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Three times in four months! 8 inches of tight production capacity is expected to ease in 2021?
Domestic MOS manufacturer Fux Electronics has again issued a price increase notice, due to the sharp increase in the price of wafers and MOS. This is the third time since September that it has issued a price increase letter...
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Since the beginning of this year, due to the impact of the epidemic caused by production capacity supply and demand continue to be tight, the industry's major factories have been raising prices. MOS part, since September, a number of domestic MOSFET manufacturers have also followed up the price increase.
Domestic MOS factory has increased the price three times in four months
Domestic MOS big factory-Fux Electronics has issued the third notice of price increase in recent months to its customers, including the products with two previous price increases. Starting from January 1, 2021, "all products including tax will be uniformly increased by 10% on the basis of the current price"!
According to the price increase letter, the price increase of Fux Electronics is due to the sharp increase in the price of wafers and MOS, and the serious shortage of goods, which leads to the sharp increase in the production cost of the company.
The company stressed that in order to ensure a stable supply of products to meet customer demand in the long term, despite the shortage of each material, it also made every effort to ensure capacity through "various channels and resources, so its production costs increased significantly. Therefore, Fuman Electronics "adjusted the product price according to the market situation, after the company's accounting and consideration, in order to jointly deal with the cost pressure with industrial chain partners."
The specific price adjustment plan of Rich X Electronics is as follows:
Domestic MOS factory has increased the price three times in four months
Domestic MOS big factory-Fux Electronics has issued the third notice of price increase in recent months to its customers, including the products with two previous price increases. Starting from January 1, 2021, "all products including tax will be uniformly increased by 10% on the basis of the current price"!
According to the price increase letter, the price increase of Fux Electronics is due to the sharp increase in the price of wafers and MOS, and the serious shortage of goods, which leads to the sharp increase in the production cost of the company.
The company stressed that in order to ensure a stable supply of products to meet customer demand in the long term, despite the shortage of each material, it also made every effort to ensure capacity through "various channels and resources, so its production costs increased significantly. Therefore, Fuman Electronics "adjusted the product price according to the market situation, after the company's accounting and consideration, in order to jointly deal with the cost pressure with industrial chain partners."
The specific price adjustment plan of Rich X Electronics is as follows:
- The tariff price of all products will be uniformly increased by 10% on the basis of the current price.
- All price adjustment programmes will commence on January 1, 2021;
- From January 1, 2021, all orders not delivered will be cancelled.
- Our company will continue to adjust according to the dynamic changes of the market in the future;
- If you have any questions, please feel free to contact our sales manager.
In October, Rich X Electronics also issued a notice to raise prices by nearly 50%. At that time, Fux Electronics explained in the price adjustment letter that the price increase was also due to the sharp increase in the price of wafers, which led to the increase in production costs and serious shortage of its products.
OEM orders also have "contempt chain"? Your priority
It is worth mentioning that at that time, including display drive IC, touch IC, MOSFET are out of stock in the phenomenon of price rise, causing close attention of the market.
At the time, because of the outbreak resume work delay, stacked more than the United States at huawei, smic in all kinds of restrictions, the market panic, coupled with the terminal manufacturers to save "rob single" capacity, for a moment, and 8 inches in foundry production strain, even spread to the news of next year, some orders into 6 inch foundry production line.
Mau X, a Taiwan contract factory, said at the time that it would not rule out negotiating with the customer to raise the contract price. Because semiconductors, which have lower margins, cannot compete for 8-inch wafer capacity, they have to switch. Now Maox's production capacity is also full, it is revealed that the orders from the demand side are from mainland China, and it is revealed that the priority will be given to IC demand orders, MOSFET demand will be considered as appropriate.
8 inches of tight production capacity is expected to ease in 2021?
At the time, it was reported that the increase in wafer prices was more than 10%, while the price increase of display driven IC depends on the ability of different manufacturers to absorb costs. For the associated manufacturers/channel operators, driving IC volume and price rise is good news, especially those with a certain level of inventory.
On the other hand, due to the continuing imbalance of 8-inch wafer foundry capacity, the relevant demand delivery date has been delayed, which has been extended to 4 months at present. Therefore, most IC design manufacturers have begun to advance the active price booking capacity, there will be an outgoing offer to increase 10%. In the wafer generation wage increase, also let some IC design factories decided to take the initiative to follow up the rise.
According to industry insiders, due to the tight upstream 8-inch wafer foundry capacity, the supply gap of display driven IC is up to 15% to 20%, which is expected to relieve by the middle of 2021.
However, as things stand, despite the tight 8-inch capacity, manufacturers are more likely to choose more advanced 12-inch wafer production lines in terms of cost-effectiveness when expanding production.
Therefore, the follow-up situation of 8-inch capacity needs to be confirmed according to the latest receiving order/order situation of each big factory.
It is worth mentioning that at that time, including display drive IC, touch IC, MOSFET are out of stock in the phenomenon of price rise, causing close attention of the market.
At the time, because of the outbreak resume work delay, stacked more than the United States at huawei, smic in all kinds of restrictions, the market panic, coupled with the terminal manufacturers to save "rob single" capacity, for a moment, and 8 inches in foundry production strain, even spread to the news of next year, some orders into 6 inch foundry production line.
Mau X, a Taiwan contract factory, said at the time that it would not rule out negotiating with the customer to raise the contract price. Because semiconductors, which have lower margins, cannot compete for 8-inch wafer capacity, they have to switch. Now Maox's production capacity is also full, it is revealed that the orders from the demand side are from mainland China, and it is revealed that the priority will be given to IC demand orders, MOSFET demand will be considered as appropriate.
8 inches of tight production capacity is expected to ease in 2021?
At the time, it was reported that the increase in wafer prices was more than 10%, while the price increase of display driven IC depends on the ability of different manufacturers to absorb costs. For the associated manufacturers/channel operators, driving IC volume and price rise is good news, especially those with a certain level of inventory.
On the other hand, due to the continuing imbalance of 8-inch wafer foundry capacity, the relevant demand delivery date has been delayed, which has been extended to 4 months at present. Therefore, most IC design manufacturers have begun to advance the active price booking capacity, there will be an outgoing offer to increase 10%. In the wafer generation wage increase, also let some IC design factories decided to take the initiative to follow up the rise.
According to industry insiders, due to the tight upstream 8-inch wafer foundry capacity, the supply gap of display driven IC is up to 15% to 20%, which is expected to relieve by the middle of 2021.
However, as things stand, despite the tight 8-inch capacity, manufacturers are more likely to choose more advanced 12-inch wafer production lines in terms of cost-effectiveness when expanding production.
Therefore, the follow-up situation of 8-inch capacity needs to be confirmed according to the latest receiving order/order situation of each big factory.
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