Semiconductor industry chain shortage of goods continued to spread.

Universal crystal yesterday held a temporary shareholders, for the recent semiconductor silicon wafer prices, chairman Xu Xiulan expected this year, supply and demand gap of about 3-5% next year to further expand to 7-8%, the next two years is still in short supply, can be expected This year the annual price trend of product prices will be quite healthy, 12-inch wafer or 8-inch larger than the second quarter, part of the silicon wafer rose more than 2-digit range.

She said last year, the average price of semiconductor silicon wafer per inch is 0.67 US dollars, the lowest in the past 11 years, the last quarter is lower than 0.67 US dollars, but this situation has improved significantly in January. lm317dcyr

Xu Xiulan said that the first quarter of semiconductor silicon wafer supply tight, because many customers are beginning to talk about the price of the end of the year, so the fastest price began to reflect the second quarter is expected in the second quarter silicon wafer gains will be quite obvious, some silicon wafer gains have the opportunity Up to 2 digits, 8-inch silicon wafer is also estimated that there are single-digit gains.

Xu Xiulan stressed that the overall market supply remains unchanged, semiconductor silicon fabs do not intend to expand production capacity, only to the bottleneck of the process, and demand in the fab capacity continued out, advanced process demand for rapid growth, pushing up the overall silicon Wafer demand rose, this year the overall supply side is still tight, demand continues to grow.

She expected, driven by psychological factors, the next two years is still expected to maintain the demand for silicon wafer is greater than the supply situation, supply and demand gap this year, about 3-5% next year, estimated at 7-8%.

Xu Xiulan pointed out that some of the silicon wafer demand this year, the price is expected to go up quarter by quarter, and some will be slightly revised and then continue to rise, the overall trend of silicon wafer prices is expected throughout the year will be quite healthy. qpi-5lz

In the production capacity, Xu Xiulan expected to last year’s average annual average price of 0.67 US dollars per inch wafer is expected to be more than 0.9 US dollars, including the world’s crystal and other silicon wafer manufacturers will consider expansion.

In addition, the cost of construction is now quite high, the construction of a monthly production capacity of 100,000 12-inch semiconductor silicon fab, at least 300 million US dollars, coupled with environmental standards through the relevant process and advanced process testing equipment, the overall construction Plant costs will look at 400 million US dollars, the manufacturers, the average unit price of silicon wafers is still low, coupled with the scale of revenue is not enough to make up for the depreciation of the stall, it is expected that all manufacturers will not actively expand production, Will choose to go to the bottleneck of the priority.

TDK fade out, MLCC also joined formation

In addition to silicon, the recent multi-layer ceramic capacitor (MLCC) supply chain also broke the supply of a serious shortage of prospects in the first quarter of 2017, the season may be caught in the supply of scarce situation, the legal circle rumors, the current MLCC supply gap is basically Came to 5%.

According to JAPAN ECONOMIC CENTER, a 2017 multi-layer ceramic capacitor (MLCC) outlook report, general AV devices such as mobile phones, smartphones, tablets, personal computers, etc., use a large global multi-layer ceramic capacitor , In 2017 will rise to 552.1 billion, compared with 2016, 2017 MLCC demand forecast will increase again 10.6 billion.

Traditionally, passive components MLCC is the Japanese manufacturers such as Murata (Murata), TDK, the sun induced the world, but in recent years, South Korea’s electronics factory, such as Samsung Motor (SEMCO) actively rush, MLCC market price competition has long been commonplace, But recently because MLCC profits have been very low to kill, the market demand began to return to temperature, so the MLCC bargain seems to have begun to bottom out.

The MLCC market profit margins in the past few years quickly narrowed, but also makes the Japanese manufacturers TDK came in mid-last year will fade out of the general MLCC market, TDK MLCC market is currently the fifth largest supplier, and TDK fade out , Which may make the MLCC supply side of a serious scarcity.

According to the legal community forecast, from the global multi-layer ceramic capacitor capacity is limited, if the Apple iPhone 8 in the second quarter ahead of the stock tide, coupled with the automotive electronics MLCC market demand, estimated MLCC supply and demand situation Will be more tight.

Apple’s main MLCC supplier for the Murata, the sun induced, Samsung MLCC high-end manufacturing plant, and Taiwan plant MLCC supply chain giant, Huaxin Branch, the side, Wo stretch hall is the main low-order main.

Huaxin Branch, for example, 2016 Huaxin Branch owned by the parent company net profit, up to NT $ 2,152 million, the annual growth rate jumped 78.5%, legal person said, Huaxin Branch 2016 MLCC shipments, chips Resistance and other shipments are quite robust, so driven by substantial growth last year.

While another passive component of the country giant, last year’s revenue is also a record high record, to 29.617 billion yuan, annual growth rate of 7.65%.