bases such as Chongqing for supply.
As of 20:00 on the evening of the 21st, there have been about ten Taiwan-listed cabinet electronics factories such as Xinxing, Jiabaiyu, Xingnenggao, Jingding, Qincheng, Lianzhan Investment Control, Tongzhi, Zhengwen, Hongzhi, etc. Announced that the Kunshan factory area was extended to the 27th of this month due to the official policy of the locality, and the industry category covers PCB, battery module, Netcom, semiconductor equipment, chassis, connectors, etc., which are key components of mobile phones and laptops. Among them, Jingding, a semiconductor equipment factory under Hon Hai Group, estimates that the shutdown until the 27th of this month will significantly reduce april production by about 30%, affecting about 30% of the month's consolidated revenue. According to industry research, Kunshan strictly implements the sealing and control policy, and more manufacturers will announce that the Kunshan factory will delay the resumption of work.
02
Demand stipends put storage under price pressure
Recently, weak downstream demand has basically become a lingering shadow of the storage market, so how does weak demand behave?
According to the Taiwan media "Science and Technology News" reported that due to the weakening of market demand, due to the decline in personal computer sales, coupled with the deterioration of the market demand for mobile devices and cloud computing in the Chinese mainland market, the assessment of foreign investment in the United States has impacted storage prices, and the price increase has been more pressured.
In terms of market demand slowdown, personal computers due to excessive demand in 2021, the impact of demand slowdown appeared, it is estimated that personal computer sales in 2022 will decline by 10% to 15% compared with 2021, the second quarter including personal computers and server DRAM contract prices will rise by an average of 3% Expected to fall short, the estimated best state compared with the first quarter of the average decline of 3% to 5% of the middle number. Compared to mobile drAM, the price remained flat compared to the first quarter.
In nand Flash, the estimated average price for the second quarter increased by 5% due to the supplier Armor Man and Western Digital accidents to reduce market supply. The overall situation has been slowed due to the slowdown in PC shipments, and prices have come under pressure within a few quarters.
Overall market demand fell, including large U.S. cloud computing service providers and Chinese mobile device customer inventories also maintained high water levels, and procurement was suspended. In terms of PC suppliers, Dell inventory increased from $3.8 billion to $5.7 billion, HP also increased from $3.1 billion to $5 billion, lenovo increased from $6.4 billion to $8.4 billion, storage manufacturers face the two choices of continuing to increase inventory maintenance, or reducing production as soon as possible but causing downward pressure on prices, and finally decided to see the highly uncertain market changes in the third quarter.
03
Zhang Zhongmou: The manufacture of semiconductors in the United States is wasteful and futile
According to the Taiwan media "Business Times" reported that the Brookings Institution, an important think tank in the United States, invited Zhang Zhongmou in the latest Podcast, when talking about the problem of semiconductor manufacturing in the United States, Zhang Zhongmou believes that it is a wasteful and expensive futile practice for the United States to increase semiconductor manufacturing.
Zhang Zhongmou pointed out that the competitive advantage of semiconductor manufacturing is almost entirely related to talent. The United States chose a new path in the 1970s and 1980s, allowing manufacturing talents to be retrained to work in high-paying jobs, which is not a bad thing for the United States, but it brings challenges to the chip manufacturing industry in the United States, and it is impossible to increase the number of talents invested in manufacturing.
For example, Zhang Zhongmou, TSMC has been operating at the fab in Oregon for 25 years, and in the early days of operation, it was naïve to think that the cost could be comparable to That of Taiwan, but the gap between the two places is very large, and the cost of the same product production in the Oregon factory is 50% higher than that produced in Taiwan.
Zhang Zhongmou believes that if we want to strive to increase the semiconductor manufacturing capacity of the United States, we will face a significant increase in unit production costs at the same time, and we are not competitive in the global semiconductor market.
04
How lacking are chips? ASML CEO exposed the enterprise to dismantle the washing machine chip emergency
According to the Taiwan media "Business Times" reported that the global chip shortage lasted for about 2 years, the major semiconductor factories actively expand production to meet demand, the market is also worried about the future demand reversal, there is an oversupply situation. However, Peter Wennink, CEO of ASML, the leader of semiconductor equipment, said that the demand for semiconductor equipment showed no signs of weakening, and even revealed that there were large industrial factories purchasing washing machines, only to remove the chips after disassembly.
Winningke said the company's equipment usage is currently at an all-time high, which means that customer demand is not to stock up on goods, but to keep up with demand, "will it be too optimistic?" We're just looking at the data, and it all points to a market that clearly lacks chip manufacturing capabilities, whether this year or next."
05
The European Union passed a unified Type-C charging bill
According to the Taiwan media "Economic Daily" reported, the European Parliament announced yesterday (21) that the Internal Market and Consumer Protection Commission (IMCO) passed an overwhelming vote to support the electronic device unified USB Type C specification draft, and not only electronic products, up to 500 million mobile device charging devices in the European Union will also be unified with the USB Type C interface will soon be established.
The industry believes that the European Parliament is the only direct election agency under the EU, and the Council of the European Union is the main decision-maker of the EU, with the draft entering the Parliament for a comprehensive vote, it also represents the EU's determination and ambition to reduce garbage, while optimistic about the full use of USB Type C and the inclusion of a number of electronic products brought business opportunities.
According to industry analysis, the EU's move will not only promote the introduction of USB Type C interfaces for all electronic products in China, but also the business opportunities for its peripheral accessories are more impressive. According to the eu's internal market and consumer protection commission, the number of mobile device chargers in Europe is as high as 500 million per year, and if all of them are changed to USB Type C interfaces, business opportunities will explode, especially the demand for related high-speed transmission chips will soar.