Issue 1199
Chip out-of-stocks spread in the 3C field
-In October, the Company reviewed the semiconductor industry
Text | Li Pengge is responsible for editing | Wang Ye
The cover page executes the | Wang Ye planned | Liu Keli Proofreading | Liu Fangzuo
Yesterday, the united States announced that the economic growth rate in the third quarter was only 2%, down from 6.7% in the previous quarter, one of the reasons is due to market demand and lack of semiconductor chips, car prices have been pushed up and other factors, semiconductor chips in October are out of stock, is spreading from the lack of cores in automobiles to the entire 3C industry.
Hoarding and merchant subsidies equalize price increases
Why don't Chinese consumers clearly feel the impact of the shortage of semiconductor chips? One of the reasons is that 3C manufacturers have hoarded goods before, which can support more than half a year, and the second reason is that the double 11 front has been extended to October, and the subsidies of merchants have to a certain extent erased the end consumers' feelings about the shortage of semiconductor chips and the price increase.
However, the supply chain caused by the epidemic in the United States has delayed the transportation of furniture, household appliances and other consumer goods, resulting in price increases.
The price increase in the processing plant is unprecedented
In October, TSMC officially announced a 20% price increase, which is relatively conservative. Foundry price increases have become an irreversible trend, TSMC may increase by 20% after December, UMC has informed customers that product prices will be raised by less than 10% again from January next year.
Some experts believe that the trend of price increases will be delayed until 2023.
The foundry has become the throat of grain and grass
In the past September, the domestic market supervision mainly focused on the field of automotive chips, and after the tide of dealers raising market prices passed, the shortage problem in the 3C digital field began to break out in October. As an industry leader, the founder of TSMC recently predicted that when the demand for semiconductors is increasing day by day, foundries are already a place where soldiers must compete.
Car markups will also extend to the 3C field
Short-term out-of-stocks caused by the non-delivery of a single contract will actually not have a big impact, and in fact the subsequent chip shortage problem has been rampant. Various industries are out of stock, and the out-of-stock phenomenon of 3C digital products has frequently broken out in the past month. Markup sales in the automotive industry may spread to other industries. Raw material prices have led to higher production costs, which have also been gradually transmitted to consumer goods over the past month.
The growth rate of market demand is obvious
With the release of the third quarter financial reports of major technology companies, the revenue growth rate of individual companies has increased significantly, and Samsung, Nvidia, Qualcomm, etc. have obtained quarterly profits, revenues, growth rates three-dimensional indexes, and all are positive.
Antitrust spills overtake buyouts drive price increases
At the end of October, the European Commission launched an in-depth investigation into Nvidia's acquisition of Arm, which is likely to continue to drive up prices in the semiconductor industry due to Arm's partnerships with multiple of Nvidia's competitors. And there is a potential risk of unfair competition, and this major acquisition in the context of the global chip shortage was officially intervened by the regulator in October.
Written in the back: The semiconductor core-deficient industry affected 3C in October, and will certainly affect the price increase of the medical device industry in the next two months.