On September 15, according to foreign media reports, with the world's largest OEM chip manufacturer TSMC joining the ranks of competitors and announcing an increase in OEM fees, the price rise of chips and electronic equipment driven by it may continue until 2022 < p > < / P > < p > since the fourth quarter of 2020, semiconductor prices have been rising under the situation of global supply contraction. However, the news that TSMC is preparing for the largest increase in OEM fees in 10 years still shocked many people, indicating that the upward trend of chip prices will last longer < p > with the increase of investment, TSMC transfers the cost burden < / P > < p > TSMC controls more than half of the global chip OEM market and produces chips for apple, NVIDIA and Qualcomm. According to insiders, TSMC is famous for its cutting-edge technology and high quality, but its OEM cost is usually about 20% higher than that of its competitors < p > however, several industry executives revealed that since the end of last year, smaller OEM manufacturers have repeatedly raised prices, so that United Microelectronics, the world's third-largest manufacturer, now charges higher for some services than its larger peers < p > the price increase is due to a series of factors, including rising material and logistics costs and competition from equipment manufacturers to ensure adequate chip supply, which have occurred since the chip shortage first began to have an impact at the end of last year < p > TSMC has always been slower than other chip companies in raising fees, partly because it has enjoyed a high premium. However, people familiar with the matter said that with the rise of investment costs, the company has promised to spend $100 billion in the next three years, and TSMC feels it is necessary to transfer some of the burden < p > according to industry sources, what is more urgent is that TSMC Electric is committed to eliminating the so-called double booking, that is, the number of chips ordered by customers exceeds the actual needs, and hopes to obtain more production capacity and the support of contract chip manufacturers in the case of tight global supply, which in turn makes it difficult for TSMC to grasp the "real demand" < p > customers have different reactions to TSMC's price rise < / P > < p > KS PUA, chairman and CEO of phson electronics, a provider of NAND flash controller chips and solutions, said: "we are glad that TSMC has finally adjusted the price so that it can avoid repeated bookings. At this time, people in the industry are competing to ensure sufficient chip capacity during the shortage period." < / P > < p > KS PUA also said: "we still lack supply and hope to have more chip capacity to support our growth in the second half of 2021." Phison electronics raised its chip price around April this year to reflect the rise of supply chain costs. KS PUA said that his company would discuss further price increases with customers < p > however, others expressed concerns about whether they could pass on these additional costs to customers. A chip industry executive said: "we are very shocked. All our account managers need to communicate with customers to see if we are willing to renegotiate some contracts. In more than a decade, we have never seen TSMC launch such a price increase." < / P > < p > many analysts believe that the impact of TSMC chip price increase will be more obvious from next year, Because the company is still trying to meet existing orders. They said that customers will also negotiate specific contract terms with TSMC before the price increase takes effect on October 1 < p > the prices of some chips have soared by 400% in one year < / P > < p > however, the overall chip prices have soared. Dale Gai, research director of market research firm counterpoint research, said that chip developers pay 40% more for the production of traditional chips with the most scarce supply < p > at the same time, electronics manufacturers face even greater gains as they try to purchase enough chips to assemble their equipment. For example, supply chain executives and distributors say that the price of many microcontroller chips has jumped from $0.20 per chip to more than $1, up 400% in less than a year < p > the reason is that although these chips are not necessarily the most important part of smart phones or servers, they are essential and not easy to replace. Such chips are also easier to store than CPUs, because CPUs will soon become obsolete, so anyone with excess inventory can make a lot of money if they find a buyer in urgent demand < p > from basic materials to chip packaging and testing services, prices are rising in almost every link of the chip supply chain. The analysis shows that for the top chip developers outsourcing production, such as Qualcomm, NVIDIA, MediaTek and AMD, this means that the "cost of sales" will rise in 2020. The cost of sales includes the total cost of delivery of production, materials and goods, while the cost of sales continued to soar in the first half of 2021 < p > the cumulative sales cost of Qualcomm, a mobile chip giant, jumped nearly 60% year-on-year from October last year to June this year, while the sales cost of MediaTek, its main Asian competitor, increased by more than 64% in the same period. However, the revenue of both companies soared even more during this period, indicating that they have adjusted the selling price of chips for the world's major smartphone manufacturers < p > industry insiders and analysts predict that the strong demand for chips will continue until next year, and so will the rising trend of prices. Doris Hsu, CEO of global wafers, the world's third-largest wafer material manufacturer, said that the price of wafers will rise, and wafers are the necessary matrix for manufacturing all chips. "The cost of materials and chemicals for production and transportation is rising, which means that we must adjust the selling price of wafers, otherwise our profit margin may be affected," she said < / P > < p > rising chip prices may force mobile phone manufacturers to adjust their strategies < / P > < p > Peter Hanbury, partner of Bain & amp; CO, who specializes in chip and technology supply chain He said that because it takes time to expand production capacity, chip prices may rise until next year. He added that chip developers such as Qualcomm, NXP and NVIDIA may negotiate to pass on the price increase to customers, namely equipment manufacturers and electronics manufacturers such as apple, Samsung, Xiaomi, HP, Dell and Ford. < / P > < p > Hambury pointed out: "For products such as smartphones and personal computers, the rise in retail prices will be more obvious, while for other devices with limited semiconductor content, this trend may not be easy to notice." < / P > < p > guy of counter point research said, ?
2023-03-22 10:04:43