This factory fire, the global car "chip panic" fear worse

Use wechat to scan the QR code to share with friends and circle of friends_ blank" href=" https://news.163.com/news/search?keyword=%E8%8A%AF%E7%89%87 "> chip < / a > industry is more nervous. on March 29, in Kaohsiung, Taiwan, China, < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%8D%8A%E5%AF%BC%E4%BD%93 "> a fire broke out in the electrical and mechanical room on the top floor of building C in Gangshan plant area of qiangmao Co., Ltd. (hereinafter referred to as qiangmao). Generally speaking, the production lines of semiconductor manufacturers have the characteristics of 24-hour continuous operation. This fire may affect the continuous operation of qiangmao production line, and further aggravate the chip shortage. behind the "core shortage", the chain reaction of the whole chip industry chain has begun. From the most upstream to the most downstream of the supply chain, from raw materials to finished products, every link should be called up. On March 29, according to media reports, & nbsp; < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%8F%B0%E7%A7%AF%E7%94%B5 "> TSMC < / a > plans to increase its 12 inch wafer price by 25% in April this year, which also means that TSMC's overall quotation has reached a new record. or affected by the rising price of parts, the price of Tesla Model y has been raised previously. It is worth noting that after Tesla, will the car companies that have been "stuck" by chips also increase the price of models? the shortage of chips triggered the chain reaction of price increase "the fire has been put out immediately in a short period of time, and the employees have been evacuated safely in order. No casualties have been caused in this accident. Buildings a and B of the production line have not been affected, and production has been resumed immediately after inspection." According to the announcement issued by qiangmao, the fire accident on March 29 had a small impact and had no significant impact on the company's financial business. but it can not be ignored that for semiconductor manufacturers, once the production line is interrupted and production is resumed again, they need to conduct a comprehensive inspection on the wafer state and chemical reagents. Therefore, the production line of semiconductor manufacturers has the characteristics of 24-hour continuous rotation. There is a view that the fire may make chip supply shortage tide intensified again. in fact, along with the shortage of chip supply, there is an increasing price surge in the whole chip industry chain. as the most upstream core material of semiconductor, < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E7%A1%85%E7%89%87 "> silicon < / a > has begun to rise in price. In March this year, shinyue chemical, the world's largest semiconductor silicon chip manufacturer, said that all its silicon products would increase their prices by 10% - 20% from April, the first time shinyue chemical has announced a price increase since 2017. according to some analysis, the rising price of semiconductor silicon wafer will further promote the increase of wafer manufacturing cost, and wafer manufacturers (including wafer foundry and IDM factory) may start a new round of price increase to shift the cost pressure. in the domestic market, TSMC and other wafer manufacturers have started to follow up the price increase. TSMC plans to increase the price of 12 inch wafers from April this year, after 8 inch wafers. &Each wafer is up about $400, or 25% & nbsp;. In response to rumors of price hikes, TSMC said it was committed to providing customer value and did not comment on price issues. In addition, according to CCTV financial reports, from January to February this year, the import of integrated circuits at Kunshan port in Jiangsu Province alone exceeded 10 billion yuan, and the import amount increased by 20% while the quantity was basically the same as that of last year. Thus, chip prices are constantly climbing.

auto < / a > industry as a whole is less likely to rise in price it is worth noting that the price of chips will increase the cost of cars, and many auto companies have been impacted financially. For example, Ford said it suffered a loss of $2.5 billion in profits this year, while General Motors said it could lose nearly $2 billion in profits. Under the huge operating pressure, will the automobile terminal market also usher in the rising price tide like the mobile phone industry? as far as the current situation is concerned, there is no common phenomenon of price increase due to lack of core in the automotive terminal market;. some people think that this has a certain relationship with the inventory of the automobile industry. According to the data of the passenger car Association, the comprehensive inventory coefficient of auto dealers in February was 1.68, up 9.8% on a month on month basis. In the case of a low base affected by the epidemic last year, the inventory level dropped significantly by 88.6% on a year-on-year basis, and the inventory level was above the warning line. Among them, the inventory coefficients of high-end luxury & amp; import brands, joint venture brands and independent brands are 1.65, 1.76 and 1.71 respectively, which are above the warning line. "we plan to take advantage of the shortage of chip supply to clear the previous inventory. At present, there is no price increase plan." An employee of a joint venture car company once told the daily economic news. on the other hand, in order to reduce financial losses, Volkswagen, Daimler and other automobile manufacturers have adjusted their production strategies, giving priority to the production of models with higher profit margins. Cui Dongshu, Secretary General of the national passenger car market information joint conference, believes that since April, the domestic car market has entered the traditional sales off-season, and the supply of chips at home and abroad has gradually increased, the chip shortage problem will be gradually alleviated, and it is expected to be solved by the end of the second quarter of this year. although it is generally believed in the industry that there is little probability that the chip shortage will lead to an overall increase in car prices, Tesla has taken the lead in raising the prices of model y, model 3 and other models in China and the United States. Will more auto companies join the price rising camp in the future? The industry will continue to pay attention. reporter | Huang Xinxu & nbsp; editor | Pei Jianru & nbsp; sun Zhicheng Wang Jiaqi proofread | he Xiaotao

2023-03-22 10:04:31

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