CCTV Finance reported the avalanche of some Electronic Components prices. For example, we learned in an interview that the price of a certainElectronic Components last year was 200 yuan, but the current unit price actually dropped to 20 yuan, which is 1/10 of the original. The market price of STMicroelectronics' electronic control system last year was 3,500 yuan, and now it has fallen from a high to 600 yuan, a drop of more than 80%. At the same time, the prices of LED light-emitting chips and driver chips are also falling this year.
What we have to pay attention to is that, on the one hand, capital factors and national policies are paying more and more attention to the semiconductor high-tech field represented by chips; Global inflation), etc., some chips even encountered the problem of overcapacity.
According to CCTV, 1.15 trillion chips will be shipped globally in 2021. In contrast, taking nearly 2,350 chip-related listed manufacturing companies around the world as the object, we learned that the amount of inventory in the first quarter of 2022 will surge by about US$97 billion compared with the end of 2021, and the remaining amount and increment of inventory are both. A 10-year high.
It is worth mentioning that many upstream and downstream chip manufacturers led by PC, such as Intel, AMD, NVIDIA, Micron, etc., have all lowered their chip shipments in the second half of the year, and Intel will also increase prices due to cost reasons.
In the next stage, how will the challenge arena and the drama of the chip industry change? It's worth watching quietly.
