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Chip prices crash overnight, will the price of mobile phones plummet?

author:Fintech observer

In recent years, due to the great environmental impact, the prices of some special commodities have always soared and plummeted. For example, in the previous time when the virtual currency was hot, the price of NVIDIA's high-end graphics card doubled or even several times, and with the decline of virtual currency, the price of the graphics card returned to the original point overnight, and many merchants who hoarded a large number of graphics cards were miserable. And even more exaggerated, there is the chip industry.

Chip prices crash overnight, will the price of mobile phones plummet?

Just in the past year, the price of chips has risen wildly, from a SoC processing chip, to an ISP image chip, to an IC audio chip, and many prices have doubled or even more than ten times. For example, in the most core-missing quarter, ST's L9369-TR chip once soared to a high of 3500 yuan, and now it has fallen back to the range of 600 yuan.

Chip prices crash overnight, will the price of mobile phones plummet?

What is even more ironic is that the price of the chip was unattainable before, but "a core is difficult to find", and money may not be able to buy. Nowadays, these chips not only have the price crashed, but also the spot "suddenly" is sufficient, and it can be shipped immediately after the basic order. This can't help but make people wonder whether there is a suspicion of hoarding chips in the upstream before, and its method is the same as the previous large merchants who hoarded graphics cards.

Chip prices crash overnight, will the price of mobile phones plummet?

Due to the recent flash crash in chip prices, many consumers are curious about whether the price of mobile phones will plummet? In fact, no, because mobile phone manufacturers will issue orders to the upstream demand will be at least a quarter in advance, and some chips still need to pay in advance, so the recent chip price flash crash will not be transmitted to mobile phone manufacturers for the time being. However, the fourth quarter is not accurate.