Use wechat scan QR code < / P > < p > to share with friends and circle of friends < / P > < p > < / P > < p > < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E9%9B%86%E5%BE%AE%E7%BD%91 "> jiweiwang < / a > reports that since 2021, various < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E8%8A%AF%E7%89%87 "> chips < / a > and other raw materials out of stock bring < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E6%B6%A8%E4%BB%B7%E6%BD%AE "> the tide of price increase < / a > is still shrouded in the sky of security enterprises. < / P > < p > different from the second half of 2020, the shortage price increase involves a wide range, except for < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E6%91%84%E5%83%8F%E5%A4%B4 "> camera < / a > the main control chip is out of stock, including WiFi chip, memory chip, MCU, IPC SOC and other core components, which are hard to find. < / P > < p > it is precisely because it is difficult to get a single product, the chaos of sitting on the ground and starting prices, panic hoarding and so on, that the pressure of small and medium-sized terminal security enterprises that have not entered the original chip supply system has doubled, and some enterprises are even in a semi holiday state because they can not get chips. < / P > < p > however, from the perspective of upstream chip manufacturers, the current market shortage phenomenon is not normal, which does not rule out the aversion of malicious hoarding by traders; in order to provide chips to enterprises with real demand in time and prevent the market from sustained unhealthy development, responsible upstream original manufacturers are also strictly controlling the shipment, and make the decision not to accept orders that cannot be given to the source demand side. < / P > < p > a number of industry insiders said that the shortage situation may be maintained until Q2 or even the second half of the year. < / P > < p > < strong style = "box sizing: inherit;" > Terminal Enterprises: the pressure of price increase and out of stock has doubled < / strong > < / P > < p > jiweiwang has learned that the supply of "chips" in the security market has been on the rise again recently. Compared with the shortage of IPC chips banned by Hisilicon in the second half of 2020, the shortage supply situation of the "chip" market is more severe. < / P > < p > "when will the WiFi chip arrive? We'll stop the line before that.". A terminal manufacturer in Shenzhen said helplessly to the supplier at the other end of the phone. < / P > < p > another camera terminal manufacturer in the same city also said that at present, the main control chip, memory chip and other products are hard to find. The company's original production expansion plan in 2021 is to double the production capacity. Because of the shortage, it has to slow down the production expansion plan and increase the production capacity by 50%. < / P > < p > "due to the wide variety of chips out of stock this time, the company's individual project factories will be affected and the production line will be shut down. In order to cope with the tight supply situation, the company is stepping up the verification of substitute materials, and is also actively doing strategic material preparation, goods grabbing and other actions." Another complete machine terminal manufacturer based on C-terminal market said so. < / P > < p > we have learned that the main control chip, IPC SOC, memory chip, WiFi chip and other core components used by security camera manufacturers are out of stock, mainly due to the shortage of upstream wafer and packaging and testing capacity. Among them, the storage chip shortage is the most serious, followed by the main control chip. < / P > < p > in addition to shortage, enterprises are also adjusting prices. At present, the price of memory chips increases by 20% - 30%, that of main control chips by 10% - 15%, and that of some small chips by 30% - 40%. < p > < p > in the article "more than 21 chip companies have issued price increase notices, with a maximum increase of 50%", Jiwei found that due to the shortage of wafer supply, more than 21 chip companies have issued price adjustment statements, with an average price increase of 10% - 20%. < / P > < p > in the event of shortage and price increase, the enterprises that lack R & D ability, slow replacement response and small size are the most affected; while those enterprises that have not entered the original direct supply system and need to obtain chips through suppliers / distributors are also actively looking for more alternative solutions, but they are also troubled by "price increase" and the product cost pressure is doubled. < / P > < p > a person in the industry of a complete machine manufacturer has no choice but to say that this year's product making enterprises are having a hard time, especially module enterprises. Due to the shortage of chips, their production capacity has a big problem and it is difficult to ship. Some enterprises are already in the semi holiday