July 1 news, according to Taiwan media reports, the semiconductor chip price cut storm expanded, the previous price is relatively stiff, the supply of microcontrollers (MCU) began to appear an avalanche of quotes, especially the Taiwan factory lock the consumer applications price pressure is the largest, the mainland market has even spread the news of the world's top five MCU factory product prices cut!
MCU has become the key chip after the driver IC, part of the power management IC and CIS image sensor market reversal, another key chip facing pressure to cut prices, revealing that the semiconductor market oversupply is rapidly fading, the original wildly short of chips in the client repeat orders, the recent inflation, war, interest rates and other pressures leading to less than expected demand, began to cut inventory, price cuts to clear.
Last year, the global shortage of chips, MCU is also a popular fry. Taiwan MCU leader Nuvoton's profit surged more than 5.5 times last year; Holtek's profit nearly doubled, with a net gain of $9.04 per share; Song Han also paid a new high of $8.71 per share, with the reversal of market conditions, Taiwan's factories will face the dilemma of profit decline.
Recently, the market rumors that STMicroelectronics, Infineon, DEI and other international first-tier MCU factory offer serious decline. There is even information that STMicroelectronics has cut the price of general-purpose MCUs from RMB 70 in March to RMB 32 at this stage, while some MCUs originally quoted at over RMB 100 have slipped to a double-digit price, which has aroused concern.
According to reports, the general-purpose MCU factory basically raised prices to customers one to two times last year. With the rapid changes in the global environment, under the interference of factors such as inflation, rising interest rates and cooling terminal demand, customers and channel operators are now at high inventory levels, resulting in the general-purpose MCU prices began to decline.
The supply chain revealed that the server, automotive and industrial control MCU market continues to be strong, and the price of high-end products is still relatively stiff, however, Taiwan MCU factories are mainly consumer-oriented applications, and it is difficult to escape the pressure of cutting orders and price correction caused by this wave of inventory adjustment.
In addition, the foundry's day is also difficult, are encountering cut orders. According to the Electronic Times, the global economic downturn, TV, cell phones and NB and many other consumer electronics demand fell faster than expected, the semiconductor, electronics supply chain inventory is rapidly climbing, price drops and cut single tide quickly spread.
Semi-insiders revealed that TSMC recently suffered a sudden air attack, in addition to Apple iPhone new machine target shipments decreased by 10%, and then rumored that because of the PC market freeze, major customers AMD also cut 7/6nm process orders of about 20,000 pieces. The full return of Nvidia by Samsung Electronics, but also because the mining boom receded, it is also rumored that Nvidia hopes to postpone 1 quarter pull.
Unnamed Taiwan MCU factory revealed that the mainland market demand is indeed slowing down, MCU field to consumer-oriented home appliances are affected to a large extent, so the company also in response to customer requests, according to the case and customers to discuss price adjustments, the current average rate of reduction of about 10%, has not yet returned to the starting price before the epidemic.
Content transferred from: China Semiconductor Forum
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