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The price of car chips has soared 140 times, and car factories are struggling to move forward

According to CCTV, at the beginning of this year, the price of L9369, a core chip of the car body electronic stability system produced by Italian French Semiconductor, in the SEG electronic market in Huangpu District, Shanghai, was only about 20 yuan, which has soared more than 100 times, and some were also speculated to 2800 yuan, up 140 times. The financial channel of CCTV pointed out that according to public data, a traditional fuel vehicle needs about 300 chips, a traditional fuel vehicle with intelligent configuration needs about 500 to 700 chips, and an intelligent electric vehicle may need more than 2000 chips. The industry estimates that by 2030, the proportion of car chips in vehicle costs will increase from 4% to 20%.

2022

US Sanctions Russia's Largest Chip Manufacturer

The US Treasury Department said that the sanctions were targeted at network and technology companies that were "helpful" to Russia's invasion of Ukraine. Mikron, a Russian microelectronics manufacturer and exporter, is one of 21 entities and 13 individuals on the punishment list. The sanctions also include the blockade of any property in the United States. US Treasury Secretary Janet Yellen said: "Russia's unprovoked aggression not only continues to violate Ukraine's sovereignty, but also escalates attacks on civilians." "We will continue to sanction Russia from all angles until this meaningless war of choice ends," she added. The Ministry of Finance said that the software and communication technology company AO NII Vektor, the hardware company T-Platforms and the Molecular Electronics Research Institute (MERI) working for the Russian government were also added to the sanctions list. Due to the sanctions, all US assets of the target individuals and companies are blocked and must be reported to the US government. The punishment also targeted the Moscow based OOO Serniya Engineering. The Ministry of Finance said that the company is the center of a network that aims to evade sanctions by hiding users of "key Western technologies" (such as Russian intelligence and military agencies).

2022

MCU and PMIC bear the brunt of further extension of chip delivery date

According to the research of Susquehanna Financial Group, the delivery time -- the delay between chip ordering and delivery -- increased by two days last month to 26.6 weeks. Although chip users face longer waiting time again, the growth rate of delivery time is much slower than that in 2021, when many industries were forced to reduce production due to the lack of key components. According to a report by Susquehanna analyst Chris Rolland, the lead time for most chip types has increased, including power management, microcontrollers, analog and memory. He said that the war in Ukraine, the Covid-19 blockade in some parts of China and the earthquake in Japan "will have a short-term impact in the first quarter, but may have a lingering impact on the severely restricted supply chain throughout the year". The global semiconductor shortage began in the first half of 2020, driven by the epidemic driven consumer technology and automobile demand. Semiconductor manufacturers reduced their investment in increasing factory output, and the sudden shortage of chips disrupted the production of all products from smartphones to pickup trucks. It also contributes to inflation by raising supply costs. Chip industry executives warn that some customers will find it difficult to obtain adequate supply until 2023. Intel and other companies have increased the construction of new factories on a large scale, most of which will not be put into production until next year.

2022

Nomura Securities: Semiconductor is worried about oversupply

In Nomura's report on the 6th, it was pointed out that the semiconductor industry has been experiencing price increases for 18 consecutive months, and the rising cycle will "peak" in the first half of this year. With the continuous expansion of production capacity, the supply chain risk continues to increase. In addition to the impact of inflation, it is estimated that chip prices will be revised at the end of the second quarter. Nomura believes that as the semiconductor cycle in 2022 will reach its peak in the first half of the year, the bright financial statements of semiconductor companies cannot push up the share price to a new high, but they can still help the stock that had fallen sharply rebound; At present, the macro environment has deteriorated, including the prospect of interest rates of the Federal Reserve of the United States (Fed) has turned into a hawk, and the outbreak of the Russian Ukrainian war has increased inflation risks. Future orders may face a wave of correction, so we are cautious about semiconductor stocks. Nomura pointed out that it is still impossible to determine whether the price of semiconductors can decline moderately after reaching the peak in the first half of the cycle. At present, the known influencing factors include inflation, which may affect the "hard landing" of prices. Nomura estimated that the adjustment period of chip orders will continue to lengthen, which will take several quarters, while supply is still a problem. With the war between Russia and Ukraine, the earthquake, China's closure of cities, etc., the semiconductor supply chain may deteriorate. Therefore, the possibility of "exceeding expectations" in April and May cannot be ruled out. Nomura said that although the trend of chip price increase will slow down in the first half of the year, there is no indicator of the scale of price decline in the next 18 months. Therefore, in 2023, it prefers companies with good visibility, such as TSMC, server IC, analog IC, etc., mainly benefiting from the strong new product cycle and the increase of market share. As for equipment suppliers, Nomura pointed out that the supply of semiconductor equipment is still in shortage at this stage, because it is also faced with the problem of chip shortage. However, considering the green space capacity expansion in the two years starting from the beginning of 2021, it is estimated that the supply will expand in 2023, and the slowing down of supply growth can also ease the concerns about oversupply in the second half of 2022 and 2023.

2022

CFO of Volkswagen: insufficient chip supply will last until 2024

According to Reuters, Arno Antlitz, Volkswagen's chief financial officer (CFO), said in an interview with German daily Boersen Zeitung on Saturday that the supply of semiconductor chips is unlikely to fully meet demand again before 2024. He said that although the bottleneck may begin to ease at the end of this year and the output will return to the level of 2019 next year, it is not enough to meet the growing demand for chips. "The structural supply shortage may not solve itself until 2024," Antlitz said. Antlitz said that the lack of harnesses in Ukraine also led to the loss of some components, although the company is establishing new supplier relationships to purchase components from other countries. When asked how the funds from Porsche's public offering planned for the end of this year would be used to support Volkswagen's finance, Antlitz said that the funds would help fund the software department of the automobile manufacturer and its battery production plan. "Only those who can map out their battery supply chain can have an advantage in the scale of electric vehicles. Protection of the supply chain follows. Porsche's public offering allows us to have greater flexibility in financing," Antlitz said.

2022

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Chuangkai Intelligent Equipment (Wuxi) Co., Ltd

We focus on the R&D and manufacturing of high-precision semiconductor equipment and provide overall solutions for semiconductor packaging process.

Tel : 0510-82391833 / 82391803

E-mail : cec@wxcec.com

Address : 35-107 Changjiang South Road, Xinwu District, Wuxi City

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