state. < / P > < p > in addition to the delay of delivery, the decline of gross profit margin and the increase of R & D cost, the shortage price increase will also force enterprises to make some adjustments in product planning. < / P > < p > according to the above-mentioned complete machine terminal manufacturers in the C-end market, the overall supply shortage trend of the supply chain will continue for a period of time. Therefore, the company will find some products that can buy raw materials and make some high profit products. For example, fali visual doorbell, low-power cameras and other categories. < / P > < p > it is worth mentioning that the shortage and price increase this time are serious, and even the large factories that have entered the original direct supply system are not immune. The relevant person in charge of Tiandi Weiye said that at present, the phenomenon of shortage and price increase in the industry does exist, and the company does encounter an impact. However, Tiandi's upstream stock is sufficient, and it has a close relationship with the original factory. It will give priority to satisfaction and supply, and the impact is relatively controllable at present. < / P > < p > a number of industry insiders said that the shortage situation may continue to Q2 or even the second half of the year. < / P > < p > < strong style = "box sizing: inherit;" > chip Enterprises: capacity improvement is of no help. < / P > < p > on the one hand, the shortage of wafer supply does exist, and the original chip manufacturers are also facing a serious shortage of wafer production capacity. However, due to the accumulation of status and network resources in the supply chain, the wafer supply of most enterprises can still meet the market demand, and has not yet reached the situation of uncovering. < / P > < p > on the other hand, the current market shortage is not normal. Compared with last year, the capacity of the original chip factory has increased significantly, but it is still unable to meet the growing market demand. However, behind the sudden increase of market demand, enterprises need to take time to identify whether it is real demand or panic demand. < / P > < p > for example, during the two years of 2019 and 2020, a customer purchased less than 2 million pieces, but placed 6 million pieces of orders at one time at the end of 2020. Is it true that there is a huge increase in market demand and it is necessary to prepare for the war, or is it a panic rush? < / P > < p > there is another situation, that is, "repeated orders", which is another big driver of the current shortage of supply in the market. < / P > < p > for example, company a has a demand for one million "complete machines", and it has three suppliers, each of which has 500000 "chips" for the original chip manufacturer, which will lead to more demandAt the same time, due to the shortage of Wi Fi modules, the three companies are unable to supply, and company a will try to find more suppliers, resulting in more chip demand going to the above chip manufacturers. < / P > < p > a senior executive of an original chip manufacturer said helplessly: "the most exaggerated thing I have seen is that there are nine suppliers in the demand of a complete machine, and the chip orders placed by these nine suppliers are five times of the original demand. This situation requires a lot of manpower / time to investigate. " < / P > < p > but judging from the current situation of terminal manufacturers, the shortage does exist, which also makes the original chip manufacturers quite a headache. < / P > < p > the senior executive of the above chip original factory said: "our supply to each customer is growing. If we are still crying out for shortage, there is a big problem. We need to invest a lot of energy to analyze the truth behind it. We do not rule out the suspicion of malicious hoarding of goods by traders, so we have been strictly controlling the shipment. If we can not give orders to the source demand side, we will not accept them. " < / P > < p > another chip manufacturer also said that at present, both the wafer supply and the purchase orders of the terminal enterprises are out of stock. However, due to the good relationship between the company and the suppliers, the company still maintains a stable shipment, and there is no production reduction or extended delivery time. < / P > < p > < strong style = "box sizing: inherit;" > summary < / strong > < / P > < p > since 2020, the domestic semiconductor industry fever has been reflected incisively and vividly. Both the capital level and the market level have achieved qualitative growth compared with previous years. But behind the hot market, the upstream and downstream industry chains need to work together to maintain the healthy development of the industry, and more responsible enterprises need to shoulder the burden of maintaining the healthy development of the industry, so as to promote the long-term positive operation of the industry. (proofread / Lee) < / P > < p >